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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CMI CUMMINS INC COM Industrials 350.0 $250K 0.03% NEW $713.21 -12.8%
142 MCK MCKESSON CORP COM Healthcare 325.0 $246K 0.03% -50.0 -13.3% $755.60 +17.0%
143 NET CLOUDFLARE INC CL A COM Technology 1,000.0 $245K 0.03% NEW $245.28 +22.5%
144 DIS DISNEY WALT CO COM Communication Services 2,495.0 $240K 0.03% -17.0 -0.7% $96.25 +9.1%
145 SPY STATE STREET SPDR S&P 500 ETF Financial Services 319.0 $238K 0.03% NEW $746.77 +2.9%
146 PFE PFIZER INC COM Healthcare 9,621.0 $232K 0.03% +1K +16.6% $24.08 +13.0%
147 SHEL SHELL PLC SPON ADS Energy 2,943.0 $228K 0.03% $77.54 +19.0%
148 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,638.0 $224K 0.03% -500.0 -23.4% $136.81 -6.9%
149 FDX FEDEX CORP COM Industrials 700.0 $219K 0.02% NEW $313.13 +6.4%
150 NEM NEWMONT CORP COM Basic Materials 2,300.0 $215K 0.02% $93.40 +26.0%
151 CRWD CROWDSTRIKE HLDGS INC CL A Technology 275.0 $210K 0.02% NEW $190.79 +10.2%
152 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 2,110.0 $207K 0.02% NEW $98.20 +6.1%
153 VOE VANGUARD MID-CAP VALUE ETF 1,042.0 $206K 0.02% NEW $197.60 +6.4%
Page 8 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%