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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 9 of 23  ·  447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LRCX LAM RESEARCH CORP Technology 25,385.0 $5.4M 0.04% +5K +23.4% $213.68 +41.4%
162 SCHG SCHWAB STRATEGIC TR 185,840.0 $5.4M 0.04% +972.0 +0.5% $29.13 +17.7%
163 XLV SELECT SECTOR SPDR TR 36,813.0 $5.4M 0.04% +796.0 +2.2% $146.65 +1.0%
164 FLTR VANECK ETF TRUST 209,034.0 $5.3M 0.04% +10K +4.8% $25.48 +0.3%
165 KMI KINDER MORGAN INC DEL Energy 157,123.0 $5.3M 0.04% +6K +3.7% $33.54 -0.1%
166 KRYS KRYSTAL BIOTECH INC Healthcare 20,180.0 $5.2M 0.04% +3K +18.8% $258.32 +17.8%
167 SLB SLB LIMITED Energy 101,369.0 $5.2M 0.04% +7K +7.2% $51.39 +11.5%
168 VTIP VANGUARD MALVERN FDS 100,510.0 $5.0M 0.04% +60K +145.6% $49.95 +0.6%
169 CEG CONSTELLATION ENERGY CORP Utilities 17,792.0 $5.0M 0.04% +2K +14.6% $279.31 +2.3%
170 QYLD GLOBAL X FDS 287,071.0 $4.9M 0.04% +4K +1.6% $17.15 +4.0%
171 FCX FREEPORT MCMORAN INC Basic Materials 82,108.0 $4.8M 0.04% +15K +21.7% $58.79 +6.0%
172 D DOMINION ENERGY INC Utilities 75,988.0 $4.7M 0.04% +5K +6.8% $61.82 +10.5%
173 NHI NATIONAL HEALTH INVS INC Real Estate 57,627.0 $4.7M 0.04% +1K +1.8% $80.86 -5.3%
174 AMLP ALPS ETF TR 88,267.0 $4.6M 0.04% +24K +37.9% $52.65 +2.9%
175 JKHY HENRY JACK & ASSOC INC Technology 29,287.0 $4.6M 0.04% +2K +7.6% $158.04 -11.7%
176 BWXT BWX TECHNOLOGIES INC Industrials 21,451.0 $4.4M 0.03% +1K +5.0% $204.49 -1.0%
177 UPS UNITED PARCEL SVCS INC Industrials 44,413.0 $4.4M 0.03% +8K +23.2% $98.40 +0.5%
178 HLN HALEON PLC Healthcare 433,893.0 $4.3M 0.03% +3K +0.7% $10.01 -6.9%
179 KNG FIRST TR EXCHANGE-TRADED FD 88,382.0 $4.3M 0.03% +5K +6.4% $48.72 -0.5%
180 DYNF BLACKROCK ETF TRUST 73,765.0 $4.3M 0.03% +7K +10.4% $58.18 +14.3%
Page 9 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%