Long-term investor
Greenwood Capital Associates LLC @greenwoodcapitalassociat
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001161822).
Record
- Tracked since 2025-12-31 (257 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.0% · long · since 2025-12-31
- IVV · 3.9% · long · since 2025-12-31
- GOOGL · 3.2% · long · since 2025-12-31
- BBEU · 2.9% · long · since 2025-12-31
- MSFT · 2.7% · long · since 2025-12-31
- AMZN · 1.9% · long · since 2025-12-31
- EMXC · 1.8% · long · since 2025-12-31
- DFAX · 1.6% · long · since 2025-12-31
- IBM · 1.6% · long · since 2025-12-31
- IPAC · 1.5% · long · since 2025-12-31
- BRK-B · 1.5% · long · since 2025-12-31
- GVI · 1.5% · long · since 2025-12-31