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CIK: 0001115055
Total reported value
$4.2B
$4.2B
507 檔
22.7%
At the close of Q2 2025, Pinnacle Financial Partners Inc disclosed equity holdings valued at approximately $4.2B, spread across 507 reported holdings.
In Q2 2025, Pinnacle Financial Partners Inc adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 507 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.00% | -0.64% | -15.83% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.18% | -0.15% | -3.44% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.09% | -0.66% | -4.80% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.58% | +0.29% | -10.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | -1.13% | -25.39% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.01% | -0.56% | -19.47% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | -0.71% | -21.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.50% | -31.35% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.59% | -0.02% | -0.39% | |
| 10 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.57% | -0.56% | -22.98% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.57% | +0.48% | +1.24% | |
| 12 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 1.56% | -0.06% | +11.43% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.49% | -4.78% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.11% | -21.65% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.19% | -2.60% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.19% | — | +6.08% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.31% | -6.92% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.01% | -0.25% | -0.07% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | -0.34% | -36.77% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 0.97% | -0.26% | -19.20% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.95% | -0.05% | +14.51% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.80% | — | — | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.76% | -0.22% | -15.35% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | +0.27% | +56.95% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | — | -13.05% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | — | +9.32% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | — | -17.38% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.33% | +0.31% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | — | +3.92% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | — | -5.46% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | — | -3.67% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | -0.15% | +3.39% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.61% | — | +3.08% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.61% | — | -0.34% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | — | -7.48% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.59% | — | -1.90% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.59% | — | -2.50% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | +0.35% | -4.42% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | -0.35% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.55% | -0.04% | +1.18% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.55% | — | +25.86% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.06% | -22.51% | |
| 43 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.54% | — | +1.93% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | +0.20% | -14.04% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | -0.06% | -3.47% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | -0.35% | -37.85% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | — | -0.25% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.51% | — | -23.75% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | — | +15.05% | |
| 50 | VLO | Valero Energy CORP | Stock-Energy | 0.50% | — | +16.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.5% | -15.83% | Trim |
| 2 | NVDA | Nvidia CORP | +0.5% | -4.78% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -3.44% | Trim |
| 4 | NFLX | Netflix Inc | +0.3% | +110.51% | Add |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +1.24% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +56.95% | Add |
| 7 | AXP | American Express Co | +0.3% | +6.08% | Add |
| 8 | PWR | Quanta Services Inc | +0.3% | +25.86% | Add |
| 9 | PNW | Pinnacle West Capital Corporation | +0.3% | +11.43% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.3% | -0.39% | Trim |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +99.37% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | +116.12% | Add |
| 13 | COST | Costco Wholesale CORP | +0.2% | +14.51% | Add |
| 14 | MU | Micron Technology Inc | +0.2% | +12.62% | Add |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.2% | -2.60% | Trim |
| 16 | WMT | Walmart Inc | +0.2% | +39.14% | Add |
| 17 | MPWR | Monolithic Power Systems Inc | +0.2% | +20.24% | Add |
| 18 | BSX | Boston Scientific CORP | +0.1% | +115965.45% | Add |
| 19 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +228.28% | Add |
| 20 | SCHW | Schwab (charles) CORP | +0.1% | +367.86% | Add |
| 21 | HCA | Hca Healthcare Inc | -0.1% | -22.98% | Trim |
| 22 | HD | Home Depot Inc | -0.1% | -17.38% | Trim |
| 23 | QCOM | Qualcomm Inc | -0.1% | -27.38% | Trim |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -31.21% | Trim |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -76.42% | Trim |
| 26 | EOG | Eog Resources Inc | -0.1% | -30.73% | Trim |
| 27 | CPRT | Copart Inc | -0.1% | -21.63% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -22.51% | Trim |
| 29 | APD | Air Products & Chemicals Inc | -0.2% | -74.91% | Trim |
| 30 | DUK | Duke Energy CORP | -0.2% | -61.16% | Trim |
| 31 | UPS | United Parcel Service-cl B | -0.2% | -78.15% | Trim |
| 32 | CRM | Salesforce Inc | -0.2% | -15.35% | Trim |
| 33 | UNP | Union Pacific CORP | -0.2% | -19.20% | Trim |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -34.38% | Trim |
| 35 | HON | Honeywell International Inc | -0.2% | -36.80% | Trim |
| 36 | PEP | Pepsico Inc | -0.2% | -55.52% | Trim |
| 37 | EMR | Emerson Electric Co | -0.2% | -37.85% | Trim |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.2% | -23.90% | Trim |
| 39 | MDT | Medtronic plc | -0.2% | -84.02% | Trim |
| 40 | BMY | Bristol-myers Squibb Co | -0.2% | -41.98% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.2% | -37.83% | Trim |
| 42 | USB | US Bancorp | -0.4% | -76.98% | Trim |
| 43 | V | Visa Inc-class A Shares | -0.4% | -21.03% | Trim |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -21.65% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.7% | -25.39% | Trim |
| 46 | AAPL | Apple Inc | -0.7% | -10.17% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.9% | -31.35% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -1.5% | -36.77% | Trim |
| 49 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 50 | OEF | Ishares S&p 100 ETF | — | 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 507 disclosed positions in Q2 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, SPY, VOO) accounted for 22.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
BNY
市值: $8.2M
Top Position Liquidated / Trimmed
MSFT
前期市值: $223.0M
During Q2 2025, Pinnacle Financial Partners Inc's top holdings by market value included MSFT (5.0%)、SPY (4.2%)、VOO (4.1%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 2025, Pinnacle Financial Partners Inc made 50 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 33 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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