Greatmark Investment Partners, Inc. has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $685 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aflac Inc with a value of $46.6M, Microsoft Corp with a value of $34.5M, Qualcomm Inc with a value of $33M, Apple Inc. with a value of $31M, and American Express CO with a value of $28.9M.

Examining the 13F form we can see an decrease of $18M in the current position value, from $703M to 685M.

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

Portfolio value $685 Million
Financial Services: $178 Million
Technology: $126 Million
Consumer Cyclical: $98.6 Million
Healthcare: $77.2 Million
Energy: $61.6 Million
Industrials: $59.4 Million
Communication Services: $31.4 Million
Consumer Defensive: $29.4 Million
Other: $23.7 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 127
  • Current Value $685 Million
  • Prior Value $703 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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