CIK: 0001115055
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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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.
Trim 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
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 Financial Partners, Inc. | 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% |
Performance for Q3 2026
+4.2%
Performance Last 4 Quarters
+25.4%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-09-30 | 787 | $4.2B | 25 | |
| 2025-06-30 | 1060 | $4.8B | 21 | |
| 2025-03-31 | 1072 | $5.0B | 100 | |
| 2024-12-31 | 1064 | $4.9B | 0 | |
| 2024-09-30 | 1061 | $5.0B | 0 | |
| 2024-06-30 | 1077 | $4.7B | 0 | |
| 2024-03-31 | 1073 | $4.6B | 0 | |
| 2023-12-31 | 1041 | $4.2B | 0 | |
| 2023-09-30 | 1012 | $3.9B | 0 | |
| 2023-06-30 | 1058 | $4.0B | 0 | |
| 2023-03-31 | 1074 | $3.7B | 0 | |
| 2022-12-31 | 1049 | $3.5B | 0 | |
| 2022-09-30 | 1058 | $2.8B | 0 | |
| 2022-06-30 | 927 | $2.8B | 0 | |
| 2022-03-31 | 957 | $3.2B | 0 | |
| 2021-12-31 | 994 | $3.2B | 0 | |
| 2021-09-30 | 988 | $2.8B | 0 | |
| 2021-06-30 | 967 | $2.5B | 94 | |
| 2021-03-31 | 903 | $2.2B | 21 | |
| 2020-12-31 | 956 | $2.0B | 14 | |
| 2020-09-30 | 934 | $1.8B | 12 | |
| 2020-06-30 | 903 | $1.8B | 27 | |
| 2020-03-31 | 921 | $1.4B | 30 | |
| 2019-12-31 | 993 | $1.6B | 20 | |
| 2019-09-30 | 789 | $1.4B | 12 | |
| 2019-06-30 | 797 | $1.3B | 14 | |
| 2019-03-31 | 885 | $1.2B | 22 | |
| 2018-12-31 | 703 | $1.1B | 26 | |
| 2018-09-30 | 869 | $1.2B | 18 | |
| 2018-06-30 | 811 | $1.1B | 12 | |
| 2018-03-31 | 821 | $985.3M | 17 | |
| 2017-12-31 | 669 | $948.3M | 22 | |
| 2017-09-30 | 638 | $779.4M | 34 | |
| 2017-06-30 | 903 | $704.5M | 36 | |
| 2017-03-31 | 590 | $506.9M | 15 | |
| 2016-12-31 | 566 | $462.5M | 23 | |
| 2016-09-30 | 422 | $444.3M | 5 | |
| 2016-06-30 | 413 | $435.1M | 17 | |
| 2016-03-31 | 376 | $389.9M | 33 | |
| 2015-12-31 | 368 | $321.2M | 30 | |
| 2015-09-30 | 364 | $318.1M | 22 | |
| 2015-06-30 | 351 | $315.6M | 15 | |
| 2015-03-31 | 349 | $298.8M | 12 | |
| 2014-12-31 | 336 | $286.6M | 16 | |
| 2014-09-30 | 285 | $262.1M | 13 | |
| 2014-06-30 | 276 | $251.1M | 20 | |
| 2014-03-31 | 224 | $223.5M | 19 | |
| 2013-12-31 | 166 | $218.8M | 19 | |
| 2013-09-30 | 309 | $201.0M | 16 | |
| 2013-06-30 | 300 | $192.2M | 0 |
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 Financial Partners, Inc. | -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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-09-30 | 2025-10-28 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-10-28 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-06 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-30 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-22 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-03 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-26 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-03 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-01 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-21 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-19 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-13 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-27 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-28 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-16 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-06 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-25 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-13 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-02 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-04 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-31 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-27 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-03 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-08 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-02 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-03 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-15 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-15 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-02 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-04 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-28 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-28 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-05 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-30 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-12 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-29 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-02 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-07 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-07 | 13F-HR | View on EDGAR |
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