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CIK: 0001115055
Total reported value
$4.2B
$4.2B
523 檔
23.9%
The Q1 2025 SEC filing reveals that Pinnacle Financial Partners Inc held a total portfolio value of $4.2B, covering 523 public equity positions.
In Q1 2025, Pinnacle Financial Partners Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 523 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.64% | +0.34% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.30% | +0.29% | -0.05% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.80% | -0.15% | -0.89% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | -0.66% | +0.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.71% | -1.13% | -0.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.00% | -0.56% | -1.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.92% | -0.50% | +0.34% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.91% | -0.71% | -0.18% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.44% | -0.34% | +0.77% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.11% | -0.17% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.64% | -0.56% | -0.88% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.34% | -0.02% | +0.32% | |
| 13 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.29% | -0.06% | -14.61% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.26% | +0.48% | +2.85% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.16% | -0.26% | +0.50% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.06% | -0.19% | +2.52% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.49% | +5.39% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.31% | -0.01% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.25% | +2.19% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 0.94% | -0.22% | +0.47% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.91% | — | +1.37% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.84% | — | — | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.80% | — | -0.41% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.05% | +3.14% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | — | +5.66% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | -0.35% | -0.06% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.72% | +0.33% | -1.70% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.06% | +1.73% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.68% | — | -0.44% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | — | +11.10% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.65% | — | -3.99% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.28% | +0.94% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.35% | +13.82% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.61% | -0.35% | +141.06% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | — | -2.00% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.29% | +2.61% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | — | +6.99% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | — | +0.10% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | — | -0.04% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.57% | — | -1.77% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | +0.20% | -2.63% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | -0.39% | +3.08% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.55% | — | -1.05% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.54% | — | +0.78% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | -0.15% | +4.12% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | — | -0.86% | |
| 47 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.51% | — | +5.07% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.50% | -0.04% | +1.62% | |
| 49 | CPRT | Copart Inc | Stock-Industrials | 0.49% | — | -0.86% | |
| 50 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.47% | — | -1.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 4 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 11 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 12 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 13 | PNW | Pinnacle West Capital Corporation | — | NEW | New buy |
| 14 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 15 | UNP | Union Pacific CORP | — | NEW | New buy |
| 16 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 19 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 20 | CRM | Salesforce Inc | — | NEW | New buy |
| 21 | AXP | American Express Co | — | NEW | New buy |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 25 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 26 | EMR | Emerson Electric Co | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 29 | CVX | Chevron CORP | — | NEW | New buy |
| 30 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 31 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 32 | HON | Honeywell International Inc | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 35 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 37 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 38 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 39 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 40 | ADP | Automatic Data Processing | — | NEW | New buy |
| 41 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 42 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 43 | NOW | Servicenow Inc | — | NEW | New buy |
| 44 | CME | Cme Group Inc | — | NEW | New buy |
| 45 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 47 | VSDA | Victoryshares Dividend Accel | — | NEW | New buy |
| 48 | SPGI | S&p Global Inc | — | NEW | New buy |
| 49 | CPRT | Copart Inc | — | NEW | New buy |
| 50 | LMT | Lockheed Martin CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Pinnacle Financial Partners Inc reported a total U.S. public equity portfolio value of $4.2B across 523 disclosed positions in Q1 2025.
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, SPY) accounted for 23.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $223.0M
During Q1 2025, Pinnacle Financial Partners Inc's top holdings by market value included MSFT (4.5%)、AAPL (4.3%)、SPY (3.8%). The largest single position, MSFT, represented 4.5% of total portfolio value.
In Q1 2025, Pinnacle Financial Partners Inc made 50 total portfolio adjustments, initiating 50 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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