Greenwood Capital Associates LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Merck & Co., Inc.	—	$1.20M	9,992	0.1%
BP PLC	—	$1.22M	25,909	0.1%
United Parcel Service Inc	—	$1.24M	12,576	0.1%
MICROCHIP TECHNOLOGY INC	—	$1.27M	19,681	0.1%
PPG INDUSTRIES INC	—	$1.29M	12,088	0.1%
GENERAL MILLS INC	—	$1.30M	34,911	0.1%
STANLEY BLACK & DECKER, INC.	—	$1.31M	18,367	0.1%
Smurfit Westrock plc	—	$1.35M	33,907	0.1%
DIMENSIONAL ETF TRUST	—	$1.36M	25,899	0.1%
CVS HEALTH Corp	—	$1.42M	19,779	0.2%
ILLINOIS TOOL WORKS INC	—	$1.42M	5,462	0.2%
BEST BUY CO INC	—	$1.43M	22,270	0.2%
WISDOMTREE TR	—	$1.44M	43,523	0.2%
FIRST HORIZON CORP	—	$1.45M	63,490	0.2%
Coterra Energy Inc.	—	$1.50M	42,554	0.2%
SELECT SECTOR SPDR TR	—	$1.51M	32,808	0.2%
LITMAN GREGORY FDS TR	—	$1.52M	50,418	0.2%
Fastenal Co	—	$1.52M	32,789	0.2%
VANGUARD INDEX FDS	—	$1.56M	2,611	0.2%
PFIZER INC	—	$1.57M	55,999	0.2%
Astera Labs, Inc.	—	$1.59M	14,486	0.2%
Invesco Ltd.	—	$1.61M	66,152	0.2%
PEPSICO INC	—	$1.71M	11,016	0.2%
ONEOK Inc	—	$1.74M	19,295	0.2%
ISHARES TR	—	$1.77M	34,526	0.2%
PROCTER & GAMBLE Co	—	$1.77M	12,252	0.2%
Archer-Daniels-Midland Co	—	$1.77M	24,416	0.2%
Lamb Weston Holdings, Inc.	—	$1.78M	42,106	0.2%
KIMBERLY CLARK CORP	—	$1.84M	19,050	0.2%
LOCKHEED MARTIN CORP	—	$1.85M	3,063	0.2%
Sempra	—	$1.89M	19,418	0.2%
TANGER INC.	—	$1.93M	56,834	0.2%
ISHARES TR	—	$1.93M	63,760	0.2%
TYSON FOODS INC	—	$1.94M	30,203	0.2%
Kenvue Inc.	—	$1.94M	112,417	0.2%
WEC ENERGY GROUP, INC.	—	$1.95M	16,872	0.2%
NEW JERSEY RESOURCES CORP	—	$1.97M	35,937	0.2%
BRISTOL MYERS SQUIBB CO	—	$2.03M	33,409	0.2%
ARM HOLDINGS PLC /UKARM	ADR	$2.08M	13,759	0.2%
TARGET CORP	—	$2.19M	18,069	0.2%
PRINCIPAL EXCHANGE TRADED FD	—	$2.26M	35,210	0.2%
DOMINION ENERGY, INC	—	$2.28M	36,819	0.3%
GLOBAL X FDS	—	$2.32M	125,979	0.3%
PayPal Holdings, Inc.	—	$2.34M	51,678	0.3%
FIDELITY COVINGTON TRUST	—	$2.42M	63,688	0.3%
J P MORGAN EXCHANGE TRADED F	—	$2.44M	36,520	0.3%
Duke Energy Corp	—	$2.88M	21,965	0.3%
VERIZON COMMUNICATIONS INC	—	$2.89M	57,529	0.3%
CHEVRON CORP	—	$2.89M	13,983	0.3%
VANGUARD INDEX FDS	—	$2.92M	9,668	0.3%