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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 16 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MC MOELIS & CO Financial Services 5,299.0 $302K 0.00% -888.0 -14.3% $57.00 +15.2%
302 BHP BHP BILLITON LIMITED Basic Materials 4,140.0 $301K 0.00% -815.0 -16.4% $72.78 +16.7%
303 IGF ISHARES TR 4,447.0 $298K 0.00% -1K -18.8% $67.01 +0.7%
304 SPOT SPOTIFY TECHNOLOGY S A Communication Services 610.0 $296K 0.00% -23.0 -3.6% $484.91 -10.6%
305 OKE ONEOK INC NEW Energy 3,256.0 $294K 0.00% -356.0 -9.9% $90.39 +2.5%
306 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,908.0 $292K 0.00% -18.0 -0.9% $153.10 -17.2%
307 A AGILENT TECHNOLOGIES INC Healthcare 2,504.0 $285K 0.00% -107.0 -4.1% $113.98 +0.7%
308 GSIE GOLDMAN SACHS ETF TR 6,558.0 $283K 0.00% -108.0 -1.6% $43.13 +6.2%
309 L LOEWS CORP Financial Services 2,649.0 $283K 0.00% -188.0 -6.6% $106.74 +2.3%
310 RKT ROCKET COS INC Financial Services 19,673.0 $280K 0.00% -6K -23.6% $14.25 -4.4%
311 KHC KRAFT HEINZ CO Consumer Defensive 12,443.0 $280K 0.00% -93K -88.2% $22.50 +4.6%
312 RJF RAYMOND JAMES FINL INC Financial Services 1,929.0 $279K 0.00% -30.0 -1.5% $144.83 +5.0%
313 ROAD CONSTRUCTION PARTNERS INC Industrials 2,508.0 $279K 0.00% -311.0 -11.0% $111.12 +1.3%
314 LYG LLOYDS BANKING GROUP PLC Financial Services 53,569.0 $269K 0.00% -2K -3.4% $5.03 +7.6%
315 FSM FORTUNA MNG CORP Basic Materials 27,000.0 $268K 0.00% -2K -5.3% $9.93 -5.1%
316 AVY AVERY DENNISON CORP Industrials 1,538.0 $266K 0.00% -160.0 -9.4% $172.68 -8.0%
317 TQQQ PROSHARES TR 6,280.0 $262K 0.00% -13K -67.7% $41.68 +84.6%
318 OSK OSHKOSH CORP Industrials 1,776.0 $261K 0.00% -302.0 -14.5% $147.21 -13.6%
319 TCAF T ROWE PRICE ETF INC 7,268.0 $259K 0.00% -23K -75.7% $35.60 +13.4%
320 PTF INVESCO EXCHANGE TRADED FD T 2,988.0 $258K 0.00% -332.0 -10.0% $86.32 +41.0%
Page 16 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%