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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 4 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 URI UNITED RENTALS INC COM Industrials 3,045.0 $2.5M 0.29% $809.32 +20.2%
62 IPGP IPG PHOTONICS CORP COM Technology 30,441.0 $2.2M 0.26% -3K -9.8% $71.60 +46.8%
63 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,262.0 $2.1M 0.25% $502.65
64 TGT TARGET CORP COM Consumer Defensive 20,241.0 $2.0M 0.23% $97.75 +25.9%
65 SMG SCOTTS MIRACLE-GRO CO CL A Basic Materials 32,775.0 $1.9M 0.23% -960.0 -2.9% $58.35 +1.2%
66 JPM JPMORGAN CHASE & CO. COM Financial Services 5,687.0 $1.8M 0.22% -230.0 -3.9% $322.22 -6.9%
67 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 19,580.0 $1.8M 0.21% -3K -12.4% $89.92 -8.1%
68 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,417.0 $1.6M 0.19% +429.0 +14.4% $473.30 -73.7%
69 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 108,269.0 $1.5M 0.17% -5K -4.6% $13.40 -24.6%
70 PG PROCTER & GAMBLE CO COM Consumer Defensive 8,995.0 $1.3M 0.15% -711.0 -7.3% $143.31 -0.4%
71 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,384.0 $1.2M 0.14% -25.0 -1.8% $862.34 +20.7%
72 SYNOVUS FINL CORP COM NEW 23,826.0 $1.2M 0.14% +7K +42.8% $50.05
73 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 6,372.0 $1.2M 0.14% $184.02 +5.8%
74 ORCL ORACLE CORP COM Technology 5,861.0 $1.1M 0.14% -763.0 -11.5% $194.91 +0.4%
75 LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF 11,887.0 $1.1M 0.14% -100.0 -0.8% $95.94 -0.7%
76 WFC WELLS FARGO CO NEW COM Financial Services 11,873.0 $1.1M 0.13% -650.0 -5.2% $93.20 -20.8%
77 PEP PEPSICO INC COM Consumer Defensive 7,245.0 $1.0M 0.12% -876.0 -10.8% $143.52 +3.6%
78 META META PLATFORMS INC CL A Communication Services 1,499.0 $989K 0.12% -870.0 -36.7% $660.09 -6.3%
79 TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 23,975.0 $965K 0.11% +700.0 +3.0% $40.25 -2.7%
80 GE GE AEROSPACE COM NEW Industrials 3,110.0 $958K 0.11% +143.0 +4.8% $308.03 -5.4%
Page 4 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%