$786 Million is the total value of GREENWOOD GEARHART INC's 95 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMXC | New | iShares Emerging Markets ETFetf | $10,008,218 | – | 202,883 | +100.0% | 1.27% | – |
| TSLA | New | Tesla Incstock | $259,325 | – | 1,250 | +100.0% | 0.03% | – |
| New | Linde PLCstock | $250,585 | – | 705 | +100.0% | 0.03% | – | |
| NVDA | New | Nvidia Corpstock | $227,771 | – | 820 | +100.0% | 0.03% | – |
| ADI | New | Analog Devices Incstock | $221,873 | – | 1,125 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 6.0% |
| WAL-MART STORES INC COM | 42 | Q3 2023 | 4.1% |
| DIAGEO P L C SPON ADR NEW | 42 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 3.6% |
| Walt Disney Co | 42 | Q3 2023 | 3.2% |
| MERCK & CO INC COM | 42 | Q3 2023 | 2.8% |
| HOME DEPOT INC COM | 42 | Q3 2023 | 2.7% |
| CORNING INC COM | 42 | Q3 2023 | 2.4% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 3.0% |
| CATERPILLAR INC DEL COM | 42 | Q3 2023 | 2.5% |
View GREENWOOD GEARHART INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-16 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
View GREENWOOD GEARHART INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.