GREATMARK INVESTMENT PARTNERS, INC. — 13F Holdings & Portfolio

CIK 1540944 · latest 13F-HR filed 2026-07-24

GREATMARK INVESTMENT PARTNERS, INC. manages $906.5M in 13F-reported U.S. long-equity assets across 153 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AFL (7.92%), MPC (4.56%), AAPL (4.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 2, added to 72, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6001 RIVER RD
SUITE 300
COLUMBUS, GA 31904-4556
Phone
(706) 327-2128
Filing Manager
GREATMARK INVESTMENT PARTNERS, INC.
COLUMBUS, GA
Signatory
Jeffrey Adams
Officer
Loading holdings…
AUM

$906.5M

Long-equity book

Holdings

153

Distinct positions

Period

2026-06-30

Filed 2026-07-24

Q/Q Activity

+10 / −2 / ↑72 / ↓28

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • QUALCOMM INC COM$10.2M +43.3%
  • RH COM$5.6M +37.9%
  • CISCO SYS INC COM$4.5M +47.8%
  • APPLE INC COM$4.4M +12.3%
  • ELEVANCE HEALTH INC FORMERLY A COM$4.0M +35.4%
Show all 72

Top Trims

  • DEVON ENERGY CORP NEW COM-$6.1M -20.2%
  • NETFLIX INC. COM-$5.9M -26.0%
  • ACADEMY SPORTS & OUTDOORS INC COM-$5.2M -17.6%
  • UNITED PARCEL SVCS INC CL B-$4.9M -48.9%
  • PRECISION DRILLING CORP COM NEW-$2.9M -26.1%
Show all 28

New Positions

  • PULTE GROUP INC COM$6.8M
  • EXXONMOBIL HOLDINGS CORP COM SHS$5.7M
  • FIDELITY ENHANCED MID CAP CORE ETF$4.3M
  • INTEL CORP COM$454.5K
  • FLUOR CORP COM$330.1K
Show all 10

Exited Positions

  • EXXON MOBIL CORP COM$7.1M
  • BOEING CO COM$238.8K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AFLAC INC COM AFL 001055102 $71.8M 7.92% 612,354 SH
2 MARATHON PETE CORP COM MPC 56585A102 $41.3M 4.56% 161,649 SH
3 APPLE INC COM AAPL 037833100 $40.5M 4.47% 139,961 SH
4 AMERICAN EXPRESS CO COM AXP 025816109 $39.2M 4.33% 115,991 SH
5 QUALCOMM INC COM QCOM 747525103 $33.7M 3.71% 182,150 SH
6 AUTONATION INC COM AN 05329W102 $31.2M 3.44% 167,953 SH
7 CHARLES SCHWAB CORPORATION COM SCHW 808513105 $31.0M 3.41% 335,492 SH
8 JOHNSON & JOHNSON COM JNJ 478160104 $29.1M 3.21% 114,692 SH
9 MICROSOFT CORP COM MSFT 594918104 $26.1M 2.88% 69,926 SH
10 AMGEN INC COM AMGN 031162100 $25.8M 2.85% 71,294 SH
11 ACADEMY SPORTS & OUTDOORS INC COM ASO 00402L107 $24.5M 2.70% 519,047 SH
12 DEVON ENERGY CORP NEW COM DVN 25179M103 $23.9M 2.63% 577,265 SH
13 AMAZON COM INC COM AMZN 023135106 $23.5M 2.59% 98,496 SH
14 AMERIPRISE FINL INC COM AMP 03076C106 $22.3M 2.46% 48,630 SH
15 LOWES COS INC COM LOW 548661107 $21.2M 2.34% 96,020 SH
16 TRAVELERS COMPANIES INC COM TRV 89417E109 $20.7M 2.28% 62,598 SH
17 RH COM RH 74967X103 $20.5M 2.26% 124,326 SH
18 PAYPAL HLDGS INC COM PYPL 70450Y103 $18.9M 2.09% 437,801 SH
19 WW GRAINGER INC COM GWW 384802104 $18.4M 2.03% 13,555 SH
20 COCA COLA CO COM KO 191216100 $17.1M 1.89% 210,946 SH
21 NETFLIX INC. COM NFLX 64110L106 $16.7M 1.84% 233,649 SH
22 ELEVANCE HEALTH INC FORMERLY A COM ELV 036752103 $15.3M 1.69% 39,576 SH
23 CISCO SYS INC COM CSCO 17275R102 $13.8M 1.53% 117,886 SH
24 HOME DEPOT INC COM HD 437076102 $12.0M 1.33% 34,137 SH
25 CVS HEALTH CORP COM CVS 126650100 $11.4M 1.26% 110,539 SH
26 BOOKING HOLDINGS INC COM BKNG 09857L108 $11.3M 1.24% 63,175 SH
27 ILLINOIS TOOL WKS INC COM ITW 452308109 $10.8M 1.19% 40,020 SH
28 BANK OF AMER CORP COM BAC 060505104 $10.7M 1.18% 187,686 SH
29 ABBVIE INC COM ABBV 00287Y109 $9.2M 1.02% 36,732 SH
30 BUILDERS FIRSTSOURCE INC COM BLDR 12008R107 $8.6M 0.95% 96,339 SH
31 GENERAL DYNAMICS CORP COM GD 369550108 $8.2M 0.91% 23,254 SH
32 PRECISION DRILLING CORP COM NEW PDS 74022D407 $8.2M 0.91% 107,314 SH
33 NUVEEN PREFERRED & INCOME OPPS CEF JPC 67073B106 $7.7M 0.85% 973,962 SH
34 PULTE GROUP INC COM PHM 745867101 $6.8M 0.76% 49,900 SH
35 EMERSON ELEC CO COM EMR 291011104 $5.8M 0.64% 40,735 SH
36 CHEVRON CORPORATION COM CVX 166764100 $5.7M 0.63% 34,669 SH
37 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $5.7M 0.63% 41,642 SH
38 UNITED PARCEL SVCS INC CL B UPS 911312106 $5.1M 0.57% 47,788 SH
39 SOUTHERN CO COM SO 842587107 $5.0M 0.55% 51,872 SH
40 WHIRLPOOL CORP COM WHR 963320106 $4.9M 0.54% 124,176 SH
41 ALPHABET INC CAP STK CL A GOOGL 02079K305 $4.5M 0.50% 12,573 SH
42 FIDELITY ENHANCED MID CAP CORE ETF FMDE 31609A503 $4.3M 0.47% 105,130 SH
43 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $4.2M 0.46% 98,909 SH
44 CALAMOS CONVERTIBLE & HIGH INCOME CEF CHY 12811P108 $4.1M 0.45% 300,632 SH
45 WILLIAMS SONOMA INC COM WSM 969904101 $4.1M 0.45% 17,493 SH
46 NUVEEN MUNICIPAL CREDIT INCOME CEF NZF 67070X101 $4.0M 0.44% 316,300 SH
47 GLOBAL PMTS INC COM GPN 37940X102 $3.8M 0.42% 51,872 SH
48 WALMART INC COM WMT 931142103 $3.7M 0.41% 32,676 SH
49 GILEAD SCIENCES INC COM GILD 375558103 $3.6M 0.39% 28,312 SH
50 COHEN & STEERS LIMITED DUR PFD & INC CEF LDP 19248C105 $3.6M 0.39% 168,275 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $906.5M 153 0001540944-26-000003
2026-03-31 2026-04-28 $853.6M 145 0001540944-26-000002
2025-12-31 2026-01-27 $845.5M 143 0001540944-26-000001