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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,202.0 $674K 0.08% -950.0 -18.4% $160.40 +17.5%
42 ABT ABBOTT LABS COM Healthcare 4,214.0 $528K 0.06% -125.0 -2.9% $125.29 -32.2%
43 LMT LOCKHEED MARTIN CORP COM Industrials 999.0 $483K 0.06% -150.0 -13.1% $483.67 +6.4%
44 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,525.0 $406K 0.05% -500.0 -16.5% $160.97 -38.1%
45 MRK MERCK & CO INC COM Healthcare 3,004.0 $316K 0.04% -600.0 -16.6% $105.26 +5.8%
46 DIS DISNEY WALT CO COM Communication Services 2,512.0 $286K 0.03% -250.0 -9.1% $113.77 -9.7%
47 PFE PFIZER INC COM Healthcare 8,252.0 $205K 0.02% -100.0 -1.2% $24.90 +1.3%
Page 3 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%