GREATMARK INVESTMENT PARTNERS, INC.

CIK

1540944

Location

COLUMBUS, GA

Portfolio Value

Small $824,740,732

Diversification

Diversified

Filing Date

Global Rank

#1,979 / 8,605 ▲ 72 · as of Mar 2026

Top Industry

Insurance - Life 8.6%

3Y Alpha vs SPY

-6.8%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.3%

SPY

+75.5%

Annualised alpha

-6.9%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

128 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

+0.6 pts

Top 5

26.1%

−0.0 pts

Top 10

43.7%

+0.1 pts

HHI

300

Diversified+3

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.4%	$234,320,532	22
Consumer Cyclical	17.6%	$145,541,503	14
Technology	13.0%	$107,385,765	16
Energy	11.9%	$98,451,187	9
Healthcare	11.1%	$91,662,179	14
Industrials	8.1%	$67,197,400	21
Communication Services	4.3%	$35,178,454	9
Consumer Defensive	3.8%	$31,202,294	12
Basic Materials	0.8%	$7,003,542	5
Utilities	0.8%	$6,587,166	5
Unclassified	0.0%	$210,710	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	+89,931	409,365	$18,515,578
AFL	Aflac Inc	+56,097	644,665	$70,726,197
PSKY	Paramount Skydance Corp	+43,289	151,558	$1,367,053
BLDR	Builders FirstSource, Inc.	+19,225	67,297	$5,540,562
CHY	Calamos Convertible & High Income Fund	+13,298	296,195	$3,225,563
CNH	CNH Industrial N.V.	+11,675	57,225	$629,475
KO	Coca Cola Co	+9,799	211,386	$16,075,905
RH	Rh	+8,633	106,208	$14,850,002
WHR	Whirlpool Corp /De/	+8,152	96,336	$5,194,437
AXP	American Express Co	+7,365	116,949	$35,374,733
GIS	General Mills Inc	+6,354	65,594	$2,441,408
DVN	Devon Energy Corp/De	+5,720	594,295	$29,904,924
AMP	Ameriprise Financial Inc	+4,250	46,746	$20,773,922
QCOM	Qualcomm Inc/De	+3,996	182,367	$23,485,222
AN	Autonation, Inc.	+3,314	165,291	$32,274,720
ASO	Academy Sports & Outdoors, Inc.	+3,247	526,047	$29,695,353
ET	Energy Transfer LP	+3,000	17,712	$341,841
JPM	Jpmorgan Chase & Co	+2,890	8,577	$2,523,010
SMG	Scotts Miracle-Gro Co	+2,140	34,915	$2,123,181
ELV	Elevance Health, Inc.	+1,845	38,622	$11,306,590
CVX	Chevron Corp	+1,835	34,086	$7,052,393
LOW	Lowes Companies Inc	+1,620	91,950	$21,725,946
AMZN	Amazon Com Inc	+1,450	99,004	$20,619,563
PFE	Pfizer Inc	+1,369	9,621	$270,157
XOM	ExxonMobil Holdings Corp	+1,340	41,927	$7,113,334
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPC	Nuveen Preferred & Income Opportunities Fund	−16,732	985,860	$7,433,384
NZF	Nuveen Municipal Credit Income Fund	−14,796	316,300	$3,852,534
PDS	PRECISION DRILLING Corp	−9,305	113,189	$11,137,797
T	At&T Inc.	−8,750	23,033	$667,726
NFLX	Netflix Inc	−4,626	234,549	$22,551,886
JNJ	Johnson & Johnson	−3,152	116,670	$28,518,814
CVS	CVS HEALTH Corp	−2,052	115,659	$8,306,629
VZ	Verizon Communications Inc	−1,448	99,795	$5,009,709
UPS	United Parcel Service Inc	−1,189	102,143	$10,048,828
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	−1,050	170,775	$3,410,376
CSCO	Cisco Systems, Inc.	−994	120,730	$9,367,440
WFC	Wells Fargo & Company/Mn	−870	11,003	$875,948
SCHW	Schwab Charles Corp	−855	333,287	$31,322,312
IPGP	Ipg Photonics Corp	−792	29,649	$3,397,478
EMR	Emerson Electric Co	−788	41,434	$5,428,682
ABBV	AbbVie Inc.	−730	37,962	$8,256,355
NVDA	Nvidia Corp	−561	14,235	$2,482,584
GILD	Gilead Sciences, Inc.	−510	28,690	$3,998,525
AEP	American Electric Power Co Inc	−500	1,638	$214,709
MSFT	Microsoft Corp	−441	69,986	$25,906,717
TRV	Travelers Companies, Inc.	−440	62,516	$18,234,666
BAC	Bank Of America Corp /De/	−364	190,210	$9,272,737
TSLA	Tesla, Inc.	−285	665	$247,213
AAPL	Apple Inc.	−255	142,120	$36,068,634
GD	General Dynamics Corp	−254	23,535	$8,077,682
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	13,068	$1,125,677
ADBE	Adobe Inc.	2,016	$490,049
AZN	Astrazeneca PLC	1,821	$359,137
BBY	Best Buy Co Inc	5,040	$323,568
PINS	Pinterest, Inc.	15,950	$292,523
RRX	Regal Rexnord Corp	1,200	$224,712
SPY	Spdr S&P 500 ETF Trust	324	$210,710
NET	Cloudflare, Inc.	1,000	$206,340
EBAY	Ebay Inc	2,250	$204,795
GLW	Corning Inc /Ny	1,500	$203,955
FDX	Fedex Corp	710	$203,777
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
WBD	Warner Bros. Discovery, Inc.	87,882	$2,532,759
PCOR	Procore Technologies, Inc.	5,000	$363,700
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	12,000	$279,720
WPM	Wheaton Precious Metals Corp.	1,875	$220,350
CRM	Salesforce, Inc.	800	$211,928
NOK	Nokia Corp	10,026	$64,868
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 positions · $824,740,732 total · as of Mar 31, 2026

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

Showing 1–50 of 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AFL	Aflac Inc Financial Services	Added	644,665	+56,097	$70,726,197	+9.0%	8.58%
MPC	Marathon Petroleum Corp Energy	Added	166,698	+622	$40,704,317	+50.7%	4.94%
AAPL	Apple Inc. Technology	Reduced	142,120	-255	$36,068,634	−6.8%	4.37%
AXP	American Express Co Financial Services	Added	116,949	+7,365	$35,374,733	−12.7%	4.29%
AN	Autonation, Inc. Consumer Cyclical	Added	165,291	+3,314	$32,274,720	−3.5%	3.91%
SCHW	Schwab Charles Corp Financial Services	Reduced	333,287	-855	$31,322,312	−6.2%	3.80%
DVN	Devon Energy Corp/De Energy	Added	594,295	+5,720	$29,904,924	+38.7%	3.63%
ASO	Academy Sports & Outdoors, Inc. Consumer Cyclical	Added	526,047	+3,247	$29,695,353	+13.7%	3.60%
JNJ	Johnson & Johnson Healthcare	Reduced	116,670	-3,152	$28,518,814	+15.0%	3.46%
MSFT	Microsoft Corp Technology	Reduced	69,986	-441	$25,906,717	−23.9%	3.14%
AMGN	Amgen Inc Healthcare	Added	71,023	+272	$24,989,442	+7.9%	3.03%
QCOM	Qualcomm Inc/De Technology	Added	182,367	+3,996	$23,485,222	−23.0%	2.85%
NFLX	Netflix Inc Communication Services	Reduced	234,549	-4,626	$22,551,886	+0.6%	2.73%
LOW	Lowes Companies Inc Consumer Cyclical	Added	91,950	+1,620	$21,725,946	−0.3%	2.63%
AMP	Ameriprise Financial Inc Financial Services	Added	46,746	+4,250	$20,773,922	−0.3%	2.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	99,004	+1,450	$20,619,563	−8.4%	2.50%
PYPL	PayPal Holdings, Inc. Financial Services	Added	409,365	+89,931	$18,515,578	−0.7%	2.25%
TRV	Travelers Companies, Inc. Financial Services	Reduced	62,516	-440	$18,234,666	−0.1%	2.21%
KO	Coca Cola Co Consumer Defensive	Added	211,386	+9,799	$16,075,905	+14.1%	1.95%
GWW	W.W. Grainger, Inc. Industrials	Reduced	13,781	-182	$15,032,453	+6.7%	1.82%
RH	Rh Consumer Cyclical	Added	106,208	+8,633	$14,850,002	−15.0%	1.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	35,154	+445	$11,561,799	−3.2%	1.40%
ELV	Elevance Health, Inc. Healthcare	Added	38,622	+1,845	$11,306,590	−12.3%	1.37%
PDS	PRECISION DRILLING Corp Energy	Reduced	113,189	-9,305	$11,137,797	+26.5%	1.35%
ITW	Illinois Tool Works Inc Industrials	Reduced	41,282	-101	$10,745,291	+5.4%	1.30%
UPS	United Parcel Service Inc Industrials	Reduced	102,143	-1,189	$10,048,828	−2.0%	1.22%
CSCO	Cisco Systems, Inc. Technology	Reduced	120,730	-994	$9,367,440	−0.1%	1.14%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	190,210	-364	$9,272,737	−11.5%	1.12%
CVS	CVS HEALTH Corp Healthcare	Reduced	115,659	-2,052	$8,306,629	−11.1%	1.01%
ABBV	AbbVie Inc. Healthcare	Reduced	37,962	-730	$8,256,355	−6.6%	1.00%
GD	General Dynamics Corp Industrials	Reduced	23,535	-254	$8,077,682	+0.9%	0.98%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Reduced	985,860	-16,732	$7,433,384	−8.6%	0.90%
XOM	ExxonMobil Holdings Corp Energy	Added	41,927	+1,340	$7,113,334	+45.6%	0.86%
CVX	Chevron Corp Energy	Added	34,086	+1,835	$7,052,393	+43.5%	0.86%
BLDR	Builders FirstSource, Inc. Industrials	Added	67,297	+19,225	$5,540,562	+12.0%	0.67%
EMR	Emerson Electric Co Industrials	Reduced	41,434	-788	$5,428,682	−3.1%	0.66%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Added	96,336	+8,152	$5,194,437	−18.3%	0.63%
SO	Southern Co Utilities	Added	51,982	+276	$5,017,302	+11.3%	0.61%
VZ	Verizon Communications Inc Communication Services	Reduced	99,795	-1,448	$5,009,709	+21.5%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	33,078	+392	$4,110,933	+12.9%	0.50%
MCD	Mcdonalds Corp Consumer Cyclical	Added	13,114	+321	$4,075,700	+4.2%	0.49%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	28,690	-510	$3,998,525	+11.6%	0.48%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	316,300	-14,796	$3,852,534	−7.5%	0.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,810	-40	$3,683,643	−8.4%	0.45%
GPN	Global Payments Inc Industrials	Added	53,428	+1,027	$3,595,704	−11.3%	0.44%
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. Financial Services	Reduced	170,775	-1,050	$3,410,376	−6.2%	0.41%
IPGP	Ipg Photonics Corp Technology	Reduced	29,649	-792	$3,397,478	+55.9%	0.41%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	11,308	+627	$3,284,860	+24.5%	0.40%
CHY	Calamos Convertible & High Income Fund Financial Services	Added	296,195	+13,298	$3,225,563	+0.8%	0.39%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	17,093	+1,213	$3,116,566	+9.9%	0.38%