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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,731.0 $445K 0.05% +390.0 +29.1% $257.23 -16.6%
42 CNH INDL N V SHS 45,550.0 $420K 0.05% +12K +37.3% $9.22
43 GEV GE VERNOVA INC COM Utilities 630.0 $412K 0.05% +35.0 +5.9% $653.57 +66.9%
44 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 3,533.0 $356K 0.04% +100.0 +2.9% $100.89 -4.2%
45 BRTR ISHARES TOTAL RETURN ACTIVE ETF 6,865.0 $349K 0.04% +3K +69.9% $50.77 -2.0%
46 D DOMINION ENERGY INC COM Utilities 5,435.0 $318K 0.04% +535.0 +10.9% $58.59 +7.5%
Page 3 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%