GREENWOOD CAPITAL ASSOCIATES LLC
All 13F Filings
- Location
- Greenwood, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 907,564
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 286 | 907,564 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q4 2025 | 1/26/2026 | 256 | 920,868 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q3 2025 | 10/16/2025 | 255 | 866,536 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q2 2025 | 7/21/2025 | 249 | 803,920 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q1 2014 | 5/14/2014 | 135 | 311,158 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
| Q4 2013 | 2/11/2014 | 111 | 321,963 | 13F-HR | GREENWOOD CAPITAL ASSOCIATES LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 629.3 K | 69.3% | 0 | 197.8 K | -197.8 K |
| ETFs | 278.2 K | 30.7% | 184.5 K | 0 | 184.5 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
907,564
Holdings
286
QoQ value change ($000)
-13,304
(-1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.