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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 3 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 91,008.0 $24.6M 0.19% -4K -4.4% $270.63 +41.6%
42 SHEL SHELL PLC Energy 258,979.0 $24.1M 0.18% -5K -2.1% $93.00 -6.8%
43 BLK BLACKROCK INC Financial Services 24,894.0 $23.9M 0.18% -537.0 -2.1% $961.80 +10.6%
44 SLV ISHARES SILVER TR Financial Services 294,356.0 $20.1M 0.15% -60K -16.9% $68.14 +1.9%
45 NFLX NETFLIX INC. Communication Services 207,054.0 $19.9M 0.15% -7K -3.4% $96.15 -7.1%
46 ASML ASML HLDG NV Technology 14,933.0 $19.7M 0.15% -644.0 -4.1% $1321.16 +20.5%
47 CRM SALESFORCE INC Technology 100,591.0 $18.8M 0.14% -30K -23.1% $186.68 -5.6%
48 DHR DANAHER CORP DEL Healthcare 88,972.0 $16.9M 0.13% -14K -13.4% $189.60 -8.6%
49 DE DEERE & CO Industrials 29,662.0 $16.7M 0.13% -543.0 -1.8% $563.40 -5.7%
50 TRV TRAVELERS COMPANIES INC Financial Services 56,289.0 $16.4M 0.13% -2K -2.8% $291.70 +5.2%
51 VOT VANGUARD INDEX FDS 63,230.0 $16.3M 0.12% -715.0 -1.1% $257.80 +12.1%
52 CM CANADIAN IMPERIAL BANK OF CO Financial Services 168,370.0 $16.0M 0.12% -2K -1.4% $94.75 +21.2%
53 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 44,331.0 $15.0M 0.12% -2K -5.3% $338.09 +18.8%
54 AMT AMERICAN TOWER CORP Real Estate 86,460.0 $14.9M 0.11% -851.0 -1.0% $172.58 +6.5%
55 VALQ AMERICAN CENTY ETF TR 228,169.0 $14.8M 0.11% -2K -0.8% $65.04 +3.4%
56 BMO BANK MONTREAL MEDIUM Financial Services 105,598.0 $14.3M 0.11% -2K -1.5% $135.34 +18.0%
57 DRI DARDEN RESTAURANTS INC Consumer Cyclical 72,295.0 $14.2M 0.11% -450.0 -0.6% $196.04 +0.5%
58 GD GENERAL DYNAMICS CORP Industrials 40,973.0 $14.1M 0.11% -3K -7.0% $343.38 -1.4%
59 MDLZ MONDELEZ INTL INC Consumer Defensive 243,644.0 $14.0M 0.11% -3K -1.1% $57.64 +6.7%
60 EOG EOG RES INC Energy 93,407.0 $13.5M 0.10% -16K -14.4% $144.58 -3.2%
Page 3 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%