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Portfolio (Quarterly) Guide ↗

GREATMARK INVESTMENT PARTNERS, INC.

· CIK 0001540944
13F Portfolio $834M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 149 New
Page 2 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GWW GRAINGER W W INC COM Industrials 14,043.0 $13.4M 1.60% NEW $952.96 +34.8%
22 KO COCA COLA CO COM Consumer Defensive 181,365.0 $12.0M 1.44% NEW $66.32 +21.3%
23 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 2,199.0 $11.9M 1.42% NEW $5399.27 -97.1%
24 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 35,483.0 $11.5M 1.38% NEW $323.12 +22.8%
25 ITW ILLINOIS TOOL WKS INC COM Industrials 41,928.0 $10.9M 1.31% NEW $260.76 -3.8%
26 BAC BANK AMERICA CORP COM Financial Services 183,373.0 $9.5M 1.13% NEW $51.59 -3.5%
27 ABBV ABBVIE INC COM Healthcare 39,820.0 $9.2M 1.10% NEW $231.54 -9.1%
28 CVS CVS HEALTH CORP COM Healthcare 121,791.0 $9.2M 1.10% NEW $75.39 +28.9%
29 UPS UNITED PARCEL SERVICE INC CL B Industrials 105,768.0 $8.8M 1.06% NEW $83.53 +17.8%
30 CSCO CISCO SYS INC COM Technology 124,693.0 $8.5M 1.02% NEW $68.42 +68.9%
31 JPC NUVEEN PREFERRED & INCOME OPPS CEF Financial Services 1,006,905.0 $8.3M 0.99% NEW $8.20 -5.1%
32 GD GENERAL DYNAMICS CORP COM Industrials 24,037.0 $8.2M 0.98% NEW $341.00 -0.1%
33 PDS PRECISION DRILLING CORP COM NEW Energy 120,984.0 $6.8M 0.82% NEW $56.36 +66.8%
34 WHR WHIRLPOOL CORP COM Consumer Cyclical 80,596.0 $6.3M 0.76% NEW $78.60 -45.9%
35 EMR EMERSON ELEC CO COM Industrials 44,671.0 $5.9M 0.70% NEW $131.18 +5.1%
36 CVX CHEVRON CORP NEW COM Energy 31,994.0 $5.0M 0.60% NEW $155.29 +20.2%
37 VZ VERIZON COMMUNICATIONS INC COM Communication Services 110,448.0 $4.9M 0.58% NEW $43.95 +7.1%
38 SO SOUTHERN CO COM Utilities 51,193.0 $4.9M 0.58% NEW $94.77 -1.1%
39 XOM EXXON MOBIL CORP COM Energy 41,060.0 $4.6M 0.56% NEW $112.75 +35.5%
40 GPN GLOBAL PMTS INC COM Industrials 50,935.0 $4.2M 0.51% NEW $83.08 -19.0%
Page 2 of 8  ·  149 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 27.0%
Consumer Cyclical 20.2%
Technology 15.4%
Healthcare 10.1%
Energy 8.7%
Industrials 7.9%
Communication Services 5.8%
Consumer Defensive 3.3%
Basic Materials 0.8%
Utilities 0.8%