CIK: 0002082866
Total reported value
$13.1B
Reporting period: 2026-03-31 · Number of holdings: 2572
Pinnacle Financial Partners, Inc. disclosed 2572 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $13.1B and a quarterly turnover rate of 17.2%.
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Pinnacle Financial Partners, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.015 — mathematically equivalent to about 66 equally-sized positions, well below its 2572 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.90), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 56% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim GPN
-6.5% -$109.6M
Trim MSFT
+0.4% -$80.3M
Trim SPY
-10.4% -$70.7M
Trim IWF
+0.4% -$62.1M
Add KO
-2.5% $33.0M
Add XOM
-2.5% $36.6M
Showing top 200 holdings (of 2572 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.31% | +0.12% | -0.55% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.52% | -0.41% | +0.43% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.42% | +0.31% | -2.51% | |
| 4 | GPN | Global Payments INC | Stock-Industrials | 3.65% | -0.78% | -6.50% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.18% | -0.49% | -10.39% | |
| 6 | AAPL | Apple INC | Stock-Tech | 2.81% | -0.19% | -0.78% | |
| 7 | PNFP | Pinnacle Financial Partners | Stock-Financials | 2.30% | +2.30% | NEW | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.58% | +0.41% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.03% | — | +0.96% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.94% | +0.13% | +3.06% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | -0.13% | -1.26% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.66% | — | +2.83% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | -0.08% | -1.17% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 1.42% | +0.26% | +8.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | -0.10% | +0.80% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | -0.12% | -0.60% | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.18% | -0.11% | -0.34% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | +0.29% | -2.48% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.16% | -0.66% | |
| 20 | AFL | Aflac INC | Stock-Financials | 0.97% | — | +4.76% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.93% | — | +0.35% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.14% | +0.67% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.79% | — | -4.23% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | -0.09% | -2.98% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.05% | +3.36% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.11% | -0.99% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | — | -1.74% | |
| 28 | AVGO | Broadcom INC | Stock-Tech | 0.67% | — | +6.18% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.63% | +0.15% | -4.11% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.63% | — | -0.50% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.62% | — | -6.84% | |
| 32 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.61% | — | +5.53% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | +0.09% | +0.78% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | +0.27% | +96.62% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +9.18% | |
| 36 | ABBV | Abbvie INC | Stock-Healthcare | 0.52% | — | +0.85% | |
| 37 | GVI | Ishares Intermediate Governm | ETF-Other | 0.50% | — | +5.36% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | +0.09% | -2.32% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.46% | — | +0.62% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | — | +3.73% | |
| 41 | WMT | Walmart INC | Stock-Consumer Staples | 0.44% | — | +0.61% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.43% | -0.09% | +1.34% | |
| 43 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.43% | — | +1.78% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | — | -0.27% | |
| 45 | MU | Micron Technology INC | Stock-Tech | 0.39% | — | -13.21% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | — | +1.85% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.36% | — | -7.09% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | +10.24% | |
| 49 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.35% | — | -0.63% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.35% | — | -0.09% |
Performance for Q3 2026
+3.9%
Performance Last 4 Quarters
+6.6%
Based on 5 months of available history
Based on 80% of reported portfolio value with available pricing
Pinnacle Financial Partners, Inc.'s most significant position changes for 2026-03-31: New buy: Pinnacle Financial Partners (PNFP); Sold out: Synovus Financial CORP (SYU1); Sold out: Pinnacle Financial Partners, Inc. (PNW); New buy: AstraZeneca PLC (AZN); Sold out: Corpay INC (CPAY).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +0.3% | -2.51% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -2.48% | Trim |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +96.62% | Add |
| 4 | SO | Southern Co/the | +0.3% | +8.82% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -4.11% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.1% | +0.67% | Add |
| 7 | FSCC | Fed Hermes Small Cap Core | +0.1% | +165.93% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.06% | Add |
| 9 | IWD | Ishares Russell 1000 Value E | +0.1% | -0.55% | Trim |
| 10 | LMT | Lockheed Martin CORP | +0.1% | -2.32% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.1% | +0.78% | Add |
| 12 | CAT | Caterpillar INC | +0.1% | +4.54% | Add |
| 13 | VLO | Valero Energy CORP | +0.1% | -12.76% | Trim |
| 14 | PWR | Quanta Services INC | +0.1% | +0.84% | Add |
| 15 | HGER | Harbor Commodity All Weather | +0.1% | -0.03% | Trim |
| 16 | DUK | Duke Energy CORP | +0.1% | +12.75% | Add |
| 17 | MPWR | Monolithic Power Systems INC | +0.1% | +5.50% | Add |
| 18 | TLH | Ishares 10-20 Year Treasury | +0.1% | +51.67% | Add |
| 19 | CPRT | Copart INC | 0% | -28.06% | Trim |
| 20 | IBM | Intl Business Machines CORP | -0.1% | +3.45% | Add |
| 21 | VUG | Vanguard Growth ETF | -0.1% | +3.36% | Add |
| 22 | NOW | Servicenow INC | -0.1% | +0.47% | Add |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -2.18% | Trim |
| 24 | UNH | Unitedhealth Group INC | -0.1% | -4.37% | Trim |
| 25 | DHR | Danaher CORP | -0.1% | -13.44% | Trim |
| 26 | ABT | Abbott Laboratories | -0.1% | -9.68% | Trim |
| 27 | ADP | Automatic Data Processing | -0.1% | -1.44% | Trim |
| 28 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -19.54% | Trim |
| 29 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.17% | Trim |
| 30 | ORCL | Oracle CORP | -0.1% | -1.73% | Trim |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -2.98% | Trim |
| 32 | AXP | American Express Co | -0.1% | +1.34% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.80% | Add |
| 34 | AMZN | Amazon.com INC | -0.1% | -0.34% | Trim |
| 35 | V | Visa Inc-class A Shares | -0.1% | -0.99% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | -0.60% | Trim |
| 37 | CRM | Salesforce INC | -0.1% | -23.13% | Trim |
| 38 | NVDA | Nvidia CORP | -0.1% | -1.26% | Trim |
| 39 | LLY | Eli Lilly & Co | -0.2% | -0.66% | Trim |
| 40 | AAPL | Apple INC | -0.2% | -0.78% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | -0.4% | +0.43% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -10.39% | Trim |
| 43 | MSFT | Microsoft CORP | -0.6% | +0.41% | Add |
| 44 | GPN | Global Payments INC | -0.8% | -6.50% | Trim |
| 45 | PNFP | Pinnacle Financial Partners | — | NEW | New buy |
| 46 | SYU1 | Synovus Financial CORP | — | EXIT | Sold out |
| 47 | PNW | Pinnacle Financial Partners, Inc. | — | EXIT | Sold out |
| 48 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 49 | CPAY | Corpay INC | — | EXIT | Sold out |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-18 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
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