Portfolio (Quarterly)
Guide ↗
GREATMARK INVESTMENT PARTNERS, INC.
· CIK 0001540944| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | KELLANOVA COM | — | 10,865 | $891K | 0.11% | SOLD |
| 2 | CLX | CLOROX CO DEL COM | Consumer Defensive | 1,870 | $231K | 0.03% | SOLD |
| 3 | ANET | ARISTA NETWORKS INC COM SHS | Technology | 1,500 | $219K | 0.03% | SOLD |
| 4 | — | INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | — | 10,500 | $217K | 0.03% | SOLD |
| 5 | NET | CLOUDFLARE INC CL A COM | Technology | 1,000 | $215K | 0.03% | SOLD |
| 6 | NKE | NIKE INC CL B | Consumer Cyclical | 3,075 | $214K | 0.03% | SOLD |
| 7 | EBAY | EBAY INC. COM | Consumer Cyclical | 2,250 | $205K | 0.03% | SOLD |
| 8 | FISV | FISERV INC COM | Technology | 1,575 | $203K | 0.02% | SOLD |
| 9 | FAST | FASTENAL CO COM | Industrials | 4,140 | $203K | 0.02% | SOLD |
| 10 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | Technology | 816 | $201K | 0.02% | SOLD |
| 11 | — | SANDSTORM GOLD LTD COM NEW | — | 10,000 | $125K | 0.01% | SOLD |
| 12 | — | THERATECHNOLOGIES INC COM NEW | — | 11,250 | $36K | 0.00% | SOLD |
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%