GREENWOOD CAPITAL ASSOCIATES LLC
CIK 1161822
13F filing for Q2 2026・No. 2,553
- Holdings
- US$1.02B
- Quarter change
- +US$111.34M
- Entries
- 284
- Net bought (estimate)
- +US$18.1M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 24
- Cut 130
- Added 114
- Corporate actions 0
- Unchanged 18
Largest holdings
284 stocks worth US$1.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 139,989 | US$40.51M | 3.98% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 53,705 | US$40.22M | 3.95% |
| GOOGLAlphabetCAP STK CL A | Cut | 92,008 | US$32.88M | 3.23% |
| J P MORGAN EXCHANGE TRADED FBETA EURO ET NE | Cut | 379,654 | US$29.53M | 2.90% |
| MSFTMicrosoftCOM | Added | 74,824 | US$27.91M | 2.74% |
| AMZNAmazonCOM | Added | 79,928 | US$19.05M | 1.87% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 183,452 | US$18.77M | 1.84% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 445,289 | US$16.4M | 1.61% |
| INTERNATIONAL BUSINESS MACHSCOM | Added | 57,594 | US$16.2M | 1.59% |
| ISHARES TRCORE MSCI PAC | Added | 190,959 | US$15.65M | 1.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.