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Portfolio (Quarterly) Guide ↗

Pinnacle Financial Partners, Inc.

· CIK 0002082866
13F Portfolio $13.1B AUM 2,572 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New 447 Added 346 Reduced 61 Exited
Page 13 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DLN WISDOMTREE TR 28,093.0 $2.5M 0.02% +864.0 +3.2% $89.39 +7.0%
242 BBY BEST BUY INC Consumer Cyclical 37,086.0 $2.4M 0.02% +2K +4.8% $64.20 -4.8%
243 ITT ITT INC Industrials 12,235.0 $2.3M 0.02% +61.0 +0.5% $190.53 +1.1%
244 SPHQ INVESCO EXCHANGE TRADED FD T 30,685.0 $2.3M 0.02% +683.0 +2.3% $75.20 +11.3%
245 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 10,295.0 $2.3M 0.02% +626.0 +6.5% $222.07 +71.3%
246 CTVA CORTEVA INC Basic Materials 27,012.0 $2.3M 0.02% +2K +6.0% $83.71 -5.6%
247 VRSK VERISK ANALYTICS INC Industrials 11,889.0 $2.3M 0.02% +2K +17.2% $189.76 -10.1%
248 DLR DIGITAL RLTY TR INC Real Estate 12,334.0 $2.2M 0.02% +295.0 +2.5% $180.22 +7.8%
249 TPR TAPESTRY INC Consumer Cyclical 15,670.0 $2.2M 0.02% +697.0 +4.7% $141.11 -3.8%
250 VEEV VEEVA SYS INC Healthcare 12,476.0 $2.2M 0.02% +305.0 +2.5% $175.67 -6.1%
251 DFAE DIMENSIONAL ETF TRUST 63,759.0 $2.2M 0.02% +26K +68.1% $33.86 +15.2%
252 UNILEVER PLC 37,757.0 $2.2M 0.02% +6K +18.0% $56.97
253 IXUS ISHARES TR 24,633.0 $2.1M 0.02% +375.0 +1.6% $86.64 +9.8%
254 EME EMCOR GROUP INC Industrials 2,841.0 $2.1M 0.02% +420.0 +17.4% $738.31 +15.0%
255 SMH VANECK ETF TRUST 5,369.0 $2.1M 0.02% +695.0 +14.9% $383.64 +47.9%
256 DAL DELTA AIR LINES INC Industrials 30,469.0 $2.0M 0.01% +16K +112.2% $66.49 +13.8%
257 DXCM DEXCOM INC Healthcare 31,926.0 $2.0M 0.01% +4K +12.8% $62.80 +14.5%
258 CNI CANADIAN NATL RY CO Industrials 19,023.0 $2.0M 0.01% +4K +24.3% $102.77 +11.1%
259 XLI SELECT SECTOR SPDR TR 12,028.0 $1.9M 0.01% +5K +71.8% $161.80 +5.4%
260 ITW ILLINOIS TOOL WKS INC Industrials 7,384.0 $1.9M 0.01% +93.0 +1.3% $260.31 -4.0%
Page 13 of 23  ·  447 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 21.0%
Technology 19.6%
Industrials 15.1%
Consumer Defensive 11.7%
Healthcare 9.7%
Consumer Cyclical 6.4%
Communication Services 5.8%
Energy 5.0%
Utilities 3.7%
Basic Materials 1.3%