GREENWOOD GEARHART INC
โขCIK: 1084683โขFiling: Q4 2025
**GREENWOOD GEARHART INC** manages $1.8B across a diversified portfolio of 109 positions. The fund exhibits a significant allocation to broad market indices and sector-specific exposure, notably holding $166.4M in VOO and $127.7M in SCHX. Key holdings also include substantial positions in IGIB ($86.7M), JPST ($80.3M), and VXUS ($74.0M). This structure suggests a core strategy focused on capturing systematic market beta while maintaining targeted sector overweighting.
Total AUM
$1.8B
QoQ Performance
+4.8%
Positions
78
Top 10 Concentration
46.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
SCHX
VOO9.2%
SCHX7.0%
IGIB4.8%
JPST4.4%
VXUS4.1%
IEF3.9%
XLV3.8%
WMT3.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other62.9%
Technology13.5%
ETF10.2%
Consumer6.2%
Financial4.4%
Communication1.4%
Industrial1.2%
Energy0.1%
Changes from Q3 2025
NEW5 new positions
โ39 increased
โ51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023