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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CAT CATERPILLAR INC COM Industrials 583.0 $621K 0.07% $1064.90 -21.2%
102 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,800.0 $620K 0.07% $344.32 +1.3%
103 AKRE AKRE FOCUS ETF 11,647.0 $620K 0.07% -2K -12.4% $53.19 +10.9%
104 WM WASTE MGMT INC DEL COM Industrials 2,725.0 $607K 0.07% $222.88 +1.2%
105 DUK DUKE ENERGY CORP NEW COM NEW Utilities 4,721.0 $598K 0.07% -175.0 -3.6% $126.58 -1.4%
106 BBY BEST BUY INC COM Consumer Cyclical 7,765.0 $589K 0.07% NEW $75.88 +15.7%
107 APAM ARTISAN PARTNERS ASSET MGMT I CL A Financial Services 16,725.0 $578K 0.06% $34.53 +20.9%
108 PINS PINTEREST INC CL A Communication Services 25,400.0 $534K 0.06% NEW $21.03 +11.5%
109 LMT LOCKHEED MARTIN CORP COM Industrials 1,043.0 $531K 0.06% +44.0 +4.4% $509.46 +19.9%
110 NSC NORFOLK SOUTHN CORP COM Industrials 1,652.0 $520K 0.06% $314.59 +8.5%
111 RRX REGAL REXNORD CORPORATION COM Industrials 2,100.0 $500K 0.06% NEW $238.19 -29.0%
112 MRK MERCK & CO INC COM Healthcare 3,806.0 $489K 0.05% +802.0 +26.7% $128.50 +5.3%
113 D DOMINION ENERGY INC COM Utilities 6,889.0 $470K 0.05% +1K +26.8% $68.29 +1.1%
114 TFC TRUIST FINL CORP COM Financial Services 9,175.0 $457K 0.05% -165.0 -1.8% $49.82 +5.1%
115 INTC INTEL CORP COM Technology 3,255.0 $454K 0.05% NEW $139.63 -31.2%
116 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 2,750.0 $452K 0.05% +14.0 +0.5% $164.24 +2.6%
117 T AT&T INC COM Communication Services 21,083.0 $436K 0.05% -11K -33.7% $20.70 +21.3%
118 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 22,712.0 $434K 0.05% +8K +54.4% $19.12 +11.5%
119 AVGO BROADCOM INC COM Technology 1,130.0 $427K 0.05% $377.75 +0.9%
120 RF REGIONS FINANCIAL CORP NEW COM Financial Services 12,904.0 $390K 0.04% $30.20 +4.7%
Page 6 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%