Portfolio (Quarterly)
Guide ↗
Pinnacle Financial Partners, Inc.
· CIK 0002082866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BTT | BLACKROCK MUN TARGET TERM TR | Financial Services | 10,780 | $246K | 0.00% | SOLD |
| 42 | IHI | ISHARES TR | — | 3,880 | $241K | 0.00% | SOLD |
| 43 | BLD | TOPBUILD CORP | Industrials | 576 | $240K | 0.00% | SOLD |
| 44 | ITB | ISHARES TR | — | 2,355 | $227K | 0.00% | SOLD |
| 45 | WSO | WATSCO INC | Industrials | 671 | $226K | 0.00% | SOLD |
| 46 | — | SKYWARD SPECIALTY INS GROUP | — | 4,357 | $223K | 0.00% | SOLD |
| 47 | SRLN | SSGA ACTIVE ETF TR | — | 5,309 | $219K | 0.00% | SOLD |
| 48 | — | SMURFIT WESTROCK PLC | — | 5,653 | $219K | 0.00% | SOLD |
| 49 | TFI | SPDR SERIES TRUST | — | 4,727 | $216K | 0.00% | SOLD |
| 50 | TSN | TYSON FOODS INC | Consumer Defensive | 3,653 | $214K | 0.00% | SOLD |
| 51 | NDMO | NUVEEN DYNAMIC MUN OPPORTUNI | Financial Services | 21,157 | $213K | 0.00% | SOLD |
| 52 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,031 | $213K | 0.00% | SOLD |
| 53 | TBBK | BANCORP INC DEL | Financial Services | 3,110 | $210K | 0.00% | SOLD |
| 54 | FDS | FACTSET RESH SYS INC | Financial Services | 707 | $205K | 0.00% | SOLD |
| 55 | DFEB | FIRST TR EXCHNG TRADED FD VI | — | 4,295 | $205K | 0.00% | SOLD |
| 56 | MSCI | MSCI INC | Financial Services | 356 | $204K | 0.00% | SOLD |
| 57 | — | PGIM ROCK ETF TR | — | 6,700 | $204K | 0.00% | SOLD |
| 58 | FERG | FERGUSON ENTERPRISES INC | Industrials | 913 | $203K | 0.00% | SOLD |
| 59 | MKC | MCCORMICK & CO INC | Consumer Defensive | 2,970 | $202K | 0.00% | SOLD |
| 60 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 13,305 | $176K | 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%