GREATMARK INVESTMENT PARTNERS, INC.

Registered adviser

CIK

1540944

Location

COLUMBUS, GA

Portfolio Value

Small $903,456,392

Diversification

Diversified

Filing Date

Global Rank

#2,685 / 8,818 ▼ 128

Top Industry

Drug Manufacturers - General 8.1%

Period ended 4 months ago

Filed Jul 24, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 105267

Roster of Oct 1, 2026

Regulatory AUM

$1,020,604,346

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,020,604,346	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$938,736,455	Individuals and high net worth (97%)
Mar 2024 to Mar 2025	$794,299,101	Individuals and high net worth (97%)
May 2023 to Feb 2024	$685,638,757	Individuals and high net worth (97%)
Apr 2023	$685,638,757	Individuals and high net worth (97%)
Apr 2022 to Mar 2023	$739,755,969	Individuals and high net worth (97%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 40.9%, 36.9 effective positions, active share 72.1% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.0 quarters (12+), a floor since 77.2% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 72.1%; sector active share 35.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

7.9%

−0.4 pts

Top 5

25.1%

−0.2 pts

Top 10

40.9%

−1.5 pts

HHI

271

Diversified−13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.4%	$247,911,225	23
Consumer Cyclical	18.4%	$165,816,319	15
Technology	14.6%	$131,885,739	19
Healthcare	11.2%	$101,499,652	14
Energy	9.6%	$86,982,632	9
Industrials	8.0%	$72,324,063	22
Communication Services	3.6%	$32,529,201	10
Consumer Defensive	3.5%	$31,843,735	12
Unclassified	2.1%	$18,538,158	19
Basic Materials	0.8%	$7,596,907	5
Utilities	0.7%	$6,528,761	5

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	+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
IWF	iShares Russell 1000 Growth ETF	+9,726	12,968	$1,610,236
PINS	Pinterest, Inc.	+9,450	25,400	$534,162
ET	Energy Transfer LP	+5,000	22,712	$434,253
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+4,800	8,210	$827,650
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
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	−17,030	577,265	$23,852,589
JPC	Nuveen Preferred & Income Opportunities Fund	−11,898	973,962	$7,674,820
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
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	−3,750	20,225	$798,280
CSCO	Cisco Systems, Inc.	−2,844	117,886	$13,846,889
BAC	Bank Of America Corp	−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
STOT	State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF	−1,500	13,500	$635,310
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
PHM	Pultegroup Inc	49,900	$6,846,779
FMDE	Fidelity Enhanced Mid Cap Core ETF	105,130	$4,266,175
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	$209,863
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	2,110	$207,202
VOE	VANGUARD MID-CAP VALUE INDEX FUND	1,042	$205,899
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BA	Boeing Co	1,200	$238,836
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

153 tracked positions · $903,456,392 total · filing declares 153 positions · $906,498,746 · 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 153 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AFL	Aflac Inc Financial Services	Reduced	612,354	-32,311	$71,798,506	+1.5%	26+	before history	7.95%
MPC	Marathon Petroleum Corp Energy	Reduced	161,649	-5,049	$41,328,799	+1.5%	26+	before history	4.57%
AAPL	Apple Inc. Technology	Reduced	139,961	-2,159	$40,499,114	+12.3%	26+	before history	4.48%
AXP	American Express Co Financial Services	Reduced	115,991	-958	$39,233,955	+10.9%	26+	before history	4.34%
QCOM	Qualcomm Inc Technology	Reduced	182,150	-217	$33,659,498	+43.3%	26+	before history	3.73%
AN	Autonation, Inc. Consumer Cyclical	Added	167,953	+2,662	$31,203,987	−3.3%	10	$158.19	3.45%
SCHW	Schwab Charles Corp Financial Services	Added	335,492	+2,205	$30,955,846	−1.2%	26+	before history	3.43%
JNJ	Johnson & Johnson Healthcare	Reduced	114,692	-1,978	$29,128,327	+2.1%	26+	before history	3.22%
MSFT	Microsoft Corp Technology	Reduced	69,926	-60	$26,083,796	+0.7%	26+	before history	2.89%
AMGN	Amgen Inc Healthcare	Added	71,294	+271	$25,816,983	+3.3%	26+	before history	2.86%
ASO	Academy Sports & Outdoors, Inc. Consumer Cyclical	Reduced	519,047	-7,000	$24,462,685	−17.6%	7	$50.28	2.71%
DVN	Devon Energy Corp Energy	Reduced	577,265	-17,030	$23,852,589	−20.2%	25	$27.34	2.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	98,496	-508	$23,475,536	+13.9%	26+	before history	2.60%
AMP	Ameriprise Financial Inc Financial Services	Added	48,630	+1,884	$22,309,498	+7.4%	26+	before history	2.47%
LOW	Lowes Companies Inc Consumer Cyclical	Added	96,020	+4,070	$21,171,449	−2.6%	26+	before history	2.34%
TRV	Travelers Companies, Inc. Financial Services	Added	62,598	+82	$20,664,851	+13.3%	26+	before history	2.29%
RH	Rh Consumer Cyclical	Added	124,326	+18,118	$20,480,221	+37.9%	26+	before history	2.27%
PYPL	PayPal Holdings, Inc. Financial Services	Added	437,801	+28,436	$18,904,247	+2.1%	26+	before history	2.09%
GWW	W.W. Grainger, Inc. Industrials	Reduced	13,555	-226	$18,440,222	+22.7%	26+	before history	2.04%
KO	Coca Cola Co Consumer Defensive	Reduced	210,946	-440	$17,143,581	+6.6%	26+	before history	1.90%
NFLX	Netflix Inc Communication Services	Reduced	233,649	-900	$16,682,538	−26.0%	18	$25.28	1.85%
ELV	Elevance Health, Inc. Healthcare	Added	39,576	+954	$15,305,226	+35.4%	26+	before history	1.69%
CSCO	Cisco Systems, Inc. Technology	Reduced	117,886	-2,844	$13,846,889	+47.8%	26+	before history	1.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	34,137	-1,017	$12,039,437	+4.1%	26+	before history	1.33%
CVS	CVS HEALTH Corp Healthcare	Reduced	110,539	-5,120	$11,435,259	+37.7%	26+	before history	1.27%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	63,175	+60,784	$11,260,312	+11.9%	21	unpriced	1.25%
ITW	Illinois Tool Works Inc Industrials	Reduced	40,020	-1,262	$10,824,209	+0.7%	26+	before history	1.20%
BAC	Bank Of America Corp Financial Services	Reduced	187,686	-2,524	$10,694,348	+15.3%	26+	before history	1.18%
ABBV	AbbVie Inc. Healthcare	Reduced	36,732	-1,230	$9,243,240	+12.0%	26+	before history	1.02%
BLDR	Builders FirstSource, Inc. Industrials	Added	96,339	+29,042	$8,620,413	+55.6%	6	$104.87	0.95%
GD	General Dynamics Corp Industrials	Reduced	23,254	-281	$8,237,496	+2.0%	26+	before history	0.91%
PDS	PRECISION DRILLING Corp Energy	Reduced	107,314	-5,875	$8,226,691	−26.1%	22	$46.13	0.91%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Reduced	973,962	-11,898	$7,674,820	+3.2%	11	$6.51	0.85%
PHM	Pultegroup Inc Consumer Cyclical	NEW	49,900	NEW	$6,846,779	NEW	1	$121.45	0.76%
EMR	Emerson Electric Co Industrials	Reduced	40,735	-699	$5,831,215	+7.4%	26+	before history	0.65%
CVX	Chevron Corp Energy	Added	34,669	+583	$5,746,733	−18.5%	26+	before history	0.64%
XOM	ExxonMobil Holdings Corp Energy	Reduced	41,642	-285	$5,693,294	−20.0%	26+	before history	0.63%
UPS	United Parcel Service Inc Industrials	Reduced	47,788	-54,355	$5,137,210	−48.9%	26+	before history	0.57%
SO	Southern Co Utilities	Reduced	51,872	-110	$4,964,669	−1.0%	26+	before history	0.55%
WHR	Whirlpool Corp Consumer Cyclical	Added	124,176	+27,840	$4,895,017	−5.8%	26+	before history	0.54%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,573	-237	$4,493,213	+22.0%	26+	before history	0.50%
FMDE	Fidelity Enhanced Mid Cap Core ETF	NEW	105,130	NEW	$4,266,175	NEW	1	$38.87	0.47%
VZ	Verizon Communications Inc Communication Services	Reduced	98,909	-886	$4,187,807	−16.4%	26+	before history	0.46%
CHY	Calamos Convertible & High Income Fund Financial Services	Added	300,632	+4,437	$4,094,607	+26.9%	26+	before history	0.45%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	17,493	+400	$4,077,618	+30.8%	12	$119.37	0.45%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	316,300	0	$4,010,684	+4.1%	13	$11.74	0.44%
GPN	Global Payments Inc Industrials	Reduced	51,872	-1,556	$3,763,832	+4.7%	26+	before history	0.42%
WMT	Walmart Inc. Consumer Defensive	Reduced	32,676	-402	$3,700,883	−10.0%	26+	before history	0.41%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	28,312	-378	$3,576,938	−10.5%	26+	before history	0.40%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Reduced	168,275	-2,500	$3,560,699	+4.4%	26+	before history	0.39%

Showing the top 50 of 153 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.