Greatmark Investment Partners, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $733 Million distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Aflac Inc with a value of $56.3M, Apple Inc. with a value of $31.8M, American Express CO with a value of $31.3M, Microsoft Corp with a value of $28M, and Schwab Charles Corp with a value of $26.5M.
Examining the 13F form we can see an decrease of $1.31M in the current position value, from $734M to 733M.
Below you can find more details about Greatmark Investment Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$733 Million
Financial Services: $205 Million
Consumer Cyclical: $130 Million
Technology: $103 Million
Healthcare: $79.9 Million
Industrials: $61.2 Million
Energy: $58.4 Million
Communication Services: $36.2 Million
Consumer Defensive: $31.5 Million
Other: $28 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
