Portfolio (Quarterly)
Guide ↗
Pinnacle Financial Partners, Inc.
· CIK 0002082866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | SYNOVUS FINL CORP | — | 5,310,616 | $265.8M | 2.01% | SOLD |
| 2 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 688,307 | $65.7M | 0.50% | SOLD |
| 3 | — | CORPAY INC | — | 27,083 | $8.2M | 0.06% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 83,791 | $7.7M | 0.06% | SOLD |
| 5 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 396,686 | $3.2M | 0.02% | SOLD |
| 6 | — | INNOVATOR ETFS TRUST | — | 109,242 | $2.9M | 0.02% | SOLD |
| 7 | POOL | POOL CORP | Industrials | 10,342 | $2.4M | 0.02% | SOLD |
| 8 | TYL | TYLER TECHNOLOGIES INC | Technology | 4,887 | $2.2M | 0.02% | SOLD |
| 9 | — | CADENCE BANK | — | 37,594 | $1.6M | 0.01% | SOLD |
| 10 | QTWO | Q2 HLDGS INC | Technology | 11,969 | $864K | 0.01% | SOLD |
| 11 | — | REV GROUP INC | — | 14,181 | $862K | 0.01% | SOLD |
| 12 | TWLO | TWILIO INC | Communication Services | 5,646 | $803K | 0.01% | SOLD |
| 13 | JMOM | J P MORGAN EXCHANGE TRADED F | — | 9,777 | $667K | 0.01% | SOLD |
| 14 | KBR | KBR INC | Industrials | 16,346 | $657K | 0.01% | SOLD |
| 15 | BL | BLACKLINE INC | Technology | 10,578 | $585K | 0.00% | SOLD |
| 16 | — | POTLATCHDELTIC CORPORATION | — | 14,263 | $568K | 0.00% | SOLD |
| 17 | MANH | MANHATTAN ASSOCIATES INC | Technology | 2,965 | $514K | 0.00% | SOLD |
| 18 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 1,237 | $492K | 0.00% | SOLD |
| 19 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 9,025 | $475K | 0.00% | SOLD |
| 20 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 17,369 | $455K | 0.00% | SOLD |
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%