Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q3 2025 data
PINNACLE FINANCIAL PARTNERS INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

PINNACLE FINANCIAL PARTNERS INC

โ€ขCIK: 1115055โ€ขFiling: Q3 2025

**PINNACLE FINANCIAL PARTNERS INC** manages $4.2B across a diversified portfolio of 536 positions. The fund maintains significant exposure to mega-cap technology and market indices, evidenced by top holdings including MSFT ($181.9M) and SPY ($168.4M). Further concentration is visible in AAPL ($161.5M), VOO ($143.1M), and JPM ($102.2M). This allocation suggests a core strategy focused on established market leaders and broad equity market participation.

Total AUM
$4.2B
QoQ Performance
N/A
Positions
406
Top 10 Concentration
28.8%
Latest Filing
Q3 2025

Top Holdings Allocation

MSFT4.3%
SPY4.0%
AAPL3.9%
VOO3.4%
JPM2.4%
VUG2.0%
NVDA2.0%
AMZN1.9%

๐Ÿ“ˆ Biggest Buys

JFLX
J P MORGAN EXCHANGE TRADED F
NEW
0.9% of portfolio
AGG
ISHARES TR
+84.3%
1.0% of portfolio
AVGO
BROADCOM INC
+122.6%
0.4% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
+88.0%
0.5% of portfolio
BK
BANK NEW YORK MELLON CORP
NEW
0.2% of portfolio

๐Ÿ“‰ Biggest Sells

GOOGL
ALPHABET INC
-66.9%
1.6% of portfolio
AMZN
AMAZON COM INC
-58.7%
1.9% of portfolio
MSFT
MICROSOFT CORP
-38.2%
4.3% of portfolio
JPM
JPMORGAN CHASE & CO.
-47.2%
2.4% of portfolio
VOO
VANGUARD INDEX FDS
-35.1%
3.4% of portfolio

Sector Breakdown

Other46.5%
Technology16.6%
Financial9.1%
ETF8.7%
Consumer5.4%
Healthcare5.3%
Energy2.1%
Industrial1.9%

๐Ÿšช Exited Positionssold since Q1 2025

NKE
NIKE INC
SOLD
$30.1M
QCOM
QUALCOMM INC
SOLD
$27.8M
USB
US BANCORP DEL
SOLD
$23.0M
MDT
MEDTRONIC PLC
SOLD
$12.9M
UPS
UNITED PARCEL SERVICE INC
SOLD
$10.3M
+322 more exited positions

Changes from Q1 2025

NEW4 new positions
โ†‘85 increased
โ†“109 decreased

Historical Filings

Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023