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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 12 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EVEREST GROUP LTD 2,569.0 $840K 0.01% -26.0 -1.0% $326.85
222 FHN FIRST HORIZON CORPORATION Financial Services 36,272.0 $826K 0.01% -2K -6.0% $22.76 +5.9%
223 HUBG HUB GROUP INC Industrials 21,731.0 $783K 0.01% -3K -13.1% $36.04 +12.9%
224 IGIB ISHARES TR 14,713.0 $783K 0.01% -398.0 -2.6% $53.22 -0.7%
225 F FORD MTR CO Consumer Cyclical 66,836.0 $771K 0.01% -128K -65.7% $11.54 +18.5%
226 ACWI ISHARES TR 5,535.0 $766K 0.01% -146.0 -2.6% $138.39 +12.5%
227 DHI D R HORTON INC Consumer Cyclical 5,561.0 $763K 0.01% -3K -37.8% $137.24 +5.0%
228 AIR AAR CORP Industrials 6,966.0 $762K 0.01% -4K -35.5% $109.46 -0.8%
229 AR ANTERO RESOURCES CORP Energy 17,204.0 $730K 0.01% -371.0 -2.1% $42.44 -12.7%
230 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,141.0 $720K 0.01% -1K -11.3% $64.61 +41.0%
231 FIX COMFORT SYS USA INC Industrials 510.0 $703K 0.01% -216.0 -29.8% $1378.99 +33.0%
232 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,415.0 $700K 0.01% -2K -7.2% $23.81 +42.7%
233 XLB SELECT SECTOR SPDR TR 13,964.0 $698K 0.01% -2K -10.7% $49.97 +0.1%
234 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 40,337.0 $685K 0.01% -7K -14.1% $16.97 +14.2%
235 VTWO VANGUARD SCOTTSDALE FDS 6,714.0 $673K 0.01% -214.0 -3.1% $100.19 +13.9%
236 JPIN J P MORGAN EXCHANGE TRADED F 9,206.0 $656K 0.01% -540.0 -5.5% $71.29 +4.2%
237 SHOP SHOPIFY INC Technology 5,513.0 $654K 0.01% -405.0 -6.8% $118.62 -11.5%
238 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,472.0 $653K 0.01% -319.0 -8.4% $188.00 +20.4%
239 ORI OLD REP INTL CORP Financial Services 16,254.0 $649K 0.01% -4K -20.5% $39.90 -0.6%
240 AIQ GLOBAL X FDS 13,645.0 $637K 0.01% -21K -60.1% $46.67 +34.2%
Page 12 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%