Greenwood Capital Associates LLC
Annual return '25
+11.8%
SPY '25
+17.7%
Alpha
-6.0ptsvs SPY
Invested
$907.6M
Holdings
292
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
4.0%
02
$AAPL
APPLE INC
Held since at least Q1 2024
3.9%
03
$BBEU
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.1%
04
$GOOGL
ALPHABET INC
Q1 2026: Sold 23.3% (1.42M → 1.09M shares)
3.0%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +50.9% (53.6k → 80.9k shares)
2.9%
06
$AMZN
AMAZON COM INC
Held since at least Q1 2024
1.8%
07
$DFAX
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
1.7%
08
$EMXC
ISHARES INC
Held since at least Q1 2024
1.7%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
1.6%
10
$GVI
ISHARES TR
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.