GREATMARK INVESTMENT PARTNERS, INC.

CIK

1540944

Location

COLUMBUS, GA

Portfolio Value

Small $875,693,524

Diversification

Diversified

Filing Date

Global Rank

#2,108 / 8,700 ▲ 430

Top Industry

Drug Manufacturers - General 8.2%

Period ended 2 months ago

Filed Jul 24, 2026 · 51d

26 quarters · since Mar 2020

Portfolio Concentration

132 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

−0.1 pts

Top 5

25.9%

+0.6 pts

Top 10

42.2%

−0.1 pts

HHI

287

Diversified+4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.2%	$247,162,375	22
Consumer Cyclical	18.9%	$165,816,319	15
Technology	15.0%	$131,728,341	19
Healthcare	11.6%	$101,499,652	14
Energy	9.3%	$81,289,338	8
Industrials	8.3%	$72,324,063	22
Consumer Defensive	3.6%	$31,843,735	12
Communication Services	3.4%	$29,665,814	9
Basic Materials	0.9%	$7,596,907	5
Utilities	0.7%	$6,528,761	5
Unclassified	0.0%	$238,219	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+60,784	63,175	$11,260,312
BLDR	Builders FirstSource, Inc.	+29,042	96,339	$8,620,413
PYPL	PayPal Holdings, Inc.	+28,436	437,801	$18,904,247
WHR	Whirlpool Corp /De/	+27,840	124,176	$4,895,017
RH	Rh	+18,118	124,326	$20,480,221
CNH	CNH Industrial N.V.	+12,770	69,995	$786,043
ADBE	Adobe Inc.	+11,904	13,920	$2,853,878
PINS	Pinterest, Inc.	+9,450	25,400	$534,162
ET	Energy Transfer LP	+5,000	22,712	$434,253
CHY	Calamos Convertible & High Income Fund	+4,437	300,632	$4,094,607
LOW	Lowes Companies Inc	+4,070	96,020	$21,171,449
ADP	Automatic Data Processing Inc	+2,830	5,691	$1,274,499
BBY	Best Buy Co Inc	+2,725	7,765	$589,208
AN	Autonation, Inc.	+2,662	167,953	$31,203,987
SMG	Scotts Miracle-Gro Co	+2,335	37,250	$2,537,097
SCHW	Schwab Charles Corp	+2,205	335,492	$30,955,846
AMP	Ameriprise Financial Inc	+1,884	48,630	$22,309,498
GIS	General Mills Inc	+1,376	66,970	$2,330,556
ELV	Elevance Health, Inc.	+954	39,576	$15,305,226
RRX	Regal Rexnord Corp	+900	2,100	$500,199
ZBH	Zimmer Biomet Holdings, Inc.	+660	20,731	$1,784,731
D	Dominion Energy, Inc	+600	6,889	$470,449
CVX	Chevron Corp	+583	34,669	$5,746,733
PSKY	Paramount Skydance Corp	+550	152,108	$1,499,784
WSM	Williams Sonoma Inc	+400	17,493	$4,077,618
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	−54,355	47,788	$5,137,210
AFL	Aflac Inc	−32,311	612,354	$71,798,506
DVN	Devon Energy Corp/De	−17,030	577,265	$23,852,589
JPC	Nuveen Preferred & Income Opportunities Fund	−11,898	973,962	$7,674,820
GOOGL	Alphabet Inc.	−8,391	12,573	$4,493,213
ASO	Academy Sports & Outdoors, Inc.	−7,000	519,047	$24,462,685
PDS	PRECISION DRILLING Corp	−5,875	107,314	$8,226,691
CVS	CVS HEALTH Corp	−5,120	110,539	$11,435,259
MPC	Marathon Petroleum Corp	−5,049	161,649	$41,328,799
CSCO	Cisco Systems, Inc.	−2,844	117,886	$13,846,889
BAC	Bank Of America Corp /De/	−2,524	187,686	$10,694,348
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	−2,500	168,275	$3,560,699
AAPL	Apple Inc.	−2,159	139,961	$40,499,114
JNJ	Johnson & Johnson	−1,978	114,692	$29,128,327
T	At&T Inc.	−1,950	21,083	$436,418
GPN	Global Payments Inc	−1,556	51,872	$3,763,832
ITW	Illinois Tool Works Inc	−1,262	40,020	$10,824,209
ABBV	AbbVie Inc.	−1,230	36,732	$9,243,240
HD	Home Depot, Inc.	−1,017	34,137	$12,039,437
AXP	American Express Co	−958	115,991	$39,233,955
NFLX	Netflix Inc	−900	233,649	$16,682,538
VZ	Verizon Communications Inc	−886	98,909	$4,187,807
ZBRA	Zebra Technologies Corp	−800	10,765	$2,833,993
EMR	Emerson Electric Co	−699	40,735	$5,831,215
MO	Altria Group, Inc.	−675	9,549	$687,050
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
PHM	Pultegroup Inc/Mi/	49,900	$6,846,779
INTC	Intel Corp	3,255	$454,495
FLR	Fluor Corp	6,300	$330,057
ANET	Arista Networks, Inc.	1,500	$254,820
CMI	Cummins Inc	350	$249,623
CRWD	CrowdStrike Holdings, Inc.	275	$52,465
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	41,927	$7,113,334
AAXJ	iShares MSCI All Country Asia ex Japan ETF	37,418	$4,334,067
CGCB	Capital Group Core Bond ETF	141,824	$3,168,348
ACES	ALPS Clean Energy ETF	59,150	$3,113,656
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	38,975	$1,659,476
BILZ	PIMCO Ultra Short Government Active ETF	13,867	$1,344,932
AKRE	Akre Focus ETF	11,647	$615,543
BCLO	iShares BBB-B CLO Active ETF	6,040	$303,147
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	3,000	$259,080
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	15,285	$255,549
BA	Boeing Co	1,200	$238,836
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 tracked positions · $875,693,524 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFL	Aflac Inc Financial Services	Reduced	612,354	-32,311	$71,798,506	+1.5%	8.20%
MPC	Marathon Petroleum Corp Energy	Reduced	161,649	-5,049	$41,328,799	+1.5%	4.72%
AAPL	Apple Inc. Technology	Reduced	139,961	-2,159	$40,499,114	+12.3%	4.62%
AXP	American Express Co Financial Services	Reduced	115,991	-958	$39,233,955	+10.9%	4.48%
QCOM	Qualcomm Inc/De Technology	Reduced	182,150	-217	$33,659,498	+43.3%	3.84%
AN	Autonation, Inc. Consumer Cyclical	Added	167,953	+2,662	$31,203,987	−3.3%	3.56%
SCHW	Schwab Charles Corp Financial Services	Added	335,492	+2,205	$30,955,846	−1.2%	3.54%
JNJ	Johnson & Johnson Healthcare	Reduced	114,692	-1,978	$29,128,327	+2.1%	3.33%
MSFT	Microsoft Corp Technology	Reduced	69,926	-60	$26,083,796	+0.7%	2.98%
AMGN	Amgen Inc Healthcare	Added	71,294	+271	$25,816,983	+3.3%	2.95%
ASO	Academy Sports & Outdoors, Inc. Consumer Cyclical	Reduced	519,047	-7,000	$24,462,685	−17.6%	2.79%
DVN	Devon Energy Corp/De Energy	Reduced	577,265	-17,030	$23,852,589	−20.2%	2.72%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	98,496	-508	$23,475,536	+13.9%	2.68%
AMP	Ameriprise Financial Inc Financial Services	Added	48,630	+1,884	$22,309,498	+7.4%	2.55%
LOW	Lowes Companies Inc Consumer Cyclical	Added	96,020	+4,070	$21,171,449	−2.6%	2.42%
TRV	Travelers Companies, Inc. Financial Services	Added	62,598	+82	$20,664,851	+13.3%	2.36%
RH	Rh Consumer Cyclical	Added	124,326	+18,118	$20,480,221	+37.9%	2.34%
PYPL	PayPal Holdings, Inc. Financial Services	Added	437,801	+28,436	$18,904,247	+2.1%	2.16%
GWW	W.W. Grainger, Inc. Industrials	Reduced	13,555	-226	$18,440,222	+22.7%	2.11%
KO	Coca Cola Co Consumer Defensive	Reduced	210,946	-440	$17,143,581	+6.6%	1.96%
NFLX	Netflix Inc Communication Services	Reduced	233,649	-900	$16,682,538	−26.0%	1.91%
ELV	Elevance Health, Inc. Healthcare	Added	39,576	+954	$15,305,226	+35.4%	1.75%
CSCO	Cisco Systems, Inc. Technology	Reduced	117,886	-2,844	$13,846,889	+47.8%	1.58%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	34,137	-1,017	$12,039,437	+4.1%	1.37%
CVS	CVS HEALTH Corp Healthcare	Reduced	110,539	-5,120	$11,435,259	+37.7%	1.31%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	63,175	+60,784	$11,260,312	+11.9%	1.29%
ITW	Illinois Tool Works Inc Industrials	Reduced	40,020	-1,262	$10,824,209	+0.7%	1.24%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	187,686	-2,524	$10,694,348	+15.3%	1.22%
ABBV	AbbVie Inc. Healthcare	Reduced	36,732	-1,230	$9,243,240	+12.0%	1.06%
BLDR	Builders FirstSource, Inc. Industrials	Added	96,339	+29,042	$8,620,413	+55.6%	0.98%
GD	General Dynamics Corp Industrials	Reduced	23,254	-281	$8,237,496	+2.0%	0.94%
PDS	PRECISION DRILLING Corp Energy	Reduced	107,314	-5,875	$8,226,691	−26.1%	0.94%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Reduced	973,962	-11,898	$7,674,820	+3.2%	0.88%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	NEW	49,900	NEW	$6,846,779	NEW	0.78%
EMR	Emerson Electric Co Industrials	Reduced	40,735	-699	$5,831,215	+7.4%	0.67%
CVX	Chevron Corp Energy	Added	34,669	+583	$5,746,733	−18.5%	0.66%
UPS	United Parcel Service Inc Industrials	Reduced	47,788	-54,355	$5,137,210	−48.9%	0.59%
SO	Southern Co Utilities	Reduced	51,872	-110	$4,964,669	−1.0%	0.57%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Added	124,176	+27,840	$4,895,017	−5.8%	0.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,573	-8,391	$4,493,213	−25.4%	0.51%
VZ	Verizon Communications Inc Communication Services	Reduced	98,909	-886	$4,187,807	−16.4%	0.48%
CHY	Calamos Convertible & High Income Fund Financial Services	Added	300,632	+4,437	$4,094,607	+26.9%	0.47%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	17,493	+400	$4,077,618	+30.8%	0.47%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	316,300	0	$4,010,684	+4.1%	0.46%
GPN	Global Payments Inc Industrials	Reduced	51,872	-1,556	$3,763,832	+4.7%	0.43%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,676	-402	$3,700,883	−10.0%	0.42%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	28,312	-378	$3,576,938	−10.5%	0.41%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Reduced	168,275	-2,500	$3,560,699	+4.4%	0.41%
IPGP	Ipg Photonics Corp Technology	Added	29,824	+175	$3,498,951	+3.0%	0.40%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,838	-276	$3,470,239	−14.9%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.