Greenwood-Gearhart

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "FWONK",
  "ACN",
  "GOOGL",
  "VDE",
  "AXP",
  "ASML",
  "CAT",
  "AVGO",
  "LOW",
  "WEST",
  "HD",
  "MCD",
  null,
  "UNP",
  "META",
  null,
  "IVW",
  "IJH",
  "BOF",
  "SYM",
  "MSFT",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "AMGN",
  null,
  "SCHX",
  null,
  null,
  "RTX",
  null,
  "SPYG",
  "IBM",
  "SYK",
  "TSN",
  "VNQ",
  "HOMB",
  "VCIT",
  "VIG",
  "TOST",
  "IEF",
  null,
  null,
  "ETR",
  null,
  "RYN",
  "AON",
  null,
  "AMZN",
  "IVE",
  null,
  "VGT",
  "VOOV",
  "VXUS",
  "BSV",
  "VOO",
  "V",
  "WMT",
  "WFC",
  null,
  "IUSG",
  null,
  null,
  "SCHG",
  null,
  "SCHF",
  "JBHT",
  "IXUS",
  "SPWH",
  "BAC",
  "OZK",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "GLW",
  "RSP",
  "J",
  "USMV",
  "IWB",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 106
Total Value: 1445440912
Accession Number: 0001085146-25-002622
Form Type: 13F-HR
CIK: greenwood-gearhart
Manager Name: Greenwood-Gearhart

Data Enrichment

84% identified

89 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

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PEPSICO INC

PEP|713448108

Shares:1.6K

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$1.4B)

UNION PACIFIC CORP

UNP|907818108

Shares:961

Value:$227.0K

% of Portfolio:0.0% ($227.0K/$1.4B)

Walt Disney Co

DIS|254687106

Shares:2.3K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$1.4B)

Eaton Corp plc

ETN|G29183103

Shares:779

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$1.4B)

Westrock Coffee Co

WEST|96145W103

Shares:27.6K

Value:$198.9K

% of Portfolio:0.0% ($198.9K/$1.4B)

SPORTSMAN'S WAREHOUSE HOLDINGS, INC.

SPWH|84920Y106

Shares:31.9K

Value:$31.7K

% of Portfolio:0.0% ($31.7K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	1.6K	QoQ -13.64% (-245) YoY NEW(+1.6K)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$1.4B)	QoQ -14.84% (-$40.5K) YoY NEW(+$232.5K)
UNION PACIFIC CORP(UNPcusip907818108)	961	QoQ -57.57% (-1.3K) YoY -68.92% (-2.1K)	All Managers (Combined)	$227.0K	0.0% ($227.0K/$1.4B)	QoQ -56.05% (-$289.6K) YoY -70.16% (-$534.0K)
Walt Disney Co(DIScusip254687106)	2.3K	QoQ -47.32% (-2.1K) YoY -97.40% (-86.4K)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$1.4B)	QoQ -53.31% (-$259.0K) YoY -97.90% (-$10.6M)
Eaton Corp plc(ETNcusipG29183103)	779	QoQ +1.16% (-9) YoY -7.26% (-61)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$1.4B)	QoQ -17.13% (-$43.8K) YoY -19.37% (-$50.9K)
Westrock Coffee Co(WESTcusip96145W103)	27.6K	QoQ 0.00% (+0) YoY +1.10% (-300)	All Managers (Combined)	$198.9K	0.0% ($198.9K/$1.4B)	QoQ +12.46% (+$22.0K) YoY -29.33% (-$82.6K)
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.(SPWHcusip84920Y106)	31.9K	QoQ 0.00% (-0) YoY NEW(+31.9K)	All Managers (Combined)	$31.7K	0.0% ($31.7K/$1.4B)	QoQ -62.76% (-$53.5K) YoY NEW(+$31.7K)