Greenwood Capital Associates LLC

13F filer · CIK 0001161822

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$1.02BU.S. long equity reported on 13F

Positions20917 new · 19 closed

Net flow last quarter-$18.8MBuys minus sells

Top 10 positions weight21.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026209 positions
AAPLApple Inc.	$40.5M	3.98%	0.00%	-0.8%	Q2 2013
GOOGLAlphabet Inc.	$32.9M	3.23%	0.00%	-2.3%	Q4 2015
MSFTMicrosoft Corp	$27.9M	2.74%	0.00%	+5.0%	Q2 2013
AMZNAmazon Com Inc	$19.1M	1.87%	0.00%	+1.3%	Q1 2023
EMXCEmax Holdings Corp	$18.8M	1.84%	Not reported	-4.4%	Q1 2024
DFAXGulf Resources, Inc.	$16.4M	1.61%	Not reported	-3.3%	Q4 2024
IBMInternational Business Machines Corp	$16.2M	1.59%	0.01%	+18.8%	Q2 2013
BRK.BBerkshire Hathaway Inc	$15.6M	1.53%	Not reported	-0.4%	Q1 2023
LLYELI LILLY & Co	$14M	1.37%	0.00%	-3.0%	Q2 2013
PANWPalo Alto Networks Inc	$13.6M	1.33%	0.00%	-34.4%	Q2 2019
AVGOBroadcom Inc.	$12.3M	1.21%	0.00%	+2.1%	Q1 2016
AMGNAmgen Inc	$10.9M	1.07%	0.01%	-0.9%	Q2 2013
TXNTexas Instruments Inc	$10.9M	1.07%	0.00%	-24.1%	Q2 2013
JPMJPMorgan Chase & Co	$10.4M	1.02%	0.00%	-4.2%	Q2 2013
JNJJohnson & Johnson	$9.65M	0.95%	0.00%	-19.5%	Q2 2013
GEGeneral Electric Co	$9.28M	0.91%	0.00%	+5.5%	Q1 2023
MSIMotorola Solutions, Inc.	$9.13M	0.90%	0.01%	+45.9%	Q1 2025
NEENextera Energy Inc	$9.09M	0.89%	0.01%	+1.5%	Q3 2015
UNHUnitedhealth Group Inc	$8.99M	0.88%	0.00%	-1.7%	Q1 2022
REGNRegeneron Pharmaceuticals, Inc.	$8.65M	0.85%	0.01%	+23.2%	Q1 2020
MAAMid America Apartment Communities Inc.	$8.27M	0.81%	0.05%	-1.5%	Q2 2024
CSCOCisco Systems, Inc.	$8.13M	0.80%	0.00%	-29.5%	Q3 2013
XOMExxonMobil Holdings Corp	$8.13M	0.80%	0.00%	+10.9%	Q2 2013
MCDMcdonalds Corp	$8.03M	0.79%	0.00%	+23.5%	Q4 2015
QCOMQualcomm Inc	$7.99M	0.78%	0.00%	-26.7%	Q2 2013
AMDAdvanced Micro Devices Inc	$7.93M	0.78%	0.00%	-35.4%	Q2 2023
JJacobs Solutions Inc.	$7.57M	0.74%	0.05%	+44.4%	Q3 2024
PEverpure, Inc.	$7.4M	0.73%	0.03%	+14.5%	Q1 2026
MRVLMarvell Technology, Inc.	$7.2M	0.71%	0.00%	-52.7%	Q2 2019
ETNEaton Corp plc	$7.15M	0.70%	0.00%	-0.7%	Q2 2013
HBANHuntington Bancshares Inc	$7.09M	0.70%	0.02%	-1.9%	Q4 2024
MSMorgan Stanley	$6.97M	0.68%	0.00%	-20.6%	Q1 2015
HDHome Depot, Inc.	$6.87M	0.67%	0.00%	-1.1%	Q2 2013
TJXTJX Companies Inc	$6.74M	0.66%	0.00%	-1.2%	Q4 2023
KOCoca Cola Co	$6.63M	0.65%	0.00%	-0.7%	Q2 2013
DEDeere & Co	$6.6M	0.65%	0.00%	+15.7%	Q2 2013
MDTMedtronic plc	$6.58M	0.65%	0.01%	+28.0%	Q4 2014
BACBank of America Corp	$6.44M	0.63%	0.00%	+0.2%	Q2 2013
METAMeta Platforms, Inc.	$6.32M	0.62%	Not reported	-15.2%	Q2 2013
NFLXNetflix Inc	$6.3M	0.62%	0.00%	+3.8%	Q1 2024
DOWDow Inc.	$6.27M	0.61%	0.03%	+19.4%	Q1 2014
CMECme Group Inc.	$6.17M	0.61%	0.01%	+29.4%	Q2 2023
TEVATeva Pharmaceutical Industries Ltd	$6.14M	0.60%	0.02%	+0.5%	Q3 2024
WMTWalmart Inc.	$6.07M	0.60%	0.00%	+11.7%	Q4 2014
VRTXVertex Pharmaceuticals Inc / Ma	$5.97M	0.59%	0.00%	-0.6%	Q3 2013
NKENIKE, Inc.	$5.81M	0.57%	0.01%	+7.5%	Q2 2013
QQQInvesco QQQ Trust, Series 1	$5.42M	0.53%	Not reported	-12.3%	Q1 2024
DVNDevon Energy Corp	$5.29M	0.52%	0.02%	+29.2%	Q1 2022
FANGDiamondback Energy, Inc.	$5.12M	0.50%	0.01%	+15.3%	Q1 2014
VVisa Inc.	$5.05M	0.50%	0.00%	+1550.7%	Q1 2022

Q1 2026Reported Apr 29, 2026211 positions
AAPLApple Inc.	$35.8M	3.94%	0.00%	-4.0%	Q2 2013
GOOGLAlphabet Inc.	$27.1M	2.98%	0.00%	-10.2%	Q4 2015
MSFTMicrosoft Corp	$26.4M	2.91%	0.00%	+10.5%	Q2 2013
AMZNAmazon Com Inc	$16.4M	1.81%	0.00%	-3.9%	Q1 2023
DFAXGulf Resources, Inc.	$15.6M	1.72%	Not reported	+18.0%	Q4 2024
EMXCEmax Holdings Corp	$15.1M	1.66%	Not reported	-0.4%	Q1 2024
BRK.BBerkshire Hathaway Inc	$15M	1.65%	Not reported	-8.1%	Q1 2023
IBMInternational Business Machines Corp	$11.8M	1.30%	0.01%	+5.5%	Q2 2013
JNJJohnson & Johnson	$11.5M	1.27%	0.00%	-3.4%	Q2 2013
LLYELI LILLY & Co	$11M	1.22%	0.00%	-3.3%	Q2 2013
AMGNAmgen Inc	$10.7M	1.18%	0.01%	+115.5%	Q2 2013
AVGOBroadcom Inc.	$9.87M	1.09%	0.00%	-10.8%	Q1 2016
JPMJPMorgan Chase & Co	$9.77M	1.08%	0.00%	-13.1%	Q2 2013
PANWPalo Alto Networks Inc	$9.75M	1.07%	0.01%	+16.3%	Q2 2019
NEENextera Energy Inc	$9.49M	1.05%	0.00%	-3.0%	Q3 2015
TXNTexas Instruments Inc	$9.34M	1.03%	0.01%	-1.2%	Q2 2013
XOMExxonMobil Holdings Corp	$9.1M	1.00%	0.00%	-18.7%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$8.7M	0.96%	0.01%	-2.3%	Q1 2020
NFLXNetflix Inc	$8.18M	0.90%	0.00%	+35.7%	Q1 2024
DOWDow Inc.	$7.99M	0.88%	0.03%	+464.6%	Q1 2014
CSCOCisco Systems, Inc.	$7.62M	0.84%	0.00%	-13.4%	Q3 2013
QCOMQualcomm Inc	$7.59M	0.84%	0.01%	+110.5%	Q2 2013
METAMeta Platforms, Inc.	$7.57M	0.83%	Not reported	-4.9%	Q2 2013
MCDMcdonalds Corp	$7.48M	0.82%	0.00%	+12.5%	Q4 2015
MAAMid America Apartment Communities Inc.	$7.37M	0.81%	0.05%	-0.3%	Q2 2024
TJXTJX Companies Inc	$7.19M	0.79%	0.00%	-2.6%	Q4 2023
NKENIKE, Inc.	$6.96M	0.77%	0.01%	-2.0%	Q2 2013
MSMorgan Stanley	$6.91M	0.76%	0.00%	-24.8%	Q1 2015
GEGeneral Electric Co	$6.68M	0.74%	0.00%	-0.6%	Q1 2023
MSIMotorola Solutions, Inc.	$6.54M	0.72%	0.01%	-2.1%	Q1 2025
HDHome Depot, Inc.	$6.47M	0.71%	0.00%	-13.6%	Q2 2013
HBANHuntington Bancshares Inc	$6.38M	0.70%	0.02%	+6.6%	Q4 2024
CMECme Group Inc.	$6.37M	0.70%	0.01%	-11.0%	Q2 2023
KOCoca Cola Co	$6.25M	0.69%	0.00%	+6.9%	Q2 2013
ETNEaton Corp plc	$6.05M	0.67%	0.00%	-1.2%	Q2 2013
WMTWalmart Inc.	$5.96M	0.66%	0.00%	-23.4%	Q4 2014
UNHUnitedhealth Group Inc	$5.96M	0.66%	0.00%	+48.8%	Q1 2022
MDTMedtronic plc	$5.7M	0.63%	0.01%	-22.3%	Q4 2014
BACBank of America Corp	$5.5M	0.61%	0.00%	-2.6%	Q2 2013
TEVATeva Pharmaceutical Industries Ltd	$5.43M	0.60%	0.02%	-44.1%	Q3 2024
VRTXVertex Pharmaceuticals Inc / Ma	$5.4M	0.60%	0.00%	-1.8%	Q3 2013
JJacobs Solutions Inc.	$5.29M	0.58%	0.04%	+41.5%	Q3 2024
ELEstee Lauder Companies Inc	$5.27M	0.58%	Not reported	+48.7%	Q2 2013
DEDeere & Co	$5.06M	0.56%	0.00%	-22.9%	Q2 2013
MRVLMarvell Technology, Inc.	$5.06M	0.56%	0.01%	+47.3%	Q2 2019
FANGDiamondback Energy, Inc.	$5M	0.55%	0.01%	-12.6%	Q1 2014
DVNDevon Energy Corp	$4.99M	0.55%	0.02%	+11.5%	Q1 2022
SPGIS&P Global Inc.	$4.98M	0.55%	0.00%	+548.6%	Q1 2022
TMUST-Mobile US, Inc.	$4.92M	0.54%	0.00%	New	Q1 2026
PEverpure, Inc.	$4.84M	0.53%	0.02%	New	Q1 2026

Q4 2025Reported Jan 26, 2026185 positions
AAPLApple Inc.	$40M	4.34%	0.00%	+0.3%	Q2 2013
GOOGLAlphabet Inc.	$32.8M	3.57%	0.00%	-8.9%	Q4 2015
MSFTMicrosoft Corp	$31.2M	3.39%	0.00%	+2.2%	Q2 2013
AMZNAmazon Com Inc	$18.9M	2.06%	0.00%	-3.8%	Q1 2023
BRK.BBerkshire Hathaway Inc	$17.1M	1.86%	Not reported	-1.6%	Q1 2023
EMXCEmax Holdings Corp	$14M	1.52%	Not reported	+5.5%	Q1 2024
IBMInternational Business Machines Corp	$13.6M	1.48%	0.00%	-2.5%	Q2 2013
LLYELI LILLY & Co	$13.4M	1.45%	0.00%	-5.7%	Q2 2013
DFAXGulf Resources, Inc.	$12.8M	1.39%	Not reported	+24.3%	Q4 2024
AVGOBroadcom Inc.	$12.4M	1.34%	0.00%	-3.3%	Q1 2016
JPMJPMorgan Chase & Co	$12.3M	1.34%	0.00%	-2.3%	Q2 2013
JNJJohnson & Johnson	$10.1M	1.10%	0.00%	-3.8%	Q2 2013
TEVATeva Pharmaceutical Industries Ltd	$10.1M	1.09%	0.03%	-13.0%	Q3 2024
MSMorgan Stanley	$9.91M	1.08%	0.00%	-4.6%	Q1 2015
PANWPalo Alto Networks Inc	$9.63M	1.05%	0.01%	+4.9%	Q2 2019
METAMeta Platforms, Inc.	$9.18M	1.00%	Not reported	+6.5%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$8.9M	0.97%	0.01%	-8.4%	Q1 2020
CSCOCisco Systems, Inc.	$8.74M	0.95%	0.00%	-0.9%	Q3 2013
NKENIKE, Inc.	$8.56M	0.93%	0.01%	+41.6%	Q2 2013
NEENextera Energy Inc	$8.45M	0.92%	0.01%	-2.5%	Q3 2015
TXNTexas Instruments Inc	$8.45M	0.92%	0.01%	+21.6%	Q2 2013
MAAMid America Apartment Communities Inc.	$8.41M	0.91%	0.05%	+4.3%	Q2 2024
MDTMedtronic plc	$8.13M	0.88%	0.01%	-2.0%	Q4 2014
XOMExxonMobil Holdings Corp	$7.93M	0.86%	0.00%	+1.0%	Q2 2013
ASMLAsml Holding NV	$7.88M	0.86%	0.00%	-19.2%	Q2 2025
HDHome Depot, Inc.	$7.84M	0.85%	0.00%	+24.7%	Q2 2013
CRHCRH Public Ltd Co	$7.52M	0.82%	0.01%	-5.1%	Q1 2024
GEGeneral Electric Co	$7.29M	0.79%	0.00%	-3.6%	Q1 2023
TJXTJX Companies Inc	$7.09M	0.77%	0.00%	-3.7%	Q4 2023
WMTWalmart Inc.	$6.98M	0.76%	0.00%	-2.2%	Q4 2014
HBANHuntington Bancshares Inc	$6.63M	0.72%	0.02%	+33.2%	Q4 2024
CMECme Group Inc.	$6.62M	0.72%	0.01%	0.0%	Q2 2023
MCDMcdonalds Corp	$6.54M	0.71%	0.00%	+35.0%	Q4 2015
BACBank of America Corp	$6.37M	0.69%	0.00%	-2.7%	Q2 2013
APHAmphenol Corp	$6.34M	0.69%	0.00%	-30.7%	Q1 2024
ALBAlbemarle Corp	$6.02M	0.65%	0.04%	-15.2%	Q1 2023
SYKStryker Corp	$5.98M	0.65%	0.00%	-5.9%	Q2 2013
MSIMotorola Solutions, Inc.	$5.9M	0.64%	0.01%	+13.7%	Q1 2025
NFLXNetflix Inc	$5.88M	0.64%	0.00%	+38.0%	Q1 2024
DISWalt Disney Co	$5.65M	0.61%	0.00%	+8.7%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$5.59M	0.61%	0.00%	-3.8%	Q3 2013
ETNEaton Corp plc	$5.45M	0.59%	0.00%	-1.1%	Q2 2013
DEDeere & Co	$5.42M	0.59%	0.00%	-4.5%	Q2 2013
KOCoca Cola Co	$5.38M	0.58%	0.00%	-2.3%	Q2 2013
CEGConstellation Energy Corp	$5.35M	0.58%	0.00%	+0.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$5.22M	0.57%	Not reported	+1.2%	Q1 2024
ELEstee Lauder Companies Inc	$5.18M	0.56%	Not reported	+20.1%	Q2 2013
EOGEog Resources Inc	$5.15M	0.56%	0.01%	-2.1%	Q4 2014
DHRDanaher Corp	$5.01M	0.54%	0.00%	+420.2%	Q1 2020
UNHUnitedhealth Group Inc	$4.88M	0.53%	0.00%	-1.8%	Q1 2022

Q3 2025Reported Oct 16, 2025184 positions
AAPLApple Inc.	$37.3M	4.31%	0.00%	-1.0%	Q2 2013
MSFTMicrosoft Corp	$32.7M	3.77%	0.00%	-0.9%	Q2 2013
GOOGLAlphabet Inc.	$28M	3.23%	0.00%	-7.5%	Q4 2015
AMZNAmazon Com Inc	$18.7M	2.16%	0.00%	+3.8%	Q1 2023
BRK.BBerkshire Hathaway Inc	$17.4M	2.00%	Not reported	+3.6%	Q1 2023
IBMInternational Business Machines Corp	$13.3M	1.54%	0.01%	+20.9%	Q2 2013
JPMJPMorgan Chase & Co	$12.3M	1.42%	0.00%	-4.9%	Q2 2013
EMXCEmax Holdings Corp	$12.3M	1.42%	Not reported	+4.1%	Q1 2024
AVGOBroadcom Inc.	$12.2M	1.41%	0.00%	-22.1%	Q1 2016
PANWPalo Alto Networks Inc	$10.1M	1.17%	0.01%	+16.6%	Q2 2019
LLYELI LILLY & Co	$10M	1.16%	0.00%	+25.5%	Q2 2013
DFAXGulf Resources, Inc.	$9.85M	1.14%	Not reported	+19.9%	Q4 2024
METAMeta Platforms, Inc.	$9.59M	1.11%	Not reported	0.0%	Q2 2013
JNJJohnson & Johnson	$9.41M	1.09%	0.00%	-2.1%	Q2 2013
MSMorgan Stanley	$9.3M	1.07%	0.00%	-7.3%	Q1 2015
ASMLAsml Holding NV	$8.82M	1.02%	0.00%	+34.1%	Q2 2025
APHAmphenol Corp	$8.38M	0.97%	0.01%	-34.1%	Q1 2024
MDTMedtronic plc	$8.22M	0.95%	0.01%	+2.8%	Q4 2014
NEENextera Energy Inc	$8.15M	0.94%	0.01%	+11.1%	Q3 2015
MAAMid America Apartment Communities Inc.	$8.11M	0.94%	0.05%	+2.8%	Q2 2024
CSCOCisco Systems, Inc.	$7.83M	0.90%	0.00%	+27.6%	Q3 2013
CRHCRH Public Ltd Co	$7.61M	0.88%	0.01%	-4.1%	Q1 2024
TEVATeva Pharmaceutical Industries Ltd	$7.48M	0.86%	0.03%	+17.9%	Q3 2024
HDHome Depot, Inc.	$7.4M	0.85%	0.00%	+7.3%	Q2 2013
GEGeneral Electric Co	$7.38M	0.85%	0.00%	-6.7%	Q1 2023
TXNTexas Instruments Inc	$7.36M	0.85%	0.00%	+19.8%	Q2 2013
XOMExxonMobil Holdings Corp	$7.36M	0.85%	0.00%	+0.1%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$7.08M	0.82%	0.01%	-2.1%	Q1 2020
BIDUBaidu, Inc.	$7.02M	0.81%	Not reported	+36.7%	Q1 2025
TJXTJX Companies Inc	$6.93M	0.80%	0.00%	-1.4%	Q4 2023
SYKStryker Corp	$6.68M	0.77%	0.00%	+5.9%	Q2 2013
NKENIKE, Inc.	$6.62M	0.76%	0.01%	+789.4%	Q2 2013
WMTWalmart Inc.	$6.61M	0.76%	0.00%	+14.1%	Q4 2014
CMECme Group Inc.	$6.55M	0.76%	0.01%	+1.7%	Q2 2023
ETNEaton Corp plc	$6.47M	0.75%	0.00%	+93.0%	Q2 2013
MSIMotorola Solutions, Inc.	$6.19M	0.71%	0.01%	+47.1%	Q1 2025
BACBank of America Corp	$6.14M	0.71%	0.00%	-1.4%	Q2 2013
EOGEog Resources Inc	$5.62M	0.65%	0.01%	-0.3%	Q4 2014
DEDeere & Co	$5.58M	0.64%	0.00%	+89.2%	Q2 2013
AMDAdvanced Micro Devices Inc	$5.56M	0.64%	0.00%	-14.7%	Q2 2023
NFLXNetflix Inc	$5.45M	0.63%	0.00%	-7.4%	Q1 2024
DISWalt Disney Co	$5.23M	0.60%	0.00%	+8.4%	Q2 2013
KOCoca Cola Co	$5.22M	0.60%	0.00%	-0.6%	Q2 2013
UNHUnitedhealth Group Inc	$5.2M	0.60%	0.00%	+85.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$5.04M	0.58%	Not reported	-1.2%	Q1 2024
VRTXVertex Pharmaceuticals Inc / Ma	$5.02M	0.58%	0.01%	+24.4%	Q3 2013
CEGConstellation Energy Corp	$4.98M	0.57%	0.00%	-4.9%	Q1 2025
HBANHuntington Bancshares Inc	$4.95M	0.57%	0.02%	-0.1%	Q4 2024
MCDMcdonalds Corp	$4.82M	0.56%	0.00%	-0.3%	Q4 2015
JJacobs Solutions Inc.	$4.43M	0.51%	0.02%	-0.9%	Q3 2024

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