Greatmark Investment Partners, Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$853.6M
Q ending 2026-03-31
Prior quarter
$845.5M
Q ending 2025-12-31
Change
+1.0% QoQ · +16.4% YoY
Positions
145
reported holdings

Largest positions

Top 100 of 145 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Aflac Inc ComAFLShares$70.7M645K
Marathon Pete Corp ComMPCShares$40.7M167K
Apple Inc ComAAPLShares$36.1M142K
American Express Co ComAXPShares$35.4M117K
Autonation Inc ComANShares$32.3M165K
Charles Schwab Corporation ComSCHWShares$31.3M333K
Devon Energy Corp New ComDVNShares$29.9M594K
Academy Sports & Outdoors Inc ComASOShares$29.7M526K
Johnson & Johnson ComJNJShares$28.5M117K
Microsoft Corp ComMSFTShares$25.9M70K
Amgen Inc ComAMGNShares$25.0M71K
Qualcomm Inc ComQCOMShares$23.5M182K
Netflix Inc. ComNFLXShares$22.6M235K
Lowes Cos Inc ComLOWShares$21.7M92K
Ameriprise Finl Inc ComAMPShares$20.8M47K
Amazon Com Inc ComAMZNShares$20.6M99K
Paypal Hldgs Inc ComPYPLShares$18.5M409K
Travelers Companies Inc ComTRVShares$18.2M63K
Coca Cola Co ComKOShares$16.1M211K
Ww Grainger Inc ComGWWShares$15.0M14K
Rh ComRHShares$14.9M106K
Home Depot Inc ComHDShares$11.6M35K
Elevance Health Inc Formerly A ComELVShares$11.3M39K
Precision Drilling Corp Com NewPDSShares$11.1M113K
Illinois Tool Wks Inc ComITWShares$10.7M41K
Booking Holdings Inc ComBKNGShares$10.1M2K
United Parcel Svcs Inc Cl BUPSShares$10.0M102K
Cisco Sys Inc ComCSCOShares$9.4M121K
Bank Of Amer Corp ComBACShares$9.3M190K
Cvs Health Corp ComCVSShares$8.3M116K
Abbvie Inc ComABBVShares$8.3M38K
General Dynamics Corp ComGDShares$8.1M24K
Nuveen Preferred & Income Opps CefJPCShares$7.4M986K
Exxon Mobil Corp ComXOMShares$7.1M42K
Chevron Corporation ComCVXShares$7.1M34K
Builders Firstsource Inc ComBLDRShares$5.5M67K
Emerson Elec Co ComEMRShares$5.4M41K
Whirlpool Corp ComWHRShares$5.2M96K
Southern Co ComSOShares$5.0M52K
Verizon Communications Inc ComVZShares$5.0M100K
Walmart Inc ComWMTShares$4.1M33K
Mcdonalds Corp ComMCDShares$4.1M13K
Gilead Sciences Inc ComGILDShares$4.0M29K
Nuveen Municipal Credit Income CefNZFShares$3.9M316K
Alphabet Inc Cap Stk Cl AGOOGLShares$3.7M13K
Global Pmts Inc ComGPNShares$3.6M53K
Cohen & Steers Limited Dur Pfd & ILDPShares$3.4M171K
Ipg Photonics Corp ComIPGPShares$3.4M30K
Air Products And Chemicals Inc ComAPDShares$3.3M11K
Calamos Convertible & High Income XCHYXShares$3.2M296K
Capital Group Core Plus Income EtfCGCPShares$3.2M142K
Williams Sonoma Inc ComWSMShares$3.1M17K
Alerian Mlp EtfAMLPShares$3.1M59K
Ishares 7-10 Year Treasury Bond EtIEFShares$2.6M27K
Jpmorgan Chase & Co ComJPMShares$2.5M9K
Nvidia Corporation ComNVDAShares$2.5M14K
Eli Lilly & Co ComLLYShares$2.5M3K
Target Corp ComTGTShares$2.5M20K
Invesco Muni Investment Grade TrusVGMShares$2.5M249K
General Mills Inc ComGISShares$2.4M66K
Zebra Technologies Corporation Cl ZBRAShares$2.4M12K
Alphabet Inc Cap Stk Cl CGOOGShares$2.3M8K
United Rentals Inc ComURIShares$2.2M3K
Scotts Miracle-Gro Co Cl ASMGShares$2.1M35K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$2.0M4K
Zimmer Biomet Holdings Inc ComZBHShares$1.8M20K
Ishares Russell 1000 Growth EtfIWFShares$1.4M3K
Costco Wholesale Corporation ComCOSTShares$1.4M1K
Paramount Skydance Corp Com Cl BPSKYShares$1.4M152K
Procter & Gamble Co ComPGShares$1.4M9K
Darden Restaurants Inc ComDRIShares$1.2M6K
Pinnacle Finl Partners Inc ComPNFPShares$1.1M13K
Pepsico Inc ComPEPShares$1.1M7K
Occidental Pete Corp ComOXYShares$1.0M16K
Rtx Corporation ComRTXShares$1.0M5K
Pimco Enhanced Low Duration ActiveLDURShares$1.0M10K
State Street Doubleline Total RetuTOTLShares$953K24K
Conocophillips ComCOPShares$904K7K
Ge Aerospace Com NewGEShares$900K3K
Wells Fargo & Co ComWFCShares$876K11K
Oracle Corp ComORCLShares$850K6K
Meta Platforms Inc Cl AMETAShares$845K1K
Ppg Inds Inc ComPPGShares$770K7K
Fifth Third Bancorp ComFITBShares$767K17K
Visa Inc Com Cl AVShares$751K2K
Ishares Russell 1000 Value EtfIWDShares$729K3K
Berkshire Hathaway Inc Del Cl ABRK/AShares$718K1
State Street Doubleline Short DuraSTOTShares$707K15K
Philip Morris Intl Inc ComPMShares$691K4K
Paychex Inc ComPAYXShares$678K7K
Altria Group Inc ComMOShares$675K10K
At&T Inc ComTShares$668K23K
Duke Energy Corp New Com NewDUKShares$661K5K
Cnh Indl N V ShsShares$629K57K
Waste Mgmt Inc Del ComWMShares$626K3K
Akre Focus EtfAKREShares$616K12K
Artisan Partners Asset Mgmt I Cl AAPAMShares$609K17K
Ibm CorpIBMShares$601K2K
Lockheed Martin Corp ComLMTShares$594K983
Automatic Data Processing Inc ComADPShares$581K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.