Pinnacle Financial Partners, Inc.
•CIK: 2082866•Filing: Q4 2025
Pinnacle Financial Partners, Inc., with $13.2B in assets under management, is led by CEO Jay Sidhu, known for a growth-oriented investment strategy focusing on technology and consumer staples. The fund's top holdings include prominent ETFs like IWD and IWF, reflecting a diversified approach with a notable emphasis on growth and stability.
Total AUM
$13.2B
QoQ Performance
N/A
Positions
738
Top 10 Concentration
38.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IWD
IWD5.2%
IWF4.9%
GPN4.4%
KO4.1%
SPY3.7%
AAPL3.0%
MSFT2.6%
SYU12.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other54.1%
Technology14.3%
ETF6.6%
Financial5.5%
Consumer Staples5.1%
Healthcare4.6%
Consumer4.0%
Utilities1.7%