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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  ·  56 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 12,573.0 $4.5M 0.50% -277.0 -2.2% $357.37 -3.7%
22 VZ VERIZON COMMUNICATIONS INC COM Communication Services 98,909.0 $4.2M 0.46% -2K -2.3% $42.34 +13.5%
23 NZF NUVEEN MUNICIPAL CREDIT INCOME CEF Financial Services 316,300.0 $4.0M 0.44% -15K -4.5% $12.68 -3.0%
24 GPN GLOBAL PMTS INC COM Industrials 51,872.0 $3.8M 0.41% -529.0 -1.0% $72.56 +24.6%
25 GILD GILEAD SCIENCES INC COM Healthcare 28,312.0 $3.6M 0.40% -888.0 -3.0% $126.34 +10.0%
26 COHEN & STEERS LIMITED DUR PFD & INC CEF 168,275.0 $3.6M 0.39% -4K -2.1% $21.16
27 IPGP IPG PHOTONICS CORP COM Technology 29,824.0 $3.5M 0.39% -617.0 -2.0% $117.32 -24.9%
28 LLY ELI LILLY & CO COM Healthcare 2,673.0 $3.2M 0.35% -25.0 -0.9% $1199.43 -1.2%
29 AMLP ALERIAN MLP ETF 58,675.0 $3.0M 0.34% -650.0 -1.1% $51.85 +5.5%
30 GOOG ALPHABET INC CAP STK CL C Communication Services 8,104.0 $2.9M 0.32% -185.0 -2.2% $353.33 -3.4%
31 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 10,765.0 $2.8M 0.31% -800.0 -6.9% $263.26 +41.0%
32 NVDA NVIDIA CORPORATION COM Technology 13,932.0 $2.8M 0.31% -864.0 -5.8% $200.09 +12.5%
33 TGT TARGET CORP COM Consumer Defensive 20,082.0 $2.6M 0.29% -159.0 -0.8% $130.61 +15.6%
34 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 26,556.0 $2.5M 0.28% -12K -30.4% $94.57 -1.8%
35 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,159.0 $2.1M 0.23% -103.0 -2.4% $500.39
36 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 10,357.0 $990K 0.11% -2K -12.9% $95.61 -0.2%
37 PEP PEPSICO INC COM Consumer Defensive 7,037.0 $953K 0.10% -208.0 -2.9% $135.40 +2.1%
38 WFC WELLS FARGO & CO COM Financial Services 11,003.0 $909K 0.10% -870.0 -7.3% $82.64 +5.9%
39 ORCL ORACLE CORP COM Technology 5,776.0 $846K 0.09% -85.0 -1.4% $146.55 +0.1%
40 META META PLATFORMS INC CL A Communication Services 1,477.0 $832K 0.09% -22.0 -1.5% $563.29 +1.0%
Page 2 of 3  ·  56 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%