Greatmark Investment Partners, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $734 Million distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aflac Inc with a value of $52.8M, Apple Inc. with a value of $35.9M, American Express CO with a value of $35.2M, Microsoft Corp with a value of $31.4M, and Qualcomm Inc with a value of $25.8M.

Examining the 13F form we can see an decrease of $2.77M in the current position value, from $737M to 734M.

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

Portfolio value $734 Million
Financial Services: $208 Million
Consumer Cyclical: $141 Million
Technology: $112 Million
Healthcare: $64.7 Million
Industrials: $63.8 Million
Energy: $52.6 Million
Communication Services: $35.7 Million
Consumer Defensive: $30.9 Million
Other: $26.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $734 Million
  • Prior Value $737 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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