GREATMARK INVESTMENT PARTNERS, INC.
•CIK: 1540944•Filing: Q4 2025
**GREATMARK INVESTMENT PARTNERS, INC.** manages $845M across a diversified portfolio of 143 positions. The firm maintains significant exposure to technology and financial sectors, highlighted by top holdings including AFL at $64.9M and AXP at $40.5M. Further concentration is evident in mega-cap names such as AAPL ($38.7M), MSFT ($34.1M), and AN ($33.4M). This allocation suggests a conviction in established market leaders across various industrial verticals.
Total AUM
$845.5M
QoQ Performance
+1.4%
Positions
143
Top 10 Concentration
41.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AFL
AFL7.7%
AXP4.8%
AAPL4.6%
MSFT4.0%
AN4.0%
SCHW3.9%
QCOM3.6%
MPC3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.7%
Technology14.8%
Financial11.4%
Consumer9.1%
Healthcare8.7%
Energy3.9%
Communication2.8%
Consumer Staples1.9%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW6 new positions
↑52 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023