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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 20,225.0 $798K 0.09% -4K -15.6% $39.47 -1.7%
42 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,152.0 $751K 0.08% -50.0 -1.2% $180.91 +2.0%
43 GEV GE VERNOVA INC COM Utilities 621.0 $730K 0.08% -9.0 -1.4% $1174.86 -8.2%
44 MO ALTRIA GROUP INC COM Consumer Defensive 9,549.0 $687K 0.08% -875.0 -8.4% $71.95 -9.8%
45 STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 13,500.0 $635K 0.07% -2K -10.0% $47.06 -0.5%
46 AKRE AKRE FOCUS ETF 11,647.0 $620K 0.07% -2K -12.4% $53.19 +10.0%
47 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,721.0 $598K 0.07% -175.0 -3.6% $126.58 -2.4%
48 TFC TRUIST FINL CORP COM Financial Services 9,175.0 $457K 0.05% -165.0 -1.8% $49.82 +5.4%
49 T AT&T INC COM Communication Services 21,083.0 $436K 0.05% -11K -33.7% $20.70 +21.0%
50 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,125.0 $377K 0.04% -125.0 -10.0% $334.82 -16.1%
51 ABT ABBOTT LABORATORIES COM Healthcare 4,114.0 $373K 0.04% -100.0 -2.4% $90.74 +21.6%
52 BRTR ISHARES TOTAL RETURN ACTIVE ETF 5,885.0 $296K 0.03% -980.0 -14.3% $50.33 -1.9%
53 TSLA TESLA INC COM Consumer Cyclical 665.0 $280K 0.03% -285.0 -30.0% $420.60 -20.8%
54 MCK MCKESSON CORP COM Healthcare 325.0 $246K 0.03% -50.0 -13.3% $755.60 +15.2%
55 DIS DISNEY WALT CO COM Communication Services 2,495.0 $240K 0.03% -17.0 -0.7% $96.25 +8.2%
56 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,638.0 $224K 0.03% -500.0 -23.4% $136.81 -6.3%
Page 3 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%