Woodward Diversified Capital, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Woodward Diversified Capital, LLC reported 182 stock positions worth $214.7 million. Its top holding was Reliance (RS) at 10.2% of the portfolio, followed by Apple (AAPL, 5.9%) and Genelux (GNLX, 3.6%). Compared with Q2 2025, it opened 21 new positions, sold out of 11, added to 67 and reduced 74. The biggest buy was Genelux (GNLX, shares +4%) and the biggest sale an exit from Nuscale Power (SMR).

Most Recent 13F
Q2 2026
Location
BAKERSFIELD, CA
CIK
0001846177
Portfolio Value
$214.7M (Q3 2025)
SEC Filing
0001846177-25-000004 ↗ filed Oct 21, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $161.0M Q1 2024 Q2 2024: $170.5M Q2 2024 Q3 2024: $157.6M Q3 2024 Q4 2024: $136.1M Q4 2024 Q1 2025: $141.3M Q1 2025 Q2 2025: $197.7M Q2 2025 Q3 2025: $214.7M $214.7M Q3 2025 Q4 2025: $218.3M Q4 2025 Q1 2026: $219.7M Q1 2026 Q2 2026: $226.7M Q2 2026

Holdings 182 stocks · $214.7M
RS Reliance Inc. 10.25% 78,350 $22.0M No change
AAPL Apple Inc. 5.93% 49,991 $12.7M Reduce -0.6%
GNLX Genelux Corp. 3.61% 1,844,099 $7.7M Add +3.7%
CVX Chevron Corp. 3.32% 45,953 $7.1M Add +8.8%
NVDA Nvidia Corp. 3.23% 37,135 $6.9M Reduce -29.8%
XOM Exxon Mobil Corp. 3.21% 61,062 $6.9M Reduce -0.9%
WFC Wells Fargo & Co. 2.92% 74,887 $6.3M Add +0.1%
MSFT Microsoft Corp. 2.16% 8,967 $4.6M Reduce -3.5%
AMZN Amazon.com Inc. 2.00% 19,531 $4.3M Reduce -1.1%
JPM JPMorgan Chase & Co. 1.72% 11,704 $3.7M Reduce -0.4%
META Meta Platforms Inc. Class A 1.71% 4,993 $3.7M Add +18.2%
GOOGL Alphabet Inc. Class A 1.57% 13,889 $3.4M Reduce -0.6%
JNJ Johnson & Johnson 1.43% 16,537 $3.1M Add +0.4%
AVGO Broadcom Inc. 0.98% 6,398 $2.1M Reduce -0.8%
CRWD CrowdStrike Holdings Inc. Class A 0.98% 4,304 $2.1M Reduce -2.9%
ABBV Abbvie Inc. 0.97% 9,003 $2.1M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.95% 8,368 $2.0M Reduce -1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.95% 39,376 $2.0M Reduce -0.4%
WMT Walmart Inc. 0.93% 19,372 $2.0M Add +0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.92% 7,031 $2.0M Add +0.7%
HD Home Depot Inc. 0.91% 4,796 $1.9M Add +0.7%
CAT Caterpillar Inc. 0.90% 4,049 $1.9M Reduce -0.4%
PG The Procter & Gamble Co. 0.87% 12,144 $1.9M Add +0.8%
VZ Verizon Communications Inc. 0.85% 41,356 $1.8M Reduce -0.4%
SHOP Shopify Inc. Class A 0.83% 12,024 $1.8M No change
AMGN Amgen Inc. 0.82% 6,206 $1.8M Add +0.2%
VGT Vanguard Info Tech ETF 0.82% 2,345 $1.8M Reduce -2.1%
NVDL Granitesh 2X LNG Nvda ETF 0.79% 18,050 $1.7M New
QLD Proshares Ultra QQQ 0.74% 11,618 $1.6M Add +127.6%
CSCO Cisco Systems Inc. 0.74% 23,220 $1.6M Add +0.9%
MP MP Materials Corp. 0.74% 23,539 $1.6M New
RBLX Roblox Corp. Class A 0.72% 11,234 $1.6M New
NFLX Netflix Inc. 0.72% 1,284 $1.5M Reduce -4.5%
T AT&T Inc. 0.71% 54,020 $1.5M Reduce -2.5%
BABA Alibaba Group Holding-SP ADR 0.65% 7,862 $1.4M Reduce -0.2%
VIS Vanguard Industrials ETF 0.64% 4,625 $1.4M Reduce -1.7%
PH Parker Hannifin Corp. 0.61% 1,729 $1.3M Add +0.4%
MELI MercadoLibre Inc. 0.60% 547 $1.3M No change
RDVY First Trust Rising Dividend 0.59% 18,755 $1.3M Add +8.7%
BLK BlackRock Inc. 0.58% 1,064 $1.2M Add +0.4%
VOX Vanguard Communication Servi 0.57% 6,560 $1.2M Reduce -3.5%
VCR Vanguard Consumer Discre ETF 0.56% 3,039 $1.2M Reduce -2.4%
COP Conocophillips 0.56% 12,691 $1.2M Add +3.8%
LRCX Lam Research Corp. 0.56% 8,944 $1.2M Reduce -1.5%
PM Philip Morris International 0.55% 7,268 $1.2M Reduce -0.4%
VPU Vanguard Utilities ETF 0.54% 6,166 $1.2M Reduce -4.9%
VDC Vanguard Consumer Staple ETF 0.53% 5,342 $1.1M Reduce -1.4%
APP AppLovin Corp. Class A 0.53% 1,571 $1.1M New
TCBK Trico Bancshares 0.51% 24,581 $1.1M No change
VFH Vanguard Financials ETF 0.50% 8,210 $1.1M Reduce -2.0%
VDE Vanguard Energy ETF 0.50% 8,458 $1.1M New
PEP Pepsico Inc. 0.49% 7,537 $1.1M Add +0.8%
MET Metlife Inc. 0.49% 12,832 $1.1M Add +0.8%
VAW Vanguard Materials ETF 0.49% 5,103 $1.0M New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.48% 12,760 $1.0M No change
MO Altria Group Inc. 0.47% 15,408 $1.0M Reduce -5.9%
GLD SPDR Gold Shares 0.47% 2,819 $1.0M Add +3.2%
MRK Merck & Co. Inc. 0.46% 11,856 $995K Reduce -0.5%
TSLA Tesla Inc. 0.46% 2,235 $994K Reduce -58.5%
KMI Kinder Morgan Inc. 0.46% 34,964 $990K Reduce -1.9%
RTX RTX Corp. 0.44% 5,617 $940K Reduce -0.7%
TSLL Dirx DLY Tsla Bul 2X ETF-Aui 0.44% 44,250 $934K New
NBIS Nebius Group NV 0.43% 8,290 $931K New
MSTR Strategy Inc. 0.42% 2,817 $908K Add +48.8%
STWD Starwood Property Trust Inc. 0.41% 45,878 $889K Add +2.9%
SO The Southern Co. 0.41% 9,201 $872K Reduce -7.3%
BCML Baycom Corp. 0.40% 30,000 $863K No change
QCOM Qualcomm Inc. 0.39% 5,097 $848K Reduce -7.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.39% 2,709 $839K Reduce -0.8%
MCD McDonald's Corp. 0.39% 2,740 $833K Add +0.1%
PANW Palo Alto Networks Inc. 0.38% 4,039 $822K Reduce -8.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.38% 7,501 $817K Reduce -1.1%
NSC Norfolk Southern Corp. 0.38% 2,719 $817K Reduce -5.4%
ABT Abbott Laboratories 0.38% 6,083 $815K Add +0.5%
PRU Prudential Financial Inc. 0.37% 7,662 $795K Add +1.4%
GD General Dynamics Corp. 0.36% 2,273 $775K Add +1.1%
PNC PNC Financial Services Group 0.36% 3,823 $768K Add +0.7%
PFE Pfizer Inc. 0.35% 29,549 $753K Add +1.7%
KO The Coca-Cola Co. 0.33% 10,688 $709K Reduce -0.6%
PPLT Abrdn Physical Platinum SHRS 0.32% 4,805 $687K No change
FDN First Trust DJ Internet Ind 0.31% 2,402 $672K Reduce -0.7%
FERG Ferguson Enterprises Inc. 0.30% 2,839 $638K Add +173.2%
FITB Fifth Third Bancorp 0.29% 14,000 $624K Add +0.4%
IEF iShares 7-10 Year Treasury B 0.29% 6,461 $623K Add +38.4%
USB US Bancorp 0.29% 12,693 $613K Add +0.3%
TWLO Twilio Inc. Class A 0.28% 6,040 $605K Reduce -9.7%
AEP American Electric Power 0.28% 5,352 $602K Add +1.1%
LAMR Lamar Advertising Co. Class A 0.28% 4,915 $602K Add +0.7%
PLD Prologis Inc. 0.28% 5,234 $599K Add +1.4%
CSX CSX Corp. 0.28% 16,846 $598K Add +0.5%
BIV Vanguard Intermediate-Term B 0.27% 7,530 $588K Reduce -47.2%
IAU iShares Gold Trust 0.27% 8,070 $587K Reduce -0.5%
UNH Unitedhealth Group Inc. 0.27% 1,659 $573K Add +27.2%
DDOG Datadog Inc. Class A 0.27% 4,017 $572K Reduce -0.6%
BSV Vanguard Short-Term Bond ETF 0.26% 7,198 $568K Reduce -73.0%
LMT Lockheed Martin Corp. 0.26% 1,132 $565K Add +9.2%
BLV Vanguard Long-Term Bond ETF 0.26% 7,805 $553K New
BDX Becton Dickinson and Co. 0.25% 2,890 $541K Add +2.5%
VTIP Vanguard Short-Term Tips 0.25% 10,640 $539K Reduce -48.6%
CMI Cummins Inc. 0.24% 1,232 $520K Add +0.2%
DE Deere & Co. 0.24% 1,128 $516K Add +0.6%
C Citigroup Inc. 0.23% 4,885 $496K Reduce -0.5%
EME Emcor Group Inc. 0.23% 760 $494K Add +2.4%
SNOW Snowflake Inc. 0.23% 2,184 $493K Add +8.2%
MDT Medtronic PLC 0.23% 5,153 $491K Reduce -1.2%
PEG Public Service Enterprise GP 0.23% 5,814 $485K Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 964 $485K Reduce -9.4%
MA Mastercard Inc. Class A 0.22% 841 $478K Add +1.1%
QQQ Invesco QQQ Trust Series 1 0.22% 795 $477K Add +0.9%
WPM Wheaton Precious Metals Corp. 0.22% 4,200 $470K No change
JNK SS SPDR BB High Yield Bond 0.22% 4,785 $469K No change
EPD Enterprise Products Partners 0.22% 14,920 $467K No change
IEI iShares 3-7 Year Treasury Bo 0.21% 3,800 $454K Reduce -0.9%
VOO Vanguard S&P 500 ETF 0.21% 741 $454K Add +1.4%
CMCSA Comcast Corp. Class A 0.21% 14,029 $441K Add +7.5%
SITM Sitime Corp. 0.20% 1,421 $428K New
BR Broadridge Financial Solutio 0.20% 1,796 $428K Add +0.3%
AXP American Express Co. 0.20% 1,280 $425K Reduce -0.7%
FTCS First Trust Capital Strength 0.20% 4,510 $422K Reduce -0.6%
LHX L3HARRIS Technologies Inc. 0.19% 1,366 $417K Reduce -0.9%
PNR Pentair PLC 0.19% 3,646 $404K New
LLY Eli Lilly & Co. 0.18% 520 $397K Add +3.8%
DD Dupont DE Nemours Inc. 0.18% 5,052 $394K Add +2.3%
ORCL Oracle Corp. 0.18% 1,356 $381K Reduce -1.1%
ENB Enbridge Inc. 0.17% 7,300 $368K No change
CVBF CVB Financial Corp. 0.17% 19,000 $359K No change
SHY iShares 1-3 Year Treasury Bo 0.16% 4,232 $351K Reduce -0.7%
DHR Danaher Corp. 0.16% 1,761 $349K Reduce -0.2%
GS Goldman Sachs Group Inc. 0.16% 430 $342K Add +2.1%
WPC WP Carey Inc. 0.16% 5,045 $341K Reduce -1.0%
ADP Automatic Data Processing 0.16% 1,149 $337K Add +0.9%
TMUS T-Mobile US Inc. 0.16% 1,406 $337K Add +0.3%
COST Costco Wholesale Corp. 0.16% 363 $336K Reduce -0.8%
IGSB iShares 1-5Y Inv Grade Corp. 0.16% 6,330 $336K Reduce -0.2%
MPC Marathon Petroleum Corp. 0.16% 1,739 $335K Reduce -5.6%
MMM 3M Co. 0.15% 2,112 $328K Reduce -57.1%
ACN Accenture PLC Class A 0.15% 1,299 $320K Add +6.7%
GILD Gilead Sciences Inc. 0.15% 2,866 $318K Add +0.3%
CI The Cigna Group 0.15% 1,093 $315K Add +4.0%
CCI Crown Castle Inc. 0.15% 3,233 $312K Reduce -0.2%
COPX Global X Copper Miners ETF 0.14% 5,130 $307K New
OXY Occidental Petroleum Corp. 0.14% 6,382 $302K No change
GLPI Gaming and Leisure Propertie 0.14% 6,388 $298K Add +0.6%
FNF Fidelity National Financial 0.14% 4,862 $294K Add +1.4%
CAH Cardinal Health Inc. 0.14% 1,854 $291K Add +4.0%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.13% 3,770 $289K Reduce -24.6%
CFG Citizens Financial Group 0.13% 5,373 $286K Add +1.1%
PLTR Palantir Technologies Inc. Class A 0.13% 1,513 $276K Reduce -7.9%
SCHD Schwab US DVD Equity ETF 0.13% 9,972 $272K Reduce -8.6%
WM Waste Management Inc. 0.13% 1,220 $269K No change
AMAT Applied Materials Inc. 0.13% 1,311 $268K Reduce -0.2%
SHEL Shell PLC-ADR 0.12% 3,740 $268K Reduce -0.1%
CRM Salesforce Inc. 0.12% 1,125 $267K Reduce -7.0%
BTI British American Tob-SP ADR 0.12% 5,000 $265K No change
BX Blackstone Inc. 0.12% 1,489 $254K Add +0.3%
CTAS Cintas Corp. 0.12% 1,229 $252K Add +4.7%
BA The Boeing Co. 0.12% 1,160 $250K Reduce -9.4%
HIG Hartford Insurance Group Inc. 0.12% 1,855 $247K Reduce -7.7%
MPWR Monolithic Power Systems Inc. 0.11% 264 $243K Reduce -4.7%
ET Energy Transfer LP 0.11% 14,072 $241K Add +0.6%
IGIB iShares 5-10Y Inv Grade Corp. 0.11% 4,428 $240K Reduce -0.7%
RITM Rithm Capital Corp. 0.11% 20,919 $238K Add +0.8%
MRSH Marsh & McLennan Cos 0.11% 1,167 $235K Add +1.7%
SPOT Spotify Technology SA 0.11% 334 $233K Reduce -22.9%
HLI Houlihan Lokey Inc. 0.11% 1,100 $226K New
GTLB Gitlab Inc. Class A 0.11% 5,005 $226K New
BCAL California Bancorp 0.10% 13,500 $225K No change
APH Amphenol Corp. Class A 0.10% 1,817 $225K New
ANET Arista Networks Inc. 0.10% 1,526 $222K New
UBER Uber Technologies Inc. 0.10% 2,259 $221K Reduce -0.4%
DOC Healthpeak Properties Inc. 0.10% 10,829 $207K Add +0.1%
HEI.A Heico Corp. Class A 0.10% 806 $205K Reduce -0.5%
REMX Vaneck Rar Earth ND STG-Usdi 0.09% 3,086 $203K New
UPS United Parcel Service Class B 0.09% 2,430 $203K Add +17.6%
MAA Mid-America Apartment Comm 0.09% 1,451 $203K New
OVV Ovintiv Inc. 0.09% 5,014 $202K New
STLA Stellantis NV 0.09% 20,000 $187K No change
WCMI FT WCM International ETF 0.08% 10,225 $172K New
OCUL Ocular Therapeutix Inc. 0.06% 11,200 $131K No change
CPAC Cementos Pacasmayo Saa - ADR 0.04% 11,000 $77K No change
FEAM 5E Advanced Materials Inc. 0.02% 13,900 $49K New
SACH Sachem Capital Corp. 0.01% 13,860 $15K No change

Portfolio Sells Q2 2025 → Q3 2025
SMR Nuscale Power Corp. Sold out 0.00% −1.07
NVDA Nvidia Corp. Reduce -29.8% 3.23% −1.00
BSV Vanguard Short-Term Bond ETF Reduce -73.0% 0.26% −0.80
TSLA Tesla Inc. Reduce -58.5% 0.46% −0.40
BIV Vanguard Intermediate-Term B Reduce -47.2% 0.27% −0.28
JCI Johnson Controls Internation Sold out 0.00% −0.28
VTIP Vanguard Short-Term Tips Reduce -48.6% 0.25% −0.28
MMM 3M Co. Reduce -57.1% 0.15% −0.23
AMZN Amazon.com Inc. Reduce -1.1% 2.00% −0.19
NFLX Netflix Inc. Reduce -4.5% 0.72% −0.19
MSFT Microsoft Corp. Reduce -3.5% 2.16% −0.17
CRWD CrowdStrike Holdings Inc. Class A Reduce -2.9% 0.98% −0.16
HBAN Huntington Bancshares Inc. Sold out 0.00% −0.16
XOM Exxon Mobil Corp. Reduce -0.9% 3.21% −0.15
AMD Advanced Micro Devices Sold out 0.00% −0.15
TWLO Twilio Inc. Class A Reduce -9.7% 0.28% −0.14
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.14
PM Philip Morris International Reduce -0.4% 0.55% −0.12
SNPS Synopsys Inc. Sold out 0.00% −0.11
EQT Eqt Corp. Sold out 0.00% −0.11
HSY The Hershey Co. Sold out 0.00% −0.11
BSX Boston Scientific Corp. Sold out 0.00% −0.10
RSG Republic Services Inc. Sold out 0.00% −0.10
T AT&T Inc. Reduce -2.5% 0.71% −0.10
PANW Palo Alto Networks Inc. Reduce -8.3% 0.38% −0.07
KMI Kinder Morgan Inc. Reduce -1.9% 0.46% −0.07
VDC Vanguard Consumer Staple ETF Reduce -1.4% 0.53% −0.07
VZ Verizon Communications Inc. Reduce -0.4% 0.85% −0.06
SPOT Spotify Technology SA Reduce -22.9% 0.11% −0.06
SO The Southern Co. Reduce -7.3% 0.41% −0.06
KO The Coca-Cola Co. Reduce -0.6% 0.33% −0.05
AJG Arthur J Gallagher & Co. Reduce -0.8% 0.39% −0.05
WRB WR Berkley Corp. Reduce -24.6% 0.13% −0.05
QCOM Qualcomm Inc. Reduce -7.4% 0.39% −0.05
CRM Salesforce Inc. Reduce -7.0% 0.12% −0.04
VFH Vanguard Financials ETF Reduce -2.0% 0.50% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.4% 0.23% −0.04
VPU Vanguard Utilities ETF Reduce -4.9% 0.54% −0.04
VIS Vanguard Industrials ETF Reduce -1.7% 0.64% −0.03
COST Costco Wholesale Corp. Reduce -0.8% 0.16% −0.03
CCI Crown Castle Inc. Reduce -0.2% 0.15% −0.02
IEI iShares 3-7 Year Treasury Bo Reduce -0.9% 0.21% −0.02
SCHD Schwab US DVD Equity ETF Reduce -8.6% 0.13% −0.02
BA The Boeing Co. Reduce -9.4% 0.12% −0.02
FDN First Trust DJ Internet Ind Reduce -0.7% 0.31% −0.02
TURB Turbo Energy SA Sold out 0.00% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -0.7% 0.16% −0.02
VOX Vanguard Communication Servi Reduce -3.5% 0.57% −0.01
HIG Hartford Insurance Group Inc. Reduce -7.7% 0.12% −0.01
DHR Danaher Corp. Reduce -0.2% 0.16% −0.01

Portfolio Buys Q2 2025 → Q3 2025
GNLX Genelux Corp. Add +3.7% 3.61% +1.03
NVDL Granitesh 2X LNG Nvda ETF New 0.79% +0.79
MP MP Materials Corp. New 0.74% +0.74
RBLX Roblox Corp. Class A New 0.72% +0.72
APP AppLovin Corp. Class A New 0.53% +0.53
VDE Vanguard Energy ETF New 0.50% +0.50
VAW Vanguard Materials ETF New 0.49% +0.49
QLD Proshares Ultra QQQ Add +127.6% 0.74% +0.44
TSLL Dirx DLY Tsla Bul 2X ETF-Aui New 0.44% +0.44
NBIS Nebius Group NV New 0.43% +0.43
CVX Chevron Corp. Add +8.8% 3.32% +0.26
BLV Vanguard Long-Term Bond ETF New 0.26% +0.26
SITM Sitime Corp. New 0.20% +0.20
PNR Pentair PLC New 0.19% +0.19
FERG Ferguson Enterprises Inc. Add +173.2% 0.30% +0.18
JNJ Johnson & Johnson Add +0.4% 1.43% +0.16
COPX Global X Copper Miners ETF New 0.14% +0.14
META Meta Platforms Inc. Class A Add +18.2% 1.71% +0.13
HLI Houlihan Lokey Inc. New 0.11% +0.11
GTLB Gitlab Inc. Class A New 0.11% +0.11
APH Amphenol Corp. Class A New 0.10% +0.10
ANET Arista Networks Inc. New 0.10% +0.10
REMX Vaneck Rar Earth ND STG-Usdi New 0.09% +0.09
MAA Mid-America Apartment Comm New 0.09% +0.09
OVV Ovintiv Inc. New 0.09% +0.09
WCMI FT WCM International ETF New 0.08% +0.08
IEF iShares 7-10 Year Treasury B Add +38.4% 0.29% +0.06
UNH Unitedhealth Group Inc. Add +27.2% 0.27% +0.06
GLD SPDR Gold Shares Add +3.2% 0.47% +0.05
RDVY First Trust Rising Dividend Add +8.7% 0.59% +0.04
CMI Cummins Inc. Add +0.2% 0.24% +0.04
MSTR Strategy Inc. Add +48.8% 0.42% +0.04
GD General Dynamics Corp. Add +1.1% 0.36% +0.03
EME Emcor Group Inc. Add +2.4% 0.23% +0.03
FEAM 5E Advanced Materials Inc. New 0.02% +0.02
HD Home Depot Inc. Add +0.7% 0.91% +0.02
LMT Lockheed Martin Corp. Add +9.2% 0.26% +0.02
BLK BlackRock Inc. Add +0.4% 0.58% +0.02
CFG Citizens Financial Group Add +1.1% 0.13% +0.01
DD Dupont DE Nemours Inc. Add +2.3% 0.18% +0.01
GS Goldman Sachs Group Inc. Add +2.1% 0.16% +0.01
BDX Becton Dickinson and Co. Add +2.5% 0.25% +0.01
BX Blackstone Inc. Add +0.3% 0.12% +0.01
PLD Prologis Inc. Add +1.4% 0.28% +0.00
COP Conocophillips Add +3.8% 0.56% +0.00
AEP American Electric Power Add +1.1% 0.28% +0.00
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.22% +0.00
PH Parker Hannifin Corp. Add +0.4% 0.61% +0.00
CSX CSX Corp. Add +0.5% 0.28% +0.00
VOO Vanguard S&P 500 ETF Add +1.4% 0.21% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$226.7MRS, AAPL, CVX, NVDA, GNLX
Q1 2026 179$219.7MRS, AAPL, XOM, CVX, NVDA
Q4 2025 184$218.3MRS, AAPL, GNLX, XOM, WFC
Q3 2025 182$214.7MRS, AAPL, GNLX, CVX, NVDA
Q2 2025 172$197.7MRS, AAPL, NVDA, XOM, CVX
Q1 2025 136$141.3MRS, AAPL, XOM, WFC, NVDA
Q4 2024 132$136.1MRS, AAPL, NVDA, XOM, WFC
Q3 2024 160$157.6MAAPL, XOM, NVDA, CVX, WFC
Q2 2024 159$170.5MAAPL, MSFT, NVDA, CVX, XOM
Q1 2024 151$161.0MAAPL, MSFT, CVX, XOM, GNLX