GREENWOOD CAPITAL ASSOCIATES LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1161822
Institutional-grade research for retail investors
Sector Allocation
- Other34.3%$349.2M
- Technology23.4%$238.1M
- Healthcare8.9%$90.4M
- Financials7.8%$79.5M
- Consumer Discretionary5.6%$57.3M
- Industrials5.2%$53.0M
- Consumer Staples4.2%$42.7M
- Energy3.2%$32.2M
- Materials2.4%$24.8M
- Utilities2.4%$24.5M
AUM History
13fpro.ai/research/fund/greenwood-capital-associates-llc-1161822
Conviction and streaks
Stable · top 10 = 25.2%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.
Largest positions — Q2 2026
AAPL
$40.5M- ISHARES$40.2M
GOOGL
$32.9M- J$29.5M
MSFT
$27.9MAMZN
$19.1M- ISHARES$18.8M
- DIMENSIONAL$16.4M
IBM
$16.2M- ISHARES$15.6M
BRK.B
$15.6M- ISHARES$15.0M
- ISHARES$14.4M
LLY
$14.0MPANW
$13.6M- ISHARES$13.1M
- DIMENSIONAL$12.4M
AVGO
$12.3M- J$11.5M
AMGN
$10.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/greenwood-capital-associates-llc-1161822
GREENWOOD CAPITAL ASSOCIATES LLC 13F holdings — Q2 2026
$1.0B portfolio (+12.3% QoQ) · 284 holdings · Q2 2026 13F · top 10 are 25% of the stock portfolio
$40.5M
4.0% of stocks
-0.8%This quarter—Since Q-end—HeldAIQuality75.7#88Est. buy—- 2
ISHARES TR - CORE S&P500 ETF
$40.2M
4.0% of stocks
-3%This quarter—Since Q-end—HeldAIQuality—Est. buy— $32.9M
3.2% of stocks
-2%This quarter—Since Q-end—HeldAIQuality77.7#60Est. buy—- 4
J P MORGAN EXCHANGE TRADED F - BETA EURO ET NE
$29.5M
2.9% of stocks
-0.8%This quarter—Since Q-end—HeldAIQuality—Est. buy— $27.9M
2.7% of stocks
+5%This quarter—Since Q-end—HeldAIQuality79.8#30Est. buy—$19.1M
1.9% of stocks
+1%This quarter—Since Q-end—Held- 7
ISHARES INC - MSCI EMRG CHN
$18.8M
1.8% of stocks
-4%This quarter—Since Q-end—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - WORLD EX US CORE
$16.4M
1.6% of stocks
-3%This quarter—Since Q-end—HeldAIQuality—Est. buy— $16.2M
1.6% of stocks
+19%This quarter—Since Q-end—Held- 10
ISHARES TR - CORE MSCI PAC
$15.6M
1.5% of stocks
+4%This quarter—Since Q-end—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $40.5M | 4.0% | -0.8% | — | — | 75.7#88 | — | ||
| 2 | ISHARES TR - CORE S&P500 ETF | $40.2M | 4.0% | -3% | — | — | — | — | |
| 3 | $32.9M | 3.2% | -2% | — | — | 77.7#60 | — | ||
| 4 | J P MORGAN EXCHANGE TRADED F - BETA EURO ET NE | $29.5M | 2.9% | -0.8% | — | — | — | — | |
| 5 | $27.9M | 2.7% | +5% | — | — | 79.8#30 | — | ||
| 6 | $19.1M | 1.9% | +1% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | ISHARES INC - MSCI EMRG CHN | $18.8M | 1.8% | -4% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $16.4M | 1.6% | -3% | — | — | — | — | |
| 9 | $16.2M | 1.6% | +19% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | ISHARES TR - CORE MSCI PAC | $15.6M | 1.5% | +4% | — | — | — | — |
All holdings — GREENWOOD CAPITAL ASSOCIATES LLC (Q2 2026)
284 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 | BERKSHIRE HATHAWAY INC | Financials | $15.6M | 1.5% | 31K | -0.4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - INTRM GOV CR ETFetf/fund | — | $15.0M | 1.5% | 141K | +2% | — | — | 13F |
| 13 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $14.4M | 1.4% | 146K | +3% | — | — | 13F |
| 14 | ELI LILLY & Co | Healthcare | $14.0M | 1.4% | 12K | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palo Alto Networks Inc | Technology | $13.6M | 1.3% | 40K | -34% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR - CORE MSCI TOTALetf/fund | — | $13.1M | 1.3% | 138K | -0.4% | — | — | 13F |
| 17 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETFetf/fund | — | $12.4M | 1.2% | 151K | +22% | — | — | 13F |
| 18 | Broadcom Inc. | Technology | $12.3M | 1.2% | 33K | +2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $11.5M | 1.1% | 139K | +7% | — | — | 13F |
| 20 | AMGEN INC | Healthcare | $10.9M | 1.1% | 30K | -0.9% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TEXAS INSTRUMENTS INC | Technology | $10.9M | 1.1% | 37K | -24% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $10.4M | 1.0% | 32K | -4% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund | — | $9.7M | 0.9% | 167K | +0.3% | — | — | 13F |
| 24 | JOHNSON & JOHNSON | Healthcare | $9.6M | 0.9% | 38K | -19% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500VALetf/fund | — | $9.4M | 0.9% | 154K | +12% | — | — | 13F |
| 26 | $GE | GENERAL ELECTRIC CO | Industrials | $9.3M | 0.9% | 25K | +5% | |||
| 27 | $MSI | Motorola Solutions, Inc. | Technology | $9.1M | 0.9% | 22K | +46% | |||
| 28 | $NEE | NEXTERA ENERGY INC | Utilities | $9.1M | 0.9% | 104K | +1% | |||
| 29 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $9.0M | 0.9% | 22K | -2% | |||
| 30 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $8.7M | 0.8% | 14K | +23% | |||
| 31 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $8.3M | 0.8% | 60K | -1% | |||
| 32 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.1M | 0.8% | 69K | -30% | |||
| 33 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $8.1M | 0.8% | 59K | +11% | |||
| 34 | — | VICTORY PORTFOLIOS II - CORE BD ETF | — | $8.1M | 0.8% | 173K | +5% | |||
| 35 | $MCD | MCDONALDS CORP | Consumer Discretionary | $8.0M | 0.8% | 30K | +23% | |||
| 36 | $QCOM | QUALCOMM INC/DE | Technology | $8.0M | 0.8% | 43K | -27% | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $7.9M | 0.8% | 14K | -35% | |||
| 38 | $J | JACOBS SOLUTIONS INC. | Industrials | $7.6M | 0.7% | 60K | +44% | |||
| 39 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $7.5M | 0.7% | 160K | +3% | |||
| 40 | — | EVERPURE INC - CL A | — | $7.4M | 0.7% | 94K | +14% | |||
| 41 | $MRVL | Marvell Technology, Inc. | Technology | $7.2M | 0.7% | 24K | -53% | |||
| 42 | $ETN | Eaton Corp plc | Industrials | $7.2M | 0.7% | 17K | -0.7% | |||
| 43 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $7.1M | 0.7% | 400K | -2% | |||
| 44 | $MS | MORGAN STANLEY | Financials | $7.0M | 0.7% | 33K | -21% | |||
| 45 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $6.9M | 0.7% | 19K | -1% | |||
| 46 | — | ISHARES TR - 7-10 YR TRSY BD | — | $6.8M | 0.7% | 72K | +2% | |||
| 47 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.7M | 0.7% | 44K | -1% | |||
| 48 | $KO | COCA COLA CO | Consumer Staples | $6.6M | 0.7% | 82K | -0.6% | |||
| 49 | $DE | DEERE & CO | Industrials | $6.6M | 0.7% | 10K | +16% | |||
| 50 | $MDT | Medtronic plc | Healthcare | $6.6M | 0.7% | 84K | +28% | |||
| 51 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $6.4M | 0.6% | 113K | +0.2% | |||
| 52 | $META | Meta Platforms, Inc. | Technology | $6.3M | 0.6% | 11K | -15% | |||
| 53 | $NFLX | NETFLIX INC | Communication Services | $6.3M | 0.6% | 88K | +4% | |||
| 54 | $DOW | DOW INC. | Materials | $6.3M | 0.6% | 229K | +19% | |||
| 55 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $6.2M | 0.6% | 126K | +22% | |||
| 56 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $6.2M | 0.6% | 68K | +15% | |||
| 57 | $CME | CME GROUP INC. | Financials | $6.2M | 0.6% | 28K | +29% | |||
| 58 | — | J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW | — | $6.1M | 0.6% | 62K | +6% | |||
| 59 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | Healthcare | $6.1M | 0.6% | 181K | +0.5% | |||
| 60 | — | ISHARES TR - CORE S&P MCP ETF | — | $6.1M | 0.6% | 79K | +9% | |||
| 61 | $WMT | Walmart Inc. | Consumer Staples | $6.1M | 0.6% | 54K | +12% | |||
| 62 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $6.0M | 0.6% | 12K | -0.6% | |||
| 63 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | — | $5.9M | 0.6% | 135K | +25% | |||
| 64 | $NKE | NIKE, Inc. | Consumer Discretionary | $5.8M | 0.6% | 142K | +8% | |||
| 65 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | — | $5.5M | 0.5% | 100K | +6% | |||
| 66 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.4M | 0.5% | 7,355 | -12% | |||
| 67 | $DVN | DEVON ENERGY CORP/DE | Energy | $5.3M | 0.5% | 128K | +29% | |||
| 68 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $5.2M | 0.5% | 54K | -7% | |||
| 69 | $FANG | Diamondback Energy, Inc. | Energy | $5.1M | 0.5% | 29K | +15% | |||
| 70 | $V | VISA INC. | Financials | $5.1M | 0.5% | 15K | +1551% | |||
| 71 | $TT | Trane Technologies plc | Technology | $4.8M | 0.5% | 9,853 | -1% | |||
| 72 | — | CAMBRIA ETF TR - CAMBRIA FGN SHR | — | $4.7M | 0.5% | 130K | +11% | |||
| 73 | $GOOG | Alphabet Inc. | Technology | $4.7M | 0.5% | 13K | -0.9% | |||
| 74 | $FCX | FREEPORT-MCMORAN INC | Materials | $4.7M | 0.5% | 74K | +3% | |||
| 75 | $TMUS | T-Mobile US, Inc. | Communication Services | $4.6M | 0.5% | 27K | +16% | |||
| 76 | $CRH | CRH PUBLIC LTD CO | Materials | $4.5M | 0.4% | 42K | +14% | |||
| 77 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.5M | 0.4% | 20K | +23% | |||
| 78 | — | RBB FUND TRUST - FIRS EAGL OV ETF | — | $4.4M | 0.4% | 83K | New | |||
| 79 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $4.3M | 0.4% | 52K | -0.4% | |||
| 80 | $HSY | HERSHEY CO | Consumer Staples | $4.2M | 0.4% | 24K | +21% | |||
| 81 | $SLB | SLB LIMITED/NV | Energy | $4.2M | 0.4% | 90K | +1% | |||
| 82 | $EMR | EMERSON ELECTRIC CO | Industrials | $4.2M | 0.4% | 29K | +1% | |||
| 83 | — | FRANKLIN TEMPLETON ETF TR - FTSE CHINA | — | $4.2M | 0.4% | 204K | +7% | |||
| 84 | $CEG | Constellation Energy Corp | Utilities | $4.2M | 0.4% | 17K | +8% | |||
| 85 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $4.2M | 0.4% | 53K | -28% | |||
| 86 | $ADBE | ADOBE INC. | Technology | $4.0M | 0.4% | 20K | +13% | |||
| 87 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $3.5M | 0.3% | 72K | +13% | |||
| 88 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $3.4M | 0.3% | 44K | +21% | |||
| 89 | — | PIMCO ETF TR - ACTIVE BD ETF | — | $3.4M | 0.3% | 37K | New | |||
| 90 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $3.4M | 0.3% | 79K | New | |||
| 91 | — | ISHARES TR - CORE S&P SCP ETF | — | $3.3M | 0.3% | 22K | -9% | |||
| 92 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $3.3M | 0.3% | 4,156 | New | |||
| 93 | $NOW | ServiceNow, Inc. | Technology | $3.3M | 0.3% | 33K | New | |||
| 94 | — | PRINCIPAL EXCHANGE TRADED FD - US MEGA CP ETF | — | $3.3M | 0.3% | 44K | +25% | |||
| 95 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $2.9M | 0.3% | 7,905 | -18% | |||
| 96 | $DUK | Duke Energy CORP | Utilities | $2.6M | 0.3% | 21K | -6% | |||
| 97 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $2.5M | 0.2% | 80K | +59% | |||
| 98 | $NOTV | Inotiv, Inc. | Healthcare | $2.5M | 0.2% | 131K | +4% | |||
| 99 | $TGT | TARGET CORP | Consumer Staples | $2.4M | 0.2% | 19K | +3% | |||
| 100 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.4M | 0.2% | 57K | -1% | |||
| 101 | $CVX | CHEVRON CORP | Energy | $2.4M | 0.2% | 14K | +3% | |||
| 102 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $2.3M | 0.2% | 4,640 | New | |||
| 103 | $SKT | TANGER INC. | Real Estate | $2.2M | 0.2% | 55K | -2% | |||
| 104 | $KVUE | Kenvue Inc. | Consumer Staples | $2.1M | 0.2% | 112K | -0.8% | |||
| 105 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $2.1M | 0.2% | 7,709 | +41% | |||
| 106 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $2.1M | 0.2% | 48K | +13% | |||
| 107 | $KMB | KIMBERLY CLARK CORP | Materials | $2.1M | 0.2% | 19K | -2% | |||
| 108 | $SRE | SEMPRA | Utilities | $2.0M | 0.2% | 22K | +11% | |||
| 109 | $NJR | NEW JERSEY RESOURCES CORP | Energy | $2.0M | 0.2% | 36K | -0.9% | |||
| 110 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETF | — | $2.0M | 0.2% | 37K | +44% | |||
| 111 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $2.0M | 0.2% | 17K | -0.2% | |||
| 112 | — | DIMENSIONAL ETF TRUST - US REAL ESTA ETF | — | $1.9M | 0.2% | 74K | +75% | |||
| 113 | — | ISHARES TR - PFD AND INCM SEC | — | $1.9M | 0.2% | 63K | -1% | |||
| 114 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $1.9M | 0.2% | 25K | +2% | |||
| 115 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.9M | 0.2% | 33K | -2% | |||
| 116 | $FAST | FASTENAL CO | Industrials | $1.8M | 0.2% | 38K | +17% | |||
| 117 | — | ISHARES TR - USD INV GRDE ETF | — | $1.8M | 0.2% | 36K | +3% | |||
| 118 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.8M | 0.2% | 3,522 | +15% | |||
| 119 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.2% | 12K | -2% | |||
| 120 | $TSN | TYSON FOODS, INC. | Consumer Staples | $1.7M | 0.2% | 30K | +0.2% | |||
| 121 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.2% | 44K | +2% | |||
| 122 | $APD | Air Products & Chemicals, Inc. | Materials | $1.7M | 0.2% | 5,832 | +78% | |||
| 123 | $SWK | STANLEY BLACK & DECKER, INC. | Industrials | $1.7M | 0.2% | 18K | -4% | |||
| 124 | $OKE | ONEOK INC /NEW/ | Energy | $1.7M | 0.2% | 19K | -1% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.2% | 62K | -6% | |||
| 126 | $FHN | FIRST HORIZON CORP | Financials | $1.6M | 0.2% | 62K | -2% | |||
| 127 | $EVRG | Evergy, Inc. | Utilities | $1.6M | 0.1% | 18K | New | |||
| 128 | $WTRG | Essential Utilities, Inc. | Utilities | $1.5M | 0.1% | 39K | New | |||
| 129 | $PEP | PEPSICO INC | Consumer Staples | $1.5M | 0.1% | 11K | +1.0% | |||
| 130 | $PPG | PPG INDUSTRIES INC | Materials | $1.5M | 0.1% | 12K | -0.4% | |||
| 131 | $O | REALTY INCOME CORP | Real Estate | $1.4M | 0.1% | 23K | +53% | |||
| 132 | $PFE | PFIZER INC | Healthcare | $1.4M | 0.1% | 58K | +4% | |||
| 133 | $SON | SONOCO PRODUCTS CO | Materials | $1.4M | 0.1% | 25K | New | |||
| 134 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.4M | 0.1% | 5,577 | -1% | |||
| 135 | $SYY | SYSCO CORP | Consumer Discretionary | $1.4M | 0.1% | 16K | -2% | |||
| 136 | — | GLOBAL X FDS - X EMERGING MKT | — | $1.4M | 0.1% | 56K | +49% | |||
| 137 | $ABBV | AbbVie Inc. | Healthcare | $1.3M | 0.1% | 5,301 | -0.4% | |||
| 138 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.3M | 0.1% | 12K | -2% | |||
| 139 | $NVDA | NVIDIA CORP | Technology | $1.3M | 0.1% | 6,607 | -0.4% | |||
| 140 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $1.3M | 0.1% | 14K | -27% | |||
| 141 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.1% | 81K | +52% | |||
| 142 | $SWKS | SKYWORKS SOLUTIONS, INC. | Technology | $1.3M | 0.1% | 19K | -8% | |||
| 143 | $AMCR | Amcor plc | Consumer Discretionary | $1.3M | 0.1% | 29K | -3% | |||
| 144 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.1% | 9,775 | -2% | |||
| 145 | — | ISHARES TR - RUSSELL 3000 ETF | — | $1.2M | 0.1% | 2,871 | — | |||
| 146 | — | EA SERIES TRUST - CAMB US EQUA ETF | — | $1.2M | 0.1% | 22K | — | |||
| 147 | $GIS | GENERAL MILLS INC | Consumer Staples | $1.2M | 0.1% | 34K | -2% | |||
| 148 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $1.2M | 0.1% | 41K | +54% | |||
| 149 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $1.2M | 0.1% | 9,948 | +18% | |||
| 150 | $BBY | BEST BUY CO INC | Consumer Discretionary | $1.1M | 0.1% | 15K | -32% |
What changed in Q2 2026
Against the previous quarter's 13F: 22 new, 115 added to, 130 trimmed, 24 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
- RBB FUND TRUST - FIRS EAGL OV ETF$4.4M
first bought this quarter
- PIMCO ETF TR - ACTIVE BD ETF$3.4M
first bought this quarter
$BSXBOSTON SCIENTIFIC CORP$3.4M
first bought this quarter
$CASYCASEYS GENERAL STORES INC$3.3M
first bought this quarter
$NOWServiceNow, Inc.$3.3M
first bought this quarter
$ROKROCKWELL AUTOMATION, INC$2.3M
first bought this quarter
+16 more in the Excel export
Added to (115)
$VVISA INC.+1551%
now $5.1M
$MSIMotorola Solutions, Inc.+46%
now $9.1M
now $16.2M
$JJACOBS SOLUTIONS INC.+44%
now $7.6M
- DIMENSIONAL ETF TRUST - US EQUI MARK ETF+22%
now $12.4M
$REGNREGENERON PHARMACEUTICALS, INC.+23%
now $8.7M
+109 more in the Excel export
Holdings by quarter
Every 13F GREENWOOD CAPITAL ASSOCIATES LLC has filed, 39 earlier quarters. Pick one to see what it held then.
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Portfolio Overview
GREENWOOD CAPITAL ASSOCIATES LLC disclosed 284 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.0% of the equity portfolio. During the quarter the fund opened 22 new positions and exited 24 and a full exit from $PYPL. The portfolio is most concentrated in Other (34.3% of disclosed assets). All figures are sourced directly from GREENWOOD CAPITAL ASSOCIATES LLC’s Form 13F-HR filing with the SEC under CIK 1161822.
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AI-Powered Hedge Fund Analysis: GREENWOOD CAPITAL ASSOCIATES LLC
13F Pro is an AI hedge fund tracker and stock research platform. For GREENWOOD CAPITAL ASSOCIATES LLC (SEC CIK: 1161822), 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.
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