GREATMARK INVESTMENT PARTNERS, INC.

Registered adviser

CIK

1540944

Location

COLUMBUS, GA

Portfolio Value

Small $929,728,045

Diversification

Diversified

Filing Date

Global Rank

#2,683 / 8,827 ▼ 118 · as of Jun 2026

Top Industry

Drug Manufacturers - General 8.5%

Period ended 38 days ago

Filed Oct 28, 2026 · 10d

27 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, Nov 1, 2026

Form ADV adviser

CRD 105267

Roster of Nov 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 Nov 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, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 40.8%, 37.1 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

6.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.0 quarters (12+), a floor since 77.3% 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 34.9% 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.

View clone backtest

Portfolio Concentration

158 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.4%

−0.5 pts

Top 5

26.6%

+1.6 pts

Top 10

43.1%

+2.3 pts

HHI

285

Diversified+16

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.5%	$246,164,421	23
Consumer Cyclical	16.4%	$152,586,419	16
Technology	16.0%	$148,361,420	21
Energy	12.1%	$112,788,076	10
Healthcare	11.3%	$105,131,703	14
Industrials	7.3%	$67,830,320	21
Consumer Defensive	3.5%	$32,973,286	13
Communication Services	3.3%	$30,522,548	11
Unclassified	2.2%	$20,630,702	19
Basic Materials	0.7%	$6,764,110	5
Utilities	0.6%	$5,765,490	4
Real Estate	0.0%	$209,550	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BLDR	Builders FirstSource, Inc.	+32,208	128,547	$7,328,464
NZF	Nuveen Municipal Credit Income Fund	+18,500	334,800	$3,625,884
CNH	CNH Industrial N.V.	+18,100	88,095	$1,132,020
ET	Energy Transfer LP	+15,000	37,712	$745,566
VGM	Invesco Trust for Investment Grade Municipals	+11,000	259,750	$2,246,837
WHR	Whirlpool Corp	+10,855	135,031	$4,142,751
ASO	Academy Sports & Outdoors, Inc.	+10,722	529,769	$25,476,591
PHM	Pultegroup Inc	+8,180	58,080	$6,740,764
AN	Autonation, Inc.	+7,418	175,371	$27,610,410
LOW	Lowes Companies Inc	+5,611	101,631	$18,729,576
PINS	Pinterest, Inc.	+5,125	30,525	$576,617
AFL	Aflac Inc	+3,358	615,712	$68,824,287
D	Dominion Energy, Inc	+3,250	10,139	$613,612
BKNG	Booking Holdings Inc.	+2,805	65,980	$10,748,801
RH	Rh	+2,663	126,989	$15,460,910
FLR	Fluor Corp	+2,500	8,800	$421,344
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+1,975	22,200	$830,724
GPN	Global Payments Inc	+1,928	53,800	$4,393,846
JPC	Nuveen Preferred & Income Opportunities Fund	+1,526	975,488	$6,652,828
ADBE	Adobe Inc.	+1,413	15,333	$3,679,000
CRWD	CrowdStrike Holdings, Inc.	+1,125	1,400	$370,650
AMP	Ameriprise Financial Inc	+984	49,614	$24,427,452
CGCP	Capital Group Core Plus Income ETF	+886	143,010	$3,027,521
RRX	Regal Rexnord Corp	+850	2,950	$457,574
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	+750	169,025	$3,268,943
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	−21,508	416,293	$21,867,871
MPC	Marathon Petroleum Corp	−7,369	154,280	$61,005,397
T	At&T Inc.	−6,000	15,083	$368,025
STOT	State Street(R) DoubleLine(R) Short Duration Total Return Tactical ETF	−5,000	8,500	$393,890
DVN	Devon Energy Corp	−3,580	573,685	$26,412,457
CSCO	Cisco Systems, Inc.	−2,286	115,600	$12,442,028
CHY	Calamos Convertible & High Income Fund	−1,877	298,755	$3,498,421
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	−1,625	6,585	$662,121
GIS	General Mills Inc	−1,625	65,345	$2,101,495
IEF	iShares 7-10 Year Treasury Bond ETF	−1,610	24,946	$2,227,927
AMLP	Alerian MLP ETF	−1,500	57,175	$2,965,667
SCHW	Schwab Charles Corp	−1,492	334,000	$32,645,160
PDS	PRECISION DRILLING Corp	−1,330	105,984	$8,540,190
QCOM	Qualcomm Inc	−1,263	180,887	$33,290,443
JNJ	Johnson & Johnson	−1,163	113,529	$30,055,667
ABBV	AbbVie Inc.	−1,040	35,692	$9,336,670
META	Meta Platforms, Inc.	−825	652	$472,817
LDUR	PIMCO Enhanced Low Duration Active Exchange-Traded Fund	−775	9,582	$901,857
HD	Home Depot, Inc.	−695	33,442	$9,513,914
TRV	Travelers Companies, Inc.	−689	61,909	$22,071,177
AAPL	Apple Inc.	−608	139,353	$46,407,336
AMGN	Amgen Inc	−552	70,742	$29,818,460
BAC	Bank Of America Corp	−550	187,136	$10,185,812
ITW	Illinois Tool Works Inc	−480	39,540	$10,172,851
ADP	Automatic Data Processing Inc	−457	5,234	$1,350,686
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
HUBS	Hubspot Inc	4,706	$964,635
DG	Dollar General Corp	2,355	$281,610
DHI	Horton D R Inc	1,670	$228,205
KMI	Kinder Morgan, Inc.	7,000	$211,050
WY	Weyerhaeuser Co	11,000	$209,550
FAST	Fastenal Co	4,140	$205,054
CRM	Salesforce, Inc.	875	$200,873
CAST	FreeCast, Inc.	12,500	$14,250
PSKY	Skydance Corp	149,408	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SKYD	Skydance Corp	152,108	$1,499,785
CMI	Cummins Inc	350	$249,623
AEP	American Electric Power Co Inc	1,638	$224,094
FDX	Fedex Corp	700	$219,191
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

158 tracked positions · $929,728,045 total · filing declares 158 positions · $931,276,178 · as of Sep 30, 2026

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

Showing 1–50 of 158 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFL	Aflac Inc Financial Services	Added	615,712	+3,358	$68,824,287	−4.1%	7.40%
MPC	Marathon Petroleum Corp Energy	Reduced	154,280	-7,369	$61,005,397	+47.6%	6.56%
AAPL	Apple Inc. Technology	Reduced	139,353	-608	$46,407,336	+14.6%	4.99%
MSFT	Microsoft Corp Technology	Reduced	69,605	-321	$35,700,404	+36.9%	3.84%
AXP	American Express Co Financial Services	Reduced	115,821	-170	$35,221,166	−10.2%	3.79%
QCOM	Qualcomm Inc Technology	Reduced	180,887	-1,263	$33,290,443	−1.1%	3.58%
SCHW	Schwab Charles Corp Financial Services	Reduced	334,000	-1,492	$32,645,160	+5.5%	3.51%
JNJ	Johnson & Johnson Healthcare	Reduced	113,529	-1,163	$30,055,667	+3.2%	3.23%
AMGN	Amgen Inc Healthcare	Reduced	70,742	-552	$29,818,460	+15.5%	3.21%
AN	Autonation, Inc. Consumer Cyclical	Added	175,371	+7,418	$27,610,410	−11.5%	2.97%
DVN	Devon Energy Corp Energy	Reduced	573,685	-3,580	$26,412,457	+10.7%	2.84%
ASO	Academy Sports & Outdoors, Inc. Consumer Cyclical	Added	529,769	+10,722	$25,476,591	+4.1%	2.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	98,551	+55	$24,553,981	+4.6%	2.64%
AMP	Ameriprise Financial Inc Financial Services	Added	49,614	+984	$24,427,452	+9.5%	2.63%
TRV	Travelers Companies, Inc. Financial Services	Reduced	61,909	-689	$22,071,177	+6.8%	2.37%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	416,293	-21,508	$21,867,871	+15.7%	2.35%
LOW	Lowes Companies Inc Consumer Cyclical	Added	101,631	+5,611	$18,729,576	−11.5%	2.01%
KO	Coca Cola Co Consumer Defensive	Reduced	210,905	-41	$18,154,702	+5.9%	1.95%
GWW	W.W. Grainger, Inc. Industrials	Reduced	13,437	-118	$16,739,277	−9.2%	1.80%
NFLX	Netflix Inc Communication Services	Added	234,074	+425	$16,286,868	−2.4%	1.75%
RH	Rh Consumer Cyclical	Added	126,989	+2,663	$15,460,910	−24.5%	1.66%
ELV	Elevance Health, Inc. Healthcare	Reduced	39,213	-363	$15,246,798	−0.4%	1.64%
CSCO	Cisco Systems, Inc. Technology	Reduced	115,600	-2,286	$12,442,028	−10.1%	1.34%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	65,980	+2,805	$10,748,801	−4.5%	1.16%
BAC	Bank Of America Corp Financial Services	Reduced	187,136	-550	$10,185,812	−4.8%	1.10%
ITW	Illinois Tool Works Inc Industrials	Reduced	39,540	-480	$10,172,851	−6.0%	1.09%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	33,442	-695	$9,513,914	−21.0%	1.02%
CVS	CVS HEALTH Corp Healthcare	Reduced	110,129	-410	$9,436,954	−17.5%	1.02%
ABBV	AbbVie Inc. Healthcare	Reduced	35,692	-1,040	$9,336,670	+1.0%	1.00%
PDS	PRECISION DRILLING Corp Energy	Reduced	105,984	-1,330	$8,540,190	+3.8%	0.92%
GD	General Dynamics Corp Industrials	Reduced	23,179	-75	$7,691,487	−6.6%	0.83%
BLDR	Builders FirstSource, Inc. Industrials	Added	128,547	+32,208	$7,328,464	−15.0%	0.79%
CVX	Chevron Corp Energy	Added	34,844	+175	$7,115,493	+23.8%	0.77%
XOM	ExxonMobil Holdings Corp Energy	Reduced	41,508	-134	$6,755,427	+18.7%	0.73%
PHM	Pultegroup Inc Consumer Cyclical	Added	58,080	+8,180	$6,740,764	−1.5%	0.73%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Added	975,488	+1,526	$6,652,828	−13.3%	0.72%
EMR	Emerson Electric Co Industrials	Added	40,968	+233	$6,354,136	+9.0%	0.68%
VZ	Verizon Communications Inc Communication Services	Reduced	98,739	-170	$4,529,157	+8.2%	0.49%
UPS	United Parcel Service Inc Industrials	Added	47,878	+90	$4,473,720	−12.9%	0.48%
GPN	Global Payments Inc Industrials	Added	53,800	+1,928	$4,393,846	+16.7%	0.47%
GOOGL	Alphabet Inc. Communication Services	Added	12,768	+195	$4,393,213	−2.2%	0.47%
SO	Southern Co Utilities	Added	52,018	+146	$4,311,772	−13.2%	0.46%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Added	105,580	+450	$4,263,320	−0.1%	0.46%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	28,212	-100	$4,204,998	+17.6%	0.45%
WHR	Whirlpool Corp Consumer Cyclical	Added	135,031	+10,855	$4,142,751	−15.4%	0.45%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	17,443	-50	$3,975,957	−2.5%	0.43%
ZBRA	Zebra Technologies Corp Technology	Reduced	10,600	-165	$3,957,086	+39.6%	0.43%
ADBE	Adobe Inc. Technology	Added	15,333	+1,413	$3,679,000	+28.9%	0.40%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	334,800	+18,500	$3,625,884	−9.6%	0.39%
CHY	Calamos Convertible & High Income Fund Financial Services	Reduced	298,755	-1,877	$3,498,421	−14.6%	0.38%

Showing the top 50 of 158 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.