Greenwood Capital Associates LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 267 separate positions held by the firm, managed by Denise Hemingway Lollis.
The firm's largest position is in Apple Inc., with 13,205,000 shares valued at $132,050,000. Other notable holdings include Microsoft Corporation with 36,322,688 shares valued at $70,818,000, and NVIDIA Corporation with 8,301,688 shares valued at $36,350,000. Berkshire Hathaway Inc. Class B is also a significant holding, with 15,258,682 shares valued at $30,643,000.
The portfolio includes a mix of large-cap technology companies, energy firms, and consumer staples. Major holdings include Amazon.com Inc., Visa Inc., JPMorgan Chase & Co., and Procter & Gamble Co. The filing also lists various exchange-traded funds, including the iShares Core S&P 500 ETF and the Invesco QQQ Trust Series 1.
