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Portfolio (Quarterly) Guide ↗

GREATMARK INVESTMENT PARTNERS, INC.

· CIK 0001540944
13F Portfolio $845M AUM 143 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 46 Added 47 Reduced 12 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHY CALAMOS CONVERTIBLE & HIGH INCOME CEF Financial Services 282,897.0 $3.2M 0.38% +20K +7.7% $11.31 +11.0%
22 CGCP CAPITAL GROUP CORE PLUS INCOME ETF 132,335.0 $3.0M 0.35% +16K +14.0% $22.64 -2.1%
23 LLY ELI LILLY & CO COM Healthcare 2,698.0 $2.9M 0.34% +200.0 +8.0% $1074.68 -6.3%
24 AMLP ALERIAN MLP ETF 59,325.0 $2.8M 0.33% +1K +1.9% $47.02 +15.0%
25 GIS GENERAL MLS INC COM Consumer Defensive 59,240.0 $2.8M 0.33% +6K +10.4% $46.50 -28.8%
26 APD AIR PRODS & CHEMS INC COM Basic Materials 10,681.0 $2.6M 0.31% +365.0 +3.5% $247.02 +19.6%
27 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,417.0 $1.6M 0.19% +429.0 +14.4% $473.30 -73.7%
28 SYNOVUS FINL CORP COM NEW 23,826.0 $1.2M 0.14% +7K +42.8% $50.05
29 TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 23,975.0 $965K 0.11% +700.0 +3.0% $40.25 -2.7%
30 GE GE AEROSPACE COM NEW Industrials 3,110.0 $958K 0.11% +143.0 +4.8% $308.03 -5.4%
31 PAYX PAYCHEX INC COM Industrials 7,463.0 $837K 0.10% +685.0 +10.1% $112.18 -20.8%
32 T AT&T INC COM Communication Services 31,783.0 $789K 0.09% +17K +110.7% $24.84 -0.7%
33 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 7,775.0 $780K 0.09% +5K +180.2% $100.34 +0.2%
34 IWD ISHARES RUSSELL 1000 VALUE ETF 3,413.0 $718K 0.09% +2K +168.7% $210.34 +10.4%
35 COP CONOCOPHILLIPS COM Energy 6,863.0 $642K 0.08% +186.0 +2.8% $93.61 +27.1%
36 OXY OCCIDENTAL PETE CORP COM Energy 14,670.0 $603K 0.07% +1K +7.3% $41.12 +38.2%
37 MO ALTRIA GROUP INC COM Consumer Defensive 10,424.0 $601K 0.07% +2K +16.8% $57.66 +25.6%
38 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,896.0 $574K 0.07% +380.0 +8.4% $117.21 +6.1%
39 IBM IBM CORP Technology 1,929.0 $571K 0.07% +555.0 +40.4% $296.21 -26.3%
40 NSC NORFOLK SOUTHN CORP COM Industrials 1,652.0 $477K 0.06% +277.0 +20.1% $288.72 +10.0%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.3%
Consumer Cyclical 19.5%
Technology 15.1%
Healthcare 10.9%
Energy 8.4%
Industrials 8.0%
Communication Services 4.9%
Consumer Defensive 3.4%
Basic Materials 0.8%
Utilities 0.8%