GREENWOOD GEARHART LLC

CIK

1084683

Location

FAYETTEVILLE, AR

Portfolio Value

Small $588,880,344

Diversification

Diversified

Filing Date

Global Rank

#2,399 / 8,607 ▲ 39 · as of Mar 2026

Top Industry

Discount Stores 13.5%

3Y Alpha vs SPY

-3.6%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.2%

SPY

+77.0%

Annualised alpha

-3.7%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

84 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

+0.9 pts

Top 5

45.9%

−1.2 pts

Top 10

68.9%

−2.1 pts

HHI

601

Diversified−23

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$192,187,037	12
Financial Services	16.7%	$98,278,271	22
Consumer Defensive	13.8%	$81,065,991	5
Industrials	12.2%	$71,707,227	11
Unclassified	10.3%	$60,522,604	2
Consumer Cyclical	7.4%	$43,405,754	7
Communication Services	4.5%	$26,751,571	4
Energy	1.4%	$7,996,488	10
Healthcare	0.6%	$3,331,358	5
Utilities	0.5%	$2,872,826	3
Basic Materials	0.1%	$538,480	2
Real Estate	0.0%	$222,737	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	+76,755	77,622	$14,489,698
PANW	Palo Alto Networks Inc	+29,245	84,030	$13,471,689
NVDA	Nvidia Corp	+14,760	281,784	$49,143,129
KKR	KKR & Co. Inc.	+8,848	119,819	$11,083,257
AAPL	Apple Inc.	+7,719	226,392	$57,456,025
NFLX	Netflix Inc	+5,350	84,968	$8,169,673
MSFT	Microsoft Corp	+5,349	106,737	$39,510,835
AMZN	Amazon Com Inc	+5,169	127,952	$26,648,563
J	Jacobs Solutions Inc.	+4,664	80,587	$10,257,113
CVX	Chevron Corp	+3,380	7,340	$1,518,646
JPM	Jpmorgan Chase & Co	+3,228	70,670	$20,788,287
QQQ	Invesco Qqq Trust, Series 1	+3,147	86,697	$50,039,774
BRK-B	Berkshire Hathaway Inc	+3,105	65,853	$31,556,757
V	Visa Inc.	+2,922	31,245	$9,443,488
AXP	American Express Co	+2,682	35,964	$10,878,390
AVGO	Broadcom Inc.	+2,363	47,913	$14,829,552
WFC	Wells Fargo & Company/Mn	+2,000	41,939	$3,338,763
GOOGL	Alphabet Inc.	+1,772	3,305	$950,385
META	Meta Platforms, Inc.	+942	30,262	$17,313,798
RTX	RTX Corp	+569	4,006	$772,757
TSLA	Tesla, Inc.	+556	34,619	$12,869,613
SPY	Spdr S&P 500 ETF Trust	+508	16,119	$10,482,830
MCD	Mcdonalds Corp	+500	4,542	$1,411,608
PEP	Pepsico Inc	+293	1,835	$284,957
IBM	International Business Machines Corp	+266	2,775	$672,632
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	−17,184	574,070	$71,345,419
CAT	Caterpillar Inc	−12,627	21,509	$15,238,266
JBHT	Hunt J B Transport Services Inc	−3,543	198,296	$42,018,922
ETR	Entergy Corp /De/	−2,234	21,801	$2,449,560
PG	PROCTER & GAMBLE Co	−2,116	3,518	$508,139
AON	Aon plc	−410	1,464	$472,549
LOW	Lowes Companies Inc	−400	3,223	$761,530
JNJ	Johnson & Johnson	−361	3,475	$849,429
TSN	Tyson Foods, Inc.	−345	135,481	$8,680,267
WEST	Westrock Coffee Co	−300	58,167	$247,209
SYK	Stryker Corp	−290	3,708	$1,218,411
BAC	Bank Of America Corp /De/	−228	7,851	$382,736
ORCL	Oracle Corp	−175	2,685	$394,990
OZK	Bank OZK	−79	29,620	$1,359,261
LLY	ELI LILLY & Co	−10	776	$713,741
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EPD	Enterprise Products Partners L.P.	22,514	$851,929
ENB	Enbridge Inc	8,247	$446,492
SAR	Saratoga Investment Corp.	17,800	$389,286
COP	Conocophillips	2,556	$337,392
PSX	Phillips 66	1,792	$326,466
LIN	Linde PLC	646	$320,260
VZ	Verizon Communications Inc	6,329	$317,715
SLF	Sun Life Financial Inc	4,098	$256,370
GAIN	Gladstone Investment Corporationde	17,900	$254,180
SGU	Star Group, L.P.	20,500	$251,740
TRP	Tc Energy Corp	3,926	$245,767
PEBO	Peoples Bancorp Inc	7,310	$240,279
CAVA	Cava Group, Inc.	2,900	$234,610
VLY	Valley National Bancorp	19,010	$233,442
PFLT	PennantPark Floating Rate Capital Ltd.	29,000	$233,160
EBF	Ennis, Inc.	10,500	$224,910
MA	Mastercard Inc	448	$223,847
VLO	Valero Energy Corp/Tx	900	$222,372
NDAQ	Nasdaq, Inc.	2,607	$221,308
BMO	Bank Of Montreal /Can/	1,622	$219,521
AEP	American Electric Power Co Inc	1,673	$219,296
BHP	BHP Group Ltd	3,000	$218,220
ABBV	AbbVie Inc.	978	$212,705
NGG	National Grid PLC	2,411	$203,970
CCJ	Cameco Corp	1,850	$200,928
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BX	Blackstone Inc.	1,771	$272,981
YETI	YETI Holdings, Inc.	5,047	$222,925
CSCO	Cisco Systems, Inc.	2,684	$206,748
DIS	Walt Disney Co	1,778	$202,283
MCK	Mckesson Corp	246	$201,791
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

84 positions · $588,880,344 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 84 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	574,070	-17,184	$71,345,419	+8.3%	12.12%
AAPL	Apple Inc. Technology	Added	226,392	+7,719	$57,456,025	−3.4%	9.76%
QQQ	Invesco Qqq Trust, Series 1	Added	86,697	+3,147	$50,039,774	−2.5%	8.50%
NVDA	Nvidia Corp Technology	Added	281,784	+14,760	$49,143,129	−1.3%	8.35%
JBHT	Hunt J B Transport Services Inc Industrials	Reduced	198,296	-3,543	$42,018,922	+7.1%	7.14%
MSFT	Microsoft Corp Technology	Added	106,737	+5,349	$39,510,835	−19.4%	6.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	65,853	+3,105	$31,556,757	+0.1%	5.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	127,952	+5,169	$26,648,563	−6.0%	4.53%
JPM	Jpmorgan Chase & Co Financial Services	Added	70,670	+3,228	$20,788,287	−4.3%	3.53%
META	Meta Platforms, Inc. Communication Services	Added	30,262	+942	$17,313,798	−10.5%	2.94%
CAT	Caterpillar Inc Industrials	Reduced	21,509	-12,627	$15,238,266	−22.1%	2.59%
AVGO	Broadcom Inc. Technology	Added	47,913	+2,363	$14,829,552	−5.9%	2.52%
CRM	Salesforce, Inc. Technology	Added	77,622	+76,755	$14,489,698	+6208.8%	2.46%
PANW	Palo Alto Networks Inc Technology	Added	84,030	+29,245	$13,471,689	+33.5%	2.29%
TSLA	Tesla, Inc. Consumer Cyclical	Added	34,619	+556	$12,869,613	−16.0%	2.19%
KKR	KKR & Co. Inc. Financial Services	Added	119,819	+8,848	$11,083,257	−21.7%	1.88%
AXP	American Express Co Financial Services	Added	35,964	+2,682	$10,878,390	−11.6%	1.85%
SPY	Spdr S&P 500 ETF Trust	Added	16,119	+508	$10,482,830	−1.5%	1.78%
J	Jacobs Solutions Inc. Industrials	Added	80,587	+4,664	$10,257,113	+2.0%	1.74%
V	Visa Inc. Financial Services	Added	31,245	+2,922	$9,443,488	−4.9%	1.60%
TSN	Tyson Foods, Inc. Consumer Defensive	Reduced	135,481	-345	$8,680,267	+9.0%	1.47%
NFLX	Netflix Inc Communication Services	Added	84,968	+5,350	$8,169,673	+9.4%	1.39%
HOMB	Home Bancshares Inc Financial Services	Held	213,034	0	$5,737,005	−3.1%	0.97%
XOM	ExxonMobil Holdings Corp Energy	Added	21,188	+223	$3,594,756	+42.5%	0.61%
WFC	Wells Fargo & Company/Mn Financial Services	Added	41,939	+2,000	$3,338,763	−10.3%	0.57%
ETR	Entergy Corp /De/ Utilities	Reduced	21,801	-2,234	$2,449,560	+10.3%	0.42%
CVX	Chevron Corp Energy	Added	7,340	+3,380	$1,518,646	+151.6%	0.26%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,542	+500	$1,411,608	+14.3%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,145	+200	$1,363,249	+0.4%	0.23%
OZK	Bank OZK Financial Services	Reduced	29,620	-79	$1,359,261	−0.5%	0.23%
SYK	Stryker Corp Healthcare	Reduced	3,708	-290	$1,218,411	−13.3%	0.21%
EVLV	Evolv Technologies Holdings, Inc. Industrials	Held	200,000	0	$1,210,000	−15.5%	0.21%
TOST	Toast, Inc. Technology	Held	42,740	0	$1,133,037	−25.3%	0.19%
GOOGL	Alphabet Inc. Communication Services	Added	3,305	+1,772	$950,385	+98.1%	0.16%
EPD	Enterprise Products Partners L.P. Energy	NEW	22,514	NEW	$851,929	NEW	0.14%
JNJ	Johnson & Johnson Healthcare	Reduced	3,475	-361	$849,429	+7.0%	0.14%
RTX	RTX Corp Industrials	Added	4,006	+569	$772,757	+22.6%	0.13%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	3,223	-400	$761,530	−12.8%	0.13%
SYM	Symbotic Inc. Industrials	Held	14,217	0	$756,344	−10.6%	0.13%
LLY	ELI LILLY & Co Healthcare	Reduced	776	-10	$713,741	−15.5%	0.12%
IBM	International Business Machines Corp Technology	Added	2,775	+266	$672,632	−9.5%	0.11%
GLW	Corning Inc /Ny Technology	Held	4,902	0	$666,524	+55.3%	0.11%
RF	Regions Financial Corp Financial Services	Held	24,520	0	$640,462	−3.6%	0.11%
BA	Boeing Co Industrials	Added	2,559	+189	$509,317	−1.0%	0.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,518	-2,116	$508,139	−37.1%	0.09%
AON	Aon plc Financial Services	Reduced	1,464	-410	$472,549	−28.5%	0.08%
ENB	Enbridge Inc Energy	NEW	8,247	NEW	$446,492	NEW	0.08%
ORCL	Oracle Corp Technology	Reduced	2,685	-175	$394,990	−29.1%	0.07%
SAR	Saratoga Investment Corp. Financial Services	NEW	17,800	NEW	$389,286	NEW	0.07%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	7,851	-228	$382,736	−13.9%	0.06%