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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 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN EATON CORP PLC Industrials 120,050.0 $42.9M 0.33% -3K -2.2% $357.68 +6.7%
22 META META PLATFORMS INC Communication Services 74,649.0 $42.7M 0.33% -2K -2.2% $572.19 +6.1%
23 MRK MERCK & CO INC Healthcare 320,321.0 $38.5M 0.29% -6K -1.7% $120.31 -3.7%
24 VLO VALERO ENERGY CORP Energy 150,674.0 $37.2M 0.28% -22K -12.8% $247.09 +2.7%
25 VO VANGUARD INDEX FDS 124,320.0 $35.7M 0.27% -8K -5.8% $287.25 -73.1%
26 BERKSHIRE HATHAWAY INC DEL 47.0 $33.8M 0.26% -4.0 -7.8% $718140.00
27 RTX RTX CORPORATION Industrials 171,837.0 $33.2M 0.25% -1K -0.8% $192.92 -9.4%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 649,064.0 $32.6M 0.25% -5K -0.8% $50.20 -4.7%
29 ORCL ORACLE CORP Technology 221,250.0 $32.5M 0.25% -4K -1.7% $147.12 +29.0%
30 IWP ISHARES TR 253,663.0 $32.5M 0.25% -10K -3.8% $128.13 +7.6%
31 VIG VANGUARD SPECIALIZED FUNDS 146,567.0 $31.5M 0.24% -11K -7.3% $215.11 +7.4%
32 ADP AUTOMATIC DATA PROCESSING IN Industrials 143,982.0 $29.3M 0.22% -2K -1.4% $203.18 +8.3%
33 QUAL ISHARES TR 147,882.0 $28.4M 0.22% -36K -19.5% $191.81 +10.9%
34 T AT&T INC Communication Services 925,657.0 $26.8M 0.20% -163K -15.0% $28.99 -14.0%
35 PANW PALO ALTO NETWORKS INC Technology 161,599.0 $25.9M 0.20% -2K -1.4% $160.32 +57.8%
36 TMO THERMO FISHER SCIENTIFIC INC Healthcare 52,614.0 $25.9M 0.20% -555.0 -1.0% $491.55 -8.1%
37 ABT ABBOTT LABORATORIES Healthcare 251,735.0 $25.8M 0.20% -27K -9.7% $102.67 -14.5%
38 VFH VANGUARD WORLD FD 212,119.0 $25.6M 0.20% -3K -1.5% $120.89 +5.1%
39 XLK SELECT SECTOR SPDR TR 192,411.0 $25.6M 0.20% -5K -2.4% $132.91 +34.4%
40 MA MASTERCARD INCORPORATED Financial Services 51,016.0 $25.5M 0.20% -952.0 -1.8% $499.77 -0.0%
Page 2 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%