GREATMARK INVESTMENT PARTNERS, INC.

RIA/Wealth

GREATMARK INVESTMENT PARTNERS, INC. is a RIA/Wealth based in Columbus, GA led by Jeffrey Guy Adams, reporting $938.7M in AUM as of Q3 2025 with AFL as the largest holding (7% allocation).

CCOJeffrey Guy Adams

Portfolio Value: $833.9M
Positions: 148
Top Holding: AFL at 6.72%
Last Reported: Q3 2025

Address6001 River Rd, Suite 300, Columbus, GA, 31904-4556, United States

Top Holdings

Largest long holdings in GREATMARK INVESTMENT PARTNERS, INC.'s portfolio (42.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Aflac AFL	Insurance - Life Financial Services	$56.0M	6.72%	-$166.7K Sold	0.09% 501.7K shares	≤ Q2 2013 Held for 12y 5m+
2 American Express AXP	Financial - Credit Services Financial Services	$38.1M	4.57%	-$597.9K Sold	0.02% 114.8K shares	≤ Q2 2013 Held for 12y 5m+
3 Microsoft MSFT	Software - Infrastructure Technology	$37.3M	4.48%	-$818.4K Sold	0.00% 72.1K shares	≤ Q2 2013 Held for 12y 5m+
4 Apple AAPL	Consumer Electronics Technology	$36.0M	4.32%	-$297.9K Sold	0.00% 141.5K shares	≤ Q2 2013 Held for 12y 5m+
5 AutoNation AN	Auto - Dealerships Consumer Cyclical	$35.1M	4.21%	+$124.9K Bought	0.43% 160.4K shares	Q1 2024 Held for 1y 8m
6 Marathon Petroleum MPC	Oil & Gas Refining & Marketing Energy	$32.5M	3.90%	-$14.6K Sold	0.06% 168.5K shares	Q4 2016 Held for 8y 11m
7 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$32.3M	3.88%	-$503.3K Sold	0.02% 338.5K shares	Q3 2016 Held for 9y 2m
8 Qualcomm QCOM	Semiconductors Technology	$29.5M	3.54%	+$446.0K Bought	0.02% 177.6K shares	Q1 2015 Held for 10y 8m
9 Netflix NFLX	Entertainment Communication Services	$29.5M	3.54%	-$1.2M Sold	0.01% 24.6K shares	Q1 2022 Held for 3y 8m
10 Academy Sports and Outdoors ASO	Specialty Retail Consumer Cyclical	$25.9M	3.11%	+$545.7K Bought	0.78% 518.0K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GREATMARK INVESTMENT PARTNERS, INC.'s latest filing

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GthenC

Market Value

$833.9M

Prior: $796.6M

Q/Q Change

+4.68%

+$37.3M

Net Flows % of MV

+0.252%

Turnover Ratio

1.41%

New Purchases

5 stocks

$3.0M

Added To

38 stocks

+$9.7M

Sold Out Of

2 stocks

$4.0M

Reduced Holdings

60 stocks

-$6.6M

Increased Positions

Position	Shares Δ	Change
1 PSKY Paramount Skydance Corporation Class B Common Stock PSKY	New	0 → 113.5K +$2.1M
2 Arista Networks ANET	New	0 → 1.5K +$218.6K
3 Cloudflare, Inc. NET	New	0 → 1.0K +$214.6K
4 Wheaton Precious Metals WPM	New	0 → 1.9K +$209.7K
5 Fastenal FAST	New	0 → 4.1K +$203.0K

Decreased Positions

Position	Shares Δ	Change
1 Viasat VSAT	Sold	262.5K → 0 −$3.8M
2 Vanguard Mid-Cap Value VOE	Sold	1.2K → 0 −$204.6K
3 Theratechnologies Inc. THTX	-24.37%	14.9K → 11.3K −$11.6K
4 BlackRock Total Return BRTR	-19.44%	5.0K → 4.0K −$49.7K
5 LDUR PIMCO Enhanced Low Duration Active Fund LDUR	-12.68%	13.7K → 12.0K −$167.3K