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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 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GWW WW GRAINGER INC COM Industrials 13,963.0 $14.1M 1.67% -80.0 -0.6% $1009.05 +27.3%
22 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 36,777.0 $12.9M 1.52% +1K +3.6% $350.55 +13.2%
23 HD HOME DEPOT INC COM Consumer Cyclical 34,709.0 $11.9M 1.41% -1K -3.8% $344.10 -11.6%
24 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 2,193.0 $11.7M 1.39% $5355.33 -97.1%
25 BAC BANK AMERICA CORP COM Financial Services 190,574.0 $10.5M 1.24% +7K +3.9% $55.00 -9.5%
26 UPS UNITED PARCEL SERVICE INC CL B Industrials 103,332.0 $10.2M 1.21% -2K -2.3% $99.19 -0.8%
27 ITW ILLINOIS TOOL WKS INC COM Industrials 41,383.0 $10.2M 1.21% -545.0 -1.3% $246.30 +1.8%
28 CSCO CISCO SYS INC COM Technology 121,724.0 $9.4M 1.11% -3K -2.4% $77.03 +50.0%
29 CVS CVS HEALTH CORP COM Healthcare 117,711.0 $9.3M 1.10% -4K -3.4% $79.36 +22.4%
30 ABBV ABBVIE INC COM Healthcare 38,692.0 $8.8M 1.05% -1K -2.8% $228.49 -7.9%
31 PDS PRECISION DRILLING CORP COM NEW Energy 122,494.0 $8.8M 1.04% +2K +1.2% $71.86 +30.8%
32 JPC NUVEEN PREFERRED & INCOME OPPS CEF Financial Services 1,002,592.0 $8.1M 0.96% $8.11 -4.1%
33 GD GENERAL DYNAMICS CORP COM Industrials 23,789.0 $8.0M 0.95% -248.0 -1.0% $336.66 +1.2%
34 WHR WHIRLPOOL CORP COM Consumer Cyclical 88,184.0 $6.4M 0.75% +8K +9.4% $72.14 -41.0%
35 EMR EMERSON ELEC CO COM Industrials 42,222.0 $5.6M 0.66% -2K -5.5% $132.72 +3.9%
36 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 48,072.0 $4.9M 0.58% +15K +44.7% $102.89 -28.5%
37 CVX CHEVRON CORP NEW COM Energy 32,251.0 $4.9M 0.58% +257.0 +0.8% $152.41 +22.5%
38 XOM EXXON MOBIL CORP COM Energy 40,587.0 $4.9M 0.58% -473.0 -1.1% $120.34 +27.0%
39 SO SOUTHERN CO COM Utilities 51,706.0 $4.5M 0.53% +513.0 +1.0% $87.20 +7.4%
40 NZF NUVEEN MUNICIPAL CREDIT INCOME CEF Financial Services 331,096.0 $4.2M 0.49% +4K +1.2% $12.58 -1.9%
Page 2 of 8  ·  143 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%