StockDriftsStockDriftsTop 50 Greenwood Capital Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.98% | 140.0K | $40.5M | -0.76%(-1.07K) | $149.50(+104.27%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.95% | 53.7K | $40.2M | -2.82%(-1.56K) | $490.35(+58.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.23% | 92.0K | $32.9M | -2.32%(-2.18K) | $122.95(+180.36%) | 2026-06-30 | |
| BBEU | J P MORGAN EXCHANGE TRADED F | 2.9% | 379.7K | $29.5M | -0.84%(-3.22K) | $60.40(+33.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.74% | 74.8K | $27.9M | +5.04%(+3.59K) | $305.79(+58.96%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.87% | 79.9K | $19.1M | +1.34%(+1.05K) | $157.91(+66.26%) | 2026-06-30 | |
| EMXC | ISHARES INC | 1.84% | 183.5K | $18.8M | -4.35%(-8.34K) | $55.87(+77.94%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 1.61% | 445.3K | $16.4M | -3.31%(-15.24K) | $28.93(+31.85%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 1.59% | 57.6K | $16.2M | +18.78%(+9.10K) | $186.17(+23.90%) | 2026-06-30 | |
| IPAC | ISHARES TR | 1.54% | 191.0K | $15.6M | +4.45%(+8.13K) | $64.41(+34.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.98% | +52.00% | +5.89% | +33.12% |
| Top 20 Holdings Unweighted | +14.45% | +49.91% | +4.93% | +27.21% |
Greenwood Capital Associates LLC reports $1.02B in US-listed equity holdings across 284 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.0%), IVV (4.0%) and GOOGL (3.2%). The top 20 holdings account for 38.27% of reported assets. Its disclosed equity book has returned +52.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenwood Capital Associates LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1161822). View Greenwood Capital Associates LLC’s 13F filings on SEC