GREENWOOD GEARHART INC
13F Reported Value
ⓘ$1.8B
Holdings
134
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GREENWOOD GEARHART INC disclosed 134 positions worth $1.8B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 27 new positions and exited 5 — including a new stake in $EPD and a full exit from $BX. The portfolio is most concentrated in Other (65.6% of disclosed assets). All figures are sourced directly from GREENWOOD GEARHART INC’s Form 13F-HR filing with the SEC under CIK 1084683.
AI Fund Analysis
Stable
$QQQSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$165.7M277,322 shVANGUARD STAR FDS
—Quality
$110.3M1,430,075 shISHARES TR
—Quality
$91.4M1,717,626 shSCHWAB STRATEGIC TR
—Quality
$90.3M3,521,321 shJ P MORGAN EXCHANGE TRADED F
—Quality
$88.0M1,739,531 shISHARES TR
—Quality
$76.2M798,912 sh- 63.2
Quality
$71.3M574,070 sh SELECT SECTOR SPDR TR
—Quality
$67.8M462,504 sh- 76.1
Quality
$57.5M226,392 sh ISHARES TR
—Quality
$51.8M985,453 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $165.7M | 277,322 |
| VANGUARD STAR FDS | — | $110.3M | 1,430,075 |
| ISHARES TR | — | $91.4M | 1,717,626 |
| SCHWAB STRATEGIC TR | — | $90.3M | 3,521,321 |
| J P MORGAN EXCHANGE TRADED F | — | $88.0M | 1,739,531 |
| ISHARES TR | — | $76.2M | 798,912 |
 Walmart Inc.$WMT | 63.2 | $71.3M | 574,070 |
| SELECT SECTOR SPDR TR | — | $67.8M | 462,504 |
 Apple Inc.$AAPL | 76.1 | $57.5M | 226,392 |
| ISHARES TR | — | $51.8M | 985,453 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GREENWOOD GEARHART INC's 134 positions.
Showing top 10 of 134 holdings.
Sector Allocation
Other
$1.2B
Technology
$256.7M
Financials
$144.3M
Consumer Discretionary
$102.1M
Industrials
$83.6M
Communication Services
$24.4M
Consumer Staples
$9.7M
Energy
$7.7M
Full Holdings — GREENWOOD GEARHART INC (Q1 2026)
All 134 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $165.7M | 9.0% | +4% | — |
| 2 | — | VANGUARD STAR FDS | $110.3M | 6.0% | +46% | — |
| 3 | — | ISHARES TR | $91.4M | 4.9% | +7% | — |
| 4 | — | SCHWAB STRATEGIC TR | $90.3M | 4.9% | -26% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F | $88.0M | 4.8% | +10% | — |
| 6 | — | ISHARES TR | $76.2M | 4.1% | +10% | — |
| 7 | $WMT | Walmart Inc. | $71.3M | 3.9% | -3% | 63.2 |
| 8 | — | SELECT SECTOR SPDR TR | $67.8M | 3.7% | +3% | — |
| 9 | $AAPL | Apple Inc. | $57.5M | 3.1% | +4% | 76.1 |
| 10 | — | ISHARES TR | $51.8M | 2.8% | +6% | — |
| 11 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $50.0M | 2.7% | +4% | — |
| 12 |  $NVDA | NVIDIA CORP | $49.1M | 2.7% | +6% | 90.2 |
| 13 | — | VANGUARD TAX-MANAGED FDS | $48.0M | 2.6% | +3% | — |
| 14 |  $IVZ | Invesco Ltd. | $46.4M | 2.5% | +4% | — |
| 15 |  $GOOGL | Alphabet Inc. | $46.4M | 2.5% | +2% | 80.2 |
| 16 | — | ISHARES TR | $42.8M | 2.3% | +5% | — |
| 17 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $42.0M | 2.3% | -2% | 56.5 |
| 18 | — | ISHARES TR | $41.4M | 2.2% | +5% | — |
| 19 | — | SELECT SECTOR SPDR TR | $40.9M | 2.2% | +2% | — |
| 20 |  $MSFT | MICROSOFT CORP | $39.5M | 2.1% | +5% | 83.7 |
| 21 | — | ISHARES TR | $38.6M | 2.1% | -0% | — |
| 22 | — | SELECT SECTOR SPDR TR | $38.0M | 2.1% | +2% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $31.6M | 1.7% | +5% | 64.5 |
| 24 | — | VANGUARD WORLD FD | $31.4M | 1.7% | +3% | — |
| 25 |  $AMZN | AMAZON COM INC | $26.6M | 1.4% | +4% | 74.6 |
| 26 | — | SELECT SECTOR SPDR TR | $25.2M | 1.4% | +10% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $20.8M | 1.1% | +5% | 35.6 |
| 28 | — | SELECT SECTOR SPDR TR | $20.0M | 1.1% | +5% | — |
| 29 |  $META | Meta Platforms, Inc. | $17.3M | 0.9% | +3% | 80.9 |
| 30 |  $FWONA | Liberty Media Corp | $15.7M | 0.8% | +5% | 51 |
| 31 |  $CAT | CATERPILLAR INC | $15.2M | 0.8% | -37% | 67.8 |
| 32 | — | VANGUARD INDEX FDS | $14.9M | 0.8% | -39% | — |
| 33 |  $AVGO | Broadcom Inc. | $14.8M | 0.8% | +5% | 86.4 |
| 34 | — | VANGUARD INDEX FDS | $14.7M | 0.8% | +4% | — |
| 35 |  $CRM | Salesforce, Inc. | $14.5M | 0.8% | +8853% | 75.2 |
| 36 |  $PANW | Palo Alto Networks Inc | $13.5M | 0.7% | +53% | 66.5 |
| 37 |  $TSLA | Tesla, Inc. | $12.9M | 0.7% | +2% | 50.1 |
| 38 |  $KKR | KKR & Co. Inc. | $11.1M | 0.6% | +8% | 49.8 |
| 39 |  $AXP | AMERICAN EXPRESS CO | $10.9M | 0.6% | +8% | 73.2 |
| 40 |  $SPY | SPDR S&P 500 ETF TRUST | $10.5M | 0.6% | +3% | — |
| 41 |  $J | JACOBS SOLUTIONS INC. | $10.3M | 0.6% | +6% | 47.7 |
| 42 |  $V | VISA INC. | $9.4M | 0.5% | +10% | 83.5 |
| 43 | — | ISHARES TR | $8.9M | 0.5% | +16% | — |
| 44 |  $TSN | TYSON FOODS, INC. | $8.7M | 0.5% | -0% | 51.9 |
| 45 |  $NFLX | NETFLIX INC | $8.2M | 0.4% | +7% | 86.7 |
| 46 | — | VANGUARD SCOTTSDALE FDS | $7.3M | 0.4% | -2% | — |
| 47 | — | VANGUARD WORLD FD | $7.3M | 0.4% | -45% | — |
| 48 |  $HOMB | HOME BANCSHARES INC | $5.7M | 0.3% | +0% | — |
| 49 | — | ISHARES TR | $5.6M | 0.3% | -24% | — |
| 50 | — | SPDR SERIES TRUST | $3.9M | 0.2% | -7% | — |
| 51 |  $XOM | EXXON MOBIL CORP | $3.6M | 0.2% | +1% | 61.8 |
| 52 |  $WFC | WELLS FARGO & COMPANY/MN | $3.3M | 0.2% | +5% | — |
| 53 |  $ETR | ENTERGY CORP /DE/ | $2.4M | 0.1% | -9% | 65.1 |
| 54 | — | VANECK ETF TRUST | $1.7M | 0.1% | -22% | — |
| 55 | — | ISHARES TR | $1.6M | 0.1% | -98% | — |
| 56 | — | ISHARES TR | $1.6M | 0.1% | +20% | — |
| 57 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 58 | — | ISHARES TR | $1.6M | 0.1% | +25% | — |
| 59 |  $CVX | CHEVRON CORP | $1.5M | 0.1% | +85% | 54.7 |
| 60 |  $MCD | MCDONALDS CORP | $1.4M | 0.1% | +12% | 73.9 |
| 61 | — | SCHWAB STRATEGIC TR | $1.4M | 0.1% | +107% | — |
| 62 |  $HD | HOME DEPOT, INC. | $1.4M | 0.1% | +5% | 69.2 |
| 63 |  $OZK | Bank OZK | $1.4M | 0.1% | -0% | — |
| 64 | — | ISHARES TR | $1.3M | 0.1% | -7% | — |
| 65 | $IVZ | Invesco Ltd. | $1.2M | 0.1% | -14% | — |
| 66 |  $SYK | STRYKER CORP | $1.2M | 0.1% | -7% | 69.8 |
| 67 |  $EVLV | Evolv Technologies Holdings, Inc. | $1.2M | 0.1% | +0% | 34.7 |
| 68 |  $TOST | Toast, Inc. | $1.1M | 0.1% | +0% | 69.5 |
| 69 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | +142% | — |
| 70 | — | ISHARES TR | $1.0M | 0.1% | -2% | — |
| 71 |  $GOOG | Alphabet Inc. | $950,386 | 0.1% | +116% | 80.2 |
| 72 |  $WT | WisdomTree, Inc. | $879,278 | 0.1% | -3% | 62.9 |
| 73 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $851,930 | 0.1% | NEW | 66.4 |
| 74 |  $JNJ | JOHNSON & JOHNSON | $849,429 | 0.1% | -9% | 72.8 |
| 75 | — | ISHARES TR | $803,569 | 0.0% | -99% | — |
| 76 |  $RTX | RTX Corp | $772,757 | 0.0% | +17% | 70 |
| 77 |  $LOW | LOWES COMPANIES INC | $761,530 | 0.0% | -11% | 63.5 |
| 78 |  $SYM | Symbotic Inc. | $756,344 | 0.0% | +0% | 55.1 |
| 79 |  $LLY | ELI LILLY & Co | $713,742 | 0.0% | -1% | 89.3 |
| 80 | — | SCHWAB STRATEGIC TR | $694,241 | 0.0% | +2% | — |
| 81 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $672,632 | 0.0% | +11% | 66.7 |
| 82 | — | VANGUARD INDEX FDS | $671,085 | 0.0% | -98% | — |
| 83 |  $GLW | CORNING INC /NY | $666,525 | 0.0% | +0% | 72.7 |
| 84 |  $RF | REGIONS FINANCIAL CORP | $640,462 | 0.0% | +0% | — |
| 85 | — | ISHARES TR | $626,609 | 0.0% | +2% | — |
| 86 | — | VANGUARD INDEX FDS | $567,714 | 0.0% | -99% | — |
| 87 | — | ISHARES TR | $545,537 | 0.0% | +0% | — |
| 88 | — | SCHWAB STRATEGIC TR | $542,198 | 0.0% | -2% | — |
| 89 |  $BA | BOEING CO | $509,318 | 0.0% | +8% | 51.8 |
| 90 |  $PG | PROCTER & GAMBLE Co | $508,140 | 0.0% | -38% | 72.9 |
| 91 | — | ISHARES TR | $481,826 | 0.0% | -100% | — |
| 92 |  $AON | Aon plc | $472,550 | 0.0% | -22% | — |
| 93 |  $ENB | ENBRIDGE INC | $446,493 | 0.0% | NEW | — |
| 94 |  $ORCL | ORACLE CORP | $394,990 | 0.0% | -6% | 67.2 |
| 95 |  $SAJ | SARATOGA INVESTMENT CORP. | $389,286 | 0.0% | NEW | — |
| 96 |  $BAC | BANK OF AMERICA CORP /DE/ | $382,740 | 0.0% | -3% | 68.4 |
| 97 | — | ISHARES TR | $377,072 | 0.0% | -17% | — |
| 98 | — | VANGUARD INTL EQUITY INDEX F | $351,966 | 0.0% | NEW | — |
| 99 |  $COP | CONOCOPHILLIPS | $337,416 | 0.0% | NEW | 74.8 |
| 100 |  $AMGN | AMGEN INC | $337,072 | 0.0% | +27% | 79.5 |
| 101 |  $PSX | Phillips 66 | $326,467 | 0.0% | NEW | 47.6 |
| 102 |  $LIN | LINDE PLC | $320,261 | 0.0% | NEW | — |
| 103 |  $VZ | VERIZON COMMUNICATIONS INC | $317,716 | 0.0% | NEW | 71.6 |
| 104 |  $PEP | PEPSICO INC | $284,918 | 0.0% | +19% | 62.7 |
| 105 | — | ISHARES TR | $278,174 | 0.0% | -8% | — |
| 106 |  $ETN | Eaton Corp plc | $271,114 | 0.0% | +0% | — |
| 107 |  $SLF | SUN LIFE FINANCIAL INC | $256,371 | 0.0% | NEW | — |
| 108 |  $GAIN | GLADSTONE INVESTMENT CORPORATION\DE | $254,180 | 0.0% | NEW | — |
| 109 |  $SGU | STAR GROUP, L.P. | $251,740 | 0.0% | NEW | 73.8 |
| 110 |  $WEST | Westrock Coffee Co | $247,210 | 0.0% | -1% | 40 |
| 111 |  $TRP | TC ENERGY CORP | $245,768 | 0.0% | NEW | — |
| 112 |  $STEW | SRH Total Return Fund, Inc. | $241,589 | 0.0% | +0% | — |
| 113 |  $PEBO | PEOPLES BANCORP INC | $240,280 | 0.0% | NEW | 58.7 |
| 114 | — | VANGUARD ADMIRAL FDS INC | $236,431 | 0.0% | -4% | — |
| 115 |  $CAVA | CAVA GROUP, INC. | $234,610 | 0.0% | NEW | 62.7 |
| 116 |  $VLY | VALLEY NATIONAL BANCORP | $233,443 | 0.0% | NEW | — |
| 117 |  $PFLA | PennantPark Floating Rate Capital Ltd. | $233,160 | 0.0% | NEW | — |
| 118 |  $UNP | UNION PACIFIC CORP | $233,158 | 0.0% | +0% | 74 |
| 119 |  $EBF | ENNIS, INC. | $224,910 | 0.0% | NEW | 56.4 |
| 120 |  $MA | Mastercard Inc | $223,870 | 0.0% | NEW | 81.7 |
| 121 |  $RYN | RAYONIER INC | $222,737 | 0.0% | +0% | 68.1 |
| 122 |  $VLO | VALERO ENERGY CORP/TX | $222,372 | 0.0% | NEW | 51.4 |
| 123 |  $NDAQ | NASDAQ, INC. | $221,308 | 0.0% | NEW | 78.5 |
| 124 |  $BMO | BANK OF MONTREAL /CAN/ | $219,521 | 0.0% | NEW | — |
| 125 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $219,297 | 0.0% | NEW | 75.4 |
| 126 |  $BHP | BHP Group Ltd | $218,220 | 0.0% | NEW | — |
| 127 | — | EVERPURE INC | $215,496 | 0.0% | +0% | — |
| 128 |  $ROK | ROCKWELL AUTOMATION, INC | $215,328 | 0.0% | +0% | 68.2 |
| 129 |  $ABBV | AbbVie Inc. | $212,705 | 0.0% | NEW | 59.3 |
| 130 |  $NGG | NATIONAL GRID PLC | $203,971 | 0.0% | NEW | — |
| 131 |  $AMD | ADVANCED MICRO DEVICES INC | $203,430 | 0.0% | +0% | 78.8 |
| 132 |  $CCJ | CAMECO CORP | $200,929 | 0.0% | NEW | — |
| 133 |  $SPWH | SPORTSMAN'S WAREHOUSE HOLDINGS, INC. | $116,582 | 0.0% | +0% | 30.4 |
| 134 |  $JSM | NAVIENT CORP | $84,336 | 0.0% | NEW | 35.5 |
New Positions (27)
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$851,930$ENB ENBRIDGE INC$446,493$SAJ SARATOGA INVESTMENT CORP.$389,286$COP CONOCOPHILLIPS$337,416$PSX Phillips 66$326,467$LIN LINDE PLC$320,261$VZ VERIZON COMMUNICATIONS INC$317,716$SLF SUN LIFE FINANCIAL INC$256,371$GAIN GLADSTONE INVESTMENT CORPORATION\DE$254,180$SGU STAR GROUP, L.P.$251,740$TRP TC ENERGY CORP$245,768$PEBO PEOPLES BANCORP INC$240,280$CAVA CAVA GROUP, INC.$234,610$VLY VALLEY NATIONAL BANCORP$233,443
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