Greatmark Investment Partners, Inc.
Annual return '25
+9.2%
SPY '25
+17.7%
Alpha
-8.6ptsvs SPY
Invested
$853.6M
Holdings
144
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AFL
AFLAC INC COM
Q1 2026: New position (95.9k shares)
8.3%
02
$MPC
MARATHON PETE CORP COM
Q1 2026: New position (121.2k shares)
4.8%
03
$AAPL
APPLE INC COM
Q1 2026: New position (16.54M shares)
4.2%
04
$AXP
AMERICAN EXPRESS CO COM
Q1 2026: New position (28.8k shares)
4.1%
05
$AN
AUTONATION INC COM
Q1 2026: New position (31.6k shares)
3.8%
06
$SCHW
CHARLES SCHWAB CORPORATION COM
Q1 2026: New position (2.05M shares)
3.7%
07
$DVN
DEVON ENERGY CORP NEW COM
Q1 2026: New position (88.6k shares)
3.5%
08
$ASO
ACADEMY SPORTS & OUTDOORS INC COM
Held since at least Q1 2024
3.5%
09
$JNJ
JOHNSON & JOHNSON COM
Q1 2026: New position (1.04M shares)
3.3%
10
$MSFT
MICROSOFT CORP COM
Q1 2026: New position (13.65M shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 23:06 UTC.