GREENWOOD CAPITAL ASSOCIATES LLC

CIK 0001161822 · GREENWOOD, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

GREENWOOD CAPITAL ASSOCIATES LLC reported 284 positions worth $1.02B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.02B
2026 Q2
Positions
284
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.2%
Est. Net Flow (Q)
2026 Q2
10 / 284 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$40.5M3.98%139,989
2IVVISHARES TRSH$40.2M3.95%53,705
3GOOGLALPHABET INCSH$32.9M3.23%92,008
4BBEUJ P MORGAN EXCHANGE TRADED FSH$29.5M2.90%379,654
5MSFTMICROSOFT CORPSH$27.9M2.74%74,824
6AMZNAMAZON COM INCSH$19.1M1.87%79,928
7EMXCISHARES INCSH$18.8M1.84%183,452
8DFAXDIMENSIONAL ETF TRUSTSH$16.4M1.61%445,289
9IBMINTERNATIONAL BUSINESS MACHSSH$16.2M1.59%57,594
10IPACISHARES TRSH$15.6M1.54%190,959

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GREENWOOD CAPITAL ASSOCIATES LLC hold as of Q2 2026?

GREENWOOD CAPITAL ASSOCIATES LLC reported 284 positions worth $1.02B in its Q2 2026 13F filing. Largest positions: AAPL (4.0%), IVV (3.9%), GOOGL (3.2%), BBEU (2.9%) and MSFT (2.7%).

What did GREENWOOD CAPITAL ASSOCIATES LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GREENWOOD CAPITAL ASSOCIATES LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.