Greenwood Capital Associates LLC holds a diversified book of 284 stocks worth $1.0B as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened First Eagle Overseas Eq ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1161822/holdings"
Use Arkolith to show GREENWOOD CAPITAL ASSOCIATES LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.3 points over this window.
Growth of $10,000 cloning Greenwood Capital Associates LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $40.5M | 140.0K | 4.0% | ▼−0.8% Reduced · −1K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $40.2M | 53.7K | 3.9% | ▼−2.8% Reduced · −2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $32.9M | 92.0K | 3.2% | ▼−2.3% Reduced · −2K sh | |
| 4 | J P Morgan Exchange Traded F BETA EURO ET NE | $29.5M | 379.7K | 2.9% | ▼−0.8% Reduced · −3K sh | |
| 5 | Microsoft Corp COM | $27.9M | 74.8K | 2.7% | ▲+5.0% Added · +4K sh | |
| 6 | Amazon Com Inc COM | $19.1M | 79.9K | 1.9% | ▲+1.3% Added · +1K sh | |
| 7 | Ishares Inc MSCI EMRG CHN | $18.8M | 183.5K | 1.8% | ▼−4.3% Reduced · −8K sh | |
| 8 | Dimensional ETF Trust WORLD EX US CORE | $16.4M | 445.3K | 1.6% | ▼−3.3% Reduced · −15K sh | |
| 9 | International Business Machs COM | $16.2M | 57.6K | 1.6% | ▲+19% Added · +9K sh | |
| 10 | Ishares TR CORE MSCI PAC | $15.6M | 191.0K | 1.5% | ▲+4.4% Added · +8K sh | |
| 11 | Berkshire Hathaway Inc Del CL B NEW | $15.6M | 31.1K | 1.5% | ▼−0.4% Reduced · −126 sh | |
| 12 | Ishares TR INTRM GOV CR ETF | $15.0M | 141.1K | 1.5% | ▲+1.8% Added · +2K sh | |
| 13 | Ishares TR CORE US AGGBD ET | $14.4M | 145.6K | 1.4% | ▲+3.0% Added · +4K sh | |
| 14 | Eli Lilly & Co COM | $14.0M | 11.7K | 1.4% | ▼−3.0% Reduced · −364 sh | |
| 15 | Palo Alto Networks Inc COM | $13.6M | 39.9K | 1.3% | ▼−34% Reduced · −21K sh | |
| 16 | Ishares TR CORE MSCI TOTAL | $13.1M | 137.8K | 1.3% | ▼−0.4% Reduced · −565 sh | |
| 17 | Dimensional ETF Trust US EQUI MARK ETF | $12.4M | 150.8K | 1.2% | ▲+22% Added · +27K sh | |
| 18 | Broadcom Inc COM | $12.3M | 32.5K | 1.2% | ▲+2.0% Added · +656 sh | |
| 19 | J P Morgan Exchange Traded F INTRNL RES EQT | $11.5M | 139.1K | 1.1% | ▲+6.6% Added · +9K sh | |
| 20 | Amgen Inc COM | $10.9M | 30.2K | 1.1% | ▼−0.9% Reduced · −275 sh | |
| 21 | Texas Instrs Inc COM | $10.9M | 36.5K | 1.1% | ▼−24% Reduced · −12K sh | |
| 22 | JPMorgan Chase & Co COM | $10.4M | 31.8K | 1.0% | ▼−4.2% Reduced · −1K sh | |
| 23 | Vanguard Scottsdale FDS SHORT TERM TREAS | $9.7M | 166.6K | 1.0% | ▲+0.3% Added · +544 sh | |
| 24 | Johnson & Johnson COM | $9.6M | 38.0K | 0.9% | ▼−19% Reduced · −9K sh | |
| 25 | SPDR Series Trust ST STR P500VAL | $9.4M | 154.4K | 0.9% | ▲+12% Added · +17K sh | |
| 26 | Ge Aerospace COM NEW | $9.3M | 24.8K | 0.9% | ▲+5.5% Added · +1K sh | |
| 27 | Motorola Solutions Inc COM NEW | $9.1M | 22.0K | 0.9% | ▲+46% Added · +7K sh | |
| 28 | NextEra Energy Inc COM | $9.1M | 103.6K | 0.9% | ▲+1.4% Added · +1K sh | |
| 29 | Unitedhealth Group Inc COM | $9.0M | 21.6K | 0.9% | ▼−1.7% Reduced · −381 sh | |
| 30 | Regeneron Pharmaceuticals COM | $8.7M | 13.9K | 0.8% | ▲+23% Added · +3K sh | |
| 31 | Mid-Amer Apt Cmntys Inc COM | $8.3M | 59.5K | 0.8% | ▼−1.4% Reduced · −878 sh | |
| 32 | Cisco Sys Inc COM | $8.1M | 69.2K | 0.8% | ▼−30% Reduced · −29K sh | |
| 33 | Exxon Mobil Corp COM | $8.1M | 59.5K | 0.8% | ▲+11% Added · +6K sh | |
| 34 | Victory Portfolios II CORE BD ETF | $8.1M | 173.0K | 0.8% | ▲+5.3% Added · +9K sh | |
| 35 | McDonalds Corp COM | $8.0M | 29.7K | 0.8% | ▲+23% Added · +6K sh | |
| 36 | Qualcomm Inc COM | $8.0M | 43.3K | 0.8% | ▼−27% Reduced · −16K sh | |
| 37 | Advanced Micro Devices Inc COM | $7.9M | 13.6K | 0.8% | ▼−35% Reduced · −7K sh | |
| 38 | Jacobs Solutions Inc COM | $7.6M | 60.1K | 0.7% | ▲+44% Added · +18K sh | |
| 39 | Vanguard Scottsdale FDS MTG-BKD SECS ETF | $7.5M | 160.1K | 0.7% | ▲+3.0% Added · +5K sh | |
| 40 | Everpure Inc CL A | $7.4M | 93.9K | 0.7% | ▲+14% Added · +12K sh | |
| 41 | Marvell Technology Inc COM | $7.2M | 24.2K | 0.7% | ▼−53% Reduced · −27K sh | |
| 42 | Eaton Corp PLC SHS | $7.2M | 16.8K | 0.7% | ▼−0.7% Reduced · −114 sh | |
| 43 | Huntington Bancshares Inc COM | $7.1M | 399.7K | 0.7% | ▼−1.9% Reduced · −8K sh | |
| 44 | Morgan Stanley COM NEW | $7.0M | 33.3K | 0.7% | ▼−21% Reduced · −9K sh | |
| 45 | Home Depot Inc COM | $6.9M | 19.5K | 0.7% | ▼−1.1% Reduced · −212 sh | |
| 46 | Ishares TR 7-10 YR TRSY BD | $6.8M | 72.0K | 0.7% | ▲+2.1% Added · +2K sh | |
| 47 | TJX Cos Inc New COM | $6.7M | 44.5K | 0.7% | ▼−1.1% Reduced · −519 sh | |
| 48 | Coca Cola Co COM | $6.6M | 81.6K | 0.7% | ▼−0.6% Reduced · −533 sh | |
| 49 | Deere & Co COM | $6.6M | 10.4K | 0.6% | ▲+16% Added · +1K sh | |
| 50 | Medtronic PLC SHS | $6.6M | 84.2K | 0.6% | ▲+28% Added · +18K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 284 | $1.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 286 | $907.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 256 | $920.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 255 | $866.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 249 | $803.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 234 | $741.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 238 | $766.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 236 | $768.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.