WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV — 13F Portfolio

WOODARD & CO ASSET MANAGEMENT GROUP INC is a registered investment advisory firm headquartered in Wilmington, Ohio, with one of the longest 13F filing histories among regional asset managers. Filing with the SEC under CIK #0000771118, the firm has maintained regulatory disclosures since the late 1980s, providing over three decades of observable investment history that spans numerous complete market cycles, economic transformations, and financial crises. This exceptional longevity positions Woodard & Co among the most seasoned investment managers with observable regulatory records, demonstrating institutional resilience through dramatically varying market conditions. Operating from southwestern Ohio, the firm serves a diverse client base including institutional accounts, high-net-worth individuals, and retail investors throughout the Midwest and beyond. The Woodard family heritage embedded in the firm name reflects multi-generational commitment to investment management and client stewardship. Wilmington's location between Cincinnati and Columbus provides access to regional wealth while maintaining the focused, relationship-driven environment characteristic of community-rooted advisory practices. Through the platform's 13F History tools, users can examine Woodard & Co's disclosed equity positions across an extraordinary multi-decade timeframe.

Woodard & Co Asset Management Group employs a value-oriented, dividend growth investment approach refined through over three decades of market participation. The firm's 13F Portfolio Composition reveals a preference for quality companies with sustainable competitive advantages, strong cash generation, and commitment to returning capital to shareholders through growing dividend payments. Investment philosophy emphasizes identifying businesses trading at reasonable valuations while maintaining fundamental quality characteristics including balance sheet strength, earnings consistency, and reliable dividend policies. Under the leadership of President L. Scott Woodard and Chief Investment Officer Derek Kreider, the research process combines bottom-up fundamental analysis with attention to valuation discipline and income sustainability. Sector Allocation History observable through successive filings spanning over thirty years demonstrates consistent exposure to dividend-rich sectors including healthcare, consumer staples, financials, industrials, and utilities—though positioning has adapted to evolving opportunities across the extended timeframe. Low portfolio turnover characterizes the approach, reflecting a patient ownership mentality that allows dividend compounding to unfold over extended periods while minimizing transaction costs and tax inefficiency. The Portfolio Simulator enables users to examine how Woodard & Co's disclosed holdings would have compounded when normalized to a user-defined notional capital base across the exceptional multi-decade filing history.

Woodard & Co Asset Management Group Inc represents one of the most enduring regional investment advisory practices with 13F filing history extending back to the late 1980s under CIK #0000771118—an extraordinary longitudinal record enabling analysis across multiple complete market cycles spanning over three decades. This institutional longevity through dramatically varying market conditions, including multiple recessions, financial crises, and transformative economic changes, demonstrates organizational resilience and sustained investment discipline. Under the leadership of President L. Scott Woodard and Chief Investment Officer Derek Kreider, the firm maintains the dividend growth value philosophy that has characterized its approach throughout its extended history. The Sharpe Ratio derived from backtesting disclosed positions across this exceptional timeframe offers a robust framework for evaluating long-term risk-adjusted efficiency, capturing performance through bull markets, crisis periods, and multiple rotation cycles. The Annualized Return (CAGR) of replicated holdings provides rare multi-decade compounding perspective illustrating how dividend growth investing has accumulated wealth through transformative market evolution. Sector Allocation History analysis across the thirty-year-plus record reveals how the firm's dividend focus has adapted to changing sector opportunities while maintaining philosophical consistency. The Ohio roots and community-oriented culture inform a conservative stewardship approach appropriate for multi-generational wealth. For allocators and analysts examining Woodard & Co's approach, the essential diagnostic question leverages the firm's extraordinary track record: Across three decades encompassing multiple dividend investing cycles and interest rate regimes, how has this dividend growth discipline performed relative to alternatives, and what distinguishes the firm's approach during periods of rising rates when income-oriented equities historically face headwinds?

The risk management framework at Woodard & Co Asset Management Group reflects the firm's commitment to conservative, dividend-oriented portfolio construction developed through over three decades of navigating varying market conditions. The emphasis on established companies with strong balance sheets and sustainable dividends typically translates to a reduced Volatility Profile compared to growth-focused or speculative strategies. Dividend-paying stocks historically exhibit defensive characteristics during market stress, as income generation provides returns cushion and quality companies with reliable payouts tend to experience less severe drawdowns. With over thirty years of 13F filing history, the Max Drawdown Depth observable through historical replication captures how the portfolio navigated transformative market events including the 1987 crash aftermath, the 1990s expansion, the dot-com bubble and collapse, the 2008 financial crisis, the subsequent bull market, the 2020 pandemic crash, and the 2022 correction. This extraordinary filing history provides unparalleled insight into downside behavior across varying stress scenarios. The Downside Capture Ratio offers critical perspective on whether the firm's dividend growth discipline provides meaningful capital protection during adverse market environments across multiple crisis periods. Investors benefit from the firm's accumulated experience navigating market stress.