Greatmark Investment Partners, Inc. Portfolio Holdings

Greatmark Investment Partners, Inc.

  • $796 Million
  • Q2 2025

Greatmark Investment Partners, Inc. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $796 Million distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aflac Inc with a value of $53.1M, American Express CO with a value of $37.2M, Microsoft Corp with a value of $36.6M, Netflix Inc with a value of $34.3M, and Autonation, Inc. with a value of $31.7M.

Examining the 13F form we can see an increase of $62.9M in the current position value, from $733M to 796M.

Below you can find more details about Greatmark Investment Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $796 Million
Financial Services: $221 Million
Consumer Cyclical: $152 Million
Technology: $119 Million
Healthcare: $75.1 Million
Industrials: $64.6 Million
Energy: $61.6 Million
Communication Services: $46.9 Million
Consumer Defensive: $28.5 Million
Other: $27 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15B
$22.7 Million 2.86% of portfolio
507,040
Q2 2025 Added 24.64%
$5.63B
$14.1 Million 1.77% of portfolio
74,603
Q2 2025 Added 52.05%
$4.67B
$7.8 Million 0.98% of portfolio
76,930
Q2 2025 Added 21.58%
$3.91B
$2.33 Million 0.29% of portfolio
33,956
Q2 2025 Added 43.51%
$3.37B
$2.14 Million 0.27% of portfolio
32,460
Q2 2025 Added 33.25%
$7.11B
$898,000 0.11% of portfolio
17,362
Q2 2025 Reduced 7.66%
$3.21B
$794,000 0.1% of portfolio
17,925
Q4 2024 Reduced 28.59%
$8.64B
$342,000 0.04% of portfolio
5,000
Q1 2023 Reduced 0.3%
$3.17B
$94,000 0.01% of portfolio
10,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $796 Million
  • Prior Value $733 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Greatmark Investment Partners, Inc. Portfolio

Follow Greatmark Investment Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greatmark Investment Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Greatmark Investment Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email