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GREENWOOD CAPITAL ASSOCIATES LLC — 13F Holdings & Portfolio

CIK 1161822 · latest 13F-HR filed 2026-07-28

Backtest portfolio

GREENWOOD CAPITAL ASSOCIATES LLC manages $1.02B in 13F-reported U.S. long-equity assets across 284 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (3.98%), IVV (3.95%), GOOGL (3.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 22 new positions and exited 24; 170 existing positions rose in reported value and 50 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$1.02B

Long-equity book

Holdings
284

Distinct positions

Period
2026-06-30

Filed 2026-07-28

Q/Q Activity
+22 / −24 / ↑170 / ↓50

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL4.0% · -1%IVV3.9% · -3%GOOGL3.2% · -2%BBEU2.9% · -1%MSFT2.7% · +5%AMZN1.9% · +1%EMXC1.8% · -4%DFAX1.6% · -3%IBM1.6% · +19%IPAC1.5% · +4%BRK.B1.5% · -0%GVI1.5% · +2%AGG1.4% · +3%LLY1.4% · -3%PANW1.3% · -34%IXUS1.3% · -0%DFUS1.2% · +22%AVGO1.2% · +2%JIRE1.1% · +7%AMGN1.1% · -1%TXN1.1% · -24%JPM1.0% · -4%VGSH1.0% · +0%JNJ0.9% · -20%SPYV0.9% · +12%GE0.9% · +6%MSI0.9% · +46%NEE0.9% · +2%UNH0.9% · -2%REGN0.8% · +23%MAA0.8% · -2%CSCO0.8% · -30%XOM0.8% · +11%UITB0.8% · +5%MCD0.8% · +23%QCOM0.8% · -27%AMD0.8% · -35%J0.7% · +44%VMBS0.7% · +3%P0.7% · +14%MRVL0.7% · -53%ETN0.7% · -1%HBAN0.7% · -2%MS0.7% · -21%HD0.7% · -1%IEF0.7% · +2%TJX0.7% · -1%KO0.7% · -1%DE0.6% · +16%MDT0.6% · +28%BAC0.6% · +0%META0.6% · -15%NFLX0.6% · +4%DOW0.6% · +19%CGDV0.6% · +22%AVLV0.6% · +15%CME0.6% · +29%BBCA0.6% · +6%TEVA0.6% · +0%IJH0.6% · +9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 25.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 15, 2026.

Assets Under Management
$1.77B
Discretionary
$1.77B
Employees
21
Accounts
731
Address
425 MAIN STREET
SUITE 100
GREENWOOD, SC 29646-2741
Phone
(864) 941-4049
Website
Mailing Address
POST OFFICE BOX 3181, GREENWOOD, SC, 29648-3181
Name Title / Status Ownership Type
DISHER, BRIAN, LANIER ControlDIRECTOR OF WEALTH MANAGEMENT
since Jun 2014
Less than 5%Individual
LOLLIS, DENISE, HEMINGWAY ControlCHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER
since Feb 2016
Less than 5%Individual
Pyles, Mark, Kurt ControlDIRECT OF MULTI-ASSET STRATEGIES
since Jun 2025
Less than 5%Individual
TCB CORPORATION ControlMEMBER
since Jul 2008
75% or moreDomestic Entity
TODD, WALTER, BLAKELY ControlPRESIDENT/CHIEF INVESTMENT OFFICER
since Aug 2017
5–10%Individual
WISEMAN, JOHN, DURHAM ControlDIRECTOR OF FIXED INCOME
since Jun 2014
Less than 5%Individual
BANE, MELISSA, DAWNSENIOR PRIVATE CLIENT ADVISOR
since May 2018
Less than 5%Individual
BOND, CLAUD, WILLIAMSENIOR TRADING MANAGER
since Jun 2025
Less than 5%Individual
COOPER, JOHN, WESLEYPRIVATE CLIENT ADVISOR
since Jun 2025
Less than 5%Individual
Ownership & leadership changes · 13 filings with changes since Mar 20, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 5, 2025 filing
  • No longer listedDECKER, JOHN, ROBERT · MEMBER · Less than 5% · control person · listed since Jun 2014
  • AddedBOND, CLAUD, WILLIAM · SENIOR TRADING MANAGER · Less than 5%
  • AddedCOOPER, JOHN, WESLEY · PRIVATE CLIENT ADVISOR · Less than 5%
  • AddedPyles, Mark, Kurt · DIRECT OF MULTI-ASSET STRATEGIES · Less than 5% · control person
Mar 31, 2025 filing
  • ChangedDECKER, JOHN, ROBERT · title DIRECTOR OF EQUITY → MEMBER
Mar 25, 2021 filing
  • AddedBANE, MELISSA, DAWN · SENIOR PRIVATE CLIENT ADVISOR · Less than 5%
Oct 2, 2018 filing
  • ChangedTODD, WALTER, BLAKELY · ownership Less than 5% → 5–10%
Oct 1, 2018 filing
  • No longer listedBELL, JAMES, PHILIP · SHAREHOLDER · 75% or more · indirect via WOODGREEN, INC. · control person · listed since Jun 2001
  • No longer listedWOODGREEN, INC. · MEMBER · 10–25% · listed since Jun 2001
  • AddedDECKER, JOHN, ROBERT · DIRECTOR OF EQUITY · Less than 5% · control person
  • AddedDISHER, BRIAN, LANIER · DIRECTOR OF WEALTH MANAGEMENT · Less than 5% · control person
  • AddedWISEMAN, JOHN, DURHAM · DIRECTOR OF FIXED INCOME · Less than 5% · control person
Jul 9, 2018 filing
  • No longer listedBELL, JAMES, PHILIP · CEO · Less than 5% · control person · listed since Aug 2017
Mar 28, 2018 filing
  • ChangedBELL, JAMES, PHILIP · title PRESIDENT → CEO
  • ChangedTODD, WALTER, BLAKELY · title CHIEF INVESTMENT OFFICER → PRESIDENT/CHIEF INVESTMENT OFFICER
Apr 27, 2016 filing
  • No longer listedTCB CORP · MEMBER · 75% or more · control person · listed since Jul 2008
  • AddedTCB CORPORATION · MEMBER · 75% or more · control person
  • ChangedLOLLIS, DENISE, HEMINGWAY · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER; now a control person
Mar 24, 2016 filing
  • AddedLOLLIS, DENISE, HEMINGWAY · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedBELL, JAMES, PHILIP · title PRESIDENT / CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 18, 2015 filing
  • ChangedBELL, JAMES, PHILIP · indirect via WOODGREEN, INC.: ownership 50–75% → 75% or more
  • ChangedTODD, WALTER, BLAKELY · ownership 5–10% → Less than 5%
Older changes (4 more filings)
Oct 22, 2013 filing
  • ChangedBELL, JAMES, PHILIP · indirect via WOODGREEN, INC.: ownership 75% or more → 50–75%
  • ChangedBELL, JAMES, PHILIP · title CHIEF COMPLIANCE OFFICER / PRESIDENT → PRESIDENT / CHIEF COMPLIANCE OFFICER
Aug 22, 2013 filing
  • No longer listedNIX, MICHAEL, WAYNE · CHIEF OPERATING OFFICER · 5–10% · control person · listed since Aug 2011
Mar 22, 2013 filing
  • No longer listedCITADEL INVESTMENT CORPORATION · MEMBER · 5–10% · listed since Jun 2004
  • No longer listedNIX, MICHAEL, WAYNE · SHAREHOLDER · 75% or more · indirect via CITADEL INVESTMENT CORPORATION · control person · listed since Jun 2004
  • No longer listedTODD, WALTER, BLAKELY · SHAREHOLDER · 75% or more · indirect via W&L INVESTMENT CORPORATION · control person · listed since Jun 2004
  • No longer listedW&L INVESTMENT CORPORATION · MEMBER · 5–10% · listed since Jun 2004
  • ChangedNIX, MICHAEL, WAYNE · ownership Less than 5% → 5–10%
  • ChangedTODD, WALTER, BLAKELY · ownership Less than 5% → 5–10%
Mar 20, 2012 filing (earliest on record)
  • ListedBELL, JAMES, PHILIP · SHAREHOLDER · 75% or more · indirect via WOODGREEN, INC. · control person
  • ListedBELL, JAMES, PHILIP · CHIEF COMPLIANCE OFFICER / PRESIDENT · Less than 5% · control person
  • ListedCITADEL INVESTMENT CORPORATION · MEMBER · 5–10%
  • ListedNIX, MICHAEL, WAYNE · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ListedNIX, MICHAEL, WAYNE · SHAREHOLDER · 75% or more · indirect via CITADEL INVESTMENT CORPORATION · control person
  • ListedTCB CORP · MEMBER · 75% or more · control person
  • ListedTODD, WALTER, BLAKELY · CHIEF INVESTMENT OFFICER · Less than 5% · control person
  • ListedTODD, WALTER, BLAKELY · SHAREHOLDER · 75% or more · indirect via W&L INVESTMENT CORPORATION · control person
  • ListedW&L INVESTMENT CORPORATION · MEMBER · 5–10%
  • ListedWOODGREEN, INC. · MEMBER · 10–25%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 170 →

Top Trims

Show all 50 →

New Positions

Show all 22 →

Exited Positions

Show all 24 →

GREENWOOD CAPITAL ASSOCIATES LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $40.5M 3.98% 139,989 SH
2 ISHARES TR IVV 464287200 $40.2M 3.95% 53,705 SH
3 ALPHABET INC GOOGL 02079K305 $32.9M 3.23% 92,008 SH
4 J P MORGAN EXCHANGE TRADED F BBEU 46641Q191 $29.5M 2.90% 379,654 SH
5 MICROSOFT CORP MSFT 594918104 $27.9M 2.74% 74,824 SH
6 AMAZON COM INC AMZN 023135106 $19.1M 1.87% 79,928 SH
7 ISHARES INC EMXC 46434G764 $18.8M 1.84% 183,452 SH
8 DIMENSIONAL ETF TRUST DFAX 25434V880 $16.4M 1.61% 445,289 SH
9 INTERNATIONAL BUSINESS MACHS IBM 459200101 $16.2M 1.59% 57,594 SH
10 ISHARES TR IPAC 46434V696 $15.6M 1.54% 190,959 SH
11 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $15.6M 1.53% 31,121 SH
12 ISHARES TR GVI 464288612 $15.0M 1.47% 141,133 SH
13 ISHARES TR AGG 464287226 $14.4M 1.41% 145,605 SH
14 ELI LILLY & CO LLY 532457108 $14.0M 1.37% 11,650 SH
15 PALO ALTO NETWORKS INC PANW 697435105 $13.6M 1.33% 39,882 SH
16 ISHARES TR IXUS 46432F834 $13.1M 1.29% 137,758 SH
17 DIMENSIONAL ETF TRUST DFUS 25434V401 $12.4M 1.21% 150,832 SH
18 BROADCOM INC AVGO 11135F101 $12.3M 1.21% 32,531 SH
19 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $11.5M 1.13% 139,052 SH
20 AMGEN INC AMGN 031162100 $10.9M 1.07% 30,169 SH
21 TEXAS INSTRS INC TXN 882508104 $10.9M 1.07% 36,522 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $10.4M 1.02% 31,815 SH
23 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $9.7M 0.95% 166,581 SH
24 JOHNSON & JOHNSON JNJ 478160104 $9.6M 0.95% 37,981 SH
25 SPDR SERIES TRUST SPYV 78464A508 $9.4M 0.92% 154,433 SH
26 GE AEROSPACE GE 369604301 $9.3M 0.91% 24,830 SH
27 MOTOROLA SOLUTIONS INC MSI 620076307 $9.1M 0.90% 21,993 SH
28 NEXTERA ENERGY INC NEE 65339F101 $9.1M 0.89% 103,611 SH
29 UNITEDHEALTH GROUP INC UNH 91324P102 $9.0M 0.88% 21,632 SH
30 REGENERON PHARMACEUTICALS REGN 75886F107 $8.7M 0.85% 13,873 SH
31 MID-AMER APT CMNTYS INC MAA 59522J103 $8.3M 0.81% 59,507 SH
32 CISCO SYS INC CSCO 17275R102 $8.1M 0.80% 69,238 SH
33 EXXON MOBIL CORP XOM 30231G102 $8.1M 0.80% 59,481 SH
34 VICTORY PORTFOLIOS II UITB 92647N527 $8.1M 0.80% 173,049 SH
35 MCDONALDS CORP MCD 580135101 $8.0M 0.79% 29,711 SH
36 QUALCOMM INC QCOM 747525103 $8.0M 0.78% 43,258 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $7.9M 0.78% 13,649 SH
38 JACOBS SOLUTIONS INC J 46982L108 $7.6M 0.74% 60,061 SH
39 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $7.5M 0.74% 160,132 SH
40 EVERPURE INC P 74624M102 $7.4M 0.73% 93,905 SH
41 MARVELL TECHNOLOGY INC MRVL 573874104 $7.2M 0.71% 24,178 SH
42 EATON CORP PLC ETN G29183103 $7.2M 0.70% 16,790 SH
43 HUNTINGTON BANCSHARES INC HBAN 446150104 $7.1M 0.70% 399,740 SH
44 MORGAN STANLEY MS 617446448 $7.0M 0.68% 33,343 SH
45 HOME DEPOT INC HD 437076102 $6.9M 0.67% 19,469 SH
46 ISHARES TR IEF 464287440 $6.8M 0.67% 72,034 SH
47 TJX COS INC NEW TJX 872540109 $6.7M 0.66% 44,487 SH
48 COCA COLA CO KO 191216100 $6.6M 0.65% 81,634 SH
49 DEERE & CO DE 244199105 $6.6M 0.65% 10,398 SH
50 MEDTRONIC PLC MDT G5960L103 $6.6M 0.65% 84,156 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $1.02B 284 0001161822-26-000004
2026-03-31 2026-04-29 $907.6M 286 0001161822-26-000003
2025-12-31 2026-01-26 $920.9M 256 0001161822-26-000002
Filer Information
Address
P O BOX 3181
GREENWOOD, SC 29648
Phone
(864) 941-4049
Filing Manager
GREENWOOD CAPITAL ASSOCIATES LLC
GREENWOOD, SC
Signatory
Denise Hemingway Lollis
CCO