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CIK: 0001115055
Total reported value
$4.2B
$4.2B
519 檔
24.0%
According to the latest 13F quarterly dataset, Pinnacle Financial Partners Inc managed an equity portfolio of $4.2B at the end of Q3 2024, spanning 519 distinct U.S. exchange-listed positions.
During Q3 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 519 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.64% | -0.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.43% | +0.29% | -10.25% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | -0.66% | -1.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.65% | -0.15% | +3.93% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | -1.13% | -1.05% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.86% | -0.34% | +6.01% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.70% | -0.50% | -1.02% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | -0.56% | -0.62% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.37% | -0.71% | +0.32% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.09% | -0.56% | -2.24% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.74% | -0.11% | +11.24% | |
| 12 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.56% | -0.06% | +0.82% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.35% | -0.02% | +0.65% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.23% | -0.26% | +2.57% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.48% | +1.37% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.10% | +0.49% | +5.79% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | -0.19% | -5.56% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.03% | +0.31% | +0.56% | |
| 19 | AXP | American Express Co | Stock-Financials | 0.90% | — | +0.67% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | — | -1.58% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.22% | +0.36% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.77% | -0.25% | -1.57% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.73% | — | -0.03% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | — | +10.60% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.72% | — | -13.33% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | — | +0.09% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.33% | +2.59% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.06% | +15.53% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.05% | +5.19% | |
| 30 | EMR | Emerson Electric Co | Stock-Industrials | 0.64% | -0.35% | +14.59% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | — | +0.77% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | — | +2.49% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | — | -1.31% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | — | -3.39% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.61% | — | +0.52% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.60% | -0.39% | +2.28% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.60% | — | -1.67% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.28% | +22.05% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | -0.29% | +3.42% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.56% | — | -0.13% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.56% | — | -1.08% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | — | -0.96% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | +0.35% | +1.10% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | — | +1.22% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.15% | -5.61% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.50% | -0.04% | +3.93% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.49% | — | +1.26% | |
| 48 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.48% | — | +4.28% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.48% | -0.13% | +3.00% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | +0.20% | -0.35% |
According to official SEC Form 13F filings, Pinnacle Financial Partners Inc reported a total U.S. public equity portfolio value of $4.2B across 519 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, VOO) accounted for 24.0% of total reported equity market value during Q3 2024.
During Q3 2024, Pinnacle Financial Partners Inc's top holdings by market value included MSFT (4.9%)、AAPL (4.4%)、VOO (3.8%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q3 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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