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CIK: 0001115055
Total reported value
$4.2B
$4.2B
530 檔
21.9%
As reported in its official Q1 2024 Form 13F filing, Pinnacle Financial Partners Inc's tracked investment portfolio stood at $4.2B with 530 total positions.
During Q1 2024, Pinnacle Financial Partners Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 530 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.64% | -1.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.92% | +0.29% | +0.59% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.79% | -0.66% | +0.11% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | -1.13% | -1.00% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.40% | -0.15% | -0.49% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.76% | -0.56% | -0.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | -0.50% | +1.61% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | -0.71% | +2.16% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.45% | -0.34% | +1.80% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.85% | -0.56% | +1.79% | |
| 11 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.46% | -0.06% | -1.55% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.11% | +1.48% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.30% | -0.02% | +13.90% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.28% | -0.26% | +0.36% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.21% | -0.19% | -4.28% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | +0.48% | +12.41% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.31% | -3.38% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.22% | +2.21% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | — | +2.18% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.93% | — | -2.86% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.49% | +4.22% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 0.85% | — | +3.25% | |
| 23 | AXP | American Express Co | Stock-Financials | 0.80% | — | +1.23% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | — | +1.84% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 0.75% | — | +2.66% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.72% | — | +1.01% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.25% | +1.28% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | — | +9.64% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.69% | — | +2.49% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.33% | +1.45% | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.68% | — | +1.92% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | — | +0.46% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.64% | — | -39.34% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | -0.39% | +1.13% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | — | -0.78% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.63% | — | -5.10% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | -0.35% | +0.99% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | — | -5.68% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | — | +0.53% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.29% | -4.73% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | +0.35% | +0.92% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | — | -14.94% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.06% | +7.70% | |
| 44 | CPRT | Copart Inc | Stock-Industrials | 0.55% | — | +0.85% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.05% | +2.04% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.54% | — | +2.26% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | -4.35% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.15% | +0.87% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.13% | +3.87% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | — | +3.71% |
According to official SEC Form 13F filings, Pinnacle Financial Partners Inc reported a total U.S. public equity portfolio value of $4.2B across 530 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, VOO) accounted for 21.9% of total reported equity market value during Q1 2024.
During Q1 2024, Pinnacle Financial Partners Inc's top holdings by market value included MSFT (5.2%)、AAPL (3.9%)、VOO (3.8%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q1 2024, Pinnacle Financial Partners Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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