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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 6 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IBM IBM CORP Technology 1,929.0 $571K 0.07% +555.0 +40.4% $296.21 -26.3%
102 ABT ABBOTT LABS COM Healthcare 4,214.0 $528K 0.06% -125.0 -2.9% $125.29 -32.6%
103 LMT LOCKHEED MARTIN CORP COM Industrials 999.0 $483K 0.06% -150.0 -13.1% $483.67 +7.6%
104 NSC NORFOLK SOUTHN CORP COM Industrials 1,652.0 $477K 0.06% +277.0 +20.1% $288.72 +10.0%
105 TFC TRUIST FINL CORP COM Financial Services 9,340.0 $460K 0.05% $49.21 -4.2%
106 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,731.0 $445K 0.05% +390.0 +29.1% $257.23 -16.6%
107 TSLA TESLA INC COM Consumer Cyclical 950.0 $427K 0.05% $449.72 -1.4%
108 CNH INDL N V SHS 45,550.0 $420K 0.05% +12K +37.3% $9.22
109 GEV GE VERNOVA INC COM Utilities 630.0 $412K 0.05% +35.0 +5.9% $653.57 +66.9%
110 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,736.0 $407K 0.05% $148.70 +8.3%
111 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 2,525.0 $406K 0.05% -500.0 -16.5% $160.97 -39.5%
112 AVGO BROADCOM INC COM Technology 1,135.0 $393K 0.05% $346.10 +22.9%
113 CEG CONSTELLATION ENERGY CORP COM Utilities 1,045.0 $369K 0.04% $353.27 -24.4%
114 PCOR PROCORE TECHNOLOGIES INC COM Technology 5,000.0 $364K 0.04% $72.74 -36.0%
115 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 3,533.0 $356K 0.04% +100.0 +2.9% $100.89 -4.2%
116 RF REGIONS FINANCIAL CORP NEW COM Financial Services 12,904.0 $350K 0.04% $27.10 -1.1%
117 MA MASTERCARD INCORPORATED CL A Financial Services 611.0 $349K 0.04% $570.88 -14.2%
118 BRTR ISHARES TOTAL RETURN ACTIVE ETF 6,865.0 $349K 0.04% +3K +69.9% $50.77 -2.0%
119 ASTRAZENECA PLC SPONSORED ADR 3,643.0 $335K 0.04% $91.93
120 CAT CATERPILLAR INC COM Industrials 583.0 $334K 0.04% $572.87 +55.1%
Page 6 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%