Portfolio (Quarterly)
Guide ↗
Pinnacle Financial Partners, Inc.
· CIK 0002082866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | LUV | SOUTHWEST AIRLS CO | Industrials | 10,712 | $443K | 0.00% | SOLD |
| 22 | — | EXACT SCIENCES CORP | — | 4,189 | $425K | 0.00% | SOLD |
| 23 | — | BUNGE GLOBAL SA | — | 4,502 | $401K | 0.00% | SOLD |
| 24 | — | INGRAM MICRO HLDG CORP | — | 18,298 | $390K | 0.00% | SOLD |
| 25 | PPTA | PERPETUA RESOURCES CORP | Basic Materials | 15,400 | $373K | 0.00% | SOLD |
| 26 | FIS | FIDELITY NATL INFORMATION SV | Technology | 5,571 | $370K | 0.00% | SOLD |
| 27 | KD | KYNDRYL HLDGS INC | Technology | 13,313 | $354K | 0.00% | SOLD |
| 28 | FPEI | FIRST TR EXCH TRADED FD III | — | 17,899 | $347K | 0.00% | SOLD |
| 29 | SUN | SUNOCO LP/SUNOCO FIN CORP | Energy | 6,260 | $328K | 0.00% | SOLD |
| 30 | WDAY | WORKDAY INC | Technology | 1,468 | $315K | 0.00% | SOLD |
| 31 | SJM | SMUCKER J M CO | Consumer Defensive | 3,026 | $296K | 0.00% | SOLD |
| 32 | MSTR | STRATEGY INC | Technology | 1,905 | $289K | 0.00% | SOLD |
| 33 | BUG | GLOBAL X FDS | — | 9,394 | $286K | 0.00% | SOLD |
| 34 | STC | STEWART INFORMATION SVCS COR | Financial Services | 3,999 | $281K | 0.00% | SOLD |
| 35 | FLQM | FRANKLIN TEMPLETON ETF TR | — | 4,955 | $279K | 0.00% | SOLD |
| 36 | Z | ZILLOW GROUP INC | Communication Services | 4,000 | $273K | 0.00% | SOLD |
| 37 | FOXF | FOX FACTORY HLDG CORP | Consumer Cyclical | 15,158 | $259K | 0.00% | SOLD |
| 38 | TGTX | TG THERAPEUTICS INC | Healthcare | 8,600 | $256K | 0.00% | SOLD |
| 39 | DFSD | DIMENSIONAL ETF TRUST | — | 5,300 | $254K | 0.00% | SOLD |
| 40 | — | LEIDOS HOLDINGS INC | — | 1,398 | $252K | 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%