Institutional Manager · CIK 0001161822
GREENWOOD CAPITAL ASSOCIATES LLC
GREENWOOD, SC · File #028-06727
Latest AUM
$920.9M
Positions
256
Top-10 Concentration
41.6%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025256 pos · $920.9M
- 13F HOLDINGS REPORTQ/E Sep 2025255 pos · $866.5M
- 13F HOLDINGS REPORTQ/E Jun 2025249 pos · $803.9M
- 13F HOLDINGS REPORTQ/E Mar 2025234 pos · $741.5M
- 13F HOLDINGS REPORTQ/E Dec 2024238 pos · $766.5M
- 13F HOLDINGS REPORTQ/E Sep 2024236 pos · $768.3M
- 13F HOLDINGS REPORTQ/E Jun 2024227 pos · $760.5M
- 13F HOLDINGS REPORTQ/E Mar 2024250 pos · $752.8M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024246 pos · $771.7M
- 13F HOLDINGS REPORTQ/E Mar 2024245 pos · $771.3M
- 13F HOLDINGS REPORTQ/E Dec 2023247 pos · $688.0M
- 13F HOLDINGS REPORTQ/E Sep 2023235 pos · $713.1M
- 13F HOLDINGS REPORTQ/E Jun 2023231 pos · $696.6M
- 13F HOLDINGS REPORTQ/E Mar 2023216 pos · $609.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 59,625 | $40.8M | 6.78% |
| 2 | APPLE INC | AAPL | 146,993 | $40.0M | 6.63% |
| 3 | ALPHABET INC | GOOG | 104,940 | $32.8M | 5.45% |
| 4 | MICROSOFT CORP | MSFT | 64,480 | $31.2M | 5.17% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q191 | 378,649 | $27.8M | 4.61% |
| 6 | AMAZON COM INC | AMZN | 82,035 | $18.9M | 3.14% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 33,990 | $17.1M | 2.83% |
| 8 | ISHARES TR | 464288612 | 136,885 | $14.7M | 2.44% |
| 9 | ISHARES INC | 46434G764 | 192,531 | $14.0M | 2.32% |
| 10 | INTERNATIONAL BUSINESS MACHS | INTR | 45,956 | $13.6M | 2.26% |
| 11 | ISHARES TR | 464287226 | 135,525 | $13.5M | 2.25% |
| 12 | ELI LILLY & CO | LLY | 12,425 | $13.4M | 2.22% |
| 13 | ISHARES TR | 46434V696 | 177,057 | $13.0M | 2.15% |
| 14 | DIMENSIONAL ETF TRUST | 25434V880 | 390,231 | $12.8M | 2.12% |
| 15 | BROADCOM INC | AVGO | 35,732 | $12.4M | 2.05% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 38,200 | $12.3M | 2.04% |
| 17 | ISHARES TR | 46432F834 | 135,456 | $11.5M | 1.90% |
| 18 | JOHNSON & JOHNSON | JNJ | 48,809 | $10.1M | 1.68% |
| 19 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 322,480 | $10.1M | 1.67% |
| 20 | VANGUARD SCOTTSDALE FDS | 92206C102 | 170,757 | $10.0M | 1.66% |