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| Greatmark Investment Partners Inc
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|---|---|
| CRD # | 105267 |
| SEC # | 801-29945 |
| CIK # | 0001540944 |
| AUM | 1,020.6 M (2026-03-02) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 706-327-2128 |
| Address | 6001 River Rd Columbus, GA 31904-4556 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001540944 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Aflac Inc | 70.7 | |
| Marathon Petroleum Corp | 40.7 | |
| Apple Inc | 36.1 | |
| American Express Co | 35.4 | |
| AutoNation Inc | 32.3 | |
| Schwab Charles Corp | 31.3 | |
| Devon Energy Corp/DE | 29.9 | |
| Academy Sports & Outdoors Inc | 29.7 | |
| Johnson & Johnson | 28.5 | |
| Microsoft Corp | 25.9 | |
| Amgen Inc | 25.0 | |
| Qualcomm Inc/DE | 23.5 | |
| Netflix Inc | 22.6 | |
| Lowes Companies Inc | 21.7 | |
| Ameriprise Financial Inc | 20.8 | |
| Amazon Com Inc | 20.6 | |
| Paypal Holdings Inc | 18.5 | |
| Travelers Companies Inc | 18.2 | |
| Coca Cola Co | 16.1 | |
| Grainger W W Inc | 15.0 | |
| Restoration Hardware Holdings Inc | 14.9 | |
| Home Depot Inc | 11.6 | |
| Wellpoint Inc | 11.3 | |
| Precision Drilling Corp | 11.1 | |
| Illinois Tool Works Inc | 10.7 | |
| Priceline Com Inc | 10.1 | |
| United Parcel Service Inc | 10.0 | |
| Cisco Systems Inc | 9.4 | |
| Bank of America Corp /DE/ | 9.3 | |
| CVS Caremark Corp | 8.3 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 79.4 |
| (b) Individuals (high net worth individuals) | 197 | 916.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 17.5 |
| (h) Charitable organizations | 8 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,159 | 1,020.6 |
| By Discretionary | ||
| Discretionary | 1,135 | 1,014.7 |
| Non-Discretionary | 24 | 5.9 |
| Total | 1,159 | 1,020.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 1,013.8 | |
| Total | 1,159 | 1,020.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001540944] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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NC | 1,026.0 M |
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Pettyjohn Wood & White Inc
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Sachetta LLC
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|
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|
Galilei Investment Office LLP
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996.1 M |