GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944 • 6 13F filings • May 1, 2025 – Jul 24, 2026

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Filer information

Filed by: GREATMARK INVESTMENT PARTNERS, INC., Officer
Address: 6001 RIVER RD, SUITE 300, COLUMBUS, GA, 31904-4556
Phone: 706-327-2128
AUM: $845.5M

AUM over time

$906.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $845.5M143 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS COM	Stock	$528K	0.1%Prev: 0.1%	4,214 SH	Decreased-125 SH
ABBVIE INC COM	Stock	$8.8M	1.0%Prev: 1.1%	38,692 SH	Decreased-1,128 SH
ACADEMY SPORTS & OUTDOORS INC COM	Stock	$26.1M	3.1%Prev: 3.1%	522,800 SH	Increased+4,850 SH
AFLAC INC COM	Stock	$64.9M	7.7%Prev: 6.7%	588,568 SH	Increased+86,837 SH
AIR PRODS & CHEMS INC COM	Stock	$2.6M	0.3%Prev: 0.3%	10,681 SH	Decreased+365 SH
AKRE FOCUS ETF	ETF	$871K	0.1%	13,294 SH	New
ALERIAN MLP ETF	ETF	$2.8M	0.3%Prev: 0.3%	59,325 SH	Increased+1,085 SH
ALPHABET INC CAP STK CL A	Stock	$4.0M	0.5%Prev: 0.4%	12,850 SH	Increased-136 SH
ALPHABET INC CAP STK CL C	Stock	$2.6M	0.3%Prev: 0.2%	8,289 SH	Increased-95 SH
ALTRIA GROUP INC COM	Stock	$601K	0.1%Prev: 0.1%	10,424 SH	Increased+1,500 SH
AMAZON COM INC COM	Stock	$22.5M	2.7%Prev: 2.6%	97,554 SH	Increased-1,161 SH
AMERICAN ELEC PWR CO INC COM	Stock	$247K	0.0%	2,138 SH	New
AMERICAN EXPRESS CO COM	Stock	$40.5M	4.8%Prev: 4.6%	109,584 SH	Increased-5,260 SH
AMERIPRISE FINL INC COM	Stock	$20.8M	2.5%Prev: 2.3%	42,496 SH	Increased+3,923 SH
AMGEN INC COM	Stock	$23.2M	2.7%Prev: 2.4%	70,751 SH	Increased-1,552 SH
APPLE INC COM	Stock	$38.7M	4.6%Prev: 4.3%	142,375 SH	Increased+923 SH
ARTISAN PARTNERS ASSET MGMT IN CL A	Stock	$681K	0.1%Prev: 0.1%	16,725 SH	Decreased-450 SH
ASTRAZENECA PLC SPONSORED ADR	ADR	$335K	0.0%Prev: 0.0%	3,643 SH	Increased
AT&T INC COM	Stock	$789K	0.1%Prev: 0.1%	31,783 SH	Increased+16,700 SH
AUTOMATIC DATA PROCESSING INC COM	Stock	$445K	0.1%Prev: 0.0%	1,731 SH	Increased+390 SH
AUTONATION INC COM	Stock	$33.4M	4.0%Prev: 4.2%	161,977 SH	Decreased+1,584 SH
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR	ADR	$280K	0.0%Prev: 0.0%	12,000 SH	Increased
BANK AMERICA CORP COM	Stock	$10.5M	1.2%Prev: 1.1%	190,574 SH	Increased+7,201 SH
BERKSHIRE HATHAWAY INC DEL CL A	Stock	$755K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2.1M	0.3%Prev: 0.3%	4,262 SH	Increased+18 SH
BOEING CO COM	Stock	$261K	0.0%Prev: 0.0%	1,200 SH	Increased
BOOKING HOLDINGS INC COM	Stock	$11.7M	1.4%Prev: 1.4%	2,193 SH	Decreased-6 SH
BROADCOM INC COM	Stock	$393K	0.0%Prev: 0.0%	1,135 SH	Increased
BUILDERS FIRSTSOURCE INC COM	Stock	$4.9M	0.6%Prev: 0.5%	48,072 SH	Increased+14,856 SH
CALAMOS CONVERTIBLE & HIGH INCOME CEF	CEF	$3.2M	0.4%Prev: 0.4%	282,897 SH	Increased+20,279 SH
CAPITAL GROUP CORE PLUS INCOME ETF	ETF	$3.0M	0.4%Prev: 0.3%	132,335 SH	Increased+16,250 SH
CATERPILLAR INC COM	Stock	$334K	0.0%Prev: 0.0%	583 SH	Increased
CHARLES SCHWAB CORPORATION COM	Stock	$33.4M	3.9%Prev: 3.9%	334,142 SH	Increased-4,378 SH
CHEVRON CORP NEW COM	Stock	$4.9M	0.6%Prev: 0.6%	32,251 SH	Decreased+257 SH
CISCO SYS INC COM	Stock	$9.4M	1.1%Prev: 1.0%	121,724 SH	Increased-2,969 SH
CNH INDL N V SHS	Stock	$420K	0.0%Prev: 0.0%	45,550 SH	Increased+12,375 SH
COCA COLA CO COM	Stock	$14.1M	1.7%Prev: 1.4%	201,587 SH	Increased+20,222 SH
COHEN & STEERS LIMITED DUR PFD & INC CEF	CEF	$3.6M	0.4%Prev: 0.4%	171,825 SH	Decreased-75 SH
COLGATE PALMOLIVE CO COM	Stock	$300K	0.0%Prev: 0.0%	3,792 SH	Decreased
CONOCOPHILLIPS COM	Stock	$642K	0.1%Prev: 0.1%	6,863 SH	Increased+186 SH
CONSTELLATION ENERGY CORP COM	Stock	$369K	0.0%Prev: 0.0%	1,045 SH	Increased
COSTCO WHOLESALE CORPORATION COM	Stock	$1.2M	0.1%	1,384 SH	New
CVS HEALTH CORP COM	Stock	$9.3M	1.1%Prev: 1.1%	117,711 SH	Increased-4,080 SH
DARDEN RESTAURANTS INC COM	Stock	$1.2M	0.1%Prev: 0.1%	6,372 SH	Decreased
DEVON ENERGY CORP NEW COM	Stock	$21.6M	2.6%Prev: 2.4%	588,575 SH	Increased+16,650 SH
DISNEY WALT CO COM	Stock	$286K	0.0%Prev: 0.0%	2,512 SH	Decreased-250 SH
DOMINION ENERGY INC COM	Stock	$318K	0.0%Prev: 0.0%	5,435 SH	Increased+535 SH
DUKE ENERGY CORP NEW COM NEW	Stock	$574K	0.1%Prev: 0.1%	4,896 SH	Increased+380 SH
EATON CORP PLC SHS	Stock	$278K	0.0%Prev: 0.0%	873 SH	Decreased
ELEVANCE HEALTH INC FORMERLY A COM	Stock	$12.9M	1.5%Prev: 1.4%	36,777 SH	Increased+1,294 SH
ELI LILLY & CO COM	Stock	$2.9M	0.3%Prev: 0.2%	2,698 SH	Increased+200 SH
EMERSON ELEC CO COM	Stock	$5.6M	0.7%Prev: 0.7%	42,222 SH	Decreased-2,449 SH
ENERGY TRANSFER L P COM UT LTD PTN	Stock	$243K	0.0%Prev: 0.0%	14,712 SH	Decreased
EXXON MOBIL CORP COM	Stock	$4.9M	0.6%Prev: 0.6%	40,587 SH	Increased-473 SH
FIDELITY TOTAL BOND ETF	ETF	$241K	0.0%	5,225 SH	New
FIFTH THIRD BANCORP COM	Stock	$772K	0.1%Prev: 0.1%	16,500 SH	Increased
GE AEROSPACE COM NEW	Stock	$958K	0.1%Prev: 0.1%	3,110 SH	Increased+143 SH
GE VERNOVA INC COM	Stock	$412K	0.0%Prev: 0.0%	630 SH	Increased+35 SH
GENERAL DYNAMICS CORP COM	Stock	$8.0M	0.9%Prev: 1.0%	23,789 SH	Decreased-248 SH
GENERAL MLS INC COM	Stock	$2.8M	0.3%Prev: 0.3%	59,240 SH	Increased+5,579 SH
GILEAD SCIENCES INC COM	Stock	$3.6M	0.4%Prev: 0.4%	29,200 SH	Increased+83 SH
GLOBAL PMTS INC COM	Stock	$4.1M	0.5%Prev: 0.5%	52,401 SH	Decreased+1,466 SH
HOME DEPOT INC COM	Stock	$11.9M	1.4%Prev: 1.8%	34,709 SH	Decreased-1,361 SH
IBM CORP	Stock	$571K	0.1%Prev: 0.0%	1,929 SH	Increased+555 SH
ILLINOIS TOOL WKS INC COM	Stock	$10.2M	1.2%Prev: 1.3%	41,383 SH	Decreased-545 SH
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF	ETF	$189K	0.0%Prev: 0.0%	11,150 SH	Increased
INVESCO MUNI INVESTMENT GRADE CEF	CEF	$2.6M	0.3%Prev: 0.3%	248,750 SH	Increased
IPG PHOTONICS CORP COM	Stock	$2.2M	0.3%Prev: 0.3%	30,441 SH	Decreased-3,295 SH
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$3.7M	0.4%Prev: 0.4%	38,181 SH	Increased+4,850 SH
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$407K	0.0%Prev: 0.0%	2,736 SH	Increased+9 SH
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$1.6M	0.2%Prev: 0.2%	3,417 SH	Increased+429 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$718K	0.1%Prev: 0.0%	3,413 SH	Increased+2,143 SH
ISHARES RUSSELL 2000 GROWTH ETF	ETF	$287K	0.0%Prev: 0.0%	890 SH	Increased
ISHARES TOTAL RETURN ACTIVE ETF	ETF	$349K	0.0%Prev: 0.0%	6,865 SH	Increased+2,825 SH
JOHNSON & JOHNSON COM	Stock	$24.8M	2.9%Prev: 2.7%	119,822 SH	Increased-1,861 SH
JPMORGAN CHASE & CO. COM	Stock	$1.8M	0.2%Prev: 0.2%	5,687 SH	Decreased-230 SH
KIMBERLY-CLARK CORP COM	Stock	$356K	0.0%Prev: 0.1%	3,533 SH	Decreased+100 SH
LOCKHEED MARTIN CORP COM	Stock	$483K	0.1%Prev: 0.1%	999 SH	Decreased-150 SH
LOWES COS INC COM	Stock	$21.8M	2.6%Prev: 2.7%	90,330 SH	Decreased-460 SH
MARATHON PETE CORP COM	Stock	$27.0M	3.2%Prev: 3.9%	166,076 SH	Decreased-2,451 SH
MASTERCARD INCORPORATED CL A	Stock	$349K	0.0%Prev: 0.0%	611 SH	Increased
MCDONALDS CORP COM	Stock	$3.9M	0.5%Prev: 0.5%	12,793 SH	Increased-27 SH
MCKESSON CORP COM	Stock	$308K	0.0%Prev: 0.0%	375 SH	Increased
MERCK & CO INC COM	Stock	$316K	0.0%Prev: 0.0%	3,004 SH	Increased-600 SH
META PLATFORMS INC CL A	Stock	$989K	0.1%Prev: 0.2%	1,499 SH	Decreased-870 SH
MICROSOFT CORP COM	Stock	$34.1M	4.0%Prev: 4.5%	70,427 SH	Decreased-1,662 SH
MONDELEZ INTL INC CL A	Stock	$234K	0.0%Prev: 0.0%	4,351 SH	Decreased
NETFLIX INC. COM	Stock	$22.4M	2.7%	239,175 SH	New
NEWMONT CORP COM	Stock	$230K	0.0%	2,300 SH	New
NOKIA CORP SPONSORED ADR	ADR	$65K	0.0%Prev: 0.0%	10,026 SH	Increased
NORFOLK SOUTHN CORP COM	Stock	$477K	0.1%Prev: 0.0%	1,652 SH	Increased+277 SH
NUVEEN MUNICIPAL CREDIT INCOME CEF	CEF	$4.2M	0.5%Prev: 0.5%	331,096 SH	Increased+4,046 SH
NUVEEN PREFERRED & INCOME OPPS CEF	CEF	$8.1M	1.0%Prev: 1.0%	1,002,592 SH	Decreased-4,313 SH
NVIDIA CORPORATION COM	Stock	$2.8M	0.3%Prev: 0.4%	14,796 SH	Decreased-1,425 SH
OCCIDENTAL PETE CORP COM	Stock	$603K	0.1%Prev: 0.1%	14,670 SH	Decreased+1,000 SH
ORACLE CORP COM	Stock	$1.1M	0.1%Prev: 0.2%	5,861 SH	Decreased-763 SH
PARAMOUNT SKYDANCE CORP COM CL B	Stock	$1.5M	0.2%Prev: 0.3%	108,269 SH	Decreased-5,214 SH
PAYCHEX INC COM	Stock	$837K	0.1%Prev: 0.1%	7,463 SH	Decreased+685 SH
PAYPAL HLDGS INC COM	Stock	$18.6M	2.2%Prev: 2.5%	319,434 SH	Decreased+3,336 SH
PEPSICO INC COM	Stock	$1.0M	0.1%Prev: 0.1%	7,245 SH	Decreased-876 SH
PFIZER INC COM	Stock	$205K	0.0%Prev: 0.0%	8,252 SH	Decreased-100 SH
PHILIP MORRIS INTL INC COM	Stock	$674K	0.1%Prev: 0.1%	4,202 SH	Decreased-950 SH
PIMCO ENHANCED LOW DURATION ACTIVE ETF	ETF	$1.1M	0.1%Prev: 0.1%	11,887 SH	Decreased-100 SH
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF	ETF	$780K	0.1%Prev: 0.0%	7,775 SH	Increased+5,000 SH
PPG INDS INC COM	Stock	$738K	0.1%Prev: 0.1%	7,200 SH	Decreased
PRECISION DRILLING CORP COM NEW	Stock	$8.8M	1.0%Prev: 0.8%	122,494 SH	Increased+1,510 SH
PROCORE TECHNOLOGIES INC COM	Stock	$364K	0.0%Prev: 0.0%	5,000 SH	Decreased
PROCTER & GAMBLE CO COM	Stock	$1.3M	0.2%	8,995 SH	New
QUALCOMM INC COM	Stock	$30.5M	3.6%Prev: 3.5%	178,371 SH	Increased+745 SH
REGIONS FINANCIAL CORP NEW COM	Stock	$350K	0.0%Prev: 0.0%	12,904 SH	Increased
RH COM	Stock	$17.5M	2.1%Prev: 2.0%	97,575 SH	Increased+16,560 SH
ROKU INC COM CL A	Stock	$597K	0.1%Prev: 0.1%	5,500 SH	Increased
RTX CORPORATION COM	Stock	$893K	0.1%Prev: 0.1%	4,867 SH	Increased-70 SH
SALESFORCE INC COM	Stock	$212K	0.0%	800 SH	New
SCOTTS MIRACLE-GRO CO CL A	Stock	$1.9M	0.2%Prev: 0.2%	32,775 SH	Decreased-960 SH
SHELL PLC SPON ADS	ADR	$216K	0.0%Prev: 0.0%	2,943 SH	Increased
SHERWIN WILLIAMS CO COM	Stock	$583K	0.1%Prev: 0.1%	1,800 SH	Decreased
SHOPIFY INC CL A SUB VTG SHS	Stock	$406K	0.0%Prev: 0.1%	2,525 SH	Decreased-500 SH
SOUTHERN CO COM	Stock	$4.5M	0.5%Prev: 0.6%	51,706 SH	Decreased+513 SH
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF	ETF	$965K	0.1%Prev: 0.1%	23,975 SH	Increased+700 SH
STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF	ETF	$709K	0.1%	15,000 SH	New
SYNOVUS FINL CORP COM NEW	Stock	$1.2M	0.1%Prev: 0.1%	23,826 SH	Increased+7,143 SH
TARGET CORP COM	Stock	$2.0M	0.2%Prev: 0.2%	20,241 SH	Increased-79 SH
TESLA INC COM	Stock	$427K	0.1%Prev: 0.1%	950 SH	Increased
TRAVELERS COMPANIES INC COM	Stock	$18.3M	2.2%Prev: 2.1%	62,956 SH	Increased-519 SH
TRUIST FINL CORP COM	Stock	$460K	0.1%Prev: 0.1%	9,340 SH	Increased+20 SH
UNITED PARCEL SERVICE INC CL B	Stock	$10.2M	1.2%Prev: 1.1%	103,332 SH	Increased-2,436 SH
UNITED RENTALS INC COM	Stock	$2.5M	0.3%Prev: 0.3%	3,045 SH	Decreased-10 SH
UNITEDHEALTH GROUP INC COM	Stock	$253K	0.0%Prev: 0.0%	765 SH	Decreased
VERIZON COMMUNICATIONS INC COM	Stock	$4.1M	0.5%Prev: 0.6%	101,243 SH	Decreased-9,205 SH
VERTIV HOLDINGS CO COM CL A	Stock	$203K	0.0%	1,250 SH	New
VISA INC COM CL A	Stock	$871K	0.1%Prev: 0.1%	2,484 SH	Decreased-1,038 SH
WALMART INC COM	Stock	$3.6M	0.4%Prev: 0.4%	32,686 SH	Increased-70 SH
WARNER BROS DISCOVERY INC COM SER A	Stock	$2.5M	0.3%Prev: 0.3%	87,882 SH	Increased-22,429 SH
WASTE MGMT INC DEL COM	Stock	$599K	0.1%Prev: 0.1%	2,725 SH	Decreased
WELLS FARGO CO NEW COM	Stock	$1.1M	0.1%Prev: 0.1%	11,873 SH	Increased-650 SH
WHEATON PRECIOUS METALS CORP COM	Stock	$220K	0.0%Prev: 0.0%	1,875 SH	Increased
WHIRLPOOL CORP COM	Stock	$6.4M	0.8%Prev: 0.8%	88,184 SH	Increased+7,588 SH
WILLIAMS SONOMA INC COM	Stock	$2.8M	0.3%Prev: 0.4%	15,880 SH	Decreased+22 SH
WISDOMTREE US TOTAL DIVIDEND ETF	ETF	$255K	0.0%Prev: 0.0%	3,000 SH	Increased
WW GRAINGER INC COM	Stock	$14.1M	1.7%	13,963 SH	New
ZEBRA TECHNOLOGIES CORPORATION CL A	Stock	$2.8M	0.3%Prev: 0.4%	11,565 SH	Decreased-300 SH
ZIMMER BIOMET HOLDINGS INC COM	Stock	$1.8M	0.2%Prev: 0.3%	19,580 SH	Decreased-2,780 SH

Sold (vs prior filing)

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ARISTA NETWORKS INC COM SHS — $219K
CLOROX CO DEL COM — $231K
CLOUDFLARE INC CL A COM — $215K
COSTCO WHSL CORP NEW COM — $1.3M
EBAY INC. COM — $205K
FASTENAL CO COM — $203K
FISERV INC COM — $203K
GRAINGER W W INC COM — $13.4M
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF — $217K
KELLANOVA COM — $891K
NETFLIX INC COM — $29.5M
NIKE INC CL B — $214K
PROCTER AND GAMBLE CO COM — $1.5M
SANDSTORM GOLD LTD COM NEW — $125K
SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF — $711K
THERATECHNOLOGIES INC COM NEW — $36K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001540944-26-000001	$845.5M	View
Oct 31, 2025	Q3 2025	13F-HR	0001540944-25-000006	$834.1M	View
Jul 24, 2026	Q2 2026