§ 13F · FUND PROFILE
GREENWOOD CAPITAL ASSOCIATES LLC.
AUM · $1.0B (13F)Positions · 284Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 140K | $41M | 4.0% | −1% |
| 2 | IVV | ISHARES TR | 54K | $40M | 3.9% | −3% |
| 3 | GOOGL | ALPHABET INC | 92K | $33M | 3.2% | −2% |
| 4 | BBEU | J P MORGAN EXCHANGE TRADED F | 380K | $30M | 2.9% | −1% |
| 5 | MSFT | MICROSOFT CORP | 75K | $28M | 2.7% | +5% |
| 6 | AMZN | AMAZON COM INC | 80K | $19M | 1.9% | +1% |
| 7 | EMXC | ISHARES INC | 183K | $19M | 1.8% | −4% |
| 8 | DFAX | DIMENSIONAL ETF TRUST | 445K | $16M | 1.6% | −3% |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 58K | $16M | 1.6% | +19% |
| 10 | IPAC | ISHARES TR | 191K | $16M | 1.5% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENWOOD SIGNAL
AC read
GREENWOOD CAPITAL ASSOCIATES LLC is a Other fund managing $1.0 billion in assets. The fund runs a broad portfolio of 284 positions.
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