Greatmark Investment Partners, Inc. holds a diversified book of 153 stocks worth $906.5M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Pultegroup Inc and trimmed Aflac Inc. Their largest long position is Aflac Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1540944/holdings"
Use Arkolith to show GREATMARK INVESTMENT PARTNERS, INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.2 points over this window.
Growth of $10,000 cloning Greatmark Investment Partners, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Greatmark Investment Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $480.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $289.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $137.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $130.6B |
| UBS Group AG | 79 / 80 | $121.6B |
| FIFTH THIRD BANCORP | 79 / 80 | $19.8B |
| Rockefeller Capital Management L.P. | 79 / 80 | $14.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $11.5B |
Ranked by how many of Greatmark Investment Partners, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aflac Inc Com Stock | $71.8M | 612.4K | 7.9% | ▼−5.0% Reduced · −32K sh | |
| 2 | Marathon Pete Corp Com Stock | $41.3M | 161.6K | 4.6% | ▼−3.0% Reduced · −5K sh | |
| 3 | Apple Inc Com Stock | $40.5M | 140.0K | 4.5% | ▼−1.5% Reduced · −2K sh | |
| 4 | American Express Co Com Stock | $39.2M | 116.0K | 4.3% | ▼−0.8% Reduced · −958 sh | |
| 5 | Qualcomm Inc Com Stock | $33.7M | 182.2K | 3.7% | ▼−0.1% Reduced · −217 sh | |
| 6 | Autonation Inc Com Stock | $31.2M | 168.0K | 3.4% | ▲+1.6% Added · +3K sh | |
| 7 | Charles Schwab Corporation Com Stock | $31.0M | 335.5K | 3.4% | ▲+0.7% Added · +2K sh | |
| 8 | Johnson & Johnson Com Stock | $29.1M | 114.7K | 3.2% | ▼−1.7% Reduced · −2K sh | |
| 9 | Microsoft Corp Com Stock | $26.1M | 69.9K | 2.9% | ▼−0.1% Reduced · −60 sh | |
| 10 | Amgen Inc Com Stock | $25.8M | 71.3K | 2.8% | ▲+0.4% Added · +271 sh | |
| 11 | Academy Sports & Outdoors Inc Com Stock | $24.5M | 519.0K | 2.7% | ▼−1.3% Reduced · −7K sh | |
| 12 | Devon Energy Corp New Com Stock | $23.9M | 577.3K | 2.6% | ▼−2.9% Reduced · −17K sh | |
| 13 | Amazon Com Inc Com Stock | $23.5M | 98.5K | 2.6% | ▼−0.5% Reduced · −508 sh | |
| 14 | Ameriprise Finl Inc Com Stock | $22.3M | 48.6K | 2.5% | ▲+4.0% Added · +2K sh | |
| 15 | Lowes Cos Inc Com Stock | $21.2M | 96.0K | 2.3% | ▲+4.4% Added · +4K sh | |
| 16 | Travelers Companies Inc Com Stock | $20.7M | 62.6K | 2.3% | ▲+0.1% Added · +82 sh | |
| 17 | RH Com Stock | $20.5M | 124.3K | 2.3% | ▲+17% Added · +18K sh | |
| 18 | PayPal Hldgs Inc Com Stock | $18.9M | 437.8K | 2.1% | ▲+6.9% Added · +28K sh | |
| 19 | WW Grainger Inc Com Stock | $18.4M | 13.6K | 2.0% | ▼−1.6% Reduced · −226 sh | |
| 20 | Coca Cola Co Com Stock | $17.1M | 210.9K | 1.9% | ▼−0.2% Reduced · −440 sh | |
| 21 | Netflix Inc. Com Stock | $16.7M | 233.6K | 1.8% | ▼−0.4% Reduced · −900 sh | |
| 22 | Elevance Health Inc Formerly A Com Stock | $15.3M | 39.6K | 1.7% | ▲+2.5% Added · +954 sh | |
| 23 | Cisco Sys Inc Com Stock | $13.8M | 117.9K | 1.5% | ▼−2.4% Reduced · −3K sh | |
| 24 | Home Depot Inc Com Stock | $12.0M | 34.1K | 1.3% | ▼−2.9% Reduced · −1K sh | |
| 25 | CVS Health Corp Com Stock | $11.4M | 110.5K | 1.3% | ▼−4.4% Reduced · −5K sh | |
| 26 | Booking Holdings Inc Com Stock | $11.3M | 63.2K | 1.2% | ▲26× Added · +61K sh | |
| 27 | Illinois Tool WKS Inc Com Stock | $10.8M | 40.0K | 1.2% | ▼−3.0% Reduced · −1K sh | |
| 28 | Bank Of Amer Corp Com Stock | $10.7M | 187.7K | 1.2% | ▼−1.3% Reduced · −3K sh | |
| 29 | Abbvie Inc Com Stock | $9.2M | 36.7K | 1.0% | ▼−3.2% Reduced · −1K sh | |
| 30 | Builders Firstsource Inc Com Stock | $8.6M | 96.3K | 1.0% | ▲+43% Added · +29K sh | |
| 31 | General Dynamics Corp Com Stock | $8.2M | 23.3K | 0.9% | ▼−1.2% Reduced · −281 sh | |
| 32 | Precision Drilling Corp Com New Stock | $8.2M | 107.3K | 0.9% | ▼−5.2% Reduced · −6K sh | |
| 33 | Nuveen Preferred & Income Opps Cef CEF | $7.7M | 974.0K | 0.8% | ▼−1.2% Reduced · −12K sh | |
| 34 | Pulte Group Inc Com Stock | $6.8M | 49.9K | 0.8% | ▲New New position | |
| 35 | Emerson Elec Co Com Stock | $5.8M | 40.7K | 0.6% | ▼−1.7% Reduced · −699 sh | |
| 36 | Chevron Corporation Com Stock | $5.7M | 34.7K | 0.6% | ▲+1.7% Added · +583 sh | |
| 37 | ExxonMobil Holdings Corp Com SHS Stock | $5.7M | 41.6K | 0.6% | ▲New New position | |
| 38 | United Parcel Svcs Inc CL B Stock | $5.1M | 47.8K | 0.6% | ▼−53% Reduced · −54K sh | |
| 39 | Southern Co Com Stock | $5.0M | 51.9K | 0.5% | ▼−0.2% Reduced · −110 sh | |
| 40 | Whirlpool Corp Com Stock | $4.9M | 124.2K | 0.5% | ▲+29% Added · +28K sh | |
| 41 | Alphabet Inc Cap STK CL A Stock | $4.5M | 12.6K | 0.5% | ▼−1.9% Reduced · −237 sh | |
| 42 | Fidelity Enhanced Mid Cap Core ETF ETF | $4.3M | 105.1K | 0.5% | ▲New New position | |
| 43 | Verizon Communications Inc Com Stock | $4.2M | 98.9K | 0.5% | ▼−0.9% Reduced · −886 sh | |
| 44 | Calamos Convertible & High Income Cef CEF | $4.1M | 300.6K | 0.5% | ▲+1.5% Added · +4K sh | |
| 45 | Williams Sonoma Inc Com Stock | $4.1M | 17.5K | 0.4% | ▲+2.3% Added · +400 sh | |
| 46 | Nuveen Municipal Credit Income Cef CEF | $4.0M | 316.3K | 0.4% | —Held | |
| 47 | Global PMTS Inc Com Stock | $3.8M | 51.9K | 0.4% | ▼−2.9% Reduced · −2K sh | |
| 48 | Walmart Inc Com Stock | $3.7M | 32.7K | 0.4% | ▼−1.2% Reduced · −402 sh | |
| 49 | Gilead Sciences Inc Com Stock | $3.6M | 28.3K | 0.4% | ▼−1.3% Reduced · −378 sh | |
| 50 | Cohen & Steers Limited Dur PFD & Inc Cef CEF | $3.6M | 168.3K | 0.4% | ▼−1.5% Reduced · −3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 153 | $906.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 145 | $853.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 143 | $845.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 149 | $834.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 145 | $796.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 141 | $733.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 140 | $734.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 134 | $737.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.