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Portfolio (Quarterly) Guide ↗

GREENWOOD CAPITAL ASSOCIATES LLC

· CIK 0001161822
13F Portfolio $908M AUM 286 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 99 Added 107 Reduced 25 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BAX BAXTER INTL INC Healthcare 16,186 $309K 0.03% SOLD
22 SHV ISHARES TR 2,519 $277K 0.03% SOLD
23 IGV ISHARES TR 2,065 $218K 0.02% SOLD
24 APYX APYX MEDICAL CORPORATION Healthcare 22,789 $80K 0.01% SOLD
25 HARVARD BIOSCIENCE INC 27,754 $19K 0.00% SOLD
Page 2 of 2  ·  25 positions
Sector Allocation
Technology 26.7%
Healthcare 13.2%
Financial Services 10.7%
Communication Services 9.7%
Consumer Cyclical 8.6%
Industrials 8.2%
Consumer Defensive 7.7%
Energy 5.8%
Utilities 4.3%
Basic Materials 3.0%