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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PHM PULTE GROUP INC COM Consumer Cyclical 49,900.0 $6.8M 0.76% NEW $137.21 -6.4%
2 EXXONMOBIL HOLDINGS CORP COM SHS 41,642.0 $5.7M 0.63% NEW $136.72
3 FMDE FIDELITY ENHANCED MID CAP CORE ETF 105,130.0 $4.3M 0.47% NEW $40.58 +5.3%
4 ADBE ADOBE INC COM Technology 13,920.0 $2.9M 0.32% NEW $205.02 +23.9%
5 PINNACLE FINL PARTNERS INC COM 12,938.0 $1.3M 0.14% NEW $100.88
6 BBY BEST BUY INC COM Consumer Cyclical 7,765.0 $589K 0.07% NEW $75.88 +12.6%
7 PINS PINTEREST INC CL A Communication Services 25,400.0 $534K 0.06% NEW $21.03 +9.7%
8 RRX REGAL REXNORD CORPORATION COM Industrials 2,100.0 $500K 0.06% NEW $238.19 -26.7%
9 INTC INTEL CORP COM Technology 3,255.0 $454K 0.05% NEW $139.63 -25.9%
10 GLW CORNING INC COM Technology 1,500.0 $383K 0.04% NEW $255.43 -32.2%
11 AZN ASTRAZENECA PLC ORD Healthcare 1,821.0 $345K 0.04% NEW $189.62 -17.3%
12 FLR FLUOR CORP COM Industrials 6,300.0 $330K 0.04% NEW $52.39 +4.5%
13 ANET ARISTA NETWORKS INC COM SHS Technology 1,500.0 $255K 0.03% NEW $169.88 +18.8%
14 EBAY EBAY INC. COM Consumer Cyclical 2,250.0 $251K 0.03% NEW $111.75 -9.7%
15 CMI CUMMINS INC COM Industrials 350.0 $250K 0.03% NEW $713.21 -10.1%
16 NET CLOUDFLARE INC CL A COM Technology 1,000.0 $245K 0.03% NEW $245.28 +25.2%
17 SPY STATE STREET SPDR S&P 500 ETF Financial Services 319.0 $238K 0.03% NEW $746.77 +3.5%
18 FDX FEDEX CORP COM Industrials 700.0 $219K 0.02% NEW $313.13 +5.9%
19 CRWD CROWDSTRIKE HLDGS INC CL A Technology 275.0 $210K 0.02% NEW $190.79 +12.1%
20 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 2,110.0 $207K 0.02% NEW $98.20 +6.3%
Page 1 of 2  ·  21 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%