Institutional
GREENWOOD GEARHART LLC
CIK 0001084683
$2.15B
Reported AUM
168
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for GREENWOOD GEARHART LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | 18.74% | 73.44% | $197.2M | 9.18% | — | HELD |
| 2 | VXUS | VANGUARD STAR FDS | $82.39 | -1.03% | 24.24% | 46.24% | $126.0M | 5.87% | — | HELD |
| 3 | SCHX | SCHWAB STRATEGIC TR | $28.81 | -1.47% | 19.71% | 71.11% | $109.2M | 5.08% | — | HELD |
| 4 | IGIB | ISHARES TR | $52.27 | -0.34% | 2.60% | 4.70% | $96.9M | 4.51% | — | HELD |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.04% | 3.86% | 19.88% | $92.4M | 4.30% | — | HELD |
| 6 | IEF | ISHARES TR | $93.17 | -0.42% | 1.28% | -7.74% | $80.8M | 3.76% | — | HELD |
| 7 | XLV | SELECT SECTOR SPDR TR | $166.24 | -0.61% | 29.78% | 34.14% | $76.0M | 3.54% | — | HELD |
| 8 | SOXX | ISHARES TR | $465.00 | -5.38% | 96.92% | 210.04% | $74.2M | 3.45% | — | HELD |
| 9 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $68.9M | 3.21% | — | HELD |
| 10 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | 22.54% | 83.19% | $66.7M | 3.10% | — | HELD |
| 11 | WMT | WALMART INC | $114.22 | 0.99% | 16.94% | 145.72% | $65.9M | 3.06% | — | HELD |
| 12 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 9.52% | 751.61% | $60.2M | 2.80% | — | HELD |
| 13 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $58.2M | 2.71% | — | HELD |
| 14 | JBHT | HUNT J B TRANS SVCS INC | $276.14 | -0.53% | 100.85% | 63.59% | $55.7M | 2.59% | — | HELD |
| 15 | IGSB | ISHARES TR | $52.14 | 0.02% | 2.99% | 12.50% | $55.0M | 2.56% | — | HELD |
| 16 | IWM | ISHARES TR | $288.57 | -1.64% | 35.66% | 35.93% | $53.1M | 2.47% | — | HELD |
| 17 | IJH | ISHARES TR | $74.73 | -1.71% | 22.47% | 46.61% | $49.6M | 2.31% | — | HELD |
| 18 | XLI | SELECT SECTOR SPDR TR | $176.66 | -3.19% | 23.44% | 88.31% | $48.3M | 2.25% | — | HELD |
| 19 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $42.7M | 1.99% | — | HELD |
| 20 | XLP | SELECT SECTOR SPDR TR | $87.36 | 0.34% | 11.62% | 37.49% | $39.6M | 1.84% | — | HELD |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $34.5M | 1.60% | — | HELD |
| 22 | VPL | VANGUARD INTL EQUITY INDEX F | $104.91 | -1.52% | 33.97% | 50.87% | $33.3M | 1.55% | — | HELD |
| 23 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $31.3M | 1.46% | — | HELD |
| 24 | XLF | SELECT SECTOR SPDR TR | $56.68 | -1.60% | 12.30% | 61.42% | $30.7M | 1.43% | — | HELD |
| 25 | PANW | PALO ALTO NETWORKS INC | $314.15 | -1.52% | 84.52% | 315.15% | $28.9M | 1.34% | — | HELD |
| 26 | VDE | VANGUARD WORLD FD | $165.14 | 1.93% | 38.80% | 183.85% | $28.2M | 1.31% | — | HELD |
| 27 | JIVE | J P MORGAN EXCHANGE TRADED F | $93.51 | -0.53% | 38.28% | 115.00% | $24.8M | 1.16% | — | HELD |
| 28 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $24.0M | 1.12% | — | HELD |
| 29 | CAT | CATERPILLAR INC | $782.71 | -6.91% | 84.23% | 304.51% | $22.6M | 1.05% | — | HELD |
| 30 | XLU | SELECT SECTOR SPDR TR | $44.91 | -1.34% | 9.07% | 54.40% | $20.8M | 0.97% | — | HELD |
| 31 | VEA | VANGUARD TAX-MANAGED FDS | $68.95 | -0.93% | — | — | $19.5M | 0.91% | — | HELD |
| 32 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $19.2M | 0.90% | — | HELD |
| 33 | META | META PLATFORMS INC | $585.61 | -1.31% | — | — | $18.3M | 0.85% | — | HELD |
| 34 | FWONK | LIBERTY MEDIA CORP DEL | $101.89 | 0.68% | — | — | $18.3M | 0.85% | — | HELD |
| 35 | VNQ | VANGUARD INDEX FDS | $100.66 | -0.29% | — | — | $16.7M | 0.78% | — | HELD |
| 36 | TSLA | TESLA INC | $298.32 | -2.97% | — | — | $15.3M | 0.71% | — | HELD |
| 37 | RSP | INVESCO EXCHANGE TRADED FD T | $215.73 | -0.90% | — | — | $14.8M | 0.69% | — | HELD |
| 38 | AXP | AMERICAN EXPRESS CO | $331.50 | -1.52% | — | — | $12.9M | 0.60% | — | HELD |
| 39 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | — | — | $12.6M | 0.59% | — | HELD |
| 40 | CRM | SALESFORCE INC | $188.38 | 3.79% | — | — | $12.5M | 0.58% | — | HELD |
| 41 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | — | — | $11.9M | 0.55% | — | HELD |
| 42 | KKR | KKR & CO INC | $99.28 | -3.29% | — | — | $11.7M | 0.54% | — | HELD |
| 43 | V | VISA INC | $368.73 | 0.58% | — | — | $11.5M | 0.53% | — | HELD |
| 44 | CEG | CONSTELLATION ENERGY CORP | $257.95 | -0.72% | — | — | $11.1M | 0.51% | — | HELD |
| 45 | J | JACOBS SOLUTIONS INC | $135.91 | -3.34% | — | — | $10.8M | 0.50% | — | HELD |
| 46 | IVV | ISHARES TR | $733.12 | -1.49% | — | — | $10.2M | 0.47% | — | HELD |
| 47 | TSN | TYSON FOODS INC | $61.04 | -0.23% | — | — | $8.9M | 0.41% | — | HELD |
| 48 | VGT | VANGUARD WORLD FD | $108.20 | -2.41% | — | — | $8.2M | 0.38% | — | HELD |
| 49 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | — | — | $7.3M | 0.34% | — | HELD |
| 50 | NFLX | NETFLIX INC. | $73.63 | 1.71% | — | — | $6.4M | 0.30% | — | HELD |
| 51 | ITOT | ISHARES TR | $160.03 | -1.53% | — | — | $6.3M | 0.29% | — | HELD |
| 52 | HOMB | HOME BANCSHARES INC | $31.43 | -0.16% | — | — | $6.1M | 0.28% | — | HELD |
| 53 | SPYG | SPDR SERIES TRUST | $111.91 | -2.01% | — | — | $4.7M | 0.22% | — | HELD |
| 54 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $3.1M | 0.15% | — | HELD |
| 55 | ETR | ENTERGY CORP NEW | $107.79 | -4.03% | — | — | $2.5M | 0.12% | — | HELD |
| 56 | SMH | VANECK ETF TRUST | $504.22 | -4.79% | — | — | $2.4M | 0.11% | — | HELD |
| 57 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $2.0M | 0.09% | — | HELD |
| 58 | GOOGL | ALPHABET INC | $336.71 | 0.90% | — | — | $1.8M | 0.08% | — | HELD |
| 59 | IVW | ISHARES TR | $129.28 | -1.93% | — | — | $1.8M | 0.08% | — | HELD |
| 60 | EFA | ISHARES TR | $103.37 | -0.50% | — | — | $1.7M | 0.08% | — | HELD |
| 61 | SCHG | SCHWAB STRATEGIC TR | $33.24 | -1.48% | — | — | $1.7M | 0.08% | — | HELD |
| 62 | IVE | ISHARES TR | $232.36 | -0.88% | — | — | $1.7M | 0.08% | — | HELD |
| 63 | OZK | BANK OZK LITTLE ROCK ARK | $51.55 | 0.10% | — | — | $1.6M | 0.08% | — | HELD |
| 64 | SUB | ISHARES TR | $106.03 | -0.01% | — | — | $1.6M | 0.07% | — | HELD |
| 65 | IWF | ISHARES TR | $114.05 | -2.09% | — | — | $1.5M | 0.07% | — | HELD |
| 66 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $1.5M | 0.07% | — | HELD |
| 67 | BBJP | J P MORGAN EXCHANGE TRADED F | $72.22 | -0.51% | — | — | $1.5M | 0.07% | — | HELD |
| 68 | SCHM | SCHWAB STRATEGIC TR | $34.14 | -1.95% | — | — | $1.3M | 0.06% | — | HELD |
| 69 | SPHQ | INVESCO EXCHANGE TRADED FD T | $83.22 | -1.54% | — | — | $1.3M | 0.06% | — | HELD |
| 70 | GLW | CORNING INC | $124.05 | -1.56% | — | — | $1.3M | 0.06% | — | HELD |
| 71 | MCD | MCDONALDS CORP | $271.52 | -0.55% | — | — | $1.3M | 0.06% | — | HELD |
| 72 | SYK | STRYKER CORPORATION | $352.25 | 1.63% | — | — | $1.2M | 0.06% | — | HELD |
| 73 | TOST | TOAST INC | $32.60 | 0.80% | — | — | $1.2M | 0.06% | — | HELD |
| 74 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $5.55 | -0.89% | — | — | $1.2M | 0.05% | — | HELD |
| 75 | WMT2 | WELLS FARGO & CO | — | — | — | — | $1.1M | 0.05% | — | HELD |
| 76 | VBR | VANGUARD INDEX FDS | $245.01 | -1.25% | — | — | $1.1M | 0.05% | — | HELD |
| 77 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | — | — | $1.1M | 0.05% | — | HELD |
| 78 | IQLT | ISHARES TR | $49.50 | -0.36% | — | — | $1.1M | 0.05% | — | HELD |
| 79 | MU | MICRON TECHNOLOGY INC | $739.00 | -9.94% | — | — | $1.1M | 0.05% | — | HELD |
| 80 | IWP | ISHARES TR | $134.32 | -1.34% | — | — | $1.0M | 0.05% | — | HELD |
| 81 | DGRW | WISDOMTREE TR | $95.15 | -1.24% | — | — | $957K | 0.04% | — | HELD |
| 82 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | — | — | $948K | 0.04% | — | HELD |
| 83 | RTX | RTX CORPORATION | $215.25 | -1.52% | — | — | $913K | 0.04% | — | HELD |
| 84 | VOT | VANGUARD INDEX FDS | $290.39 | -1.16% | — | — | $903K | 0.04% | — | HELD |
| 85 | EPD | ENTERPRISE PRODS PARTNERS L | $38.67 | 0.10% | — | — | $890K | 0.04% | — | HELD |
| 86 | IBM | INTERNATIONAL BUSINESS MACHS | $226.44 | -0.49% | — | — | $886K | 0.04% | — | HELD |
| 87 | IJR | ISHARES TR | $144.32 | -1.36% | — | — | $877K | 0.04% | — | HELD |
| 88 | SCHV | SCHWAB STRATEGIC TR | $33.76 | -1.57% | — | — | $863K | 0.04% | — | HELD |
| 89 | AMD | ADVANCED MICRO DEVICES INC | $429.56 | -5.51% | — | — | $805K | 0.04% | — | HELD |
| 90 | RF | REGIONS FINANCIAL CORP NEW | $30.94 | -1.06% | — | — | $746K | 0.03% | — | HELD |
| 91 | BBCA | J P MORGAN EXCHANGE TRADED F | $102.33 | -0.95% | — | — | $719K | 0.03% | — | HELD |
| 92 | LOW | LOWES COS INC | $215.68 | -1.17% | — | — | $717K | 0.03% | — | HELD |
| 93 | VWO | VANGUARD INTL EQUITY INDEX F | $56.92 | -1.42% | — | — | $688K | 0.03% | — | HELD |
| 94 | PVAL | PUTNAM ETF TRUST | $52.48 | -0.98% | — | — | $658K | 0.03% | — | HELD |
| 95 | SYM | SYMBOTIC INC | $40.34 | -4.72% | — | — | $639K | 0.03% | — | HELD |
| 96 | SCHF | SCHWAB STRATEGIC TR | $26.74 | -0.89% | — | — | $630K | 0.03% | — | HELD |
| 97 | BA | BOEING CO | $214.01 | -3.41% | — | — | $629K | 0.03% | — | HELD |
| 98 | SGOV | ISHARES TR | $100.68 | 0.02% | — | — | $627K | 0.03% | — | HELD |
| 99 | IWB | ISHARES TR | $399.27 | -1.56% | — | — | $627K | 0.03% | — | HELD |
| 100 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | — | — | $565K | 0.03% | — | HELD |
| 101 | PG | PROCTER & GAMBLE CO | — | — | — | — | $556K | 0.03% | — | HELD |
| 102 | BAC | BANK OF AMER CORP | — | — | — | — | $555K | 0.03% | — | HELD |
| 103 | AON | AON PLC | — | — | — | — | $552K | 0.03% | — | HELD |
| 104 | TXN | TEXAS INSTRS INC | — | — | — | — | $529K | 0.02% | — | HELD |
| 105 | PSC | PRINCIPAL EXCHANGE TRADED FD | — | — | — | — | $511K | 0.02% | — | HELD |
| 106 | ETN | EATON CORP PLC | — | — | — | — | $504K | 0.02% | — | HELD |
| 107 | BBAX | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $501K | 0.02% | — | HELD |
| 108 | PSX | PHILLIPS 66 | — | — | — | — | $484K | 0.02% | — | HELD |
| 109 | SAR | SARATOGA INVT CORP | — | — | — | — | $480K | 0.02% | — | HELD |
| 110 | WEST | WESTROCK COFFEE CO | — | — | — | — | $472K | 0.02% | — | HELD |
| 111 | DGRO | ISHARES TR | — | — | — | — | $466K | 0.02% | — | HELD |
| 112 | ORCL | ORACLE CORP | — | — | — | — | $458K | 0.02% | — | HELD |
| 113 | ENB | ENBRIDGE INC | — | — | — | — | $447K | 0.02% | — | HELD |
| 114 | IYW | ISHARES TR | — | — | — | — | $440K | 0.02% | — | HELD |
| 115 | PFLT | PENNANTPARK FLOATING RATE CA | — | — | — | — | $424K | 0.02% | — | HELD |
| 116 | IUSG | ISHARES TR | — | — | — | — | $408K | 0.02% | — | HELD |
| 117 | AMGN | AMGEN INC | — | — | — | — | $377K | 0.02% | — | HELD |
| 118 | COP | CONOCOPHILLIPS | — | — | — | — | $364K | 0.02% | — | HELD |
| 119 | LIN | LINDE PLC | — | — | — | — | $362K | 0.02% | — | HELD |
| 120 | SLF | SUN LIFE FINANCIAL INC. | — | — | — | — | $353K | 0.02% | — | HELD |
| 121 | PEBO | PEOPLES BANCORP INC | — | — | — | — | $350K | 0.02% | — | HELD |
| 122 | LRCX | LAM RESEARCH CORP | — | — | — | — | $347K | 0.02% | — | HELD |
| 123 | GAIN | GLADSTONE INVT CORP | — | — | — | — | $346K | 0.02% | — | HELD |
| 124 | BMO | BANK MONTREAL MEDIUM | — | — | — | — | $338K | 0.02% | — | HELD |
| 125 | SGU | STAR GROUP LP | — | — | — | — | $338K | 0.02% | — | HELD |
| 126 | UNP | UNION PAC CORP | — | — | — | — | $332K | 0.02% | — | HELD |
| 127 | IEFA | ISHARES TR | — | — | — | — | $330K | 0.02% | — | HELD |
| 128 | MBB | ISHARES TR | — | — | — | — | $327K | 0.02% | — | HELD |
| 129 | VZ | VERIZON COMMUNICATIONS INC | — | — | — | — | $321K | 0.01% | — | HELD |
| 130 | ABBV | ABBVIE INC | — | — | — | — | $321K | 0.01% | — | HELD |
| 131 | INTC | INTEL CORP | — | — | — | — | $318K | 0.01% | — | HELD |
| 132 | PEP | PEPSICO INC | — | — | — | — | $316K | 0.01% | — | HELD |
| 133 | MA | MASTERCARD INCORPORATED | — | — | — | — | $307K | 0.01% | — | HELD |
| 134 | ROK | ROCKWELL AUTOMATION INC | — | — | — | — | $303K | 0.01% | — | HELD |
| 135 | UNH | UNITEDHEALTH GROUP INC | — | — | — | — | $302K | 0.01% | — | HELD |
| 136 | VLY | VALLEY NATL BANCORP | — | — | — | — | $299K | 0.01% | — | HELD |
| 137 | APH | AMPHENOL CORP | — | — | — | — | $291K | 0.01% | — | HELD |
| 138 | P | EVERPURE INC | — | — | — | — | $288K | 0.01% | — | HELD |
| 139 | GE | GE AEROSPACE | — | — | — | — | $268K | 0.01% | — | HELD |
| 140 | TRP | TC ENERGY CORP | — | — | — | — | $260K | 0.01% | — | HELD |
| 141 | VOOV | VANGUARD ADMIRAL FDS INC | — | — | — | — | $254K | 0.01% | — | HELD |
| 142 | STEW | SRH TOTAL RETURN FUND INC | — | — | — | — | $253K | 0.01% | — | HELD |
| 143 | BHP | BHP BILLITON LIMITED | — | — | — | — | $250K | 0.01% | — | HELD |
| 144 | MRK | MERCK & CO INC | — | — | — | — | $245K | 0.01% | — | HELD |
| 145 | NDAQ | NASDAQ INC | — | — | — | — | $242K | 0.01% | — | HELD |
| 146 | HSY | HERSHEY CO | — | — | — | — | $240K | 0.01% | — | HELD |
| 147 | COST | COSTCO WHOLESALE CORPORATION | — | — | — | — | $235K | 0.01% | — | HELD |
| 148 | ITW | ILLINOIS TOOL WKS INC | — | — | — | — | $234K | 0.01% | — | HELD |
| 149 | RYN | RAYONIER INC | — | — | — | — | $231K | 0.01% | — | HELD |
| 150 | CAVA | CAVA GROUP INC | — | — | — | — | $229K | 0.01% | — | HELD |
| 151 | IXUS | ISHARES TR | — | — | — | — | $229K | 0.01% | — | HELD |
| 152 | ADP | AUTOMATIC DATA PROCESSING IN | — | — | — | — | $224K | 0.01% | — | HELD |
| 153 | EBF | ENNIS INC | — | — | — | — | $223K | 0.01% | — | HELD |
| 154 | CSCO | CISCO SYS INC | — | — | — | — | $221K | 0.01% | — | HELD |
| 155 | GEV | GE VERNOVA INC | — | — | — | — | $221K | 0.01% | — | HELD |
| 156 | AEP | AMERICAN ELEC PWR CO INC | — | — | — | — | $217K | 0.01% | — | HELD |
| 157 | ISRG | INTUITIVE SURGICAL INC | — | — | — | — | $214K | 0.01% | — | HELD |
| 158 | FCX | FREEPORT MCMORAN INC | — | — | — | — | $213K | 0.01% | — | HELD |
| 159 | IWD | ISHARES TR | — | — | — | — | $208K | 0.01% | — | HELD |
| 160 | MCK | MCKESSON CORP | — | — | — | — | $207K | 0.01% | — | HELD |
| 161 | DELL | DELL TECHNOLOGIES INC | — | — | — | — | $207K | 0.01% | — | HELD |
| 162 | TJX | TJX COS INC NEW | — | — | — | — | $205K | 0.01% | — | HELD |
| 163 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | — | — | — | — | $203K | 0.01% | — | HELD |
| 164 | ABT | ABBOTT LABORATORIES | — | — | — | — | $202K | 0.01% | — | HELD |
| 165 | CCJ | CAMECO CORP | — | — | — | — | $202K | 0.01% | — | HELD |
| 166 | AGNC | AGNC INVT CORP | — | — | — | — | $142K | 0.01% | — | HELD |
| 167 | SPWH | SPORTSMANS WHSE HLDGS INC | — | — | — | — | $110K | 0.01% | — | HELD |
| 168 | NAVI | NAVIENT CORPORATION | — | — | — | — | $101K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001084683-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.