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Denise Hemingway Lollis

Greenwood Capital Associates Llc

Assets Managed
$907.564M
Holdings
286
Last Quarter
2026 - Q1
Filed Date
23d ago
Growth Rate
-1.44%(2Q avg: 2.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenwood Capital Associates Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 286 positions.

Assets under management

The assets under management (AUM) of Greenwood Capital Associates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 907.564M in assets, with a quarterly growth rate of -1.44% and a 2-quarter average growth rate of 2.42%. The portfolio is managed by Denise Hemingway Lollis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -7.31%
3.98%
$36.1M
55,265 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.03%
3.95%
$35.799M
141,056 shares@ $253.79 avg price
BBEU
Jpmorgan Betabuilders Europe
Recent Activity
Increased 1.12%
3.06%
$27.724M
382,874 shares@ $72.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -10.24%
2.99%
$27.086M
94,191 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 10.48%
2.91%
$26.37M
71,237 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.85%
1.82%
$16.427M
78,875 shares@ $208.27 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 18.02%
1.73%
$15.644M
460,529 shares@ $33.97 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -0.38%
1.67%
$15.087M
191,795 shares@ $78.67 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -8.07%
1.65%
$14.974M
31,247 shares@ $479.2 avg price
GVI
Ishares Intermediate Governm
Recent Activity
Increased 1.3%
1.63%
$14.792M
138,660 shares@ $106.69 avg price

1-10 of 286