PF
Pinnacle Financial Partners Inc Historical SEC 13F Holdings & Archive (Q3 2025)
Pinnacle Financial Partners IncCIK: 0001115055
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$4.2B
Reporting period: 2025-09-30 · Number of holdings: 787
Pinnacle Financial Partners Inc disclosed 787 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of $4.2B and a quarterly turnover rate of 24.6%.
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Personality snowflake
- Concentration
- 5.04
- Portfolio Stability
- 24.56
- Momentum
- 100
- Sector conviction
- 56.52
- Diversification
- 100
- Sizing Uniformity
- 78.1
Pinnacle Financial Partners Inc's disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 79 equally-sized positions, well below its 787 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 2.19), 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 46% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim AMZN
-44.7% -$64.7M
Trim V
-34.3% -$44.4M
Trim VOO
-31.8% -$51.5M
Trim MSFT
-26.5% -$55.9M
Trim JPM
-34.4% -$41.1M
Trim HCA
-49.5% -$32.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 787 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.64% | -26.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.03% | -0.15% | -21.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.87% | +0.29% | -23.50% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | -0.66% | -31.79% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.56% | -34.43% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.05% | +0.48% | +4.72% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.49% | -1.37% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | -1.13% | -44.68% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 1.83% | -0.71% | -34.29% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.57% | -0.02% | -21.50% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | -0.50% | -51.79% | |
| 12 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.50% | -0.06% | -0.80% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.31% | -16.54% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.29% | — | -8.54% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.11% | -22.90% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | -0.19% | -28.67% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.02% | +0.27% | +17.44% | |
| 18 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.01% | -0.56% | -49.51% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.33% | +5.64% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | +0.35% | +16.03% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.92% | — | -1.92% | |
| 22 | JFLX | Jpmorgan Flexible Debt ETF | ETF-Other | 0.91% | +0.91% | NEW | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.05% | -10.90% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.87% | — | +0.54% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | — | -2.00% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | — | -8.53% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | — | +2.08% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | — | +4.67% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.25% | -43.50% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | +0.20% | +4.39% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.73% | — | -2.63% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | — | -9.15% | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | -0.26% | -37.39% | |
| 34 | CME | Cme Group Inc | Stock-Financials | 0.69% | — | +2.01% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | — | -2.86% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.68% | +0.20% | -7.57% | |
| 37 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.68% | — | +6.26% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | — | +11.01% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.65% | — | -9.66% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | — | -0.90% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | -0.34% | -48.49% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | — | -0.74% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.61% | — | +1.27% | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.60% | — | -11.95% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | -6.10% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | — | -6.58% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | — | +0.65% | |
| 48 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.54% | — | -5.26% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.54% | — | +1.62% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.54% | -0.22% | -28.98% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4.1%
Performance Last 4 Quarters
+23.4%
- Stdev
- +10.8%
- Beta
- +0.8
- Alpha
- +1.8%
- Max Drawdown
- -6.8%
- Annualized Perf
- +18.6%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.34
- Stutzer
- +0.48
- Treynor
- +0.22
- Sterling
- +1.25
- Calmar
- +2.76
- Information Ratio
- -0.56
- Tracking Error
- +4%
- Stdev Down
- +5.3%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +29.8%
- Worst 12 Months
- +6.7%
- Efficiency Ratio
- +0.64
- Sharpe
- +1.65
- Stdev Sectors
- +9.3%
- Skewness
- -0.14
- Kurtosis
- -0.2
- Upside Potential
- +4.93
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2025 Q3 | 787 | $4.2B | 25 | ||
| 2025 Q2 | 1060 | $4.8B | 21 | ||
| 2025 Q1 | 1072 | $5.0B | 100 | ||
| 2024 Q4 | 1064 | $4.9B | 0 | ||
| 2024 Q3 | 1061 | $5.0B | 0 | ||
| 2024 Q2 | 1077 | $4.7B | 0 | ||
| 2024 Q1 | 1073 | $4.6B | 0 | ||
| 2023 Q4 | 1041 | $4.2B | 0 | ||
| 2023 Q3 | 1012 | $3.9B | 0 | ||
| 2023 Q2 | 1058 | $4.0B | 0 | ||
| 2023 Q1 | 1074 | $3.7B | 0 | ||
| 2022 Q4 | 1049 | $3.5B | 0 | ||
| 2022 Q3 | 1058 | $2.8B | 0 | ||
| 2022 Q2 | 927 | $2.8B | 0 | ||
| 2022 Q1 | 957 | $3.2B | 0 | ||
| 2021 Q4 | 994 | $3.2B | 0 | ||
| 2021 Q3 | 988 | $2.8B | 0 | ||
| 2021 Q2 | 967 | $2.5B | 94 | ||
| 2021 Q1 | 903 | $2.2B | 21 | ||
| 2020 Q4 | 956 | $2.0B | 14 | ||
| 2020 Q3 | 934 | $1.8B | 12 | ||
| 2020 Q2 | 903 | $1.8B | 27 | ||
| 2020 Q1 | 921 | $1.4B | 30 | ||
| 2019 Q4 | 993 | $1.6B | 20 | ||
| 2019 Q3 | 789 | $1.4B | 12 | ||
| 2019 Q2 | 797 | $1.3B | 14 | ||
| 2019 Q1 | 885 | $1.2B | 22 | ||
| 2018 Q4 | 703 | $1.1B | 26 | ||
| 2018 Q3 | 869 | $1.2B | 18 | ||
| 2018 Q2 | 811 | $1.1B | 12 | ||
| 2018 Q1 | 821 | $985.3M | 17 | ||
| 2017 Q4 | 669 | $948.3M | 22 | ||
| 2017 Q3 | 638 | $779.4M | 34 | ||
| 2017 Q2 | 903 | $704.5M | 36 | ||
| 2017 Q1 | 590 | $506.9M | 15 | ||
| 2016 Q4 | 566 | $462.5M | 23 | ||
| 2016 Q3 | 422 | $444.3M | 5 | ||
| 2016 Q2 | 413 | $435.1M | 17 | ||
| 2016 Q1 | 376 | $389.9M | 33 | ||
| 2015 Q4 | 368 | $321.2M | 30 | ||
| 2015 Q3 | 364 | $318.1M | 22 | ||
| 2015 Q2 | 351 | $315.6M | 15 | ||
| 2015 Q1 | 349 | $298.8M | 12 | ||
| 2014 Q4 | 336 | $286.6M | 16 | ||
| 2014 Q3 | 285 | $262.1M | 13 | ||
| 2014 Q2 | 276 | $251.1M | 20 | ||
| 2014 Q1 | 224 | $223.5M | 19 | ||
| 2013 Q4 | 166 | $218.8M | 19 | ||
| 2013 Q3 | 309 | $201.0M | 16 | ||
| 2013 Q2 | 300 | $192.2M | 0 |
Holding changes this quarter
Pinnacle Financial Partners Inc's most significant position changes for 2025-09-30: New buy: Jpmorgan Flexible Debt ETF (JFLX); Trim: Amazon.com Inc (AMZN) — shares -44.68%; Trim: Visa Inc-class A Shares (V) — shares -34.29%; Trim: Vanguard S&p 500 ETF (VOO) — shares -31.79%; Trim: Microsoft CORP (MSFT) — shares -26.53%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | -1.37% | Trim |
| 2 | VUG | Vanguard Growth ETF | +0.5% | +4.72% | Add |
| 3 | JNJ | Johnson & Johnson | +0.4% | +16.03% | Add |
| 4 | ABBV | Abbvie Inc | +0.3% | +5.64% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -16.54% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -23.50% | Trim |
| 7 | AGG | Ishares Core U.s. Aggregate | +0.3% | +17.44% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | -7.57% | Trim |
| 9 | GLD | Spdr Gold Shares | +0.2% | +4.39% | Add |
| 10 | MS | Morgan Stanley | +0.2% | +58.39% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | 0% | -21.50% | Trim |
| 12 | SPGI | S&p Global Inc | 0% | -12.31% | Trim |
| 13 | COST | Costco Wholesale CORP | -0.1% | -10.90% | Trim |
| 14 | PNW | Pinnacle West Capital Corporation | -0.1% | -0.80% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -25.12% | Trim |
| 16 | PM | Philip Morris International | -0.1% | -13.52% | Trim |
| 17 | DHR | Danaher CORP | -0.1% | -25.64% | Trim |
| 18 | DG | Dollar General CORP | -0.1% | -92.96% | Trim |
| 19 | XOM | Exxon Mobil CORP | -0.1% | -22.90% | Trim |
| 20 | EOG | Eog Resources Inc | -0.1% | -43.79% | Trim |
| 21 | BMY | Bristol-myers Squibb Co | -0.1% | -70.68% | Trim |
| 22 | DE | Deere & Co | -0.1% | -45.59% | Trim |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -48.22% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -21.30% | Trim |
| 25 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -38.32% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.2% | -46.61% | Trim |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -52.49% | Trim |
| 28 | AZO | Autozone Inc | -0.2% | -67.49% | Trim |
| 29 | NFLX | Netflix Inc | -0.2% | -37.98% | Trim |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | -0.2% | -95.88% | Trim |
| 31 | GD | General Dynamics CORP | -0.2% | -78.47% | Trim |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.2% | -28.67% | Trim |
| 33 | CRM | Salesforce Inc | -0.2% | -28.98% | Trim |
| 34 | TJX | Tjx Companies Inc | -0.3% | -43.50% | Trim |
| 35 | UNP | Union Pacific CORP | -0.3% | -37.39% | Trim |
| 36 | HON | Honeywell International Inc | -0.3% | -64.07% | Trim |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -78.33% | Trim |
| 38 | BAC | Bank Of America CORP | -0.3% | -83.69% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -48.49% | Trim |
| 40 | EMR | Emerson Electric Co | -0.4% | -72.24% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.4% | -95.82% | Trim |
| 42 | QCOM | Qualcomm Inc | -0.4% | -90.29% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.5% | -51.79% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | -0.6% | -34.43% | Trim |
| 45 | HCA | Hca Healthcare Inc | -0.6% | -49.51% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -26.53% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | -0.7% | -31.79% | Trim |
| 48 | V | Visa Inc-class A Shares | -0.7% | -34.29% | Trim |
| 49 | AMZN | Amazon.com Inc | -1.1% | -44.68% | Trim |
| 50 | JFLX | Jpmorgan Flexible Debt ETF | — | NEW | New buy |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Pinnacle Financial Partners Inc and what type of investor is it?
Pinnacle Financial Partners Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately $4.2B, spread across 787 disclosed positions.
What are Pinnacle Financial Partners Inc's largest equity positions?
Based on the latest 13F filing, Pinnacle Financial Partners Inc's top holdings by market value are:
1. Microsoft CORP (MSFT) — $181.9M (4.4%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $168.4M (4.0%)
3. Apple Inc (AAPL) — $161.5M (3.9%)
4. Vanguard S&p 500 ETF (VOO) — $143.1M (3.4%)
5. Jpmorgan Chase & Co (JPM) — $102.2M (2.5%)
What changes did Pinnacle Financial Partners Inc make in its most recent portfolio filing?
In the latest reported quarter, Pinnacle Financial Partners Inc made 50 notable position adjustments: 1 new positions were initiated, 6 existing holdings were added to, 43 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Jpmorgan Flexible Debt ETF (JFLX); Trim: Amazon.com Inc (AMZN) — shares -44.68%; Trim: Visa Inc-class A Shares (V) — shares -34.29%; Trim: Vanguard S&p 500 ETF (VOO) — shares -31.79%; Trim: Microsoft CORP (MSFT) — shares -26.53%
What sectors does Pinnacle Financial Partners Inc focus on?
Pinnacle Financial Partners Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 33.2%
• Financials: 19.3%
• Health Care: 12.3%
• Communication Services: 10.1%
• Consumer Discretionary: 8.5%
• Consumer Staples: 6.7%
Investment Profile
Pinnacle Financial Partners Inc returned an annualized 18.6% over the trailing 36 months — outperforming the S&P 500 by 1.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.80 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 33.2% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 25 over the past 4 quarters — a shift toward more active trading.
It has added to its NVDA position over the past two quarters (+$31.0M, now $83.7M), while trimming AMZN over the same stretch (-$104.0M, still holding $80.2M).
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