GREENWOOD CAPITAL ASSOCIATES LLC
•CIK: 1161822•Filing: Q4 2025
**GREENWOOD CAPITAL ASSOCIATES LLC** manages $921M across a diversified portfolio of 256 positions. The fund exhibits significant conviction in mega-cap technology and index exposure, with top holdings including IVV ($40.8M), AAPL ($40.0M), and GOOGL ($32.8M). Further allocations are notable in MSFT ($31.2M), BBEU ($27.8M), and AMZN ($18.9M). This concentration suggests a core strategy focused on established market leaders and broad market beta capture.
Total AUM
$920.9M
QoQ Performance
+6.3%
Positions
214
Top 10 Concentration
27.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV4.4%
AAPL4.3%
GOOGL3.6%
MSFT3.4%
BBEU3.0%
AMZN2.1%
BRK/B1.9%
GVI1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.7%
Technology19.3%
Healthcare5.9%
Consumer5.6%
Financial5.3%
ETF4.5%
Industrial1.8%
Utilities1.5%
🚪 Exited Positionssold since Q3 2025
+63 more exited positions
Changes from Q3 2025
NEW13 new positions
↑106 increased
↓76 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023