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CIK: 0001161822
Total reported value
$1.0B
$1.0B
286 檔
15.0%
During the Q1 2026 filing period, Greenwood Capital Associates LLC (CIK: 0001161822) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 286 reported positions.
In Q1 2026, Greenwood Capital Associates LLC displayed an active expansion posture, initiating 55 new positions and adding to 57 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.98% | -0.03% | -7.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.04% | -4.04% | |
| 3 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 3.05% | -0.15% | +1.12% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | +0.25% | -10.24% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.17% | +10.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.06% | -3.85% | |
| 7 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.72% | -0.11% | +18.01% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.66% | +0.18% | -0.38% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.65% | -0.12% | -8.07% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.63% | -0.16% | +1.30% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.55% | -0.14% | +4.26% | |
| 12 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.54% | — | +3.26% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.32% | -0.03% | +2.12% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.30% | +0.29% | +5.51% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.32% | -3.36% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.15% | -3.31% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.18% | -0.11% | +115.52% | |
| 18 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.09% | +0.04% | +1.76% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.12% | -10.79% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.08% | -0.06% | -13.07% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.26% | +16.25% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.07% | -0.12% | -2.76% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | -0.16% | -3.01% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.03% | +0.04% | -1.21% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.20% | -18.66% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.97% | +0.24% | +1.57% | |
| 27 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.96% | -0.11% | -2.32% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.90% | -0.28% | +35.68% | |
| 29 | DOW | Dow Inc | Stock-Materials | 0.88% | -0.27% | +464.55% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.86% | +0.06% | +2.39% | |
| 31 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.85% | -0.05% | +21.76% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | -0.04% | -13.41% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | -0.06% | +110.52% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.21% | -4.86% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.03% | +12.46% | |
| 36 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.81% | — | -0.27% | |
| 37 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.80% | -0.06% | +4.38% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.13% | -2.56% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.77% | -0.20% | -1.99% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.76% | -0.08% | -24.75% | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.74% | -0.07% | +4.37% | |
| 42 | GE | General Electric | Stock-Industrials | 0.74% | +0.17% | -0.56% | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.72% | +0.18% | -2.08% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.04% | -13.57% | |
| 45 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.70% | — | +6.61% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.70% | -0.09% | -11.01% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.69% | -0.04% | +6.85% | |
| 48 | ETN | Eaton Corporation plc | Stock-Industrials | 0.67% | +0.03% | -1.18% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.06% | -23.43% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.22% | +48.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DOW | Dow Inc | +0.8% | +464.55% | Add |
| 2 | AMGN | Amgen Inc | +0.7% | +115.52% | Add |
| 3 | SPGI | S&p Global Inc | +0.5% | +548.61% | Add |
| 4 | DFAX | Dimensional World Ex US Core | +0.3% | +18.01% | Add |
| 5 | QCOM | Qualcomm Inc | +0.3% | +110.52% | Add |
| 6 | FYLD | Cambria Foreign Shareholder | +0.3% | +114.47% | Add |
| 7 | NFLX | Netflix Inc | +0.3% | +35.68% | Add |
| 8 | MRVL | Marvell Technology Inc | +0.2% | +47.26% | Add |
| 9 | DVN | Devon Energy CORP | +0.2% | +11.53% | Add |
| 10 | CGDV | Cap Group Dividend Value | +0.2% | +67.96% | Add |
| 11 | FCX | Freeport-mcmoran Inc | +0.2% | +38.78% | Add |
| 12 | JNJ | Johnson & Johnson | +0.2% | -3.36% | Trim |
| 13 | PEP | Pepsico Inc | +0.2% | +498.37% | Add |
| 14 | J | Jacobs Solutions Inc | +0.2% | +41.48% | Add |
| 15 | UITB | Victoryshares Core Intermedi | +0.2% | +21.76% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +227.59% | Add |
| 17 | VGLT | Vanguard Long-term Treasury | +0.1% | +30.23% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -18.66% | Trim |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -0.38% | Trim |
| 20 | UNH | Unitedhealth Group Inc | +0.1% | +48.79% | Add |
| 21 | NEE | Nextera Energy Inc | +0.1% | -3.01% | Trim |
| 22 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +3.26% | Add |
| 23 | MCD | Mcdonald's CORP | +0.1% | +12.46% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | -1.21% | Trim |
| 25 | KO | Coca-cola Co/the | +0.1% | +6.85% | Add |
| 26 | KVUE | Kenvue Inc | +0.1% | +100.42% | Add |
| 27 | AVEM | Avantis Emerging Markets Eq | +0.1% | +15.82% | Add |
| 28 | AVLV | Avantis US Large Cap Value | +0.1% | +11.62% | Add |
| 29 | CVX | Chevron CORP | +0.1% | -4.11% | Trim |
| 30 | FANG | Diamondback Energy Inc | +0.1% | -12.55% | Trim |
| 31 | MSI | Motorola Solutions Inc | +0.1% | -2.08% | Trim |
| 32 | ETN | Eaton Corporation plc | +0.1% | -1.18% | Trim |
| 33 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.26% | Add |
| 34 | LW | Lamb Weston Holdings Inc | +0.1% | +43.08% | Add |
| 35 | BBCA | Jpmorgan Betabuilders Canada | +0.1% | +9.41% | Add |
| 36 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +2.12% | Add |
| 37 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | +42.01% | Add |
| 38 | KMB | Kimberly-clark CORP | +0.1% | +45.04% | Add |
| 39 | NJR | New Jersey Resources CORP | +0.1% | +8.20% | Add |
| 40 | EMBD | Global X Emerging Markets Bd | +0.1% | +94.18% | Add |
| 41 | JIRE | Jpmorgan Int Res Enh Eqty | +0.1% | +1.76% | Add |
| 42 | PDBC | Invesco Optimum Yield Divers | 0% | +28.44% | Add |
| 43 | COST | Costco Wholesale CORP | 0% | +78.81% | Add |
| 44 | ADP | Automatic Data Processing | 0% | +41.55% | Add |
| 45 | JMEE | JPM Sma & Mid Cap En Eq Et-u | 0% | +11.73% | Add |
| 46 | FMC | Fmc CORP | 0% | +96.02% | Add |
| 47 | CHRD | Chord Energy CORP | 0% | +27.95% | Add |
| 48 | VMBS | Vanguard Mortgage-backed Sec | 0% | +4.38% | Add |
| 49 | ADM | Archer-daniels-midland Co | 0% | -6.73% | Trim |
| 50 | FESM | Fidelity Enhanced Small Cap | 0% | +11.53% | Add |
According to official SEC Form 13F filings, Greenwood Capital Associates LLC reported a total U.S. public equity portfolio value of $1.0B across 286 disclosed positions in Q1 2026.
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, BBEU) accounted for 15.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
TMUS
市值: $4.9M
Top Position Liquidated / Trimmed
ASML
前期市值: $7.9M
During Q1 2026, Greenwood Capital Associates LLC's top holdings by market value included IVV (4.0%)、AAPL (3.9%)、BBEU (3.0%). The largest single position, IVV, represented 4.0% of total portfolio value.
In Q1 2026, Greenwood Capital Associates LLC made 200 total portfolio adjustments, initiating 55 new buys, adding to 57 positions, trimming 65 holdings, and fully liquidating 23 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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