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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 2 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC. COM Communication Services 233,649.0 $16.7M 1.84% -6K -2.3% $71.40 +10.3%
22 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 39,576.0 $15.3M 1.69% +3K +7.6% $386.73 +2.8%
23 CSCO CISCO SYS INC COM Technology 117,886.0 $13.8M 1.53% -4K -3.1% $117.46 -5.6%
24 HD HOME DEPOT INC COM Consumer Cyclical 34,137.0 $12.0M 1.33% -572.0 -1.6% $352.68 -3.4%
25 CVS CVS HEALTH CORP COM Healthcare 110,539.0 $11.4M 1.26% -7K -6.1% $103.45 -8.4%
26 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 63,175.0 $11.3M 1.24% +61K +2780.8% $178.24 +18.3%
27 ITW ILLINOIS TOOL WKS INC COM Industrials 40,020.0 $10.8M 1.19% -1K -3.3% $270.47 +5.6%
28 BAC BANK OF AMER CORP COM Financial Services 187,686.0 $10.7M 1.18% -3K -1.5% $56.98 +12.1%
29 ABBV ABBVIE INC COM Healthcare 36,732.0 $9.2M 1.02% -2K -5.1% $251.64 +2.1%
30 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 96,339.0 $8.6M 0.95% +48K +100.4% $89.48 -22.7%
31 GD GENERAL DYNAMICS CORP COM Industrials 23,254.0 $8.2M 0.91% -535.0 -2.2% $354.24 +11.4%
32 PDS PRECISION DRILLING CORP COM NEW Energy 107,314.0 $8.2M 0.91% -15K -12.4% $76.66 +15.9%
33 JPC NUVEEN PREFERRED & INCOME OPPS CEF Financial Services 973,962.0 $7.7M 0.85% -29K -2.9% $7.88 -3.2%
34 PHM PULTE GROUP INC COM Consumer Cyclical 49,900.0 $6.8M 0.76% NEW $137.21 -6.7%
35 EMR EMERSON ELEC CO COM Industrials 40,735.0 $5.8M 0.64% -1K -3.5% $143.15 +10.4%
36 CVX CHEVRON CORPORATION COM Energy 34,669.0 $5.7M 0.63% +2K +7.5% $165.76 +23.4%
37 EXXONMOBIL HOLDINGS CORP COM SHS 41,642.0 $5.7M 0.63% NEW $136.72
38 UPS UNITED PARCEL SVCS INC CL B Industrials 47,788.0 $5.1M 0.57% -56K -53.8% $107.50 -5.3%
39 SO SOUTHERN CO COM Utilities 51,872.0 $5.0M 0.55% $95.71 -3.4%
40 WHR WHIRLPOOL CORP COM Consumer Cyclical 124,176.0 $4.9M 0.54% +36K +40.8% $39.42 +1.4%
Page 2 of 8  ·  153 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%