Greatmark Investment Partners, Inc. Top Holdings and 13F Report (2025) About Greatmark Investment Partners, Inc.Investment ActivityGreatmark Investment Partners, Inc. has $733.40 million in total holdings as of March 31, 2025.Greatmark Investment Partners, Inc. owns shares of 141 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Greatmark Investment Partners, Inc. has purchased 140 new stocks and bought additional shares in 61 stocks.Greatmark Investment Partners, Inc. sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings Aflac $56,258,947Apple $31,808,723American Express $31,344,623Microsoft $27,972,186Charles Schwab $26,504,199 Largest New Holdings this Quarter 12008R107 - Builders FirstSource $757,761 Holding82509L107 - Shopify $298,375 Holding092528876 - ISHARES TOTAL RETURN ACTIVE ETF $219,066 Holding780259305 - Shell $215,663 Holding21037T109 - Constellation Energy $209,292 Holding Largest Purchases this Quarter Academy Sports and Outdoors 103,680 shares (about $4.73M)NVIDIA 12,771 shares (about $1.38M)Devon Energy 35,060 shares (about $1.31M)AutoNation 7,742 shares (about $1.25M)RH 4,201 shares (about $984.76K) Largest Sales this Quarter Paramount Global 95,435 shares (about $1.14M)American Express 2,018 shares (about $542.94K)Aflac 4,538 shares (about $504.58K)PIMCO Low Duration Exchange-Traded Fund 3,650 shares (about $350.32K)W.W. Grainger 288 shares (about $284.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreatmark Investment Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAFLAflac$56,258,947$504,581 ▼-0.9%505,9717.7%FinanceAAPLApple$31,808,723$7,775 ▼0.0%143,1994.3%Computer and TechnologyAXPAmerican Express$31,344,623$542,943 ▼-1.7%116,5014.3%FinanceMSFTMicrosoft$27,972,186$28,154 ▼-0.1%74,5153.8%Computer and TechnologySCHWCharles Schwab$26,504,199$532,069 ▲2.0%338,5823.6%FinanceQCOMQUALCOMM$26,068,340$237,020 ▲0.9%169,7053.6%Computer and TechnologyANAutoNation$24,958,996$1,253,585 ▲5.3%154,1443.4%Retail/WholesaleNFLXNetflix$24,787,580$71,805 ▲0.3%26,5813.4%Consumer DiscretionaryMPCMarathon Petroleum$23,861,545$380,542 ▲1.6%163,7833.3%EnergyAMGNAmgen$22,006,957$567,333 ▲2.6%70,6373.0%MedicalLOWLowe's Companies$19,822,463$735,608 ▲3.9%84,9912.7%Retail/WholesaleJNJJohnson & Johnson$19,452,666$839,315 ▲4.5%117,2982.7%MedicalASOAcademy Sports and Outdoors$18,554,832$4,728,845 ▲34.2%406,8152.5%Consumer DiscretionaryAMPAmeriprise Financial$18,322,470$293,853 ▲1.6%37,8482.5%FinancePYPLPayPal$18,122,339$357,113 ▲2.0%277,7372.5%Computer and TechnologyAMZNAmazon.com$18,122,075$542,431 ▲3.1%95,2492.5%Retail/WholesaleDVNDevon Energy$17,828,094$1,311,244 ▲7.9%476,6872.4%EnergyTRVTravelers Companies$16,119,630$468,623 ▲3.0%60,9532.2%FinanceGWWW.W. Grainger$14,053,895$284,496 ▼-2.0%14,2271.9%IndustrialsHDHome Depot$13,404,352$190,575 ▼-1.4%36,5751.8%Retail/WholesaleKOCoca-Cola$12,984,802$111,799 ▲0.9%181,3011.8%Consumer StaplesUPSUnited Parcel Service$12,455,432$641,794 ▲5.4%113,2411.7%TransportationRHRH$11,501,092$984,756 ▲9.4%49,0641.6%Consumer StaplesELVElevance Health$11,344,409$936,886 ▲9.0%26,0821.5%MedicalITWIllinois Tool Works$10,601,311$120,779 ▼-1.1%42,7461.4%IndustrialsBKNGBooking$10,466,900$161,242 ▼-1.5%2,2721.4%Retail/WholesaleABBVAbbVie$8,648,986$16,762 ▲0.2%41,2801.2%MedicalCVSCVS Health$8,570,578$119,240 ▼-1.4%126,5031.2%MedicalJPCNuveen Preferred & Income Opportunities Fund$7,948,574$36,258 ▲0.5%998,5651.1%Financial ServicesCSCOCisco Systems$7,883,440$40,111 ▼-0.5%127,7501.1%Computer and TechnologyBACBank of America$7,815,153$101,779 ▼-1.3%187,2791.1%FinanceGDGeneral Dynamics$6,683,934$460,388 ▲7.4%24,5210.9%AerospaceWHRWhirlpool$5,702,976$638,120 ▲12.6%63,2750.8%Consumer DiscretionaryEMREmerson Electric$5,150,120$52,408 ▼-1.0%46,9730.7%IndustrialsVZVerizon Communications$5,082,044$11,385 ▼-0.2%112,0380.7%Computer and TechnologyGPNGlobal Payments$5,081,073$169,108 ▼-3.2%51,8900.7%Business ServicesXOMExxon Mobil$5,038,945$331,577 ▲7.0%42,3690.7%EnergyPDSPrecision Drilling$4,950,531$680,093 ▲15.9%106,1890.7%EnergyCVXChevron$4,851,224$2,509 ▲0.1%28,9990.7%EnergyTGTTarget$4,653,517$18,680 ▼-0.4%44,5910.6%Retail/WholesaleSOSouthern$4,577,691$40,366 ▼-0.9%49,7850.6%UtilitiesAPDAir Products and Chemicals$4,228,858$34,211 ▲0.8%14,3390.6%Basic MaterialsMCDMcDonald's$4,023,081$104,021 ▼-2.5%12,8790.5%Retail/WholesaleNZFNuveen Municipal Credit Income Fund$3,697,129$208,864 ▲6.0%302,3000.5%Financial ServicesGILDGilead Sciences$3,691,151$10,084 ▼-0.3%32,9420.5%MedicalLDPCohen & Steers Limited Duration Preferred and Income Fund$3,515,663$25,450 ▲0.7%172,6750.5%MiscellaneousZBRAZebra Technologies$3,491,594$31,082 ▼-0.9%12,3570.5%IndustrialsIEFiShares 7-10 Year Treasury Bond ETF$3,257,935$5,722 ▲0.2%34,1610.4%ETFGISGeneral Mills$3,120,799$143,735 ▲4.8%52,1960.4%Consumer StaplesAMLPAlerian MLP ETF$2,975,6430.0%57,2900.4%ETFWMTWalmart$2,789,571$43,982 ▲1.6%31,7760.4%Retail/WholesaleCHYCalamos Convertible and High Income Fund$2,601,881$39,622 ▲1.5%257,6120.4%Financial ServicesZBHZimmer Biomet$2,344,524$151,661 ▲6.9%20,7150.3%MedicalVGMInvesco Trust for Investment Grade Municipals$2,303,250$166,830 ▲7.8%231,2500.3%FinanceLLYEli Lilly and Company$2,101,941$165,182 ▲8.5%2,5450.3%MedicalBRK.BBerkshire Hathaway$2,053,096$481,985 ▲30.7%3,8550.3%FinanceCGCPCapital Group Core Plus Income ETF$2,048,675$432,499 ▲26.8%91,2550.3%ETFWSMWilliams-Sonoma$1,977,041$377,859 ▲23.6%12,5050.3%Retail/WholesaleNVDANVIDIA$1,961,244$1,384,121 ▲239.8%18,0960.3%Computer and TechnologyURIUnited Rentals$1,920,836$6,267 ▼-0.3%3,0650.3%ConstructionLDURPIMCO Low Duration Exchange-Traded Fund$1,853,992$350,317 ▼-15.9%19,3170.3%ETFPGProcter & Gamble$1,562,070$68,168 ▼-4.2%9,1660.2%Consumer StaplesIPGPIPG Photonics$1,493,956$1,137 ▼-0.1%23,6610.2%Computer and TechnologyJPMJPMorgan Chase & Co.$1,457,573$55,193 ▼-3.6%5,9420.2%FinanceMETAMeta Platforms$1,352,717$47,262 ▲3.6%2,3470.2%Computer and TechnologySMGScotts Miracle-Gro$1,337,120$303,816 ▲29.4%24,3600.2%Basic MaterialsDRIDarden Restaurants$1,323,8470.0%6,3720.2%Retail/WholesaleCOSTCostco Wholesale$1,301,3930.0%1,3760.2%Retail/WholesaleWBDWarner Bros. Discovery$1,292,321$4,582 ▼-0.4%120,4400.2%Consumer DiscretionaryVVisa$1,250,7920.0%3,5690.2%Business ServicesGOOGAlphabet$1,234,842$124,984 ▲11.3%7,9040.2%Computer and TechnologyPEPPepsiCo$1,225,760$37,485 ▲3.2%8,1750.2%Consumer StaplesKKellanova$1,144,136$72,179 ▼-5.9%13,8700.2%Consumer DiscretionaryWFCWells Fargo & Company$1,079,937$115,223 ▼-9.6%15,0430.1%FinanceIWFiShares Russell 1000 Growth ETF$1,078,9370.0%2,9880.1%ETFPAYXPaychex$1,045,710$14,657 ▲1.4%6,7780.1%Business ServicesGOOGLAlphabet$1,015,985$15,464 ▲1.5%6,5700.1%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$895,445$330,378 ▲58.5%22,2250.1%ETFSNVSynovus Financial$878,796$2,290 ▲0.3%18,8020.1%FinanceBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceORCLOracle$790,626$17,476 ▲2.3%5,6550.1%Computer and TechnologyPPGPPG Industries$787,3200.0%7,2000.1%Basic MaterialsBLDRBuilders FirstSource$757,761$757,761 ▲New Holding6,0650.1%Retail/WholesalePMPhilip Morris International$750,3170.0%4,7270.1%Consumer StaplesRTXRTX$730,120$212,466 ▲41.0%5,5120.1%AerospaceSTOTSPDR DoubleLine Short Duration Total Return Tactical ETF$708,750$129,938 ▼-15.5%15,0000.1%ETFCOPConocoPhillips$708,570$17,013 ▲2.5%6,7470.1%EnergyAPAMArtisan Partners Asset Management$700,8680.0%17,9250.1%FinanceOXYOccidental Petroleum$672,7770.0%13,6300.1%EnergyFITBFifth Third Bancorp$646,8000.0%16,5000.1%FinanceWMWaste Management$636,6530.0%2,7500.1%Business ServicesSHWSherwin-Williams$628,542$115,233 ▼-15.5%1,8000.1%Basic MaterialsGEGE Aerospace$588,8410.0%2,9420.1%IndustrialsABTAbbott Laboratories$573,5790.0%4,3240.1%MedicalDUKDuke Energy$559,964$24,394 ▲4.6%4,5910.1%UtilitiesMOAltria Group$535,6190.0%8,9240.1%Consumer StaplesKMBKimberly-Clark$488,2410.0%3,4330.1%Consumer StaplesADPAutomatic Data Processing$466,239$22,915 ▲5.2%1,5260.1%Business ServicesTAT&T$426,547$25,452 ▼-5.6%15,0830.1%Computer and TechnologyIBMInternational Business Machines$412,5270.0%1,6590.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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