Long-term investor
Greatmark Investment Partners, Inc. @greatmarkinvestmentpartn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001540944).
Record
- Tracked since 2025-06-30 (446 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days +5.0% · 6 months n/a · 1 year +8.8% · all +8.8%
- Max drawdown n/a · win rate 48% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AFL · 7.9% · long · since 2025-06-30
- MPC · 4.6% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- AXP · 4.3% · long · since 2025-06-30
- QCOM · 3.7% · long · since 2025-06-30
- AN · 3.4% · long · since 2025-06-30
- SCHW · 3.4% · long · since 2025-06-30
- JNJ · 3.2% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AMGN · 2.8% · long · since 2025-06-30
- ASO · 2.7% · long · since 2025-06-30
- DVN · 2.6% · long · since 2025-06-30