What does GREENWOOD GEARHART INC hold?

GREENWOOD GEARHART INC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1084683.

What is GREENWOOD GEARHART INC's AUM?

GREENWOOD GEARHART INC reported approximately $2.1B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $2.0B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source GREENWOOD GEARHART INC's holdings?

All GREENWOOD GEARHART INC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1084683. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is GREENWOOD GEARHART INC's 13F data updated on 13F Pro?

GREENWOOD GEARHART INC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

GREENWOOD GEARHART INC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1084683

Institutional-grade research for retail investors

Sector Allocation

Other66.7%$1.4B
Technology14.8%$318.5M
Financials5.7%$123.2M
Industrials4.3%$93.1M
Consumer Staples3.6%$76.8M
Consumer Discretionary2.4%$51.4M
Communication Services1.2%$25.2M
Utilities0.6%$13.8M
Energy0.3%$7.1M
Healthcare0.2%$4.9M

AUM History

13fpro.ai/research/fund/greenwood-gearhart-inc-1084683

Conviction and streaks

Diversifying · top 10 = 46.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold9.2% weight · held 10 quarters

$Conviction hold5.9% weight · held 10 quarters

$Conviction hold5.1% weight · held 10 quarters

$Conviction hold4.5% weight · held 10 quarters

$Conviction hold4.3% weight · held 10 quarters

$Accumulating+206% shares · 9 quarters running

$Accumulating+127% shares · 9 quarters running

$QQQAccumulating+141% shares · 9 quarters running

$Accumulating+117% shares · 9 quarters running

$Accumulating+119% shares · 9 quarters running

$Trimming-52% shares · 6 quarters running

$Trimming-56% shares · 6 quarters running

$Trimming-44% shares · 6 quarters running

$Trimming-91% shares · 6 quarters running

$Trimming-10% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$197.2M
VANGUARD
$126.0M
SCHWAB
$109.2M
ISHARES
$96.9M
J
$92.4M
ISHARES
$80.8M
SELECT
$76.0M
ISHARES
$74.2M
AAPL
$68.9M
QQQ
$66.7M
WMT
$65.9M
NVDA
$60.2M
GOOG
$58.2M
JBHT
$55.7M
ISHARES
$55.0M
ISHARES
$53.1M
ISHARES
$49.6M
SELECT
$48.3M
MSFT
$42.7M
SELECT
$39.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/greenwood-gearhart-inc-1084683

GREENWOOD GEARHART INC 13F holdings — Q2 2026

$2.1B portfolio (+16.2% QoQ) · 168 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio

1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$197.2M
9.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD STAR FDS - VG TL INTL STK F
$126.0M
5.9% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SCHWAB STRATEGIC TR - US LRG CAP ETF
$109.2M
5.1% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - ISHS 5-10YR INVT
$96.9M
4.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
5
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$92.4M
4.3% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - 7-10 YR TRSY BD
$80.8M
3.8% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
7
SELECT SECTOR SPDR TR - ST STR CARE ETF
$76.0M
3.5% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - ISHARES SEMICDTR
$74.2M
3.5% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Apple Inc.
$AAPL
$68.9M
3.2% of stocks
+5%This quarter+3.3%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
10
INVESCO QQQ TRUST, SERIES 1
$QQQ
$66.7M
3.1% of stocks
+4%This quarter+4.1%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - S&P 500 ETF SHS	$197.2M	9.2%	+4%	—	—	—	—
2	VANGUARD STAR FDS - VG TL INTL STK F	$126.0M	5.9%	+3%	—	—	—	—
3	SCHWAB STRATEGIC TR - US LRG CAP ETF	$109.2M	5.1%	+5%	—	—	—	—
4	ISHARES TR - ISHS 5-10YR INVT	$96.9M	4.5%	+6%	—	—	—	—
5	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	$92.4M	4.3%	+5%	—	—	—	—
6	ISHARES TR - 7-10 YR TRSY BD	$80.8M	3.8%	+7%	—	—	—	—
7	SELECT SECTOR SPDR TR - ST STR CARE ETF	$76.0M	3.5%	+4%	—	—	—	—
8	ISHARES TR - ISHARES SEMICDTR	$74.2M	3.5%	-1%	—	—	—	—
9	Apple Inc.$AAPL	$68.9M	3.2%	+5%	+3.3%	10+ qtrsAdded 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
10	INVESCO QQQ TRUST, SERIES 1$QQQ	$66.7M	3.1%	+4%	+4.1%	10+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial

All holdings — GREENWOOD GEARHART INC (Q2 2026)

Sort

168 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$WMT	Walmart Inc.	Consumer Staples	$65.9M	3.1%	582K	+1%	10+ qtrs	60.1	13F
12	$NVDA	NVIDIA CORP	Technology	$60.2M	2.8%	301K	+7%	10+ qtrsAdded 2 qtrs in a row	86.0	13F
13	$GOOG	Alphabet Inc.	Technology	$58.2M	2.7%	165K	+2%	10+ qtrsAdded 2 qtrs in a row	77.7	13F
14	$JBHT	HUNT J B TRANSPORT SERVICES INC	Industrials	$55.7M	2.6%	192K	-3%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
15	—	ISHARES TR - ISHS 1-5YR INVSetf/fund	—	$55.0M	2.6%	1.05M	+7%	—	—	13F
16	—	ISHARES TR - RUSSELL 2000 ETFetf/fund	—	$53.1M	2.5%	177K	+2%	—	—	13F
17	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$49.6M	2.3%	643K	+5%	—	—	13F
18	—	SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund	—	$48.3M	2.3%	261K	+3%	—	—	13F
19	$MSFT	MICROSOFT CORP	Technology	$42.7M	2.0%	114K	+7%	10+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	—	SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund	—	$39.6M	1.8%	477K	+3%	—	—	13F
21	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$34.5M	1.6%	69K	+5%	10+ qtrsAdded 7 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
22	—	VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETFetf/fund	—	$33.3M	1.6%	288K	New	—	—	13F
23	$AMZN	AMAZON COM INC	Consumer Discretionary	$31.3M	1.5%	131K	+3%	10+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund	—	$30.7M	1.4%	573K	+12%	—	—	13F
25	$PANW	Palo Alto Networks Inc	Technology	$28.9M	1.3%	85K	+0.7%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	VANGUARD WORLD FD - ENERGY ETF	—	$28.2M	1.3%	188K	+3%
27	—	J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL	—	$24.8M	1.2%	270K	New
28	$JPM	JPMORGAN CHASE & CO	Financials	$24.0M	1.1%	73K	+4%
29	$CAT	CATERPILLAR INC	Industrials	$22.6M	1.1%	21K	-1%
30	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$20.8M	1.0%	459K	+5%
31	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$19.5M	0.9%	273K	-64%
32	$AVGO	Broadcom Inc.	Technology	$19.2M	0.9%	51K	+6%
33	$META	Meta Platforms, Inc.	Technology	$18.3M	0.8%	33K	+7%
34	$FWONA	Liberty Media Corp	Communication Services	$18.3M	0.8%	192K	+4%
35	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$16.7M	0.8%	173K	+5%
36	$TSLA	Tesla, Inc.	Consumer Discretionary	$15.3M	0.7%	36K	+5%
37	$IVZ	Invesco Ltd.	Financials	$14.8M	0.7%	69K	-71%
38	$AXP	AMERICAN EXPRESS CO	Financials	$12.9M	0.6%	38K	+6%
39	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$12.6M	0.6%	34K	-26%
40	$CRM	Salesforce, Inc.	Technology	$12.5M	0.6%	80K	+2%
41	$SPY	SPDR S&P 500 ETF TRUST	—	$11.9M	0.6%	16K	-1%
42	$KKR	KKR & Co. Inc.	Financials	$11.7M	0.5%	127K	+6%
43	$V	VISA INC.	Financials	$11.5M	0.5%	33K	+7%
44	$CEG	Constellation Energy Corp	Utilities	$11.1M	0.5%	44K	New
45	$J	JACOBS SOLUTIONS INC.	Industrials	$10.8M	0.5%	86K	+6%
46	—	ISHARES TR - CORE S&P500 ETF	—	$10.2M	0.5%	14K	-0.6%
47	$TSN	TYSON FOODS, INC.	Consumer Staples	$8.9M	0.4%	156K	+15%
48	—	VANGUARD WORLD FD - INF TECH ETF	—	$8.2M	0.4%	68K	+555%
49	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$7.3M	0.3%	88K	-0.5%
50	$NFLX	NETFLIX INC	Communication Services	$6.4M	0.3%	90K	+6%
51	—	ISHARES TR - CORE S&P TTL STK	—	$6.3M	0.3%	39K	-2%
52	$HOMB	HOME BANCSHARES INC	Financials	$6.1M	0.3%	213K	+0.1%
53	—	SPDR SERIES TRUST - ST STR P500GRW	—	$4.7M	0.2%	40K	-1%
54	$XOM.R34088	EXXON MOBIL CORP	Energy	$3.1M	0.1%	23K	+8%
55	$ETR	ENTERGY CORP /DE/	Utilities	$2.5M	0.1%	22K	+0.0%
56	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$2.4M	0.1%	3,681	-19%
57	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.0M	0.1%	5,550	+34%
58	$GOOGL	Alphabet Inc.	Technology	$1.8M	0.1%	5,054	+53%
59	—	ISHARES TR - S&P 500 GRWT ETF	—	$1.8M	0.1%	13K	-7%
60	—	ISHARES TR - MSCI EAFE ETF	—	$1.7M	0.1%	17K	—
61	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$1.7M	0.1%	51K	+7%
62	—	ISHARES TR - S&P 500 VAL ETF	—	$1.7M	0.1%	7,436	-4%
63	$OZK	Bank OZK	Other	$1.6M	0.1%	31K	+6%
64	—	ISHARES TR - SHRT NAT MUN ETF	—	$1.6M	0.1%	15K	—
65	—	ISHARES TR - RUS 1000 GRW ETF	—	$1.5M	0.1%	12K	+300%
66	$CVX	CHEVRON CORP	Energy	$1.5M	0.1%	8,973	+22%
67	—	J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN	—	$1.5M	0.1%	19K	New
68	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$1.3M	0.1%	36K	+1%
69	$IVZ	Invesco Ltd.	Financials	$1.3M	0.1%	15K	-12%
70	$GLW	CORNING INC /NY	Materials	$1.3M	0.1%	5,091	+4%
71	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.3M	0.1%	4,790	+5%
72	$SYK	STRYKER CORP	Healthcare	$1.2M	0.1%	3,800	+2%
73	$TOST	Toast, Inc.	Technology	$1.2M	0.1%	43K	—
74	$EVLV	Evolv Technologies Holdings, Inc.	Technology	$1.2M	0.1%	200K	—
75	$WFC	WELLS FARGO & COMPANY/MN	Financials	$1.1M	0.1%	14K	-67%
76	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$1.1M	0.1%	4,690	+52%
77	$LLY	ELI LILLY & Co	Healthcare	$1.1M	0.1%	939	+21%
78	—	ISHARES TR - MSCI INTL QUALTY	—	$1.1M	0.1%	22K	-0.7%
79	$MU	MICRON TECHNOLOGY INC	Technology	$1.1M	0.1%	930	New
80	—	ISHARES TR - RUS MD CP GR ETF	—	$1.0M	0.1%	7,003	+12%
81	$WT	WisdomTree, Inc.	Financials	$957K	0.0%	10K	—
82	$JNJ	JOHNSON & JOHNSON	Healthcare	$948K	0.0%	3,732	+7%
83	$RTX	RTX Corp	Industrials	$913K	0.0%	4,813	+20%
84	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	—	$903K	0.0%	2,948	+34%
85	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$890K	0.0%	24K	+8%
86	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$886K	0.0%	3,151	+14%
87	—	ISHARES TR - CORE S&P SCP ETF	—	$877K	0.0%	5,910	+52%
88	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$863K	0.0%	25K	+9%
89	$AMD	ADVANCED MICRO DEVICES INC	Technology	$805K	0.0%	1,385	+39%
90	$RF	REGIONS FINANCIAL CORP	Financials	$746K	0.0%	25K	+0.8%
91	—	J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW	—	$719K	0.0%	7,234	New
92	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$717K	0.0%	3,253	+0.9%
93	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$688K	0.0%	12K	+77%
94	—	PUTNAM ETF TRUST - FOCUSED LAR CAP	—	$658K	0.0%	13K	New
95	$SYM	Symbotic Inc.	Industrials	$639K	0.0%	14K	—
96	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$630K	0.0%	23K	+4%
97	$BA	BOEING CO	Industrials	$629K	0.0%	2,904	+13%
98	—	ISHARES TR - 0-3 MTH TREASURY	—	$627K	0.0%	6,225	—
99	—	ISHARES TR - RUS 1000 ETF	—	$627K	0.0%	1,530	—
100	$IAU	ISHARES GOLD TRUST	Financials	$565K	0.0%	7,479	New
101	$PG	PROCTER & GAMBLE Co	Consumer Staples	$556K	0.0%	3,792	+8%
102	$BAC	BANK OF AMERICA CORP /DE/	Financials	$555K	0.0%	9,739	+24%
103	$AON	Aon plc	Financials	$552K	0.0%	1,663	+14%
104	$TXN	TEXAS INSTRUMENTS INC	Technology	$529K	0.0%	1,775	New
105	—	PRINCIPAL EXCHANGE TRADED FD - PRIN U S SMALL	—	$511K	0.0%	7,281	New
106	$ETN	Eaton Corp plc	Industrials	$504K	0.0%	1,182	+56%
107	—	J P MORGAN EXCHANGE TRADED F - BETA DEVE EX ETF	—	$501K	0.0%	8,375	New
108	$PSX	Phillips 66	Energy	$484K	0.0%	2,863	+60%
109	$SAJ	SARATOGA INVESTMENT CORP.	Other	$480K	0.0%	22K	+21%
110	$WEST	Westrock Coffee Co	Consumer Staples	$472K	0.0%	58K	—
111	—	ISHARES TR - CORE DIV GRWTH	—	$466K	0.0%	6,142	New
112	$ORCL	ORACLE CORP	Technology	$458K	0.0%	3,123	+16%
113	$ENB	ENBRIDGE INC	Energy	$447K	0.0%	8,247	—
114	—	ISHARES TR - U.S. TECH ETF	—	$440K	0.0%	1,744	New
115	$PFLA	PennantPark Floating Rate Capital Ltd.	Other	$424K	0.0%	57K	+95%
116	—	ISHARES TR - CORE S&P US GWT	—	$408K	0.0%	2,171	-11%
117	$AMGN	AMGEN INC	Healthcare	$377K	0.0%	1,041	+9%
118	$COP	CONOCOPHILLIPS	Energy	$364K	0.0%	3,503	+37%
119	$LIN	LINDE PLC	Materials	$362K	0.0%	698	+8%
120	$SLF	SUN LIFE FINANCIAL INC	Financials	$353K	0.0%	4,498	+10%
121	$PEBO	PEOPLES BANCORP INC	Financials	$350K	0.0%	9,110	+25%
122	$LRCX	LAM RESEARCH CORP	Technology	$347K	0.0%	800	New
123	$GAIN	GLADSTONE INVESTMENT CORPORATIONDE	Other	$346K	0.0%	22K	+25%
124	$BMO	BANK OF MONTREAL /CAN/	Financials	$338K	0.0%	1,912	+18%
125	$SGU	STAR GROUP, L.P.	Consumer Discretionary	$338K	0.0%	26K	+28%
126	$UNP	UNION PACIFIC CORP	Industrials	$332K	0.0%	1,219	+27%
127	—	ISHARES TR - CORE MSCI EAFE	—	$330K	0.0%	3,417	New
128	—	ISHARES TR - MBS ETF	—	$327K	0.0%	3,459	New
129	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$321K	0.0%	7,592	+20%
130	$ABBV	AbbVie Inc.	Healthcare	$321K	0.0%	1,277	+31%
131	$INTC	INTEL CORP	Technology	$318K	0.0%	2,275	New
132	$PEP	PEPSICO INC	Consumer Staples	$316K	0.0%	2,337	+27%
133	$MA	Mastercard Inc	Financials	$307K	0.0%	598	+33%
134	$ROK	ROCKWELL AUTOMATION, INC	Industrials	$303K	0.0%	613	+2%
135	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$302K	0.0%	726	New
136	$VLY	VALLEY NATIONAL BANCORP	Financials	$299K	0.0%	20K	+7%
137	$APH	AMPHENOL CORP /DE/	Technology	$291K	0.0%	1,653	New
138	—	EVERPURE INC - CL A	—	$288K	0.0%	3,656	+0.2%
139	$GE	GENERAL ELECTRIC CO	Industrials	$268K	0.0%	718	New
140	$TRP	TC ENERGY CORP	Energy	$260K	0.0%	3,926	—
141	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$254K	0.0%	1,160	—
142	$STEW	SRH Total Return Fund, Inc.	Other	$253K	0.0%	14K	—
143	$BHP	BHP Group Ltd	Materials	$250K	0.0%	3,000	—
144	$MRK	Merck & Co., Inc.	Healthcare	$245K	0.0%	1,909	New
145	$NDAQ	NASDAQ, INC.	Financials	$242K	0.0%	3,072	+18%
146	$HSY	HERSHEY CO	Consumer Staples	$240K	0.0%	1,367	New
147	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$235K	0.0%	251	New
148	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$234K	0.0%	867	New
149	$RYN	RAYONIER INC	Real Estate	$231K	0.0%	11K	+0.3%
150	$CAVA	CAVA GROUP, INC.	Consumer Discretionary	$229K	0.0%	2,918	+0.6%

What changed in Q2 2026

Against the previous quarter's 13F: 36 new, 96 added to, 20 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (36)

VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF$33.3M
first bought this quarter
J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL$24.8M
first bought this quarter
$CEGConstellation Energy Corp$11.1M
first bought this quarter
J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN$1.5M
first bought this quarter
$MUMICRON TECHNOLOGY INC$1.1M
first bought this quarter
J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW$719K
first bought this quarter

+30 more in the Excel export

Added to (96)

VANGUARD WORLD FD - INF TECH ETF+555%
now $8.2M
VANGUARD INDEX FDS - S&P 500 ETF SHS+4%
now $197.2M
ISHARES TR - ISHS 5-10YR INVT+6%
now $96.9M
SCHWAB STRATEGIC TR - US LRG CAP ETF+5%
now $109.2M
ISHARES TR - 7-10 YR TRSY BD+7%
now $80.8M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+5%
now $92.4M

+90 more in the Excel export

Trimmed (20)

$IVZInvesco Ltd.-71%
now $14.8M · held 7 qtrs
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-64%
now $19.5M
VANGUARD INDEX FDS - TOTAL STK MKT-26%
now $12.6M
$WFCWELLS FARGO & COMPANY/MN-67%
now $1.1M · held 7 qtrs
$JBHTHUNT J B TRANSPORT SERVICES INC-3%
now $55.7M · held 10+ qtrs, 2 trims in a row
ISHARES TR - ISHARES SEMICDTR-1%
now $74.2M

+14 more in the Excel export

Sold out (2)

$VLOVALERO ENERGY CORP/TXwas $222K
held 1 qtr
$NGGNATIONAL GRID PLCwas $204K
held 1 qtr

Firm AUM (Form ADV): $2.0B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F GREENWOOD GEARHART INC has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow GREENWOOD GEARHART?

Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of GREENWOOD GEARHART's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)

Top 10 since filing

+5.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 12% over the last 4

Top 10 weight

46%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

GREENWOOD GEARHART INC disclosed 168 positions worth $2.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 36 new positions and exited 2 and a full exit from $VLO. The portfolio is most concentrated in Other (66.7% of disclosed assets). All figures are sourced directly from GREENWOOD GEARHART INC’s Form 13F-HR filing with the SEC under CIK 1084683.

Funds like this

managers whose biggest positions overlap GREENWOOD GEARHART's

Junto Capital Management LP$5.70B 13F book · 3 shared top holdingsFWONAJBHTAXP Hexagon Capital Partners LLC$711.43M 13F book · 3 shared top holdingsJBHTTSNWFC Gibraltar Capital Management, Inc.$650.27M 13F book · 5 shared top holdingsCRMKKRJTSN Horrell Capital Management, Inc.$188.79M 13F book · 5 shared top holdingsJBHTHOMBTSNETR ValueAct Holdings, L.P.$5.63B 13F book · 3 shared top holdingsCRMKKRTOST ZWJ INVESTMENT COUNSEL INC$3.24B 13F book · 3 shared top holdingsAXPJTSN

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: GREENWOOD GEARHART INC

13F Pro is an AI hedge fund tracker and stock research platform. For GREENWOOD GEARHART INC (SEC CIK: 1084683), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in GREENWOOD GEARHART INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.