GREENWOOD CAPITAL ASSOCIATES LLC - Portfolio Stock Holdings
GREENWOOD CAPITAL ASSOCIATES LLC disclosed 300 stock positions in a recent SEC 13F filing. $1,027,047,482 of stock holdings were filed, with the largest holdings including AAPL, MSFT, and IVV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,765,086,387 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
300Est. Stock Holding Value:
$1,027,047,482Top Stock Holdings By Sector
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Portfolio Stock Holdings - GREENWOOD CAPITAL ASSOCIATES LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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