Institutions / Greenwood Gearhart LLC
Greenwood Gearhart LLC
CIK 1084683 · Institution · as of Mar 31, 2026
Portfolio value
$1.85B
Positions
134
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.85B+1.7%Positions
134+22.9%Top holdings
Mar 31, 2026View all 134 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $165.71M | 9.0% |
| Vanguard Star Fds | $110.27M | 6.0% |
| iShares Tr | $91.41M | 4.9% |
| Schwab Strategic Tr | $90.29M | 4.9% |
| J P Morgan Exchange Traded F | $88.04M | 4.8% |
| iShares Tr | $76.25M | 4.1% |
| Walmart Inc. | $71.35M | 3.9% |
| Select Sector SPDR Tr | $67.81M | 3.7% |
| Apple Inc. | $57.46M | 3.1% |
| iShares Tr | $51.80M | 2.8% |
| Invesco Qqq Tr | $50.04M | 2.7% |
| NVIDIA Corp | $49.14M | 2.7% |
| Vanguard Tax-Managed Fds | $47.98M | 2.6% |
| Invesco Exchange Traded Fd T | $46.42M | 2.5% |
| Alphabet Inc. | $46.36M | 2.5% |
| iShares Tr | $42.82M | 2.3% |
| Hunt J B Transport Services Inc | $42.02M | 2.3% |
| iShares Tr | $41.39M | 2.2% |
| Select Sector SPDR Tr | $40.88M | 2.2% |
| Microsoft Corp | $39.51M | 2.1% |
| iShares Tr | $38.60M | 2.1% |
| Select Sector SPDR Tr | $38.01M | 2.1% |
| Warren E. Buffett | $31.56M | 1.7% |
| Vanguard World Fd | $31.44M | 1.7% |
| Amazon.com Inc | $26.65M | 1.4% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921909768 Common stock | $34.62M | +449K +45.76% | 1,430,075 5.96% of portfolio | medium |
| Q1 2026 as of | Trim | 808524201 Common stock | $-31.42M | -1.2M -25.82% | 3,521,321 4.88% of portfolio | medium |
| Q1 2026 as of | Add | Salesforce Inc Common stock | $14.33M | +77K +8852.94% | 77,622 0.78% of portfolio | medium |
| Q1 2026 as of | Trim | 922908769 Common stock | $-9.30M | -29K -38.51% | 46,292 0.80% of portfolio | medium |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-8.95M | -13K -36.99% | 21,509 0.82% of portfolio | medium |
| Q1 2026 as of | Add | 46641Q837 Common stock | $7.68M | +152K +9.56% | 1,739,531 4.76% of portfolio | medium |
| Q1 2026 as of | Add | 922908363 Common stock | $7.12M | +12K +4.49% | 277,322 8.96% of portfolio | medium |
| Q1 2026 as of | Add | 464287440 Common stock | $6.65M | +70K +9.55% | 798,912 4.12% of portfolio | medium |
| Q1 2026 as of | Trim | 92204A702 Common stock | $-5.97M | -9K -45.01% | 10,447 0.39% of portfolio | medium |
| Q1 2026 as of | Add | 464288638 Common stock | $5.74M | +108K +6.70% | 1,717,626 4.94% of portfolio | medium |