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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 5 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION COM Industrials 4,867.0 $893K 0.11% -70.0 -1.4% $183.40 -4.2%
82 V VISA INC COM CL A Financial Services 2,484.0 $871K 0.10% -1K -29.5% $350.71 -8.0%
83 AKRE AKRE FOCUS ETF 13,294.0 $871K 0.10% NEW $65.51 -18.9%
84 PAYX PAYCHEX INC COM Industrials 7,463.0 $837K 0.10% +685.0 +10.1% $112.18 -20.8%
85 T AT&T INC COM Communication Services 31,783.0 $789K 0.09% +17K +110.7% $24.84 -0.7%
86 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF 7,775.0 $780K 0.09% +5K +180.2% $100.34 +0.2%
87 FITB FIFTH THIRD BANCORP COM Financial Services 16,500.0 $772K 0.09% $46.81 +1.9%
88 BERKSHIRE HATHAWAY INC DEL CL A 1.0 $755K 0.09% $754800.00
89 PPG PPG INDS INC COM Basic Materials 7,200.0 $738K 0.09% $102.46 +3.4%
90 IWD ISHARES RUSSELL 1000 VALUE ETF 3,413.0 $718K 0.09% +2K +168.7% $210.34 +10.4%
91 STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 15,000.0 $709K 0.08% $47.28 -0.7%
92 APAM ARTISAN PARTNERS ASSET MGMT IN CL A Financial Services 16,725.0 $681K 0.08% -450.0 -2.6% $40.74 -10.6%
93 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,202.0 $674K 0.08% -950.0 -18.4% $160.40 +19.6%
94 COP CONOCOPHILLIPS COM Energy 6,863.0 $642K 0.08% +186.0 +2.8% $93.61 +27.1%
95 OXY OCCIDENTAL PETE CORP COM Energy 14,670.0 $603K 0.07% +1K +7.3% $41.12 +38.2%
96 MO ALTRIA GROUP INC COM Consumer Defensive 10,424.0 $601K 0.07% +2K +16.8% $57.66 +25.6%
97 WM WASTE MGMT INC DEL COM Industrials 2,725.0 $599K 0.07% $219.71 -0.4%
98 ROKU ROKU INC COM CL A Communication Services 5,500.0 $597K 0.07% $108.49 +16.0%
99 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,800.0 $583K 0.07% $324.03 -4.6%
100 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,896.0 $574K 0.07% +380.0 +8.4% $117.21 +6.1%
Page 5 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%