Sponsored

The Analysis of GREATMARK INVESTMENT PARTNERS, INC.'s Holdings & P&L

Currently, GREATMARK INVESTMENT PARTNERS, INC. holds 145 types of securities in its portfolio with a total value $853.6M. In the most recent quarter, they have increased their positions in AFL (+56.1K shares, valued at $6.2M), PYPL (+89.9K shares, valued at $4.1M), AXP (+7.4K shares, valued at $2.2M); decreased their positions in IEF (-11.1K shares, valued at $1.1M), PDS (-9.3K shares, valued at $915.3K), JNJ (-3.2K shares, valued at $770.5K); initiated new positions in N/A (+13.1K shares, valued at $1.1M), ADBE (+2.0K shares, valued at $490.0K), N/A (+1.8K shares, valued at $359.1K).

1M P&L

+21.1M+2.51%

3M P&L

+10.9M+1.28%

HY P&L

+46.4M+5.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Life70.7M

8.5%

2Drug Manufacturers - General68.5M

8.3%

3Credit Services54.9M

6.6%

Top Industries by Stock Count

1N/A19 stocks

14.5%

2Drug Manufacturers - General6 stocks

4.6%

3Specialty Retail4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AFL AFLAC INC COM644.7K shares9.53%2026-03-312026-04-28

MPC MARATHON PETE CORP COM166.7K shares0.37%2026-03-312026-04-28

AAPL APPLE INC COM142.1K shares-0.18%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO COM116.9K shares6.72%2026-03-312026-04-28

AN AUTONATION INC COM165.3K shares2.05%2026-03-312026-04-28

SCHW CHARLES SCHWAB CORPORATION COM333.3K shares-0.26%2026-03-312026-04-28

DVN DEVON ENERGY CORP NEW COM594.3K shares0.97%2026-03-312026-04-28

ASO ACADEMY SPORTS & OUTDOORS INC COM526.0K shares0.62%2026-03-312026-04-28

Sponsored

JNJ JOHNSON & JOHNSON COM116.7K shares-2.63%2026-03-312026-04-28

MSFT MICROSOFT CORP COM70.0K shares-0.63%2026-03-312026-04-28

AMGN AMGEN INC COM71.0K shares0.38%2026-03-312026-04-28

QCOM QUALCOMM INC COM182.4K shares2.24%2026-03-312026-04-28

NFLX NETFLIX INC. COM234.5K shares-1.93%2026-03-312026-04-28

LOW LOWES COS INC COM92.0K shares1.79%2026-03-312026-04-28

AMP AMERIPRISE FINL INC COM46.7K shares10.00%2026-03-312026-04-28

AMZN AMAZON COM INC COM99.0K shares1.49%2026-03-312026-04-28

Sponsored

PYPL PAYPAL HLDGS INC COM409.4K shares28.15%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC COM62.5K shares-0.70%2026-03-312026-04-28

KO COCA COLA CO COM211.4K shares4.86%2026-03-312026-04-28

GWW WW GRAINGER INC COM13.8K shares-1.30%2026-03-312026-04-28

RH RH COM106.2K shares8.85%2026-03-312026-04-28

HD HOME DEPOT INC COM35.2K shares1.28%2026-03-312026-04-28

ELV ELEVANCE HEALTH INC FORMERLY A COM38.6K shares5.02%2026-03-312026-04-28

PDS PRECISION DRILLING CORP COM NEW113.2K shares-7.60%2026-03-312026-04-28

Sponsored

ITW ILLINOIS TOOL WKS INC COM41.3K shares-0.24%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC COM2.4K shares9.03%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC CL B102.1K shares-1.15%2026-03-312026-04-28

CSCO CISCO SYS INC COM120.7K shares-0.82%2026-03-312026-04-28

BAC BANK OF AMER CORP COM190.2K shares-0.19%2026-03-312026-04-28

CVS CVS HEALTH CORP COM115.7K shares-1.74%2026-03-312026-04-28

ABBV ABBVIE INC COM38.0K shares-1.89%2026-03-312026-04-28

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM23.5K shares-1.07%2026-03-312026-04-28

Sponsored

JPC NUVEEN PREFERRED & INCOME OPPS CEF985.9K shares-1.67%2026-03-312026-04-28

XOM EXXON MOBIL CORP COM41.9K shares3.30%2026-03-312026-04-28

CVX CHEVRON CORPORATION COM34.1K shares5.69%2026-03-312026-04-28

BLDR BUILDERS FIRSTSOURCE INC COM67.3K shares39.99%2026-03-312026-04-28

EMR EMERSON ELEC CO COM41.4K shares-1.87%2026-03-312026-04-28

WHR WHIRLPOOL CORP COM96.3K shares9.24%2026-03-312026-04-28

SO SOUTHERN CO COM52.0K shares0.53%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC COM99.8K shares-1.43%2026-03-312026-04-28

Sponsored

WMT WALMART INC COM33.1K shares1.20%2026-03-312026-04-28

MCD MCDONALDS CORP COM13.1K shares2.51%2026-03-312026-04-28

GILD GILEAD SCIENCES INC COM28.7K shares-1.75%2026-03-312026-04-28

NZF NUVEEN MUNICIPAL CREDIT INCOME CEF316.3K shares-4.47%2026-03-312026-04-28

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A12.8K shares-0.31%2026-03-312026-04-28

GPN GLOBAL PMTS INC COM53.4K shares1.96%2026-03-312026-04-28

LDP COHEN & STEERS LIMITED DUR PFD & INC CEF170.8K shares-0.61%2026-03-312026-04-28

IPGP IPG PHOTONICS CORP COM29.6K shares-2.60%2026-03-312026-04-28

Sponsored

APD AIR PRODUCTS AND CHEMICALS INC COM11.3K shares5.87%2026-03-312026-04-28

CHY CALAMOS CONVERTIBLE & HIGH INCOME CEF296.2K shares4.70%2026-03-312026-04-28

CGCP CAPITAL GROUP CORE PLUS INCOME ETF141.8K shares7.17%2026-03-312026-04-28

WSM WILLIAMS SONOMA INC COM17.1K shares7.64%2026-03-312026-04-28

ALERIAN MLP ETF ALERIAN MLP ETF59.1K shares-0.29%2026-03-312026-04-28

IEF ISHARES 7-10 YEAR TREASURY BOND ETF27.1K shares-28.94%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO COM8.6K shares50.82%2026-03-312026-04-28

NVDA NVIDIA CORPORATION COM14.2K shares-3.79%2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO COM2.7K shares-0.33%2026-03-312026-04-28

TGT TARGET CORP COM20.3K shares0.20%2026-03-312026-04-28

VGM INVESCO MUNI INVESTMENT GRADE TRUST CEF248.8K shares0.00%2026-03-312026-04-28

GIS GENERAL MILLS INC COM65.6K shares10.73%2026-03-312026-04-28

ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A11.6K shares0.00%2026-03-312026-04-28

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C8.2K shares-1.63%2026-03-312026-04-28

URI UNITED RENTALS INC COM3.0K shares0.00%2026-03-312026-04-28

SMG SCOTTS MIRACLE-GRO CO CL A34.9K shares6.53%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW4.2K shares-2.06%2026-03-312026-04-28

ZBH ZIMMER BIOMET HOLDINGS INC COM20.1K shares2.51%2026-03-312026-04-28

IWF ISHARES RUSSELL 1000 GROWTH ETF3.2K shares-5.12%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION COM1.4K shares0.00%2026-03-312026-04-28

PARAMOUNT SKYDANCE CORP COM CL B PARAMOUNT SKYDANCE CORP COM CL B151.6K shares39.98%2026-03-312026-04-28

PG PROCTER & GAMBLE CO COM9.4K shares4.09%2026-03-312026-04-28

DRI DARDEN RESTAURANTS INC COM6.4K shares0.00%2026-03-312026-04-28

PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM13.1K sharesnew addition2026-03-312026-04-28

Sponsored

PEP PEPSICO INC COM7.0K shares-2.87%2026-03-312026-04-28

OXY OCCIDENTAL PETE CORP COM15.7K shares6.82%2026-03-312026-04-28

RTX RTX CORPORATION COM5.3K shares8.22%2026-03-312026-04-28

LDUR PIMCO ENHANCED LOW DURATION ACTIVE ETF10.5K shares-12.03%2026-03-312026-04-28

TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF24.0K shares0.00%2026-03-312026-04-28

COP CONOCOPHILLIPS COM6.9K shares-0.17%2026-03-312026-04-28

GE AEROSPACE COM NEW GE AEROSPACE COM NEW3.2K shares1.99%2026-03-312026-04-28

WFC WELLS FARGO & CO COM11.0K shares-7.33%2026-03-312026-04-28

Sponsored

ORCL ORACLE CORP COM5.8K shares-1.45%2026-03-312026-04-28

META META PLATFORMS INC CL A1.5K shares-1.47%2026-03-312026-04-28

PPG PPG INDS INC COM7.2K shares0.00%2026-03-312026-04-28

FITB FIFTH THIRD BANCORP COM16.5K shares0.00%2026-03-312026-04-28

V VISA INC COM CL A2.5K shares0.00%2026-03-312026-04-28

IWD ISHARES RUSSELL 1000 VALUE ETF3.4K shares0.00%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2026-03-312026-04-28

STOT STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF15.0K shares0.00%2026-03-312026-04-28

Sponsored

PM PHILIP MORRIS INTL INC COM4.2K shares-0.59%2026-03-312026-04-28

PAYX PAYCHEX INC COM7.4K shares-1.35%2026-03-312026-04-28

MO ALTRIA GROUP INC COM10.2K shares-1.92%2026-03-312026-04-28

T AT&T INC COM23.0K shares-27.53%2026-03-312026-04-28

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW5.0K shares3.04%2026-03-312026-04-28

CNH CNH INDL N V SHS57.2K shares25.63%2026-03-312026-04-28

WM WASTE MGMT INC DEL COM2.7K shares0.00%2026-03-312026-04-28

AKRE FOCUS ETF AKRE FOCUS ETF11.6K shares-12.39%2026-03-312026-04-28

Sponsored

APAM ARTISAN PARTNERS ASSET MGMT I CL A16.7K shares0.00%2026-03-312026-04-28

IBM IBM CORP2.5K shares28.51%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP COM983 shares-1.60%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING INC COM2.9K shares65.28%2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO COM1.8K shares0.00%2026-03-312026-04-28

GEV GE VERNOVA INC COM646 shares2.54%2026-03-312026-04-28

ROKU ROKU INC COM CL A5.5K shares0.00%2026-03-312026-04-28

ADBE ADOBE INC COM2.0K sharesnew addition2026-03-312026-04-28

Sponsored

NSC NORFOLK SOUTHN CORP COM1.7K shares0.00%2026-03-312026-04-28

MERCK & CO INC COM MERCK & CO INC COM3.8K shares26.70%2026-03-312026-04-28

TFC TRUIST FINL CORP COM9.4K shares0.20%2026-03-312026-04-28

ABT ABBOTT LABORATORIES COM4.1K shares-2.37%2026-03-312026-04-28

CAT CATERPILLAR INC COM583 shares0.00%2026-03-312026-04-28

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF2.7K shares0.22%2026-03-312026-04-28

D DOMINION ENERGY INC COM6.3K shares15.71%2026-03-312026-04-28

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD1.8K sharesnew addition2026-03-312026-04-28

Sponsored

BROADCOM INC COM BROADCOM INC COM1.1K shares-0.44%2026-03-312026-04-28

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE ETF3.4K shares-56.14%2026-03-312026-04-28

ET ENERGY TRANSFER L P COM UT LTD PTN17.7K shares20.39%2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP COM3.5K shares0.00%2026-03-312026-04-28

RF REGIONS FINANCIAL CORP NEW COM12.9K shares0.00%2026-03-312026-04-28

BBY BEST BUY INC COM5.0K sharesnew addition2026-03-312026-04-28

CL COLGATE PALMOLIVE CO COM3.8K shares0.00%2026-03-312026-04-28

VRT VERTIV HOLDINGS CO COM CL A1.3K shares0.00%2026-03-312026-04-28

Sponsored

EATON CORP PLC SHS EATON CORP PLC SHS873 shares0.00%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP COM1.1K shares4.78%2026-03-312026-04-28

MA MASTERCARD INCORPORATED CL A611 shares0.00%2026-03-312026-04-28

BRTR ISHARES TOTAL RETURN ACTIVE ETF6.0K shares-12.02%2026-03-312026-04-28

SHOP SHOPIFY INC CL A SUB VTG SHS2.5K shares0.00%2026-03-312026-04-28

PINS PINTEREST INC CL A15.9K sharesnew addition2026-03-312026-04-28

MCK MCKESSON CORP COM325 shares-13.33%2026-03-312026-04-28

IWO ISHARES RUSSELL 2000 GROWTH ETF890 shares0.00%2026-03-312026-04-28

Sponsored

SHEL SHELL PLC SPON ADS2.9K shares0.00%2026-03-312026-04-28

PFE PFIZER INC COM9.6K shares16.59%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC CL A4.6K shares4.60%2026-03-312026-04-28

DTD WISDOMTREE US TOTAL DIVIDEND ETF3.0K shares0.00%2026-03-312026-04-28

BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF15.3K shares37.09%2026-03-312026-04-28

FDX FEDEX CORP COM710 sharesnew addition2026-03-312026-04-28

NEM NEWMONT CORP COM2.3K shares0.00%2026-03-312026-04-28

TSLA TESLA INC COM665 shares-30.00%2026-03-312026-04-28

Sponsored

DIS DISNEY WALT CO COM2.5K shares-0.68%2026-03-312026-04-28

BA BOEING CO COM1.2K shares0.00%2026-03-312026-04-28

RRX REGAL REXNORD CORPORATION COM1.2K sharesnew addition2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC COM1.6K shares-23.39%2026-03-312026-04-28

SPY STATE STREET SPDR S&P 500 ETF324 sharesnew addition2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC COM765 shares0.00%2026-03-312026-04-28

NET CLOUDFLARE INC CL A COM1.0K sharesnew addition2026-03-312026-04-28

EBAY EBAY INC. COM2.3K sharesnew addition2026-03-312026-04-28

Sponsored

GLW CORNING INC COM1.5K sharesnew addition2026-03-312026-04-28

AFL

AFLAC INC COM

9.53%

Shares644.7K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP COM

0.37%

Shares166.7K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC COM

-0.18%

Shares142.1K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO COM

6.72%

Shares116.9K

Event2026-03-31

Filed2026-04-28

AUTONATION INC COM

2.05%

Shares165.3K

Event2026-03-31

Filed2026-04-28

SCHW

CHARLES SCHWAB CORPORATION COM

-0.26%

Shares333.3K

Event2026-03-31

Filed2026-04-28

DVN

DEVON ENERGY CORP NEW COM

0.97%

Shares594.3K

Event2026-03-31

Filed2026-04-28

ASO

ACADEMY SPORTS & OUTDOORS INC COM

0.62%

Shares526.0K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON COM

-2.63%

Shares116.7K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP COM

-0.63%

Shares70.0K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC COM

0.38%

Shares71.0K

Event2026-03-31

Filed2026-04-28

QCOM

QUALCOMM INC COM

2.24%

Shares182.4K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC. COM

-1.93%

Shares234.5K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC COM

1.79%

Shares92.0K

Event2026-03-31

Filed2026-04-28

AMP

AMERIPRISE FINL INC COM

10.00%

Shares46.7K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC COM

1.49%

Shares99.0K

Event2026-03-31

Filed2026-04-28

PYPL

PAYPAL HLDGS INC COM

28.15%

Shares409.4K

Event2026-03-31

Filed2026-04-28

TRV

TRAVELERS COMPANIES INC COM

-0.70%

Shares62.5K

Event2026-03-31

Filed2026-04-28

COCA COLA CO COM

4.86%

Shares211.4K

Event2026-03-31

Filed2026-04-28

GWW

WW GRAINGER INC COM

-1.30%

Shares13.8K

Event2026-03-31

Filed2026-04-28

RH COM

8.85%

Shares106.2K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC COM

1.28%

Shares35.2K

Event2026-03-31

Filed2026-04-28

ELV

ELEVANCE HEALTH INC FORMERLY A COM

5.02%

Shares38.6K

Event2026-03-31

Filed2026-04-28

PDS

PRECISION DRILLING CORP COM NEW

-7.60%

Shares113.2K

Event2026-03-31

Filed2026-04-28

ITW

ILLINOIS TOOL WKS INC COM

-0.24%

Shares41.3K

Event2026-03-31

Filed2026-04-28

BKNG

BOOKING HOLDINGS INC COM

9.03%

Shares2.4K

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC CL B

-1.15%

Shares102.1K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC COM

-0.82%

Shares120.7K

Event2026-03-31

Filed2026-04-28

BAC

BANK OF AMER CORP COM

-0.19%

Shares190.2K

Event2026-03-31

Filed2026-04-28

CVS

CVS HEALTH CORP COM

-1.74%

Shares115.7K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC COM

-1.89%

Shares38.0K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP COM

-1.07%

Shares23.5K

Event2026-03-31

Filed2026-04-28

JPC

NUVEEN PREFERRED & INCOME OPPS CEF

-1.67%

Shares985.9K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP COM

3.30%

Shares41.9K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION COM

5.69%

Shares34.1K

Event2026-03-31

Filed2026-04-28

BLDR

BUILDERS FIRSTSOURCE INC COM

39.99%

Shares67.3K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO COM

-1.87%

Shares41.4K

Event2026-03-31

Filed2026-04-28

WHR

WHIRLPOOL CORP COM

9.24%

Shares96.3K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO COM

0.53%

Shares52.0K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC COM

-1.43%

Shares99.8K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC COM

1.20%

Shares33.1K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP COM

2.51%

Shares13.1K

Event2026-03-31

Filed2026-04-28

GILD

GILEAD SCIENCES INC COM

-1.75%

Shares28.7K

Event2026-03-31

Filed2026-04-28

NZF

NUVEEN MUNICIPAL CREDIT INCOME CEF

-4.47%

Shares316.3K

Event2026-03-31

Filed2026-04-28

ALPHABET INC CAP STK CL A

-0.31%

Shares12.8K

Event2026-03-31

Filed2026-04-28

GPN

GLOBAL PMTS INC COM

1.96%

Shares53.4K

Event2026-03-31

Filed2026-04-28

LDP

COHEN & STEERS LIMITED DUR PFD & INC CEF

-0.61%

Shares170.8K

Event2026-03-31

Filed2026-04-28

IPGP

IPG PHOTONICS CORP COM

-2.60%

Shares29.6K

Event2026-03-31

Filed2026-04-28

APD

AIR PRODUCTS AND CHEMICALS INC COM

5.87%

Shares11.3K

Event2026-03-31

Filed2026-04-28

CHY

CALAMOS CONVERTIBLE & HIGH INCOME CEF

4.70%

Shares296.2K

Event2026-03-31

Filed2026-04-28

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

7.17%

Shares141.8K

Event2026-03-31

Filed2026-04-28

WSM

WILLIAMS SONOMA INC COM

7.64%

Shares17.1K

Event2026-03-31

Filed2026-04-28

ALERIAN MLP ETF

-0.29%

Shares59.1K

Event2026-03-31

Filed2026-04-28

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

-28.94%

Shares27.1K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO COM

50.82%

Shares8.6K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION COM

-3.79%

Shares14.2K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO COM

-0.33%

Shares2.7K

Event2026-03-31

Filed2026-04-28

TGT

TARGET CORP COM

0.20%

Shares20.3K

Event2026-03-31

Filed2026-04-28

VGM

INVESCO MUNI INVESTMENT GRADE TRUST CEF

0.00%

Shares248.8K

Event2026-03-31

Filed2026-04-28

GIS

GENERAL MILLS INC COM

10.73%

Shares65.6K

Event2026-03-31

Filed2026-04-28

ZBRA

ZEBRA TECHNOLOGIES CORPORATION CL A

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC CAP STK CL C

-1.63%

Shares8.2K

Event2026-03-31

Filed2026-04-28

URI

UNITED RENTALS INC COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-28

SMG

SCOTTS MIRACLE-GRO CO CL A

6.53%

Shares34.9K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL CL B NEW

-2.06%

Shares4.2K

Event2026-03-31

Filed2026-04-28

ZBH

ZIMMER BIOMET HOLDINGS INC COM

2.51%

Shares20.1K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-5.12%

Shares3.2K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-28

PARAMOUNT SKYDANCE CORP COM CL B

39.98%

Shares151.6K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO COM

4.09%

Shares9.4K

Event2026-03-31

Filed2026-04-28

DRI

DARDEN RESTAURANTS INC COM

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-28

PINNACLE FINL PARTNERS INC COM

New

Shares13.1K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC COM

-2.87%

Shares7.0K

Event2026-03-31

Filed2026-04-28

OXY

OCCIDENTAL PETE CORP COM

6.82%

Shares15.7K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION COM

8.22%

Shares5.3K

Event2026-03-31

Filed2026-04-28

LDUR

PIMCO ENHANCED LOW DURATION ACTIVE ETF

-12.03%

Shares10.5K

Event2026-03-31

Filed2026-04-28

TOTL

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

0.00%

Shares24.0K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS COM

-0.17%

Shares6.9K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE COM NEW

1.99%

Shares3.2K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO COM

-7.33%

Shares11.0K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP COM

-1.45%

Shares5.8K

Event2026-03-31

Filed2026-04-28