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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 2 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISHARES TR 398,964.0 $49.6M 0.38% +7K +1.9% $124.32 +9.6%
22 BERKSHIRE HATHAWAY INC DEL 98,847.0 $47.4M 0.36% +9K +10.2% $479.21
23 IBM INTERNATIONAL BUSINESS MACHS Technology 182,097.0 $44.1M 0.34% +6K +3.5% $242.41 +4.4%
24 MCD MCDONALDS CORP Consumer Cyclical 141,637.0 $44.0M 0.34% +12K +9.2% $310.81 -8.6%
25 CSCO CISCO SYS INC Technology 546,006.0 $42.4M 0.32% +10K +1.8% $77.60 +52.3%
26 UNP UNION PAC CORP Industrials 172,106.0 $41.8M 0.32% +5K +3.3% $242.63 +9.6%
27 CAT CATERPILLAR INC Industrials 57,757.0 $40.9M 0.31% +3K +4.5% $708.67 +22.2%
28 JFLX J P MORGAN EXCHANGE TRADED F 810,984.0 $40.3M 0.31% +43K +5.6% $49.67 +0.6%
29 IJH ISHARES TR 579,233.0 $39.1M 0.30% +17K +3.0% $67.53 +8.0%
30 PWR QUANTA SVCS INC Industrials 68,750.0 $37.7M 0.29% +576.0 +0.8% $549.03 +29.3%
31 MPWR MONOLITHIC PWR SYS INC Technology 31,621.0 $34.6M 0.26% +2K +5.5% $1093.35 +42.8%
32 IEFA ISHARES TR 377,333.0 $34.2M 0.26% +54K +16.8% $90.54 +7.5%
33 CME CME GROUP INC Financial Services 112,667.0 $33.3M 0.26% +1K +1.2% $295.36 -2.1%
34 PM PHILIP MORRIS INTL INC Consumer Defensive 199,925.0 $33.1M 0.25% +3K +1.4% $165.35 +14.1%
35 DUK DUKE ENERGY CORP NEW Utilities 245,387.0 $32.1M 0.25% +28K +12.8% $130.95 -4.8%
36 WM WASTE MGMT INC DEL Industrials 137,834.0 $31.7M 0.24% +2K +1.2% $229.80 -4.4%
37 VSDA VICTORY PORTFOLIOS II 571,726.0 $31.2M 0.24% +8K +1.5% $54.50 +1.2%
38 COWZ PACER FDS TR 488,771.0 $30.6M 0.23% +19K +4.1% $62.58 +1.3%
39 QGRO AMERICAN CENTY ETF TR 290,201.0 $30.5M 0.23% +16K +5.8% $105.10 +8.1%
40 VXUS VANGUARD STAR FDS 394,293.0 $30.4M 0.23% +53K +15.4% $77.11 +9.7%
Page 2 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%