Pinnacle Financial Partners

ATLANTA, GAfiles as Pinnacle Financial Partners, Inc.

$14.7bn in 1,128 US stocks at the end of 30 June 2026. The top 10 are 31.7% of the money. It changed about 6.4% of the portfolio this quarter.

Value

$14.7bn

Stocks

1,128

Top 10 share

31.7%

Turnover

6.4%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Ssga Active ETF TRRLY
<0.1% of the fund
Advisors Inner Circle FD IIISAMT
<0.1% of the fund
Wisdomtree TRWTPI
<0.1% of the fund
Ishares TRSHV
<0.1% of the fund
NovantaNOVT
<0.1% of the fund
American Centy ETF TRKORP
<0.1% of the fund
Cohen & Steers ETF TrustCSEN
<0.1% of the fund
AvnetAVT
<0.1% of the fund
PDF SolutionsPDFS
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
TimkenTKR
<0.1% of the fund
Paramount SkydancePSKY
<0.1% of the fund
Schwab Strategic TRSCHX
<0.1% of the fund
Columbia SportswearCOLM
<0.1% of the fund
First TR Exchange-Traded FDFIIG
<0.1% of the fund
HealthequityHQY
<0.1% of the fund
Charles River Laboratories InternationalCRL
<0.1% of the fund
Capital GRP Fixed Incm ETF TCGCP
<0.1% of the fund
MongoDBMDB
<0.1% of the fund
Proshares TRIGHG
<0.1% of the fund
Ishares TRIUSV
<0.1% of the fund
Victory Portfolios IIVFLO
<0.1% of the fund
RokuROKU
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Tax-Managed FDSVEA
2.0% of the fund
+3%
Ishares TRIWB
1.7% of the fund
+3%
Vanguard Index FDSVOO
1.6% of the fund
+2%
Eli LillyLLY
1.3% of the fund
+9%
AflacAFL
1.0% of the fund
+10%
BroadcomAVGO
0.7% of the fund
+2%
Invesco Exchange Traded FD TRSP
0.7% of the fund
+24%
Spdr Gold TRGLD
0.6% of the fund
+4%
Blackrock ETF Trust IIBINC
0.6% of the fund
+6%
Ishares TRGVI
0.5% of the fund
+15%
American ExpressAXP
0.4% of the fund
+4%
Ishares TRAGG
0.4% of the fund
+9%
Palo Alto NetworksPANW
0.4% of the fund
+4%
Berkshire HathawayBRK-B
0.3% of the fund
+3%
Ishares TRIJH
0.3% of the fund
+13%
Ishares TRDVY
0.3% of the fund
+2%
J P Morgan Exchange Traded FJFLX
0.3% of the fund
+6%
Harbor ETF TrustHGER
0.3% of the fund
+2%
McDonald'sMCD
0.3% of the fund
+2%
Federated Hermes ETF TrustFSCC
0.3% of the fund
+12%
Ishares TRIEFA
0.3% of the fund
+4%
Applied MaterialsAMAT
0.3% of the fund
+6%
American Centy ETF TRQGRO
0.2% of the fund
+7%
Morgan StanleyMS
0.2% of the fund
+9%
Vanguard Intl Equity Index FVWO
0.2% of the fund
+5%

Cut

Sold some of their stake.

Coca-ColaKO
4.0% of the fund
-5%
Global PaymentsGPN
3.4% of the fund
-2%
State STR Spdr S&P 500 ETF TSPY
2.9% of the fund
-12%
Pinnacle Financial PartnersPNFP
2.4% of the fund
-2%
Micron TechnologyMU
1.1% of the fund
-12%
AlphabetGOOG
0.8% of the fund
-3%
Vanguard Index FDSVTI
0.6% of the fund
-12%
Quanta ServicesPWR
0.3% of the fund
-6%
Marvell TechnologyMRVL
0.3% of the fund
-8%
J P Morgan Exchange Traded FJEPI
0.3% of the fund
-15%
Monolithic Power SystemsMPWR
0.3% of the fund
-4%
Meta PlatformsMETA
0.3% of the fund
-3%
UnitedHealth GroupUNH
0.3% of the fund
-3%
Select Sector Spdr TRXLK
0.2% of the fund
-2%
Berkshire Hathaway INC DELBRK-A
0.2% of the fund
-4%
Vanguard Specialized FundsVIG
0.2% of the fund
-6%
State STR Spdr S&P Midcap 40MDY
0.2% of the fund
-2%
Ishares TRQUAL
0.2% of the fund
-2%
OracleORCL
0.2% of the fund
-3%
Automatic Data ProcessingADP
0.2% of the fund
-3%
Duke EnergyDUK
0.2% of the fund
-2%
ASML Holding NVASML
0.2% of the fund
-3%
Pacer FDS TRCOWZ
0.2% of the fund
-10%
Vanguard Star FDSVXUS
0.2% of the fund
-23%
Truist FinancialTFC
0.2% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Campbell'sCPB
-100%
Huron Consulting GroupHURN
-100%
QualysQLYS
-100%
DuPont de NemoursDD
-100%
Procore TechnologiesPCOR
-100%
First TR Exchange Traded FDFV
-100%
Cirrus LogicCRUS
-100%
Coterra EnergyCTRA
-100%
Teledyne TechnologiesTDY
-100%
Packaging Corp of AmericaPKG
-100%
First SolarFSLR
-100%
Dutch BrosBROS
-100%
First TR Exchange-Traded FDEMLP
-100%
XPXP
-100%
CubeSmartCUBE
-100%
Ishares TREMB
-100%
Carnival
-100%
Wendy'sWEN
-100%
TeradataTDC
-100%
Six Flags EntertainmentFUN
-100%
lululemon athleticaLULU
-100%
Pgim Rock ETF TRPBDE
-100%
Goldman Sachs ETF TRGSIE
-100%
Avery DennisonAVY
-100%

Holdings

Ishares TRIWD
Share
5.4%
Value
$790m
Shares
3,257,065
Held
Ishares TRIWF
Share
4.7%
Value
$695m
Shares
5,595,573
Held
Coca-ColaKO
Share
4.0%
Value
$585m
Shares
7,193,014
-5%
Global PaymentsGPN
Share
3.4%
Value
$503m
Shares
6,938,291
-2%
State STR Spdr S&P 500 ETF TSPY
Share
2.9%
Value
$419m
Shares
561,289
-12%
AppleAAPL
Share
2.9%
Value
$419m
Shares
1,448,033
Held
Pinnacle Financial PartnersPNFP
Share
2.4%
Value
$345m
Shares
3,416,527
-2%
Ishares TRIWM
Share
2.2%
Value
$325m
Shares
1,080,574
Held
Vanguard Tax-Managed FDSVEA
Share
2.0%
Value
$291m
Shares
4,082,103
+3%
NvidiaNVDA
Share
1.9%
Value
$272m
Shares
1,357,884
Held
MicrosoftMSFT
Share
1.8%
Value
$268m
Shares
718,355
Held
Ishares TRIWB
Share
1.7%
Value
$256m
Shares
625,348
+3%
Vanguard Index FDSVOO
Share
1.6%
Value
$240m
Shares
349,813
+2%
AlphabetGOOGL
Share
1.6%
Value
$228m
Shares
636,973
Held
JPMorgan ChaseJPM
Share
1.4%
Value
$200m
Shares
610,353
Held
Eli LillyLLY
Share
1.3%
Value
$186m
Shares
155,017
+9%
Southern CompanySO
Share
1.3%
Value
$185m
Shares
1,932,339
Held
Amazon.comAMZN
Share
1.2%
Value
$179m
Shares
750,322
Held
Micron TechnologyMU
Share
1.1%
Value
$156m
Shares
134,862
-12%
AflacAFL
Share
1.0%
Value
$149m
Shares
1,266,835
+10%
Ishares TRIWR
Share
0.9%
Value
$137m
Shares
1,245,534
Held
AlphabetGOOG
Share
0.8%
Value
$120m
Shares
340,632
-3%
Vanguard Index FDSVUG
Share
0.8%
Value
$116m
Shares
1,348,377
Held
Johnson & JohnsonJNJ
Share
0.8%
Value
$114m
Shares
447,481
Held
BroadcomAVGO
Share
0.7%
Value
$110m
Shares
291,074
+2%
ExxonMobil HoldingsXOM
Share
0.7%
Value
$109m
Shares
794,836
Held
VisaV
Share
0.7%
Value
$105m
Shares
306,861
Held
Invesco Exchange Traded FD TRSP
Share
0.7%
Value
$99m
Shares
466,375
+24%
Spdr Gold TRGLD
Share
0.6%
Value
$92m
Shares
250,022
+4%
Vanguard Index FDSVTI
Share
0.6%
Value
$91m
Shares
246,024
-12%
Home DepotHD
Share
0.6%
Value
$90m
Shares
254,542
Held
Ishares TREFA
Share
0.6%
Value
$88m
Shares
842,582
Held
Blackrock ETF Trust IIBINC
Share
0.6%
Value
$85m
Shares
1,623,402
+6%
Ishares TRIVV
Share
0.5%
Value
$78m
Shares
104,089
Held
AbbVieABBV
Share
0.5%
Value
$78m
Shares
309,302
Held
Ishares TRGVI
Share
0.5%
Value
$75m
Shares
702,746
+15%
Costco WholesaleCOST
Share
0.5%
Value
$74m
Shares
78,622
Held
Invesco Exchange Traded FD TPRF
Share
0.5%
Value
$69m
Shares
1,283,319
Held
ChevronCVX
Share
0.5%
Value
$66m
Shares
401,107
Held
American ExpressAXP
Share
0.4%
Value
$66m
Shares
194,539
+4%
Cisco SystemsCSCO
Share
0.4%
Value
$65m
Shares
550,377
Held
Ishares TRAGG
Share
0.4%
Value
$64m
Shares
646,646
+9%
CaterpillarCAT
Share
0.4%
Value
$61m
Shares
57,226
Held
Ishares TRIJR
Share
0.4%
Value
$60m
Shares
406,907
Held
Palo Alto NetworksPANW
Share
0.4%
Value
$57m
Shares
167,383
+4%
Invesco QQQ TRQQQ
Share
0.4%
Value
$54m
Shares
73,967
Held
TJX CompaniesTJX
Share
0.4%
Value
$54m
Shares
355,887
Held
Lockheed MartinLMT
Share
0.4%
Value
$53m
Shares
104,999
Held
WalmartWMT
Share
0.4%
Value
$53m
Shares
467,771
Held
International Business MachinesIBM
Share
0.4%
Value
$52m
Shares
184,932
Held
EatonETN
Share
0.4%
Value
$52m
Shares
121,380
Held
Berkshire HathawayBRK-B
Share
0.3%
Value
$51m
Shares
102,271
+3%
Ishares TRIJH
Share
0.3%
Value
$50m
Shares
653,225
+13%
Ishares TRDVY
Share
0.3%
Value
$48m
Shares
307,307
+2%
Ishares TRSHY
Share
0.3%
Value
$48m
Shares
583,186
Held
Union PacificUNP
Share
0.3%
Value
$48m
Shares
175,107
Held
Quanta ServicesPWR
Share
0.3%
Value
$46m
Shares
64,428
-6%
Marvell TechnologyMRVL
Share
0.3%
Value
$45m
Shares
152,470
-8%
Procter & GamblePG
Share
0.3%
Value
$45m
Shares
306,876
Held
J P Morgan Exchange Traded FJEPI
Share
0.3%
Value
$44m
Shares
787,470
-15%
J P Morgan Exchange Traded FJFLX
Share
0.3%
Value
$43m
Shares
862,473
+6%
Monolithic Power SystemsMPWR
Share
0.3%
Value
$42m
Shares
30,314
-4%
MerckMRK
Share
0.3%
Value
$42m
Shares
324,931
Held
Meta PlatformsMETA
Share
0.3%
Value
$41m
Shares
72,148
-3%
Harbor ETF TrustHGER
Share
0.3%
Value
$40m
Shares
1,368,604
+2%
Vanguard Index FDSVO
Share
0.3%
Value
$39m
Shares
489,324
Held
McDonald'sMCD
Share
0.3%
Value
$39m
Shares
144,718
+2%
Valero EnergyVLO
Share
0.3%
Value
$39m
Shares
149,897
Held
AmgenAMGN
Share
0.3%
Value
$39m
Shares
107,659
Held
Federated Hermes ETF TrustFSCC
Share
0.3%
Value
$39m
Shares
1,033,467
+12%
HCA HealthcareHCA
Share
0.3%
Value
$38m
Shares
98,386
Held
Ishares TRIEFA
Share
0.3%
Value
$38m
Shares
391,221
+4%
Applied MaterialsAMAT
Share
0.3%
Value
$37m
Shares
51,229
+6%
UnitedHealth GroupUNH
Share
0.3%
Value
$37m
Shares
88,730
-3%
Ishares TRIWP
Share
0.3%
Value
$37m
Shares
250,670
Held
American Centy ETF TRQGRO
Share
0.2%
Value
$37m
Shares
310,201
+7%
Philip Morris InternationalPM
Share
0.2%
Value
$36m
Shares
199,629
Held
Select Sector Spdr TRXLK
Share
0.2%
Value
$36m
Shares
188,273
-2%
Morgan StanleyMS
Share
0.2%
Value
$35m
Shares
169,559
+9%
Bank of AmericaBAC
Share
0.2%
Value
$34m
Shares
601,074
Held
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$34m
Shares
45
-4%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$34m
Shares
562,212
+5%
Victory Portfolios IIVSDA
Share
0.2%
Value
$33m
Shares
573,111
Held
RTXRTX
Share
0.2%
Value
$33m
Shares
175,179
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$33m
Shares
138,486
-6%
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$33m
Shares
46,580
-2%
Advanced Micro DevicesAMD
Share
0.2%
Value
$33m
Shares
56,328
Held
CorningGLW
Share
0.2%
Value
$32m
Shares
126,115
Held
IsharesIEMG
Share
0.2%
Value
$32m
Shares
387,908
+15%
Ishares TRACWI
Share
0.2%
Value
$32m
Shares
203,486
+3576%
Ishares TRQUAL
Share
0.2%
Value
$32m
Shares
144,536
-2%
OracleORCL
Share
0.2%
Value
$32m
Shares
215,308
-3%
Automatic Data ProcessingADP
Share
0.2%
Value
$31m
Shares
139,294
-3%
Waste ManagementWM
Share
0.2%
Value
$31m
Shares
138,190
Held
Duke EnergyDUK
Share
0.2%
Value
$30m
Shares
239,778
-2%
Blackrock ETF Trust IIBRTR
Share
0.2%
Value
$30m
Shares
595,225
+5%
LindeLIN
Share
0.2%
Value
$29m
Shares
56,564
+3%
Vanguard Whitehall FDSVYM
Share
0.2%
Value
$29m
Shares
185,047
+2%
ASML Holding NVASML
Share
0.2%
Value
$29m
Shares
14,418
-3%
Verizon CommunicationsVZ
Share
0.2%
Value
$28m
Shares
667,015
+3%

Company	Share of fund	Value	Shares	Change
Ishares TRIWD	5.4%	$790m	3,257,065	Held
Ishares TRIWF	4.7%	$695m	5,595,573	Held
Coca-ColaKO	4.0%	$585m	7,193,014	-5%
Global PaymentsGPN	3.4%	$503m	6,938,291	-2%
State STR Spdr S&P 500 ETF TSPY	2.9%	$419m	561,289	-12%
AppleAAPL	2.9%	$419m	1,448,033	Held
Pinnacle Financial PartnersPNFP	2.4%	$345m	3,416,527	-2%
Ishares TRIWM	2.2%	$325m	1,080,574	Held
Vanguard Tax-Managed FDSVEA	2.0%	$291m	4,082,103	+3%
NvidiaNVDA	1.9%	$272m	1,357,884	Held
MicrosoftMSFT	1.8%	$268m	718,355	Held
Ishares TRIWB	1.7%	$256m	625,348	+3%
Vanguard Index FDSVOO	1.6%	$240m	349,813	+2%
AlphabetGOOGL	1.6%	$228m	636,973	Held
JPMorgan ChaseJPM	1.4%	$200m	610,353	Held
Eli LillyLLY	1.3%	$186m	155,017	+9%
Southern CompanySO	1.3%	$185m	1,932,339	Held
Amazon.comAMZN	1.2%	$179m	750,322	Held
Micron TechnologyMU	1.1%	$156m	134,862	-12%
AflacAFL	1.0%	$149m	1,266,835	+10%
Ishares TRIWR	0.9%	$137m	1,245,534	Held
AlphabetGOOG	0.8%	$120m	340,632	-3%
Vanguard Index FDSVUG	0.8%	$116m	1,348,377	Held
Johnson & JohnsonJNJ	0.8%	$114m	447,481	Held
BroadcomAVGO	0.7%	$110m	291,074	+2%
ExxonMobil HoldingsXOM	0.7%	$109m	794,836	Held
VisaV	0.7%	$105m	306,861	Held
Invesco Exchange Traded FD TRSP	0.7%	$99m	466,375	+24%
Spdr Gold TRGLD	0.6%	$92m	250,022	+4%
Vanguard Index FDSVTI	0.6%	$91m	246,024	-12%
Home DepotHD	0.6%	$90m	254,542	Held
Ishares TREFA	0.6%	$88m	842,582	Held
Blackrock ETF Trust IIBINC	0.6%	$85m	1,623,402	+6%
Ishares TRIVV	0.5%	$78m	104,089	Held
AbbVieABBV	0.5%	$78m	309,302	Held
Ishares TRGVI	0.5%	$75m	702,746	+15%
Costco WholesaleCOST	0.5%	$74m	78,622	Held
Invesco Exchange Traded FD TPRF	0.5%	$69m	1,283,319	Held
ChevronCVX	0.5%	$66m	401,107	Held
American ExpressAXP	0.4%	$66m	194,539	+4%
Cisco SystemsCSCO	0.4%	$65m	550,377	Held
Ishares TRAGG	0.4%	$64m	646,646	+9%
CaterpillarCAT	0.4%	$61m	57,226	Held
Ishares TRIJR	0.4%	$60m	406,907	Held
Palo Alto NetworksPANW	0.4%	$57m	167,383	+4%
Invesco QQQ TRQQQ	0.4%	$54m	73,967	Held
TJX CompaniesTJX	0.4%	$54m	355,887	Held
Lockheed MartinLMT	0.4%	$53m	104,999	Held
WalmartWMT	0.4%	$53m	467,771	Held
International Business MachinesIBM	0.4%	$52m	184,932	Held
EatonETN	0.4%	$52m	121,380	Held
Berkshire HathawayBRK-B	0.3%	$51m	102,271	+3%
Ishares TRIJH	0.3%	$50m	653,225	+13%
Ishares TRDVY	0.3%	$48m	307,307	+2%
Ishares TRSHY	0.3%	$48m	583,186	Held
Union PacificUNP	0.3%	$48m	175,107	Held
Quanta ServicesPWR	0.3%	$46m	64,428	-6%
Marvell TechnologyMRVL	0.3%	$45m	152,470	-8%
Procter & GamblePG	0.3%	$45m	306,876	Held
J P Morgan Exchange Traded FJEPI	0.3%	$44m	787,470	-15%
J P Morgan Exchange Traded FJFLX	0.3%	$43m	862,473	+6%
Monolithic Power SystemsMPWR	0.3%	$42m	30,314	-4%
MerckMRK	0.3%	$42m	324,931	Held
Meta PlatformsMETA	0.3%	$41m	72,148	-3%
Harbor ETF TrustHGER	0.3%	$40m	1,368,604	+2%
Vanguard Index FDSVO	0.3%	$39m	489,324	Held
McDonald'sMCD	0.3%	$39m	144,718	+2%
Valero EnergyVLO	0.3%	$39m	149,897	Held
AmgenAMGN	0.3%	$39m	107,659	Held
Federated Hermes ETF TrustFSCC	0.3%	$39m	1,033,467	+12%
HCA HealthcareHCA	0.3%	$38m	98,386	Held
Ishares TRIEFA	0.3%	$38m	391,221	+4%
Applied MaterialsAMAT	0.3%	$37m	51,229	+6%
UnitedHealth GroupUNH	0.3%	$37m	88,730	-3%
Ishares TRIWP	0.3%	$37m	250,670	Held
American Centy ETF TRQGRO	0.2%	$37m	310,201	+7%
Philip Morris InternationalPM	0.2%	$36m	199,629	Held
Select Sector Spdr TRXLK	0.2%	$36m	188,273	-2%
Morgan StanleyMS	0.2%	$35m	169,559	+9%
Bank of AmericaBAC	0.2%	$34m	601,074	Held
Berkshire Hathaway INC DELBRK-A	0.2%	$34m	45	-4%
Vanguard Intl Equity Index FVWO	0.2%	$34m	562,212	+5%
Victory Portfolios IIVSDA	0.2%	$33m	573,111	Held
RTXRTX	0.2%	$33m	175,179	Held
Vanguard Specialized FundsVIG	0.2%	$33m	138,486	-6%
State STR Spdr S&P Midcap 40MDY	0.2%	$33m	46,580	-2%
Advanced Micro DevicesAMD	0.2%	$33m	56,328	Held
CorningGLW	0.2%	$32m	126,115	Held
IsharesIEMG	0.2%	$32m	387,908	+15%
Ishares TRACWI	0.2%	$32m	203,486	+3576%
Ishares TRQUAL	0.2%	$32m	144,536	-2%
OracleORCL	0.2%	$32m	215,308	-3%
Automatic Data ProcessingADP	0.2%	$31m	139,294	-3%
Waste ManagementWM	0.2%	$31m	138,190	Held
Duke EnergyDUK	0.2%	$30m	239,778	-2%
Blackrock ETF Trust IIBRTR	0.2%	$30m	595,225	+5%
LindeLIN	0.2%	$29m	56,564	+3%
Vanguard Whitehall FDSVYM	0.2%	$29m	185,047	+2%
ASML Holding NVASML	0.2%	$29m	14,418	-3%
Verizon CommunicationsVZ	0.2%	$28m	667,015	+3%

Showing the largest 100 of 1,128.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 10.8% since 31 December 2025.

Where the money is

Financial services13.5%

Technology13.1%

Everyday goods6.2%

Health care5.6%

Industrials5.5%

Retail & consumer3.5%

Media & telecom3.4%

Energy2.1%

Utilities2.0%

Materials0.9%

Real estate0.3%

Other43.8%

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.