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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 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 D DOMINION ENERGY INC COM Utilities 5,435.0 $318K 0.04% +535.0 +10.9% $58.59 +5.4%
122 MRK MERCK & CO INC COM Healthcare 3,004.0 $316K 0.04% -600.0 -16.6% $105.26 +5.8%
123 MCK MCKESSON CORP COM Healthcare 375.0 $308K 0.04% $820.29 -7.3%
124 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,792.0 $300K 0.04% $79.02 +13.8%
125 IWO ISHARES RUSSELL 2000 GROWTH ETF 890.0 $287K 0.03% $323.01 +10.7%
126 DIS DISNEY WALT CO COM Communication Services 2,512.0 $286K 0.03% -250.0 -9.1% $113.77 -9.7%
127 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 12,000.0 $280K 0.03% $23.31 -5.4%
128 ETN EATON CORP PLC SHS Industrials 873.0 $278K 0.03% $318.51 +25.4%
129 BA BOEING CO COM Industrials 1,200.0 $261K 0.03% $217.12 +1.6%
130 DTD WISDOMTREE US TOTAL DIVIDEND ETF 3,000.0 $255K 0.03% $84.88 +8.0%
131 UNH UNITEDHEALTH GROUP INC COM Healthcare 765.0 $253K 0.03% $330.11 +19.3%
132 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,138.0 $247K 0.03% NEW $115.31 +10.7%
133 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 14,712.0 $243K 0.03% $16.49 +22.2%
134 FBND FIDELITY TOTAL BOND ETF 5,225.0 $241K 0.03% NEW $46.04 -1.8%
135 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 4,351.0 $234K 0.03% $53.83 +12.3%
136 NEM NEWMONT CORP COM Basic Materials 2,300.0 $230K 0.03% NEW $99.85 +9.2%
137 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 1,875.0 $220K 0.03% $117.52 +11.0%
138 SHEL SHELL PLC SPON ADS Energy 2,943.0 $216K 0.03% $73.48 +16.2%
139 CRM SALESFORCE INC COM Technology 800.0 $212K 0.03% NEW $264.91 -34.5%
140 PFE PFIZER INC COM Healthcare 8,252.0 $205K 0.02% -100.0 -1.2% $24.90 +1.7%
Page 7 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%