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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 5 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GSK GSK PLC Healthcare 140,630.0 $7.8M 0.06% -1K -0.9% $55.19 -6.6%
82 XLU SELECT SECTOR SPDR TR 166,131.0 $7.6M 0.06% -15K -8.1% $45.90 -2.0%
83 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 229,761.0 $7.4M 0.06% -43K -15.7% $32.01 +2.5%
84 BUFG FIRST TR EXCHNG TRADED FD VI 258,455.0 $6.9M 0.05% -2K -0.7% $26.86 +8.2%
85 VB VANGUARD INDEX FDS 24,666.0 $6.5M 0.05% -189.0 -0.8% $261.99 +9.3%
86 QCOM QUALCOMM INC Technology 49,886.0 $6.4M 0.05% -3K -5.2% $128.78 +57.2%
87 SYK STRYKER CORPORATION Healthcare 19,350.0 $6.4M 0.05% -270.0 -1.4% $328.76 -2.2%
88 IAU ISHARES GOLD TR Financial Services 71,612.0 $6.3M 0.05% -8K -9.5% $88.16 -3.1%
89 SOUTHSTATE BK CORP 67,608.0 $6.3M 0.05% -3K -4.0% $92.52
90 CENCORA INC 18,430.0 $5.8M 0.04% -1K -6.8% $314.15
91 CSX CSX CORP Industrials 140,277.0 $5.8M 0.04% -1K -0.9% $41.05 +11.8%
92 FNDX SCHWAB STRATEGIC TR 202,869.0 $5.7M 0.04% -2K -1.2% $27.85 +9.8%
93 ECL ECOLAB INC Basic Materials 21,133.0 $5.6M 0.04% -572.0 -2.6% $266.04 -6.0%
94 CVS CVS HEALTH CORP Healthcare 77,686.0 $5.6M 0.04% -4K -5.3% $71.82 +29.9%
95 PH PARKER-HANNIFIN CORP Industrials 5,849.0 $5.2M 0.04% -56.0 -0.9% $895.64 -4.0%
96 VMC VULCAN MATLS CO Basic Materials 18,893.0 $5.1M 0.04% -247.0 -1.3% $272.33 -3.3%
97 ROK ROCKWELL AUTOMATION INC Industrials 14,319.0 $5.1M 0.04% -285.0 -1.9% $358.90 +21.5%
98 INTC INTEL CORP Technology 110,686.0 $4.9M 0.04% -3K -2.3% $44.13 +168.5%
99 COF CAPITAL ONE FINL CORP Financial Services 26,612.0 $4.9M 0.04% -699.0 -2.6% $182.44 +2.3%
100 GWW WW GRAINGER INC Industrials 4,442.0 $4.8M 0.04% -139.0 -3.0% $1090.81 +13.6%
Page 5 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%