Data as of Q4 2025 (Dec 31, 2025)

GREENWOOD GEARHART INC

โ€ขCIK: 1084683โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

KKR
KKR & CO INC
NEW
0.8% of portfolio
JPST
J P MORGAN EXCHANGE TRADED F
+13.8%
4.4% of portfolio
XLU
SELECT SECTOR SPDR TR
+102.4%
1.0% of portfolio
IEF
ISHARES TR
+14.1%
3.9% of portfolio
NFLX
NETFLIX INC
+24173.8%
0.4% of portfolio

๐Ÿ“‰ Biggest Sells

XLF
SELECT SECTOR SPDR TR
-31.5%
1.4% of portfolio
SCHX
SCHWAB STRATEGIC TR
-4.2%
7.0% of portfolio
VOO
VANGUARD INDEX FDS
-2.4%
9.2% of portfolio
GOOG
ALPHABET INC
-7.2%
2.7% of portfolio
SOXX
ISHARES TR
-8.2%
1.9% of portfolio

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
โ†‘39 increased
โ†“51 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023