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CIK: 0001161822
Total reported value
$1.0B
$1.0B
255 檔
16.1%
As reported in its official Q3 2025 Form 13F filing, Greenwood Capital Associates LLC's tracked investment portfolio stood at $1.0B with 255 total positions.
In Q3 2025, Greenwood Capital Associates LLC displayed an active expansion posture, initiating 52 new positions and adding to 58 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.65% | -0.03% | -5.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.04% | -0.99% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.77% | -0.17% | -0.93% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +0.25% | -7.49% | |
| 5 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 2.92% | -0.15% | +3.57% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.16% | +0.06% | +3.76% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | -0.12% | +3.56% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-Other | 1.70% | -0.16% | +1.37% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.54% | -0.14% | +2.36% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | +0.29% | +20.94% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.06% | -4.86% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.42% | +0.18% | +4.06% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.12% | -22.14% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.40% | — | +0.82% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.22% | -0.03% | +1.97% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.17% | +0.26% | +16.56% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.16% | -0.12% | -1.45% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.15% | +25.47% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.14% | -0.11% | +19.93% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.21% | -0.04% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.32% | -2.12% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 1.07% | -0.08% | -7.33% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.02% | — | +34.11% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.00% | -0.07% | +1.13% | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 0.97% | — | -34.14% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.95% | +0.02% | +2.83% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.94% | -0.16% | +11.07% | |
| 28 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.94% | — | +2.82% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.91% | +0.24% | +27.07% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | -0.04% | +27.62% | |
| 31 | CRH | CRH plc | Stock-Materials | 0.88% | +0.01% | -4.10% | |
| 32 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.86% | — | +17.86% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.04% | +7.30% | |
| 34 | GE | General Electric | Stock-Industrials | 0.85% | +0.17% | -6.69% | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.85% | +0.04% | +19.75% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.20% | +0.13% | |
| 37 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.85% | +0.04% | +20.82% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | +0.06% | +3.35% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.82% | +0.06% | -14.14% | |
| 40 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.82% | -0.11% | -2.10% | |
| 41 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.81% | — | +36.73% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.13% | -1.42% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | — | +5.90% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.76% | -0.20% | +789.36% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.06% | +14.11% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.76% | -0.09% | +1.66% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | +0.03% | +93.04% | |
| 48 | MSI | Motorola Solutions Inc | Stock-Tech | 0.71% | +0.18% | +47.08% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | +0.02% | -1.38% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.65% | — | -0.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.7% | -5.67% | Add |
| 2 | NKE | Nike Inc -cl B | +0.7% | +789.36% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -7.49% | Trim |
| 4 | DFAX | Dimensional World Ex US Core | +0.5% | +19.93% | Add |
| 5 | BIDU | Baidu Inc - Spon Adr | +0.5% | +36.73% | Add |
| 6 | MSI | Motorola Solutions Inc | +0.4% | +47.08% | Add |
| 7 | MSFT | Microsoft CORP | +0.4% | -0.93% | Trim |
| 8 | UITB | Victoryshares Core Intermedi | +0.4% | +67.46% | Add |
| 9 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +27.07% | Add |
| 10 | JIRE | Jpmorgan Int Res Enh Eqty | +0.3% | +20.82% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.3% | +27.62% | Add |
| 12 | LNG | Cheniere Energy Inc | +0.2% | +44.41% | Add |
| 13 | NEE | Nextera Energy Inc | +0.2% | +11.07% | Add |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +4.06% | Add |
| 15 | AAPL | Apple Inc | +0.2% | -0.99% | Add |
| 16 | BBEU | Jpmorgan Betabuilders Europe | +0.2% | +3.57% | Add |
| 17 | AVGO | Broadcom Inc | +0.2% | -22.14% | Trim |
| 18 | DE | Deere & Co | +0.2% | +89.16% | Add |
| 19 | ETN | Eaton Corporation plc | +0.2% | +93.04% | Add |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.2% | +17.55% | Add |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | +16.56% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -0.04% | Add |
| 23 | FELG | Fidelity Enh Lrg Cap Gwth | +0.1% | +26.18% | Add |
| 24 | GE | General Electric | +0.1% | -6.69% | Trim |
| 25 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +1.97% | Add |
| 26 | REGN | Regeneron Pharmaceuticals | +0.1% | -2.10% | Add |
| 27 | AVLV | Avantis US Large Cap Value | +0.1% | +31.93% | Add |
| 28 | USMC | Principal US Mega-cap ETF | +0.1% | +108.84% | Add |
| 29 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +0.82% | Add |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +17.86% | Trim |
| 31 | CRH | CRH plc | +0.1% | -4.10% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -4.86% | Trim |
| 33 | WMT | Walmart Inc | +0.1% | +14.11% | Add |
| 34 | DFGX | Dimsnl Intr Cf In Etf-usd In | +0.1% | +61.91% | Add |
| 35 | BBCA | Jpmorgan Betabuilders Canada | +0.1% | +6.43% | Add |
| 36 | BBY | Best Buy Co Inc | +0.1% | +18.23% | Add |
| 37 | FYLD | Cambria Foreign Shareholder | +0.1% | +19.25% | Add |
| 38 | MCHI | Ishares Msci China ETF | +0.1% | -0.03% | Add |
| 39 | CMA | Comerica Inc | +0.1% | -2.05% | Add |
| 40 | FITB | Fifth Third Bancorp | +0.1% | -1.72% | Add |
| 41 | FESM | Fidelity Enhanced Small Cap | +0.1% | +13.30% | Add |
| 42 | APH | Amphenol Corp-cl A | 0% | -34.14% | Trim |
| 43 | VGLT | Vanguard Long-term Treasury | 0% | +13.07% | Add |
| 44 | GOOG | Alphabet Inc-cl C | 0% | — | Trim |
| 45 | JMEE | JPM Sma & Mid Cap En Eq Et-u | 0% | +20.39% | Add |
| 46 | SRE | Sempra | 0% | +0.03% | Add |
| 47 | EMMF | Wisdomtree Emerging Markets | 0% | +20.36% | Add |
| 48 | LOW | Lowe's Cos Inc | 0% | -5.68% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.18% | Trim |
| 50 | IVZ | Invesco Ltd. | 0% | -3.80% | Trim |
According to official SEC Form 13F filings, Greenwood Capital Associates LLC reported a total U.S. public equity portfolio value of $1.0B across 255 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, MSFT) accounted for 16.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
ASML
市值: $8.8M
Top Position Liquidated / Trimmed
MRK
前期市值: $6.8M
During Q3 2025, Greenwood Capital Associates LLC's top holdings by market value included IVV (4.7%)、AAPL (4.3%)、MSFT (3.8%). The largest single position, IVV, represented 4.7% of total portfolio value.
In Q3 2025, Greenwood Capital Associates LLC made 199 total portfolio adjustments, initiating 52 new buys, adding to 58 positions, trimming 60 holdings, and fully liquidating 29 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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