Greenwood Capital Associates
Latest statistics and disclosures from Greenwood Capital Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, IVV, GOOGL, BBEU, and represent 17.10% of Greenwood Capital Associates's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$9.2M), GFS (+$7.0M), TEVA (+$6.9M), NVDA (+$6.8M), SPOT (+$6.4M), NOW (+$5.8M), CASY (+$5.2M), ILMN, ROK, FFSM.
- Started 20 new stock positions in PSC, AVMC, VLO, CINF, ILMN, XOM, VXUS, EIX, FFSM, SPOT. OKE, MBGL, HONA, TEVA, EHC, AFL, GFS, DFAR, AVUV, SMMD.
- Reduced shares in these 10 stocks: , J (-$7.9M), P (-$7.4M), Teva Pharmaceutical Industries (-$6.1M), PANW (-$5.2M), IVV (-$5.2M), HBAN, QCOM, TMUS, HSY.
- Sold out of its positions in ADBE, ABCB, AR, BMRN, CACI, CHWY, CVLT, DAR, Dimensional Etf Trust, D.
- Greenwood Capital Associates was a net buyer of stock by $2.7M.
- Greenwood Capital Associates has $1.0B in assets under management (AUM), dropping by 0.80%.
- Central Index Key (CIK): 0001161822
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Portfolio Holdings for Greenwood Capital Associates
Greenwood Capital Associates holds 267 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.3 | $44M | -5% | 132k | 333.02 |
|
| Microsoft Corporation (MSFT) | 3.5 | $36M | -5% | 71k | 512.90 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $36M | -12% | 47k | 765.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $32M | 94k | 344.08 |
|
|
| J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) | 2.6 | $27M | -5% | 359k | 75.69 |
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| Amazon (AMZN) | 1.9 | $20M | 79k | 249.15 |
|
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| Ishares Msci Emrg Chn (EMXC) | 1.9 | $19M | +5% | 194k | 99.08 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 1.8 | $18M | +10% | 492k | 37.02 |
|
| International Business Machines (IBM) | 1.6 | $16M | +27% | 74k | 219.93 |
|
| Ishares Tr Core Msci Pac (IPAC) | 1.5 | $16M | -2% | 187k | 85.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $15M | 31k | 497.95 |
|
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.5 | $15M | +2% | 145k | 103.07 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $15M | +5% | 154k | 94.54 |
|
| Amgen (AMGN) | 1.3 | $13M | +3% | 31k | 421.51 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $13M | -3% | 11k | 1157.06 |
|
| Ishares Tr Core Msci Total (IXUS) | 1.3 | $13M | 137k | 94.99 |
|
|
| Broadcom (AVGO) | 1.3 | $13M | +13% | 37k | 351.19 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 1.2 | $12M | +7% | 149k | 82.16 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 1.2 | $12M | -5% | 143k | 83.03 |
|
| Texas Instruments Incorporated (TXN) | 1.1 | $12M | +15% | 42k | 280.09 |
|
| Palo Alto Networks (PANW) | 1.0 | $11M | -32% | 27k | 397.31 |
|
| Servicenow (NOW) | 1.0 | $10M | +133% | 76k | 134.01 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $10M | -3% | 31k | 330.83 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.9 | $9.7M | +3% | 159k | 61.13 |
|
| Johnson & Johnson (JNJ) | 0.9 | $9.7M | -3% | 37k | 264.74 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.9 | $9.2M | NEW | 57k | 162.75 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.9 | $9.2M | +49% | 188k | 48.85 |
|
| Regeneron Pharmaceuticals (REGN) | 0.9 | $9.0M | -14% | 12k | 758.27 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $8.8M | -8% | 153k | 57.56 |
|
| Advanced Micro Devices (AMD) | 0.8 | $8.7M | +3% | 14k | 611.76 |
|
| Motorola Solutions Com New (MSI) | 0.8 | $8.7M | -11% | 19k | 445.97 |
|
| Nextera Energy (NEE) | 0.8 | $8.6M | +10% | 114k | 75.74 |
|
| Cisco Systems (CSCO) | 0.8 | $8.4M | +12% | 78k | 107.63 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $8.3M | +450% | 36k | 228.38 |
|
| Marvell Technology (MRVL) | 0.8 | $7.9M | +23% | 30k | 264.21 |
|
| UnitedHealth (UNH) | 0.8 | $7.9M | 22k | 367.08 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $7.8M | -3% | 11k | 725.18 |
|
| Casey's General Stores (CASY) | 0.7 | $7.7M | +204% | 13k | 608.47 |
|
| Ge Aerospace Com New (GE) | 0.7 | $7.6M | 25k | 312.29 |
|
|
| Victory Portfolios Ii Core Bd Etf (UITB) | 0.7 | $7.6M | 170k | 44.64 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $7.5M | +5% | 169k | 44.41 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.7 | $7.2M | +17% | 159k | 45.09 |
|
| Eaton Corp SHS (ETN) | 0.7 | $7.1M | 17k | 429.71 |
|
|
| Mid-America Apartment (MAA) | 0.7 | $7.0M | 60k | 117.74 |
|
|
| Globalfoundries Ordinary Shares (GFS) | 0.7 | $7.0M | NEW | 146k | 47.92 |
|
| Deere & Company (DE) | 0.7 | $7.0M | 10k | 671.55 |
|
|
| Teva Pharmaceutical Inds SHS (TEVA) | 0.7 | $6.9M | NEW | 174k | 39.79 |
|
| Medtronic SHS (MDT) | 0.7 | $6.9M | -4% | 80k | 86.29 |
|
| Cme (CME) | 0.7 | $6.9M | -5% | 26k | 261.98 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.7 | $6.8M | +6% | 77k | 89.31 |
|
| Coca-Cola Company (KO) | 0.7 | $6.8M | -3% | 79k | 86.08 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.7 | $6.7M | +10% | 75k | 90.44 |
|
| Rockwell Automation (ROK) | 0.7 | $6.7M | +232% | 15k | 435.33 |
|
| McDonald's Corporation (MCD) | 0.6 | $6.6M | -3% | 29k | 230.94 |
|
| Spotify Technology S A SHS (SPOT) | 0.6 | $6.4M | NEW | 13k | 487.38 |
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| Dow (DOW) | 0.6 | $6.2M | 226k | 27.54 |
|
|
| Morgan Stanley Com New (MS) | 0.6 | $6.2M | 33k | 188.08 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $6.2M | 12k | 522.81 |
|
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.6 | $6.1M | +20% | 121k | 50.14 |
|
| Bank of America Corporation (BAC) | 0.6 | $6.0M | -2% | 111k | 54.43 |
|
| J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) | 0.6 | $6.0M | -3% | 59k | 100.36 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $6.0M | +16% | 63k | 94.02 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $5.9M | +84% | 68k | 86.99 |
|
| TJX Companies (TJX) | 0.6 | $5.9M | 44k | 132.31 |
|
|
| Devon Energy Corporation (DVN) | 0.6 | $5.8M | 127k | 46.04 |
|
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| Home Depot (HD) | 0.5 | $5.6M | 20k | 284.49 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $5.5M | -3% | 77k | 71.95 |
|
| Wal-Mart Stores (WMT) | 0.5 | $5.5M | 53k | 103.92 |
|
|
| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.5 | $5.4M | +4% | 136k | 39.54 |
|
| Visa Com Cl A (V) | 0.5 | $5.4M | 15k | 359.33 |
|
|
| Diamondback Energy (FANG) | 0.5 | $5.3M | 29k | 183.81 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $5.2M | 74k | 70.00 |
|
|
| Automatic Data Processing (ADP) | 0.5 | $5.1M | 20k | 258.06 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.9M | -9% | 6.7k | 739.77 |
|
| Franklin Templeton Etf Tr Ftse China (FLCH) | 0.5 | $4.9M | +16% | 238k | 20.68 |
|
| Illumina (ILMN) | 0.5 | $4.9M | NEW | 18k | 273.68 |
|
| Rbb Fund Trust Firs Eagl Ov Etf (FEOE) | 0.5 | $4.8M | +8% | 90k | 53.77 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.7M | +2% | 14k | 340.74 |
|
| Netflix (NFLX) | 0.4 | $4.6M | -25% | 66k | 69.58 |
|
| Emerson Electric (EMR) | 0.4 | $4.5M | 29k | 155.10 |
|
|
| Trane Technologies SHS (TT) | 0.4 | $4.4M | 9.8k | 451.98 |
|
|
| SLB Com Stk (SLB) | 0.4 | $4.4M | 90k | 48.72 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.4 | $4.4M | +1191% | 103k | 42.69 |
|
| Fidelity Covington Trust Fun Sma Mid Etf (FFSM) | 0.4 | $4.3M | NEW | 128k | 33.83 |
|
| Constellation Energy (CEG) | 0.4 | $4.1M | -2% | 16k | 254.02 |
|
| Honeywell Aerospace (HONA) | 0.4 | $4.1M | NEW | 27k | 154.97 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.4 | $3.9M | 53k | 73.47 |
|
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.4 | $3.8M | +11% | 49k | 76.71 |
|
| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.4 | $3.6M | +12% | 50k | 73.58 |
|
| Fidelity Covington Trust Enhanced Sml Cap (FESM) | 0.3 | $3.6M | +11% | 80k | 44.95 |
|
| CRH Ord (CRH) | 0.3 | $3.4M | 42k | 82.80 |
|
|
| Im Global Partner Funds Imgp Dbi Man Etf (DBMF) | 0.3 | $3.1M | +20% | 97k | 32.53 |
|
| Qualcomm (QCOM) | 0.3 | $3.1M | -61% | 17k | 184.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.9M | -4% | 22k | 136.04 |
|
| Chevron Corporation (CVX) | 0.3 | $2.9M | 14k | 204.21 |
|
|
| Target Corporation (TGT) | 0.3 | $2.8M | -5% | 18k | 156.69 |
|
| Dfa Invt Dimensions Group In Real Estate Secu (DFAR) | 0.3 | $2.7M | NEW | 111k | 24.16 |
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| Verizon Communications (VZ) | 0.3 | $2.6M | 56k | 45.87 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.5M | +84% | 14k | 183.37 |
|
| Lattice Semiconductor (LSCC) | 0.2 | $2.5M | +404% | 20k | 125.62 |
|
| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $2.5M | +6% | 139k | 17.60 |
|
| Dimensional Etf Trust Intl Cor Fix Etf (DFGX) | 0.2 | $2.4M | +25% | 47k | 51.14 |
|
| Vanguard Index Fds MRNGSTR SM CP GR (VBK) | 0.2 | $2.3M | -12% | 6.9k | 337.83 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.3M | -2% | 20k | 114.01 |
|
| Pepsi (PEP) | 0.2 | $2.1M | +51% | 17k | 126.72 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.0M | -2% | 32k | 62.40 |
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| Wisdomtree Tr Emgring Mkts (EMMF) | 0.2 | $2.0M | +17% | 52k | 37.74 |
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| Kenvue (KVUE) | 0.2 | $2.0M | 111k | 17.66 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $2.0M | 7.6k | 257.28 |
|
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| Archer Daniels Midland Company (ADM) | 0.2 | $1.9M | -2% | 24k | 79.38 |
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| Fastenal Company (FAST) | 0.2 | $1.9M | 38k | 49.53 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.9M | +7% | 39k | 48.71 |
|
| Tanger Factory Outlet Centers (SKT) | 0.2 | $1.9M | 55k | 34.30 |
|
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| Lamb Weston Hldgs (LW) | 0.2 | $1.9M | -5% | 45k | 41.69 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.8M | 63k | 29.50 |
|
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.2 | $1.8M | +15% | 94k | 19.30 |
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| New Jersey Resources Corporation (NJR) | 0.2 | $1.8M | 36k | 50.60 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.8M | 3.5k | 509.22 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.8M | -3% | 18k | 97.43 |
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| Procter & Gamble Company (PG) | 0.2 | $1.7M | 12k | 145.28 |
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| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.2 | $1.7M | +20% | 49k | 35.26 |
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| Invesco SHS (IVZ) | 0.2 | $1.7M | -8% | 57k | 30.16 |
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| Wec Energy Group (WEC) | 0.2 | $1.7M | -2% | 16k | 100.78 |
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| Air Products & Chemicals (APD) | 0.2 | $1.6M | 5.9k | 278.23 |
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| Pfizer (PFE) | 0.2 | $1.6M | 58k | 28.52 |
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| Oneok (OKE) | 0.2 | $1.6M | NEW | 19k | 85.27 |
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| Stanley Black & Decker (SWK) | 0.2 | $1.6M | +3% | 18k | 88.59 |
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| Global X Fds X Emerging Mkt (EMBD) | 0.2 | $1.6M | +24% | 71k | 22.57 |
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| Essential Utils (WTRG) | 0.2 | $1.5M | 39k | 39.19 |
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| Microchip Technology (MCHP) | 0.1 | $1.5M | +32% | 19k | 77.77 |
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| Nike CL B (NKE) | 0.1 | $1.4M | -71% | 41k | 35.40 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $1.4M | NEW | 12k | 117.77 |
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| First Horizon National Corporation (FHN) | 0.1 | $1.4M | 61k | 23.02 |
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| Abbvie (ABBV) | 0.1 | $1.4M | 5.3k | 261.59 |
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| Principal Exchange Traded Prin U S Small (PSC) | 0.1 | $1.4M | NEW | 21k | 66.73 |
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| Evergy (EVRG) | 0.1 | $1.4M | -2% | 18k | 78.44 |
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| Merck & Co (MRK) | 0.1 | $1.4M | -3% | 9.4k | 145.31 |
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| Best Buy (BBY) | 0.1 | $1.4M | +2% | 16k | 88.24 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $1.4M | +28% | 3.6k | 374.24 |
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| American Centy Etf Tr Ava Mid Equ Etf (AVMC) | 0.1 | $1.3M | NEW | 17k | 76.23 |
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| Genuine Parts Company (GPC) | 0.1 | $1.3M | 10k | 125.74 |
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| Realty Income (O) | 0.1 | $1.2M | -2% | 23k | 54.30 |
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| SYSCO Corporation (SYY) | 0.1 | $1.2M | -2% | 16k | 77.96 |
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| PPG Industries (PPG) | 0.1 | $1.2M | -2% | 12k | 104.33 |
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| PNC Financial Services (PNC) | 0.1 | $1.2M | 5.5k | 222.26 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.2M | -80% | 80k | 15.26 |
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| Amcor Com New (AMCR) | 0.1 | $1.2M | 29k | 41.86 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.1 | $1.2M | +20% | 16k | 76.69 |
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| Ea Series Trust Camb Us Equa Etf (USEW) | 0.1 | $1.2M | 22k | 55.33 |
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| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.1 | $1.2M | +25% | 49k | 23.75 |
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| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $1.1M | +15% | 96k | 12.00 |
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| Sonoco Products Company (SON) | 0.1 | $1.1M | -4% | 24k | 48.82 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $1.1M | +17% | 52k | 22.04 |
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| First Tr Exchange-traded Ft Vest Gold (IGLD) | 0.1 | $1.1M | +36% | 56k | 20.32 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.1M | 12k | 93.44 |
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| Principal Financial (PFG) | 0.1 | $1.1M | -2% | 10k | 111.96 |
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| BP Sponsored Adr (BP) | 0.1 | $1.1M | 26k | 43.99 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $1.1M | +19% | 27k | 40.99 |
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| General Mills (GIS) | 0.1 | $1.1M | 34k | 32.16 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.1M | 23k | 46.30 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.1M | NEW | 9.4k | 111.78 |
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| Nutrien (NTR) | 0.1 | $1.0M | 15k | 70.25 |
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| Lincoln National Corporation (LNC) | 0.1 | $1.0M | 25k | 40.26 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $1.0M | NEW | 6.4k | 159.37 |
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| Harbor Etf Trust Ares Systematic (SIHY) | 0.1 | $1.0M | +22% | 23k | 44.14 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $1.0M | +24% | 54k | 18.44 |
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| Sempra Energy (SRE) | 0.1 | $985k | -41% | 13k | 77.96 |
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| T. Rowe Price (TROW) | 0.1 | $979k | +118% | 9.4k | 104.05 |
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| Edison International (EIX) | 0.1 | $968k | NEW | 18k | 53.73 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $945k | -4% | 6.2k | 152.07 |
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| CVS Caremark Corporation (CVS) | 0.1 | $901k | 11k | 85.69 |
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| Key (KEY) | 0.1 | $874k | 44k | 20.07 |
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| Caterpillar (CAT) | 0.1 | $873k | 1.1k | 810.82 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $838k | -32% | 1.9k | 431.66 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.1 | $783k | -4% | 7.1k | 110.60 |
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| Unum (UNM) | 0.1 | $769k | 8.8k | 87.73 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $758k | -3% | 4.7k | 161.57 |
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| Danaher Corporation (DHR) | 0.1 | $705k | -6% | 3.2k | 221.55 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $681k | 9.0k | 75.62 |
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| S&p Global (SPGI) | 0.1 | $679k | -16% | 1.7k | 394.47 |
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| Mohawk Industries (MHK) | 0.1 | $663k | -4% | 5.3k | 124.72 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 0.1 | $626k | 14k | 44.45 |
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| Nylim Etf Tr Hedge Multi Stra (QAI) | 0.1 | $621k | +18% | 17k | 36.04 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $615k | +18% | 12k | 51.87 |
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| Pegasystems (PEGA) | 0.1 | $610k | -5% | 18k | 33.28 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $600k | +24% | 14k | 42.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $597k | -5% | 656.00 | 910.34 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $580k | +23% | 14k | 42.52 |
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| Chord Energy Corporation Com New (CHRD) | 0.1 | $568k | -4% | 4.2k | 134.07 |
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| Southstate Bk Corp (SSB) | 0.1 | $559k | -7% | 5.6k | 99.56 |
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| Molina Healthcare (MOH) | 0.1 | $559k | -5% | 3.0k | 189.10 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $556k | 7.9k | 70.61 |
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| Globus Med Cl A (GMED) | 0.1 | $555k | -2% | 7.4k | 74.90 |
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| Arista Networks Com Shs (ANET) | 0.1 | $554k | 2.7k | 203.59 |
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| Impinj (PI) | 0.1 | $540k | -3% | 3.0k | 179.29 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $523k | 3.4k | 152.67 |
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| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $498k | 12k | 41.56 |
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| Fluor Corporation (FLR) | 0.0 | $493k | -15% | 10k | 47.88 |
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| Krystal Biotech (KRYS) | 0.0 | $490k | 1.5k | 332.56 |
|
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| Park National Corporation (PRK) | 0.0 | $490k | 2.7k | 178.66 |
|
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| Pacira Pharmaceuticals (PCRX) | 0.0 | $486k | -11% | 19k | 25.05 |
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| AMN Healthcare Services (AMN) | 0.0 | $479k | -24% | 13k | 35.87 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.0 | $475k | -21% | 15k | 31.57 |
|
| Domino's Pizza (DPZ) | 0.0 | $474k | -13% | 1.6k | 299.61 |
|
| Ashland (ASH) | 0.0 | $468k | 6.9k | 67.92 |
|
|
| Tidewater (TDW) | 0.0 | $464k | -5% | 5.7k | 81.10 |
|
| Onto Innovation (ONTO) | 0.0 | $463k | -7% | 1.5k | 307.82 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $461k | -34% | 2.2k | 208.02 |
|
| Glacier Ban (GBCI) | 0.0 | $459k | -3% | 11k | 43.20 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $440k | 1.3k | 351.85 |
|
|
| Lowe's Companies (LOW) | 0.0 | $434k | -13% | 2.4k | 184.29 |
|
| National Fuel Gas (NFG) | 0.0 | $417k | -2% | 5.5k | 75.86 |
|
| Viper Energy Cl A (VNOM) | 0.0 | $417k | -2% | 10k | 39.89 |
|
| First Industrial Realty Trust (FR) | 0.0 | $413k | -2% | 6.9k | 59.54 |
|
| Citizens Financial (CFG) | 0.0 | $393k | -58% | 6.2k | 63.76 |
|
| Spx Corp (SPXC) | 0.0 | $391k | -3% | 2.3k | 169.56 |
|
| OceanFirst Financial (OCFC) | 0.0 | $389k | -11% | 24k | 16.53 |
|
| NBT Ban (NBTB) | 0.0 | $387k | -30% | 7.7k | 50.16 |
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $384k | 762.00 | 503.96 |
|
|
| Kirby Corporation (KEX) | 0.0 | $384k | -2% | 2.9k | 131.25 |
|
| Docusign (DOCU) | 0.0 | $380k | -48% | 5.7k | 67.15 |
|
| Moelis & Co Cl A (MC) | 0.0 | $376k | -10% | 6.5k | 57.52 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $374k | 1.6k | 230.24 |
|
|
| Otter Tail Corporation (OTTR) | 0.0 | $371k | -23% | 4.2k | 88.04 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $364k | -2% | 3.9k | 93.61 |
|
| Mercury Computer Systems (MRCY) | 0.0 | $364k | -29% | 4.4k | 83.00 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $359k | 1.9k | 185.65 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $359k | -3% | 1.3k | 269.03 |
|
| Williams Companies (WMB) | 0.0 | $356k | 5.2k | 67.97 |
|
|
| Rambus (RMBS) | 0.0 | $355k | -26% | 3.3k | 106.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $344k | +19% | 491.00 | 700.86 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $341k | -20% | 1.3k | 267.07 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $337k | 2.0k | 166.28 |
|
|
| Fortune Brands (FBIN) | 0.0 | $337k | -31% | 8.9k | 38.05 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $330k | 3.2k | 103.89 |
|
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $327k | -4% | 4.2k | 78.42 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $322k | 706.00 | 456.19 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $321k | 1.6k | 195.75 |
|
|
| Hubbell (HUBB) | 0.0 | $316k | 697.00 | 453.60 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $307k | 2.2k | 142.26 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $301k | 8.3k | 36.47 |
|
|
| Carlyle Group (CG) | 0.0 | $299k | -13% | 7.5k | 39.66 |
|
| Ambarella SHS (AMBA) | 0.0 | $288k | -41% | 4.1k | 69.51 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $285k | 373.00 | 762.63 |
|
|
| Nylim Etf Tr Merge Arbit Etf (MNA) | 0.0 | $282k | +18% | 7.6k | 36.83 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $280k | NEW | 3.3k | 85.52 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $276k | -18% | 5.0k | 55.32 |
|
| First American Financial (FAF) | 0.0 | $274k | 4.5k | 60.74 |
|
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.0 | $273k | 5.6k | 48.56 |
|
|
| Albemarle Corporation (ALB) | 0.0 | $263k | +40% | 2.5k | 105.78 |
|
| Advisors Ser Tr Scharf Etf (KAT) | 0.0 | $262k | -9% | 4.6k | 56.34 |
|
| Mobility Global Com Shs (MBGL) | 0.0 | $256k | NEW | 15k | 17.15 |
|
| Eagle Materials (EXP) | 0.0 | $254k | -2% | 1.5k | 171.02 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $247k | NEW | 2.9k | 84.96 |
|
| Valero Energy Corporation (VLO) | 0.0 | $243k | NEW | 628.00 | 387.61 |
|
| General Dynamics Corporation (GD) | 0.0 | $243k | -4% | 733.00 | 331.83 |
|
| Jacobs Engineering Group (J) | 0.0 | $233k | -97% | 1.7k | 135.27 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $228k | 4.3k | 53.40 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $227k | -93% | 5.2k | 43.65 |
|
| Boston Beer Cl A (SAM) | 0.0 | $226k | +4% | 1.4k | 164.02 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $222k | -5% | 2.3k | 97.46 |
|
| Vulcan Materials Company (VMC) | 0.0 | $217k | 885.00 | 244.63 |
|
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $214k | 5.4k | 39.72 |
|
|
| First Tr Exchange Traded Nasdaq Bk Etf (FTXO) | 0.0 | $208k | -31% | 5.4k | 38.70 |
|
| Encompass Health Corp (EHC) | 0.0 | $208k | NEW | 1.7k | 121.49 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $203k | -3% | 1.2k | 166.98 |
|
| Genius Sports Shares Cl A (GENI) | 0.0 | $60k | -85% | 11k | 5.73 |
|
Past Filings by Greenwood Capital Associates
SEC 13F filings are viewable for Greenwood Capital Associates going back to 2010
- Greenwood Capital Associates 2026 Q3 filed Oct. 27, 2026
- Greenwood Capital Associates 2026 Q2 filed July 28, 2026
- Greenwood Capital Associates 2026 Q1 filed April 29, 2026
- Greenwood Capital Associates 2025 Q4 filed Jan. 26, 2026
- Greenwood Capital Associates 2025 Q3 filed Oct. 16, 2025
- Greenwood Capital Associates 2025 Q2 filed July 21, 2025
- Greenwood Capital Associates 2025 Q1 filed April 15, 2025
- Greenwood Capital Associates 2024 Q4 filed Jan. 27, 2025
- Greenwood Capital Associates 2024 Q3 filed Oct. 30, 2024
- Greenwood Capital Associates 2024 Q2 filed Aug. 8, 2024
- Greenwood Capital Associates 2024 Q1 filed May 1, 2024
- Greenwood Capital Associates 2023 Q4 filed March 5, 2024
- Greenwood Capital Associates 2023 Q4 amended filed March 5, 2024
- Greenwood Capital Associates 2023 Q3 filed Oct. 18, 2023
- Greenwood Capital Associates 2023 Q2 filed Aug. 7, 2023
- Greenwood Capital Associates 2023 Q1 filed May 12, 2023