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Portfolio (Quarterly) Guide ↗

GREATMARK INVESTMENT PARTNERS, INC.

· CIK 0001540944
13F Portfolio $906M AUM 153 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 43 Added 56 Reduced 11 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO COM Financial Services 8,577.0 $2.8M 0.31% +3K +50.8% $327.33 +10.3%
22 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 37,250.0 $2.5M 0.28% +4K +13.7% $68.11 -13.1%
23 GIS GENERAL MILLS INC COM Consumer Defensive 66,970.0 $2.3M 0.26% +8K +13.1% $34.80 +9.1%
24 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 20,731.0 $1.8M 0.20% +1K +5.9% $86.09 +14.1%
25 IWF ISHARES RUSSELL 1000 GROWTH ETF 12,968.0 $1.6M 0.18% +10K +279.5% $124.17 +0.7%
26 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 152,108.0 $1.5M 0.17% +44K +40.5% $9.86 +4.3%
27 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,363.0 $1.4M 0.15% +368.0 +4.1% $146.64 -2.4%
28 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 5,691.0 $1.3M 0.14% +4K +228.8% $223.95 +18.8%
29 GE GE AEROSPACE COM NEW Industrials 3,172.0 $1.2M 0.13% +62.0 +2.0% $373.73 -1.2%
30 RTX RTX CORPORATION COM Industrials 5,227.0 $992K 0.11% +360.0 +7.4% $189.73 +16.8%
31 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 8,210.0 $828K 0.09% +435.0 +5.6% $100.81 -0.1%
32 CNH INDL N V SHS 69,995.0 $786K 0.09% +24K +53.7% $11.23
33 OXY OCCIDENTAL PETE CORP COM Energy 15,670.0 $761K 0.08% +1K +6.8% $48.57 +21.6%
34 PAYX PAYCHEX INC COM Industrials 7,537.0 $741K 0.08% +74.0 +1.0% $98.33 +20.6%
35 IBM IBM CORP Technology 2,479.0 $697K 0.08% +550.0 +28.5% $281.21 -18.6%
36 LMT LOCKHEED MARTIN CORP COM Industrials 1,043.0 $531K 0.06% +44.0 +4.4% $509.46 +16.5%
37 MRK MERCK & CO INC COM Healthcare 3,806.0 $489K 0.05% +802.0 +26.7% $128.50 +5.8%
38 D DOMINION ENERGY INC COM Utilities 6,889.0 $470K 0.05% +1K +26.8% $68.29 +0.7%
39 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,750.0 $452K 0.05% +14.0 +0.5% $164.24 +3.3%
40 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 22,712.0 $434K 0.05% +8K +54.4% $19.12 +9.5%
Page 2 of 3  ·  43 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 27.6%
Consumer Cyclical 19.0%
Technology 14.9%
Healthcare 11.7%
Energy 9.3%
Industrials 8.4%
Communication Services 3.7%
Consumer Defensive 3.7%
Basic Materials 0.9%
Utilities 0.8%