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Portfolio (Quarterly) Guide ↗

GREATMARK INVESTMENT PARTNERS, INC.

· CIK 0001540944
13F Portfolio $906M AUM 153 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 43 Added 56 Reduced 11 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AFL AFLAC INC COM Financial Services 612,354.0 $71.8M 7.92% +24K +4.0% $117.25 +4.0%
2 AXP AMERICAN EXPRESS CO COM Financial Services 115,991.0 $39.2M 4.33% +6K +5.8% $338.25 -0.0%
3 QCOM QUALCOMM INC COM Technology 182,150.0 $33.7M 3.71% +4K +2.1% $184.79 -13.5%
4 AN AUTONATION INC COM Consumer Cyclical 167,953.0 $31.2M 3.44% +6K +3.7% $185.79 +7.6%
5 AMGN AMGEN INC COM Healthcare 71,294.0 $25.8M 2.85% +543.0 +0.8% $362.12 +17.7%
6 AMZN AMAZON COM INC COM Consumer Cyclical 98,496.0 $23.5M 2.59% +942.0 +1.0% $238.34 +9.3%
7 AMP AMERIPRISE FINL INC COM Financial Services 48,630.0 $22.3M 2.46% +6K +14.4% $458.76 +23.3%
8 LOW LOWES COS INC COM Consumer Cyclical 96,020.0 $21.2M 2.34% +6K +6.3% $220.49 -1.1%
9 RH RH COM Consumer Cyclical 124,326.0 $20.5M 2.26% +27K +27.4% $164.73 +4.7%
10 PYPL PAYPAL HLDGS INC COM Financial Services 437,801.0 $18.9M 2.08% +118K +37.1% $43.18 +40.7%
11 KO COCA COLA CO COM Consumer Defensive 210,946.0 $17.1M 1.89% +9K +4.6% $81.27 +9.3%
12 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 39,576.0 $15.3M 1.69% +3K +7.6% $386.73 +3.6%
13 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 63,175.0 $11.3M 1.24% +61K +2780.8% $178.24 +18.1%
14 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 96,339.0 $8.6M 0.95% +48K +100.4% $89.48 -23.3%
15 CVX CHEVRON CORPORATION COM Energy 34,669.0 $5.7M 0.63% +2K +7.5% $165.76 +23.9%
16 WHR WHIRLPOOL CORP COM Consumer Cyclical 124,176.0 $4.9M 0.54% +36K +40.8% $39.42 +1.1%
17 CHY CALAMOS CONVERTIBLE & HIGH INCOME CEF Financial Services 300,632.0 $4.1M 0.45% +18K +6.3% $13.62 -2.3%
18 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 17,493.0 $4.1M 0.45% +2K +10.2% $233.10 +3.9%
19 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 11,433.0 $3.4M 0.37% +752.0 +7.0% $293.18 +3.9%
20 CGCP CAPITAL GROUP CORE PLUS INCOME ETF 142,124.0 $3.2M 0.35% +10K +7.4% $22.29 -1.3%
Page 1 of 3  ·  43 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 27.6%
Consumer Cyclical 19.0%
Technology 14.9%
Healthcare 11.7%
Energy 9.3%
Industrials 8.4%
Communication Services 3.7%
Consumer Defensive 3.7%
Basic Materials 0.9%
Utilities 0.8%