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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AKRE AKRE FOCUS ETF 13,294.0 $871K 0.10% NEW $65.51 -18.5%
2 AEP AMERICAN ELEC PWR CO INC COM Utilities 2,138.0 $247K 0.03% NEW $115.31 +9.2%
3 FBND FIDELITY TOTAL BOND ETF 5,225.0 $241K 0.03% NEW $46.04 -1.8%
4 NEM NEWMONT CORP COM Basic Materials 2,300.0 $230K 0.03% NEW $99.85 +10.6%
5 CRM SALESFORCE INC COM Technology 800.0 $212K 0.03% NEW $264.91 -34.4%
6 VRT VERTIV HOLDINGS CO COM CL A Industrials 1,250.0 $203K 0.02% NEW $162.01 +120.8%

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%