Pinnacle Financial Partners, Inc.
CIK 2082866 · View on SEC EDGAR ↗
- Portfolio value
- $8.6B
- Positions
- 1,128
- As of
- June 30, 2026
#547 of 9,443 by 13F value · top 5.8%
Portfolio value QoQ: +125.2% 13F does not disclose cash
- Top 10 holdings weight
- 44.30%
- Top 25 holdings weight
- 60.29%
- Positions above 1%
- 17
- Effective number of positions
- 37.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 11.18% Est. buys $5,135,110,370 · sells $690,652,764
- New positions
- 87
- Increased
- 539
- Decreased
- 386
- Closed
- 35
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
9.7%
Financials
7.7%
Financial Services
7.6%
Consumer Staples
7.1%
Healthcare
5.2%
Industrials
4.9%
Retail
2.6%
Communication Services
2.2%
Energy
1.8%
Consumer Discretionary
1.2%
Utilities
0.9%
Materials
0.6%
Communications
0.5%
Consumer products
0.5%
Telecommunication
0.3%
Real Estate
0.2%
Logistics & Transportation
0.1%
Packaging
0.0%
Diversified Consumer Services
0.0%
Paper & Forest
0.0%
Other/Unmapped
46.9%
Full portfolio 1,128 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IWD | $717,941,899 | 8.39% | 2,961,440 | $683,382,067 | Up ×2 | ||
| IWF | $594,127,002 | 6.95% | 4,784,787 | $565,629,967 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $556,579,383 | 6.51% | 6,848,522 | $4,947,666 | Down ×1 | ||
| GPN Global Payments Inc. Common Stock | $498,320,094 | 5.83% | 6,867,697 | $493,648,001 | Up ×2 | ||
| IWM | $297,501,684 | 3.48% | 990,187 | $282,653,924 | Up ×2 | ||
| PNFP Pinnacle Financial Partners, Inc. - Common Stock | $263,681,153 | 3.08% | 2,613,810 | $263,672,624 | Up ×1 | ||
| IWB | $254,390,819 | 2.97% | 621,223 | $38,468,780 | Up ×2 | ||
| VEA | $223,021,763 | 2.61% | 3,130,130 | $171,611,354 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $195,692,721 | 2.29% | 676,295 | $164,695,628 | Up ×2 | ||
| SPY SPY | $187,191,342 | 2.19% | 250,668 | $150,727,103 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $157,348,175 | 1.84% | 786,387 | $141,176,370 | Up ×2 | ||
| AFL AFLAC Incorporated Common Stock | $143,648,486 | 1.68% | 1,225,147 | $143,488,530 | Up ×1 | ||
| IWR | $122,136,486 | 1.43% | 1,107,111 | $111,133,159 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $116,548,980 | 1.36% | 312,447 | $-2,583,571 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $111,070,816 | 1.30% | 92,603 | $106,606,656 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $102,600,212 | 1.20% | 287,098 | $99,578,816 | Up ×2 | ||
| RSP | $86,979,312 | 1.02% | 408,795 | $25,288,739 | Up ×2 | ||
| BINC | $84,865,280 | 0.99% | 1,621,423 | $5,323,060 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $75,141,220 | 0.88% | 229,558 | $3,583,953 | Down ×1 | ||
| GVI | $74,557,838 | 0.87% | 702,746 | $9,260,290 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $73,659,739 | 0.86% | 194,996 | $68,057,095 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $72,871,502 | 0.85% | 305,746 | $51,735,636 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $54,175,611 | 0.63% | 213,315 | $15,074,129 | Up ×2 | ||
| VTI | $47,377,331 | 0.55% | 128,033 | $-5,560,490 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $45,000,815 | 0.53% | 127,362 | $24,927,459 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $44,794,945 | 0.52% | 127,013 | $17,825,987 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $44,154,818 | 0.52% | 322,958 | $-10,891,708 | Down ×1 | ||
| GLD | $42,554,152 | 0.50% | 115,517 | $14,054,323 | Up ×2 | ||
| JFLX | $42,269,717 | 0.49% | 838,685 | $3,010,170 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $41,428,870 | 0.48% | 38,904 | $13,722,416 | Down ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $40,100,609 | 0.47% | 341,398 | $13,347,577 | Down ×1 | ||
| EFA | $39,000,292 | 0.46% | 375,436 | $32,502,568 | Up ×2 | ||
| FSCC | $38,579,323 | 0.45% | 1,033,467 | $11,105,236 | Up ×2 | ||
| QGRO | $36,619,284 | 0.43% | 310,201 | $6,118,785 | Up ×2 | ||
| VSDA VictoryShares Dividend Accelerator ETF | $32,052,450 | 0.37% | 550,948 | $30,844,546 | Up ×1 | ||
| JEPI | $31,833,822 | 0.37% | 563,630 | $31,622,633 | Up ×1 | ||
| ACWI iShares MSCI ACWI ETF | $31,357,426 | 0.37% | 199,767 | $31,318,039 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $31,256,649 | 0.37% | 380,668 | $171,191 | Up ×2 | ||
| QUAL | $31,236,299 | 0.37% | 142,352 | $30,800,200 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $30,742,347 | 0.36% | 185,463 | $22,471,947 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $30,398,098 | 0.36% | 32,495 | $-8,475,615 | Down ×1 | ||
| BRTR iShares Total Return Active ETF | $29,954,699 | 0.35% | 595,225 | $1,509,516 | Up ×2 | ||
| VOO | $29,278,710 | 0.34% | 42,630 | $28,241,363 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $28,920,435 | 0.34% | 51,342 | $24,373,105 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $28,473,186 | 0.33% | 39,382 | $27,230,093 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $28,149,205 | 0.33% | 111,863 | $2,954,293 | Down ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $27,883,765 | 0.33% | 54,732 | $-5,048,237 | Up ×2 | ||
| RTX RTX Corporation Common Stock | $26,438,686 | 0.31% | 139,349 | $64,241 | Up ×2 | ||
| DVY iShares Select Dividend ETF | $26,235,111 | 0.31% | 167,851 | $21,632,890 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $26,162,857 | 0.31% | 203,602 | $25,756,156 | Up ×2 | ||
| IJR | $26,002,451 | 0.30% | 175,325 | $3,374,543 | Down ×1 | ||
| V Visa Inc. | $25,542,707 | 0.30% | 74,449 | $22,261,394 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $25,339,670 | 0.30% | 93,743 | $24,952,734 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $24,942,904 | 0.29% | 291,764 | $24,499,522 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $24,727,554 | 0.29% | 433,969 | $21,172,453 | Up ×2 | ||
| SO Southern Company (The) Common Stock | $24,544,255 | 0.29% | 256,444 | $23,916,395 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $23,216,891 | 0.27% | 158,423 | $16,760,817 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $22,069,105 | 0.26% | 21,821 | $4,061,362 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $21,959,408 | 0.26% | 78,089 | $21,241,689 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $21,472,324 | 0.25% | 62,965 | $7,390,141 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $21,417,013 | 0.25% | 189,096 | $19,483,467 | Up ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $20,833,175 | 0.24% | 35,863 | $18,076,698 | Up ×2 | ||
| IJH | $20,820,471 | 0.24% | 270,010 | $20,021,936 | Up ×1 | ||
| IEFA | $20,559,950 | 0.24% | 212,880 | $14,146,913 | Up ×2 | ||
| JHSC | $20,425,133 | 0.24% | 420,616 | $2,194,768 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $20,305,974 | 0.24% | 138,475 | $19,151,177 | Up ×1 | ||
| GPC Genuine Parts Company Common Stock | $19,488,408 | 0.23% | 165,184 | $1,406,744 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $19,314,741 | 0.23% | 45,327 | $18,253,892 | Up ×2 | ||
| KLAC KLA Corporation - Common Stock | $18,531,330 | 0.22% | 61,421 | $18,509,244 | Up ×2 | ||
| CM Canadian Imperial Bank of Commerce Common Stock | $18,467,217 | 0.22% | 160,584 | $2,977,186 | Down ×1 | ||
| IVV | $18,197,278 | 0.21% | 24,299 | $-13,090,826 | Down ×1 | ||
| JHMM | $18,056,441 | 0.21% | 240,881 | $1,863,565 | Down ×1 | ||
| XLK XLK | $18,033,861 | 0.21% | 94,656 | $15,715,835 | Up ×2 | ||
| AMGN Amgen Inc. - Common Stock | $17,974,188 | 0.21% | 49,636 | $13,755,164 | Up ×2 | ||
| IWN | $17,942,417 | 0.21% | 81,114 | $17,034,158 | Up ×2 | ||
| IEMG | $17,855,913 | 0.21% | 215,547 | $17,035,792 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $17,580,528 | 0.21% | 34,230 | $-397,738 | Down ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $17,360,991 | 0.20% | 114,594 | $16,132,094 | Up ×2 | ||
| CMI Cummins Inc. Common Stock | $16,982,243 | 0.20% | 23,811 | $16,964,489 | Up ×1 | ||
| C Citigroup, Inc. Common Stock | $16,540,893 | 0.19% | 118,183 | $16,335,393 | Up ×2 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $16,241,733 | 0.19% | 128,312 | $16,053,571 | Up ×2 | ||
| WM Waste Management, Inc. Common Stock | $16,201,370 | 0.19% | 72,691 | $15,697,208 | Up ×2 | ||
| VALQ | $15,564,954 | 0.18% | 223,276 | $724,068 | Down ×1 | ||
| ENB Enbridge Inc Common Stock | $15,103,448 | 0.18% | 278,610 | $14,199,256 | Up ×2 | ||
| INTC Intel Corporation - Common Stock | $14,775,088 | 0.17% | 105,816 | $14,481,584 | Up ×2 | ||
| DRI Darden Restaurants, Inc. Common Stock | $14,503,516 | 0.17% | 70,402 | $14,478,815 | Up ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $14,324,897 | 0.17% | 43,393 | $11,472,851 | Up ×2 | ||
| MS Morgan Stanley Common Stock | $14,281,822 | 0.17% | 68,321 | $449,862 | Down ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $14,187,369 | 0.17% | 246,223 | $11,750,448 | Up ×2 | ||
| WINN Harbor Long-Term Growers ETF | $14,148,958 | 0.17% | 435,754 | $2,438,611 | Up ×2 | ||
| TFC Truist Financial Corporation Common Stock | $13,735,773 | 0.16% | 275,708 | $7,539,065 | Up ×2 | ||
| BRKB | $13,630,123 | 0.16% | 27,239 | $555,630 | Down ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $13,557,714 | 0.16% | 45,485 | $12,750,090 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $13,431,844 | 0.16% | 74,246 | $-5,357,402 | Down ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $13,303,060 | 0.16% | 43,948 | $5,430,685 | Down ×1 | ||
| IWO | $13,149,203 | 0.15% | 33,377 | $12,607,568 | Up ×1 | ||
| VIG | $12,951,632 | 0.15% | 54,736 | $1,391,082 | Up ×2 | ||
| IWP | $12,659,780 | 0.15% | 86,468 | $11,227,271 | Up ×2 | ||
| RBC RBC Bearings Incorporated Common Stock | $12,590,729 | 0.15% | 19,549 | $1,532,806 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $12,421,074 | 0.15% | 293,365 | $-3,219,323 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| RLY | $9,657,969 | 279,860 | 0.11% |
| SAMT | $8,765,483 | 183,628 | 0.10% |
| WTPI | $6,440,349 | 196,412 | 0.08% |
| Unknown issuer (CUSIP: 438516205) | $6,259,348 | 27,956 | 0.07% |
| Unknown issuer (CUSIP: 43849R105) | $6,180,512 | 27,956 | 0.07% |
| NOVT | $2,840,822 | 17,510 | 0.03% |
| KORP | $2,623,866 | 56,005 | 0.03% |
| Unknown issuer (CUSIP: 19249U609) | $2,565,320 | 108,456 | 0.03% |
| AVT | $1,679,586 | 18,910 | 0.02% |
| PDFS | $1,479,086 | 20,894 | 0.02% |
| TKR | $1,265,737 | 8,710 | 0.01% |
| PSKY | $1,236,099 | 125,365 | 0.01% |
| Unknown issuer (CUSIP: 26614N201) | $1,008,892 | 7,438 | 0.01% |
| COLM | $926,496 | 14,987 | 0.01% |
| FIIG | $910,457 | 43,962 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VEA | Bought more | +2.3M | +$171.6M |
| AMZN | Bought more | +204K | +$51.7M |
| IWB | Bought more | +16K | +$38.5M |
| RSP | Bought more | +87K | +$25.3M |
| GOOG | Bought more | +57K | +$24.9M |
| CVX | Bought more | +146K | +$22.5M |
34 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| SNV | March 31, 2026 | 161,906 | $8,104,243 | No longer tracked |
| HURN | June 30, 2026 | 24,411 | $3,112,158 | 79.3% |
| APOC | March 31, 2026 | 109,242 | $2,862,501 | No longer tracked |
| QLYS | June 30, 2026 | 29,877 | $2,624,694 | 29.3% |
| POOL | March 31, 2026 | 10,342 | $2,365,733 | -5.5% |
| TYL | March 31, 2026 | 4,887 | $2,218,454 | 0.4% |
| PCOR | June 30, 2026 | 19,518 | $1,112,526 | 53.2% |
| FV | June 30, 2026 | 16,444 | $993,927 | |
| HON | June 30, 2026 | 4,036 | $913,461 | -1.9% |
| QTWO | March 31, 2026 | 11,969 | $863,683 | 33.6% |
| REVG | March 31, 2026 | 14,181 | $862,347 | No longer tracked |
| CRUS | June 30, 2026 | 5,011 | $724,691 | -21.5% |
| JMOM | March 31, 2026 | 9,777 | $666,504 | No longer tracked |
| KBR | March 31, 2026 | 16,346 | $657,109 | 4.0% |
| BL | March 31, 2026 | 10,578 | $584,858 | -15.4% |
| PCH | March 31, 2026 | 14,263 | $567,858 | No longer tracked |
| TDY | June 30, 2026 | 936 | $566,289 | -5.1% |
| MANH | March 31, 2026 | 2,965 | $513,864 | 55.9% |
| ALNY | March 31, 2026 | 1,237 | $491,893 | -30.6% |
| GXO | March 31, 2026 | 9,025 | $475,076 | -11.5% |
| BROS | June 30, 2026 | 9,133 | $462,678 | -31.5% |
| EMLP | June 30, 2026 | 10,246 | $447,340 | No longer tracked |
| BG | March 31, 2026 | 4,502 | $401,038 | -7.6% |
| INGM | March 31, 2026 | 18,298 | $390,479 | 18.8% |
| PPTA | March 31, 2026 | 15,400 | $372,834 | -9.3% |
| XP | June 30, 2026 | 19,114 | $363,931 | 1.2% |
| FPEI | March 31, 2026 | 17,899 | $347,083 | No longer tracked |
| CUBE | June 30, 2026 | 8,977 | $329,007 | 3.4% |
| WEN | June 30, 2026 | 44,390 | $308,511 | 6.0% |
| FUN | June 30, 2026 | 16,958 | $301,005 | -20.6% |
| PBDE | June 30, 2026 | 9,987 | $289,713 | No longer tracked |
| BUG | March 31, 2026 | 9,394 | $286,189 | |
| STC | March 31, 2026 | 3,999 | $280,970 | 12.5% |
| FLQM | March 31, 2026 | 4,955 | $278,768 | No longer tracked |
| Z | March 31, 2026 | 4,000 | $272,880 | -13.8% |
| CCL | June 30, 2026 | 10,523 | $272,398 | -10.1% |
| FOXF | March 31, 2026 | 15,158 | $259,353 | 32.7% |
| TGTX | March 31, 2026 | 8,600 | $256,366 | 66.1% |
| DFSD | March 31, 2026 | 5,300 | $254,135 | No longer tracked |
| BTT | March 31, 2026 | 10,780 | $246,025 | -0.8% |
| GSAT | June 30, 2026 | 3,579 | $237,717 | 0.9% |
| LULU | June 30, 2026 | 1,531 | $234,396 | 3.1% |
| ITB | March 31, 2026 | 2,355 | $226,892 | No longer tracked |
| WSO | March 31, 2026 | 671 | $226,093 | -13.0% |
| SLVP | June 30, 2026 | 6,313 | $223,859 | No longer tracked |
| MPX | June 30, 2026 | 30,565 | $222,208 | No longer tracked |
| SW | March 31, 2026 | 5,653 | $218,602 | 22.6% |
| CTRA | June 30, 2026 | 6,158 | $216,452 | No longer tracked |
| TFI | March 31, 2026 | 4,727 | $216,086 | No longer tracked |
| EMB | June 30, 2026 | 2,295 | $215,569 | |
| NDMO | March 31, 2026 | 21,157 | $213,273 | -3.0% |
| UTG | June 30, 2026 | 5,379 | $211,287 | No longer tracked |
| FDS | March 31, 2026 | 707 | $205,164 | 37.5% |
| DFEB | March 31, 2026 | 4,295 | $204,964 | No longer tracked |
| DECP | March 31, 2026 | 6,700 | $204,106 | No longer tracked |
| MTN | June 30, 2026 | 1,528 | $196,449 | 11.5% |
| CAG | June 30, 2026 | 8,626 | $135,601 | 19.4% |
| WDAY | March 31, 2026 | 613 | $131,660 | 50.4% |
| AMCR | March 31, 2026 | 14,238 | $118,745 | 21.1% |
| SKWD | March 31, 2026 | 2,164 | $110,602 | 28.4% |
| VGK | June 30, 2026 | 1,340 | $110,573 | No longer tracked |
| BGC | June 30, 2026 | 10,443 | $102,155 | 8.9% |
| MKC | March 31, 2026 | 1,010 | $68,791 | 9.7% |
| AVY | June 30, 2026 | 379 | $65,446 | 12.5% |
| LUV | March 31, 2026 | 1,549 | $64,047 | 7.5% |
| GSIE | June 30, 2026 | 1,225 | $52,834 | No longer tracked |
| SUN | March 31, 2026 | 863 | $45,230 | 17.1% |
| DD | June 30, 2026 | 976 | $44,809 | 3.3% |
| CHKP | June 30, 2026 | 276 | $39,427 | -1.4% |
| SRLN | March 31, 2026 | 877 | $36,194 | No longer tracked |
| PDBC | March 31, 2026 | 2,320 | $30,753 | |
| SJM | March 31, 2026 | 300 | $29,343 | 27.3% |
| FERG | March 31, 2026 | 103 | $22,931 | 2.6% |
| BLD | March 31, 2026 | 53 | $22,111 | No longer tracked |
| MSTR | March 31, 2026 | 138 | $20,969 | -3.5% |
| SITE | June 30, 2026 | 152 | $20,366 | -16.2% |
| PKG | June 30, 2026 | 92 | $19,523 | 5.3% |
| EL | March 31, 2026 | 182 | $19,157 | 36.9% |
| KD | March 31, 2026 | 539 | $14,316 | -5.4% |
| CPB | June 30, 2026 | 500 | $11,135 | 6.4% |
| EXAS | March 31, 2026 | 89 | $9,039 | No longer tracked |
| CCC | March 31, 2026 | 1,122 | $8,920 | 23.3% |
| TBBK | March 31, 2026 | 131 | $8,845 | 25.8% |
| TWLO | March 31, 2026 | 60 | $8,534 | 72.7% |
| SOFI | March 31, 2026 | 302 | $7,906 | 17.5% |
| TDC | June 30, 2026 | 247 | $6,331 | -20.8% |
| LDOS | March 31, 2026 | 30 | $5,412 | -8.7% |
| CADE | March 31, 2026 | 101 | $4,327 | No longer tracked |
| FIS | March 31, 2026 | 63 | $4,187 | -13.1% |
| FSLR | June 30, 2026 | 9 | $1,775 | -8.9% |
| MSCI | March 31, 2026 | 3 | $1,721 | 4.8% |
| IHI | March 31, 2026 | 17 | $1,057 | No longer tracked |
| TSN | March 31, 2026 | 16 | $1,037 | -9.9% |
| CPAY | March 31, 2026 | 2 | $602 | 42.8% |