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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCLT VANGUARD SCOTTSDALE FDS 9,608.0 $718K 0.01% NEW $74.72 -0.7%
22 PURSUIT ATTRACTIONS AND HOSP 19,461.0 $713K 0.01% NEW $36.63
23 AAL AMERICAN AIRLINES GROUP INC Industrials 63,294.0 $680K 0.01% NEW $10.74 +26.5%
24 SANDISK CORP 1,011.0 $642K 0.01% NEW $635.34
25 DLB DOLBY LABORATORIES INC Technology 10,391.0 $624K 0.01% NEW $60.06 -10.0%
26 AVEM AMERICAN CENTY ETF TR 7,626.0 $615K 0.01% NEW $80.59 +15.5%
27 AIRR FIRST TR EXCHANGE TRADED FD 5,464.0 $605K 0.01% NEW $110.81 +12.5%
28 TDY TELEDYNE TECHNOLOGIES INC Technology 936.0 $566K 0.00% NEW $605.01 +1.5%
29 RALLIANT CORP 13,032.0 $542K 0.00% NEW $41.59
30 BXSL BLACKSTONE SECD LENDING FD Financial Services 22,410.0 $531K 0.00% NEW $23.69 -0.6%
31 BKH BLACK HILLS CORP Utilities 7,520.0 $522K 0.00% NEW $69.41 +6.8%
32 DDS DILLARDS INC Consumer Cyclical 910.0 $521K 0.00% NEW $572.11 -3.5%
33 LGN LEGENCE CORP Industrials 8,928.0 $504K 0.00% NEW $56.46 +45.1%
34 INCY INCYTE CORP Healthcare 5,127.0 $483K 0.00% NEW $94.12 +3.5%
35 YETI YETI HLDGS INC Consumer Cyclical 12,940.0 $473K 0.00% NEW $36.59 +22.1%
36 FSLR FIRST SOLAR INC Energy 2,347.0 $463K 0.00% NEW $197.26 +26.2%
37 AYI ACUITY INC Industrials 1,645.0 $461K 0.00% NEW $280.22 +0.3%
38 VBIL VANGUARD INSTL INDEX FD 6,074.0 $459K 0.00% NEW $75.65 -0.1%
39 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 12,282.0 $455K 0.00% NEW $37.01 +1.8%
40 EMLP FIRST TR EXCHANGE-TRADED FD 10,246.0 $447K 0.00% NEW $43.66 +1.4%
Page 2 of 5  ·  91 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%