Institutions / Greenwood Capital Associates LLC
Greenwood Capital Associates LLC
CIK 1161822 · Institution · as of Mar 31, 2026
Portfolio value
$907.56M
Positions
286
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$907.56M-1.4%Positions
286+11.7%Top holdings
Mar 31, 2026View all 286 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $36.10M | 4.0% |
| Apple Inc. | $35.80M | 3.9% |
| J P Morgan Exchange Traded F | $27.72M | 3.1% |
| Alphabet Inc. | $27.09M | 3.0% |
| Microsoft Corp | $26.37M | 2.9% |
| Amazon.com Inc | $16.43M | 1.8% |
| Dimensional ETF Trust | $15.64M | 1.7% |
| iShares Inc | $15.09M | 1.7% |
| Warren E. Buffett | $14.97M | 1.6% |
| iShares Tr | $14.79M | 1.6% |
| iShares Tr | $14.03M | 1.5% |
| iShares Tr | $13.99M | 1.5% |
| iShares MSCI UAE ETF | $11.98M | 1.3% |
| International Business Machines Corp | $11.75M | 1.3% |
| Johnson & Johnson | $11.53M | 1.3% |
| ELI LILLY & Co | $11.05M | 1.2% |
| Amgen Inc | $10.71M | 1.2% |
| J P Morgan Exchange Traded F | $9.88M | 1.1% |
| Broadcom Inc. | $9.87M | 1.1% |
| JPMORGAN CHASE & CO | $9.77M | 1.1% |
| Palo Alto Networks Inc | $9.75M | 1.1% |
| Vanguard Scottsdale Fds | $9.72M | 1.1% |
| Nextera Energy Inc | $9.49M | 1.0% |
| Texas Instruments Inc | $9.34M | 1.0% |
| Exxon Mobil Corp | $9.10M | 1.0% |
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 | Exit | N07059210 | $-7.88M | -7K -100.00% | — | medium |
| Q1 2026 as of | Add | Dow Inc. | $6.57M | +158K +464.55% | 191,789 0.88% of portfolio | medium |
| Q1 2026 as of | Exit | Amphenol Corp /De | $-6.34M | -47K -100.00% | — | medium |
| Q1 2026 as of | Exit | Albemarle Corp | $-6.02M | -43K -100.00% | — | medium |
| Q1 2026 as of | Exit | Stryker Corp | $-5.98M | -17K -100.00% | — | medium |
| Q1 2026 as of | Add | Amgen Inc | $5.74M | +16K +115.52% | 30,444 1.18% of portfolio | medium |
| Q1 2026 as of | Exit | Eog Resources Inc | $-5.15M | -49K -100.00% | — | medium |
| Q1 2026 as of | New | TMUS T-Mobile US, Inc. Common Stock | $4.92M | +23K | 23,411 0.54% of portfolio | low |
| Q1 2026 as of | New | Everpure, Inc. | $4.84M | +82K | 82,029 0.53% of portfolio | low |
| Q1 2026 as of | New | Slb LIMITED/NV | $4.60M | +89K | 89,482 0.51% of portfolio | low |