Pinnacle Financial Partners
Nashville, TNfiles as Pinnacle Financial Partners Inc
$4.2bn in 459 US stocks at the end of 30 September 2025. The top 10 are 27.5% of the money. It changed about 11.9% of the portfolio this quarter.
Value
$4.2bn
Stocks
459
Top 10 share
27.5%
Turnover
11.9%
What changed this quarter
New
Bought for the first time this quarter.
- J P Morgan Exchange Traded FJFLX0.9% of the fund
- Vanguard Intl Equity Index FVT<0.1% of the fund
- Pimco Income Strategy FundPFL<0.1% of the fund
- Palantir TechnologiesPLTR<0.1% of the fund
- Mplx LPMPLX<0.1% of the fund
- Invesco Exch Traded FD TR IIQQQM<0.1% of the fund
- Ishares TRUSIG<0.1% of the fund
- Uber TechnologiesUBER<0.1% of the fund
- Ishares TRMBB<0.1% of the fund
- Archer-Daniels-MidlandADM<0.1% of the fund
- Manulife FinancialMFC<0.1% of the fund
- United RentalsURI<0.1% of the fund
- Invesco Exch Traded FD TR IISPMO<0.1% of the fund
- TotalEnergies SETTE<0.1% of the fund
- EntergyETR<0.1% of the fund
- Hilton Worldwide HoldingsHLT<0.1% of the fund
- Leidos HoldingsLDOS<0.1% of the fund
- BancorpTBBK<0.1% of the fund
- CumminsCMI<0.1% of the fund
- United TherapeuticsUTHR<0.1% of the fund
- IrenIREN<0.1% of the fund
- Marsh & McLennan CompaniesMRSH<0.1% of the fund
- Old Republic InternationalORI<0.1% of the fund
- NucorNUE<0.1% of the fund
- Invesco Exch Traded FD TR IIRWL<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVUG2.1% of the fund+5%
- Ishares TRAGG1.0% of the fund+17%
- AbbVieABBV1.0% of the fund+6%
- Johnson & JohnsonJNJ0.9% of the fund+16%
- Vanguard Index FDSVTI0.8% of the fund+2%
- Eli LillyLLY0.8% of the fund+5%
- Spdr Gold TRGLD0.7% of the fund+4%
- CME GroupCME0.7% of the fund+2%
- Victory Portfolios IIVSDA0.7% of the fund+6%
- Vanguard Index FDSVO0.7% of the fund+11%
- WalmartWMT0.5% of the fund+5%
- Ishares TRIWP0.4% of the fund+3%
- Legg Mason ETF InvtLVHI0.4% of the fund+18%
- BroadcomAVGO0.4% of the fund+3%
- Vanguard Whitehall FDSVYM0.4% of the fund+3%
- Invesco QQQ TRQQQ0.4% of the fund+3%
- Abbott LaboratoriesABT0.4% of the fund+21%
- Altria GroupMO0.3% of the fund+3%
- LindeLIN0.3% of the fund+14%
- American Electric PowerAEP0.3% of the fund+17%
- Spdr Series TrustSPSB0.3% of the fund+13%
- CintasCTAS0.3% of the fund+2%
- Southern CompanySO0.3% of the fund+4%
- Ishares TRSTIP0.3% of the fund+8%
- Ishares TREFG0.3% of the fund+9%
Cut
Sold some of their stake.
- MicrosoftMSFT4.4% of the fund-27%
- State STR Spdr S&P 500 ETF TSPY4.0% of the fund-21%
- AppleAAPL3.9% of the fund-24%
- Vanguard Index FDSVOO3.4% of the fund-32%
- JPMorgan ChaseJPM2.4% of the fund-34%
- Amazon.comAMZN1.9% of the fund-45%
- VisaV1.8% of the fund-34%
- Ishares TRIWF1.6% of the fund-22%
- AlphabetGOOGL1.6% of the fund-52%
- AlphabetGOOG1.4% of the fund-17%
- American ExpressAXP1.3% of the fund-9%
- ExxonMobil HoldingsXOM1.2% of the fund-23%
- Vanguard Tax-Managed FDSVEA1.1% of the fund-29%
- HCA HealthcareHCA1.0% of the fund-50%
- Costco WholesaleCOST0.9% of the fund-11%
- Home DepotHD0.8% of the fund-2%
- Ishares TRIVV0.8% of the fund-9%
- TJX CompaniesTJX0.8% of the fund-44%
- ChevronCVX0.7% of the fund-3%
- Ishares TRIWD0.7% of the fund-9%
- Union PacificUNP0.7% of the fund-37%
- EatonETN0.7% of the fund-3%
- Micron TechnologyMU0.7% of the fund-8%
- Valero EnergyVLO0.6% of the fund-10%
- UnitedHealth GroupUNH0.6% of the fund-48%
Sold out
Sold their entire stake.
- HersheyHSY-100%
- Schwab Strategic TRSCHF-100%
- Ishares TRIYR-100%
- Schwab Strategic TRSCHM-100%
- Spdr Series TrustXHB-100%
- DOWDOW-100%
- TC EnergyTRP-100%
- Janus Detroit STR TRJAAA-100%
- International PaperIP-100%
- Schwab Strategic TRSCHB-100%
- Sanofi SASNY-100%
- lululemon athleticaLULU-100%
- Spdr Series TrustSHM-100%
- Schwab Strategic TRSCHX-100%
- Schwab Strategic TRSCHA-100%
- Avery DennisonAVY-100%
- OneokOKE-100%
- Schwab Strategic TRSCHE-100%
- Carpenter TechnologyCRS-100%
- KenvueKVUE-100%
- American International GroupAIG-100%
- Carrier GlobalCARR-100%
- Baxter InternationalBAX-100%
- SynopsysSNPS-100%
- Ishares TRDGRO-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 4.0%
- Value
- $168m
- Shares
- 252,836
-21%
- Vanguard Index FDSVOO
- Share
- 3.4%
- Value
- $143m
- Shares
- 233,643
-32%
- Vanguard Index FDSVUG
- Share
- 2.1%
- Value
- $86m
- Shares
- 178,738
+5%
- Ishares TRIWF
- Share
- 1.6%
- Value
- $66m
- Shares
- 139,941
-22%
- Pinnacle Finl Partners
- Share
- 1.5%
- Value
- $63m
- Shares
- 668,091
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 1.1%
- Value
- $44m
- Shares
- 741,006
-29%
- Ishares TRAGG
- Share
- 1.0%
- Value
- $43m
- Shares
- 423,964
+17%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.9%
- Value
- $38m
- Shares
- 51
Held
- J P Morgan Exchange Traded FJFLX
- Share
- 0.9%
- Value
- $38m
- Shares
- 757,259
New
- Ishares TREFA
- Share
- 0.9%
- Value
- $36m
- Shares
- 388,786
Held
- Ishares TRIVV
- Share
- 0.8%
- Value
- $35m
- Shares
- 52,110
-9%
- Vanguard Index FDSVTI
- Share
- 0.8%
- Value
- $34m
- Shares
- 102,805
+2%
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $31m
- Shares
- 87,296
+4%
- Ishares TRIWD
- Share
- 0.7%
- Value
- $30m
- Shares
- 147,097
-9%
- Victory Portfolios IIVSDA
- Share
- 0.7%
- Value
- $28m
- Shares
- 529,031
+6%
- Vanguard Index FDSVO
- Share
- 0.7%
- Value
- $28m
- Shares
- 95,244
+11%
- Ishares TRIJR
- Share
- 0.6%
- Value
- $23m
- Shares
- 196,356
Held
- Ishares TRIJH
- Share
- 0.5%
- Value
- $21m
- Shares
- 326,068
-2%
- Vanguard Intl Equity Index FVWO
- Share
- 0.5%
- Value
- $21m
- Shares
- 379,276
-38%
- Vanguard Specialized FundsVIG
- Share
- 0.5%
- Value
- $20m
- Shares
- 94,927
-6%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.4%
- Value
- $19m
- Shares
- 31,461
-4%
- Ishares TRSHY
- Share
- 0.4%
- Value
- $18m
- Shares
- 221,688
-8%
- Ishares TRIWP
- Share
- 0.4%
- Value
- $18m
- Shares
- 125,430
+3%
- Legg Mason ETF InvtLVHI
- Share
- 0.4%
- Value
- $18m
- Shares
- 509,072
+18%
- Vanguard Whitehall FDSVYM
- Share
- 0.4%
- Value
- $17m
- Shares
- 119,540
+3%
- Ishares TRIJT
- Share
- 0.4%
- Value
- $17m
- Shares
- 118,435
-8%
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $17m
- Shares
- 27,790
+3%
- Invesco Exch Traded FD TR IITBLL
- Share
- 0.4%
- Value
- $16m
- Shares
- 149,109
-7%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $14m
- Shares
- 59,320
-28%
- Bank of Montreal /canBMO
- Share
- 0.3%
- Value
- $14m
- Shares
- 109,482
Held
- Ishares TRDVY
- Share
- 0.3%
- Value
- $14m
- Shares
- 99,950
Held
- Canadian Imperial Bank of Commerce /canCM
- Share
- 0.3%
- Value
- $14m
- Shares
- 171,875
Held
- Spdr Series TrustSPSB
- Share
- 0.3%
- Value
- $13m
- Shares
- 439,940
+13%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.3%
- Value
- $12m
- Shares
- 218,414
Held
- Ishares TRSTIP
- Share
- 0.3%
- Value
- $12m
- Shares
- 118,878
+8%
- Ishares TREFG
- Share
- 0.3%
- Value
- $12m
- Shares
- 107,408
+9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 4.4% | $182m | 351,187 | -27% |
| State STR Spdr S&P 500 ETF TSPY | 4.0% | $168m | 252,836 | -21% |
| AppleAAPL | 3.9% | $162m | 634,373 | -24% |
| Vanguard Index FDSVOO | 3.4% | $143m | 233,643 | -32% |
| JPMorgan ChaseJPM | 2.4% | $102m | 324,074 | -34% |
| Vanguard Index FDSVUG | 2.1% | $86m | 178,738 | +5% |
| NvidiaNVDA | 2.0% | $84m | 448,647 | Held |
| Amazon.comAMZN | 1.9% | $80m | 365,319 | -45% |
| VisaV | 1.8% | $76m | 223,249 | -34% |
| Ishares TRIWF | 1.6% | $66m | 139,941 | -22% |
| AlphabetGOOGL | 1.6% | $66m | 269,531 | -52% |
| Pinnacle Finl Partners | 1.5% | $63m | 668,091 | Held |
| AlphabetGOOG | 1.4% | $57m | 232,202 | -17% |
| American ExpressAXP | 1.3% | $54m | 162,550 | -9% |
| ExxonMobil HoldingsXOM | 1.2% | $49m | 437,824 | -23% |
| Vanguard Tax-Managed FDSVEA | 1.1% | $44m | 741,006 | -29% |
| Ishares TRAGG | 1.0% | $43m | 423,964 | +17% |
| HCA HealthcareHCA | 1.0% | $42m | 98,617 | -50% |
| AbbVieABBV | 1.0% | $42m | 181,236 | +6% |
| Johnson & JohnsonJNJ | 0.9% | $39m | 209,915 | +16% |
| Berkshire Hathaway INC DELBRK-A | 0.9% | $38m | 51 | Held |
| J P Morgan Exchange Traded FJFLX | 0.9% | $38m | 757,259 | New |
| Costco WholesaleCOST | 0.9% | $37m | 40,478 | -11% |
| Ishares TREFA | 0.9% | $36m | 388,786 | Held |
| Home DepotHD | 0.8% | $35m | 86,625 | -2% |
| Ishares TRIVV | 0.8% | $35m | 52,110 | -9% |
| Vanguard Index FDSVTI | 0.8% | $34m | 102,805 | +2% |
| Eli LillyLLY | 0.8% | $33m | 42,638 | +5% |
| TJX CompaniesTJX | 0.8% | $32m | 218,707 | -44% |
| Spdr Gold TRGLD | 0.7% | $31m | 87,296 | +4% |
| ChevronCVX | 0.7% | $31m | 196,480 | -3% |
| Ishares TRIWD | 0.7% | $30m | 147,097 | -9% |
| Union PacificUNP | 0.7% | $30m | 125,810 | -37% |
| CME GroupCME | 0.7% | $29m | 107,111 | +2% |
| EatonETN | 0.7% | $29m | 76,182 | -3% |
| Micron TechnologyMU | 0.7% | $28m | 169,909 | -8% |
| Victory Portfolios IIVSDA | 0.7% | $28m | 529,031 | +6% |
| Vanguard Index FDSVO | 0.7% | $28m | 95,244 | +11% |
| Valero EnergyVLO | 0.6% | $27m | 158,889 | -10% |
| International Business MachinesIBM | 0.6% | $27m | 94,475 | Held |
| UnitedHealth GroupUNH | 0.6% | $27m | 77,007 | -48% |
| Automatic Data ProcessingADP | 0.6% | $26m | 89,952 | Held |
| BlackRockBLK | 0.6% | $26m | 21,875 | Held |
| Quanta ServicesPWR | 0.6% | $25m | 60,516 | -12% |
| Procter & GamblePG | 0.6% | $25m | 160,146 | -6% |
| Lockheed MartinLMT | 0.6% | $24m | 48,863 | -7% |
| Ishares TRIJR | 0.6% | $23m | 196,356 | Held |
| Monolithic Power SystemsMPWR | 0.5% | $23m | 24,589 | -5% |
| Sherwin-WilliamsSHW | 0.5% | $23m | 65,361 | Held |
| SalesforceCRM | 0.5% | $22m | 94,284 | -29% |
| WalmartWMT | 0.5% | $22m | 216,793 | +5% |
| Ishares TRIJH | 0.5% | $21m | 326,068 | -2% |
| S&P GlobalSPGI | 0.5% | $21m | 43,503 | -12% |
| Thermo Fisher ScientificTMO | 0.5% | $21m | 43,163 | Held |
| Vanguard Intl Equity Index FVWO | 0.5% | $21m | 379,276 | -38% |
| Vanguard Specialized FundsVIG | 0.5% | $20m | 94,927 | -6% |
| Berkshire HathawayBRK-B | 0.5% | $20m | 39,787 | -25% |
| ServiceNowNOW | 0.5% | $20m | 21,565 | -8% |
| Philip Morris InternationalPM | 0.5% | $19m | 115,930 | -14% |
| State STR Spdr S&P Midcap 40MDY | 0.4% | $19m | 31,461 | -4% |
| Ishares TRSHY | 0.4% | $18m | 221,688 | -8% |
| Palo Alto NetworksPANW | 0.4% | $18m | 89,646 | -7% |
| Coca-ColaKO | 0.4% | $18m | 269,869 | Held |
| Ishares TRIWP | 0.4% | $18m | 125,430 | +3% |
| Legg Mason ETF InvtLVHI | 0.4% | $18m | 509,072 | +18% |
| BroadcomAVGO | 0.4% | $18m | 53,093 | +3% |
| Snap-onSNA | 0.4% | $17m | 50,342 | Held |
| Vanguard Whitehall FDSVYM | 0.4% | $17m | 119,540 | +3% |
| Ishares TRIJT | 0.4% | $17m | 118,435 | -8% |
| Invesco QQQ TRQQQ | 0.4% | $17m | 27,790 | +3% |
| Abbott LaboratoriesABT | 0.4% | $16m | 122,698 | +21% |
| Invesco Exch Traded FD TR IITBLL | 0.4% | $16m | 149,109 | -7% |
| T-Mobile USTMUS | 0.4% | $16m | 65,044 | Held |
| TransDigm GroupTDG | 0.4% | $15m | 11,714 | -10% |
| Verizon CommunicationsVZ | 0.4% | $15m | 343,850 | -6% |
| Altria GroupMO | 0.3% | $15m | 221,104 | +3% |
| Booking HoldingsBKNG | 0.3% | $15m | 2,694 | -4% |
| Ishares TRIWM | 0.3% | $14m | 59,320 | -28% |
| Bank of Montreal /canBMO | 0.3% | $14m | 109,482 | Held |
| Ishares TRDVY | 0.3% | $14m | 99,950 | Held |
| LindeLIN | 0.3% | $14m | 29,770 | +14% |
| ComcastCMCSA | 0.3% | $14m | 443,374 | -12% |
| Canadian Imperial Bank of Commerce /canCM | 0.3% | $14m | 171,875 | Held |
| AmgenAMGN | 0.3% | $14m | 48,399 | -18% |
| Waste ManagementWM | 0.3% | $14m | 61,818 | Held |
| Apollo Global ManagementAPO | 0.3% | $14m | 102,053 | -3% |
| Intercontinental ExchangeICE | 0.3% | $14m | 80,287 | Held |
| American Electric PowerAEP | 0.3% | $13m | 119,284 | +17% |
| IntuitINTU | 0.3% | $13m | 19,583 | Held |
| Spdr Series TrustSPSB | 0.3% | $13m | 439,940 | +13% |
| FastenalFAST | 0.3% | $13m | 269,528 | Held |
| CopartCPRT | 0.3% | $13m | 292,621 | -13% |
| Marvell TechnologyMRVL | 0.3% | $13m | 156,392 | -4% |
| DanaherDHR | 0.3% | $13m | 65,546 | -26% |
| CintasCTAS | 0.3% | $13m | 63,222 | +2% |
| American TowerAMT | 0.3% | $13m | 65,961 | Held |
| Southern CompanySO | 0.3% | $13m | 132,384 | +4% |
| J P Morgan Exchange Traded FJEPI | 0.3% | $12m | 218,414 | Held |
| Ishares TRSTIP | 0.3% | $12m | 118,878 | +8% |
| Ishares TREFG | 0.3% | $12m | 107,408 | +9% |
Showing the largest 100 of 459.
Over time and by industry
Value over time
Sep '25
Value is down 12.1% since 30 June 2025.
Where the money is
Technology16.3%
Financial services12.2%
Industrials7.6%
Health care7.4%
Media & telecom4.9%
Retail & consumer4.9%
Everyday goods3.8%
Energy3.0%
Utilities1.1%
Materials1.0%
Real estate0.7%
Other37.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.