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GREENWOOD CAPITAL ASSOCIATES LLC - Portfolio Stock Holdings

GREENWOOD CAPITAL ASSOCIATES LLC disclosed 307 stock positions in a recent SEC 13F filing. $1,018,908,092 of stock holdings were filed, with the largest holdings including AAPL, IVV, and GOOGL. This filing represented positions held on June 30, 2026, and was filed today.

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:

June 30, 2026

No. of Stocks:

307

Est. Stock Holding Value:

$1,018,908,092

Top Stock Holdings By Sector

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Portfolio Stock Holdings - GREENWOOD CAPITAL ASSOCIATES LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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