GREENWOOD CAPITAL ASSOCIATES LLC: 13F holdings

CIK 11618222026Q2

Positions284
Reported value$1.0bn
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC139,989$40.5m4.0%
IVV ISHARES TR53,705$40.2m3.9%
GOOGL ALPHABET INC92,008$32.9m3.2%
BBEU J P MORGAN EXCHANGE TRADED F379,654$29.5m2.9%
MSFT MICROSOFT CORP74,824$27.9m2.7%
AMZN AMAZON COM INC79,928$19.1m1.9%
EMXC ISHARES INC183,452$18.8m1.8%
DFAX DIMENSIONAL ETF TRUST445,289$16.4m1.6%
IBM INTERNATIONAL BUSINESS MACHS57,594$16.2m1.6%
IPAC ISHARES TR190,959$15.6m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1161822")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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