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Home > Institutional Investor > Greenwood Capital Associates Llc > Profile

Instuitional Investor - Greenwood Capital Associates Llc

Fund Profile
Filing Period:
Fund Name: Greenwood Capital Associates Llc
Portfolio Value $907,563,912
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 55,265 $36,099,736 3.98%
2.
Apple Inc.
 AAPL 141,056 $35,798,526 3.94%
3.
J P Morgan Exchange Traded F
 382,874 $27,723,893 3.05%
4.
Alphabet Inc.
 GOOGL 94,191 $27,085,564 2.98%
5.
Microsoft Corp
 MSFT 71,237 $26,369,875 2.91%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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