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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC CAP STK CL A Communication Services 12,850.0 $4.0M 0.48% -136.0 -1.1% $313.00 +28.1%
22 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 11,565.0 $2.8M 0.33% -300.0 -2.5% $242.82 +6.3%
23 NVDA NVIDIA CORPORATION COM Technology 14,796.0 $2.8M 0.33% -1K -8.8% $186.50 +26.4%
24 GOOG ALPHABET INC CAP STK CL C Communication Services 8,289.0 $2.6M 0.31% -95.0 -1.1% $313.80 +26.6%
25 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 87,882.0 $2.5M 0.30% -22K -20.3% $28.82 -5.9%
26 IPGP IPG PHOTONICS CORP COM Technology 30,441.0 $2.2M 0.26% -3K -9.8% $71.60 +46.8%
27 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 32,775.0 $1.9M 0.23% -960.0 -2.9% $58.35 +1.2%
28 JPM JPMORGAN CHASE & CO. COM Financial Services 5,687.0 $1.8M 0.22% -230.0 -3.9% $322.22 -6.9%
29 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 19,580.0 $1.8M 0.21% -3K -12.4% $89.92 -8.1%
30 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 108,269.0 $1.5M 0.17% -5K -4.6% $13.40 -24.6%
31 PG PROCTER & GAMBLE CO COM Consumer Defensive 8,995.0 $1.3M 0.15% -711.0 -7.3% $143.31 -0.4%
32 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,384.0 $1.2M 0.14% -25.0 -1.8% $862.34 +20.7%
33 ORCL ORACLE CORP COM Technology 5,861.0 $1.1M 0.14% -763.0 -11.5% $194.91 +0.4%
34 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 11,887.0 $1.1M 0.14% -100.0 -0.8% $95.94 -0.7%
35 WFC WELLS FARGO CO NEW COM Financial Services 11,873.0 $1.1M 0.13% -650.0 -5.2% $93.20 -20.8%
36 PEP PEPSICO INC COM Consumer Defensive 7,245.0 $1.0M 0.12% -876.0 -10.8% $143.52 +3.6%
37 META META PLATFORMS INC CL A Communication Services 1,499.0 $989K 0.12% -870.0 -36.7% $660.09 -6.3%
38 RTX RTX CORPORATION COM Industrials 4,867.0 $893K 0.11% -70.0 -1.4% $183.40 -4.2%
39 V VISA INC COM CL A Financial Services 2,484.0 $871K 0.10% -1K -29.5% $350.71 -8.0%
40 APAM ARTISAN PARTNERS ASSET MGMT IN CL A Financial Services 16,725.0 $681K 0.08% -450.0 -2.6% $40.74 -10.6%
Page 2 of 3  ·  47 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%