1y return+20.6%S&P 500 +20.9%
3y return+50.9%S&P 500 +68.5%
5y return+47.9%S&P 500 +74.5%
10y return+123.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $223 against $357 in the S&P 500.2
Greenwood Gearhart LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard Index Fds | $197.2M | 9.2% | +3.5% |
| VXUSVanguard Star Fds | $126.0M | 5.9% | +3.1% |
| SCHXSchwab Strategic Tr | $109.2M | 5.1% | +5.3% |
| IGIBIshares Tr | $96.9M | 4.5% | +6.1% |
| JPSTJ P Morgan Exchange Traded F | $92.4M | 4.3% | +5.0% |
| IEFIshares Tr | $80.8M | 3.8% | +6.9% |
| XLVSelect Sector Spdr Tr | $76.0M | 3.5% | +3.6% |
| SOXXIshares Tr | $74.2M | 3.5% | −1.4% |
| AAPLApple Inc | $68.9M | 3.2% | +5.2% |
| QQQInvesco Qqq Tr | $66.7M | 3.1% | +4.5% |
| WMTWalmart Inc | $65.9M | 3.1% | +1.3% |
| NVDANvidia Corporation | $60.2M | 2.8% | +6.7% |
| GOOGAlphabet Inc | $58.2M | 2.7% | +1.9% |
| JBHTHunt J B Trans Svcs Inc | $55.7M | 2.6% | −3.0% |
| IGSBIshares Tr | $55.0M | 2.6% | +6.6% |
| IWMIshares Tr | $53.1M | 2.5% | +2.4% |
| IJHIshares Tr | $49.6M | 2.3% | +5.0% |
| XLISelect Sector Spdr Tr | $48.3M | 2.2% | +3.1% |
| MSFTMicrosoft Corp | $42.7M | 2.0% | +7.2% |
| XLPSelect Sector Spdr Tr | $39.6M | 1.8% | +2.8% |
| BRK/BBerkshire Hathaway Inc Del | $34.5M | 1.6% | +4.6% |
| VPLVanguard Intl Equity Index F | $33.3M | 1.5% | New |
| AMZNAmazon Com Inc | $31.3M | 1.5% | +2.6% |
| XLFSelect Sector Spdr Tr | $30.7M | 1.4% | +12.4% |
| PANWPalo Alto Networks Inc | $28.9M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $22.6M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $60.2M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $19.2M |
| SOXXIshares Tr | September 30, 2020 | +531.1% | $74.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $58.2M |
| PANWPalo Alto Networks Inc | December 31, 2022 | +388.8% | $28.9M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $12.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $24.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $68.9M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $65.9M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +3.2% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −3.9% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greenwood Gearhart LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1084683&type=13F-HR&dateb=&owner=include&count=40CIK 1084683
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1084683/000108468326000003/Filed July 24, 2026 · accession 0001084683-26-000003