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Greatmark Investment Partners, Inc.
Greatmark Investment Partners, Inc. is an independent investment adviser headquartered in Columbus, Georgia, United States. The firm manages assets for individuals, including high net worth clients, pension plans, and charitable organizations. Founded in 2011, Greatmark employs a team of 6 professionals and provides fee-based investment management and financial planning services. Clients receive customized portfolio management with an emphasis on risk management and long-term wealth accumulation.
Investment Strategy
Greatmark Investment Partners applies a personalized, client-focused investment approach tailored to individual financial goals and risk tolerance. The firm primarily serves high net worth individuals and develops diversified portfolios that may include equities, fixed income, and other assets. Greatmark emphasizes discretionary management, active portfolio monitoring, and a focus on long-term capital appreciation while considering risk mitigation. The firm serves individuals (including high net worth), pension and profit sharing plans, and charitable organizations, with nearly all accounts managed on a discretionary basis.
Latest 13F Filing Activity
Greatmark Investment Partners, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 144 equity positions with a total 13F market value of $797M. The fund increased holdings in Netflix Inc. Com, Microsoft Corp. Com, Autonation Inc. Com among other positions. Greatmark Investment Partners, Inc. reduced exposure to Aflac Inc. Com, Target Corp. Com, Apple Inc. Com among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AFL | AFLAC INC COM | 6.66% | $53.1M | 503,223 | $38.34 | $105.46 | -$3.2M |
A AXP | AMERICAN EXPRESS CO COM | 4.67% | $37.2M | 116,644 | $90.05 | $318.98 | +$5.9M |
M MSFT | MICROSOFT CORP COM | 4.60% | $36.6M | 73,669 | $27.89 | $497.41 | +$8.7M |
N NFLX | NETFLIX INC COM | 4.31% | $34.3M | 25,619 | $213.54 | $1339.13 | +$9.5M |
A AN | AUTONATION INC COM | 3.99% | $31.7M | 159,822 | $166.93 | $198.65 | +$6.8M |
Industry Allocation
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