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CIK: 0001115055
Total reported value
$4.2B
$4.2B
535 檔
23.1%
During the Q2 2024 filing period, Pinnacle Financial Partners Inc (CIK: 0001115055) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.2B across 535 reported positions.
During Q2 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 535 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.30% | -0.64% | -0.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.42% | +0.29% | -0.35% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.85% | -0.66% | +0.20% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | -1.13% | +0.21% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.50% | -0.15% | +1.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.81% | -0.50% | +1.23% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.72% | -0.56% | -0.73% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.47% | -0.71% | +0.82% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.46% | -0.34% | +0.36% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.84% | -0.56% | +1.90% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.11% | +17.31% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.36% | -0.02% | -0.24% | |
| 13 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.35% | -0.06% | +0.11% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.22% | -0.26% | +0.48% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.20% | +0.48% | +3.88% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.49% | +855.03% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | -0.19% | -1.66% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.31% | -2.09% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.92% | -0.22% | +1.57% | |
| 20 | AXP | American Express Co | Stock-Financials | 0.81% | — | +0.95% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | — | -4.46% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 0.81% | — | +0.54% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.79% | — | -11.76% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | -0.25% | +3.56% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | — | +0.57% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.72% | — | +15.02% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | — | -13.30% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.68% | — | +0.76% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | — | -0.05% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | +5.02% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | — | +1.02% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | — | -3.86% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | -0.39% | -0.42% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.33% | -0.58% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.05% | +2.31% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | — | -0.07% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.62% | -0.35% | +0.18% | |
| 38 | VLO | Valero Energy CORP | Stock-Energy | 0.60% | — | -1.77% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.60% | — | -0.99% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | -0.29% | +0.43% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | — | -23.35% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.06% | +3.96% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.15% | -0.98% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | +2.08% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.52% | — | -0.17% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.52% | — | +2.68% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.35% | -0.64% | |
| 48 | CPRT | Copart Inc | Stock-Industrials | 0.52% | — | +0.09% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.52% | -0.13% | +2.04% | |
| 50 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | — | -1.96% |
According to official SEC Form 13F filings, Pinnacle Financial Partners Inc reported a total U.S. public equity portfolio value of $4.2B across 535 disclosed positions in Q2 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 23.1% of total reported equity market value during Q2 2024.
During Q2 2024, Pinnacle Financial Partners Inc's top holdings by market value included MSFT (5.3%)、AAPL (4.4%)、VOO (3.9%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q2 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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