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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 11 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 19,999.0 $1.1M 0.01% -181.0 -0.9% $52.76 +14.2%
202 ACWV ISHARES INC 8,824.0 $1.1M 0.01% -800.0 -8.3% $119.52 +2.1%
203 MTUM ISHARES TR 4,383.0 $1.1M 0.01% -76.0 -1.7% $240.03 +25.9%
204 VGSH VANGUARD SCOTTSDALE FDS 17,863.0 $1.0M 0.01% -1K -6.2% $58.54 -0.5%
205 IGLD FIRST TR EXCHANGE-TRADED FD 40,861.0 $1.0M 0.01% -12K -23.4% $25.54 -5.8%
206 IP INTERNATIONAL PAPER CO Consumer Cyclical 28,776.0 $1.0M 0.01% -991.0 -3.3% $35.70 -11.8%
207 RYANAIR HOLDINGS PLC 17,694.0 $1.0M 0.01% -204.0 -1.1% $57.80
208 FV FIRST TR EXCHANGE TRADED FD 16,444.0 $994K 0.01% -324.0 -1.9% $60.44 +16.8%
209 AON AON PLC Financial Services 3,066.0 $990K 0.01% -227.0 -6.9% $322.80 +0.4%
210 RGEN REPLIGEN CORP Healthcare 8,318.0 $980K 0.01% -251.0 -2.9% $117.82 -5.2%
211 PODD INSULET CORP Healthcare 4,558.0 $956K 0.01% -402.0 -8.1% $209.84 -25.4%
212 LMAT LEMAITRE VASCULAR INC Healthcare 8,738.0 $954K 0.01% -2K -17.0% $109.17 -8.8%
213 FDL FIRST TR EXCHANGE-TRADED FD 18,058.0 $917K 0.01% -2K -9.5% $50.80 -0.7%
214 TRGP TARGA RES CORP Energy 3,637.0 $912K 0.01% -222.0 -5.8% $250.73 +8.0%
215 EFX EQUIFAX INC Industrials 5,045.0 $909K 0.01% -28.0 -0.6% $180.13 -9.5%
216 GJAN FIRST TR EXCHNG TRADED FD VI 21,307.0 $893K 0.01% -5K -19.6% $41.91 +6.5%
217 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,728.0 $893K 0.01% -69.0 -2.5% $327.18 +13.3%
218 ALGM ALLEGRO MICROSYSTEMS INC Technology 28,116.0 $886K 0.01% -4K -13.4% $31.53 +41.8%
219 PNW PINNACLE WEST CAP CORP Utilities 8,609.0 $867K 0.01% -270.0 -3.0% $100.75 +1.2%
220 APP APPLOVIN CORP Technology 2,132.0 $849K 0.01% -855.0 -28.6% $398.16 +22.0%
Page 11 of 18  ·  346 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%