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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 8 of 18  ·  346 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTDR MATADOR RES CO Energy 32,052.0 $2.0M 0.01% -583.0 -1.8% $63.18 -11.2%
142 SPYG SPDR SERIES TRUST 20,531.0 $2.0M 0.01% -2K -9.2% $97.94 +20.8%
143 RDVY FIRST TR EXCHANGE TRADED FD 29,221.0 $2.0M 0.01% -7K -18.6% $68.32 +9.5%
144 CBRE CBRE GROUP INC Real Estate 14,552.0 $2.0M 0.01% -81.0 -0.6% $135.46 -3.3%
145 MBB ISHARES TR 20,593.0 $2.0M 0.01% -285.0 -1.4% $94.95 -1.1%
146 CI THE CIGNA GROUP Healthcare 7,288.0 $1.9M 0.01% -165.0 -2.2% $266.88 +5.7%
147 LFUS LITTELFUSE INC Technology 5,654.0 $1.9M 0.01% -285.0 -4.8% $339.35 +30.8%
148 AEIS ADVANCED ENERGY INDS Industrials 5,756.0 $1.9M 0.01% -3K -32.8% $322.71 +0.3%
149 ET ENERGY TRANSFER L P Energy 95,669.0 $1.8M 0.01% -13K -11.9% $19.30 +3.7%
150 BIIB BIOGEN INC Healthcare 9,925.0 $1.8M 0.01% -984.0 -9.0% $183.33 +3.3%
151 IBB ISHARES TR 10,759.0 $1.8M 0.01% -144.0 -1.3% $169.05 +0.0%
152 VMI VALMONT INDS INC Industrials 4,512.0 $1.8M 0.01% -751.0 -14.3% $399.57 +26.0%
153 MTRN MATERION CORP Basic Materials 12,438.0 $1.8M 0.01% -144.0 -1.1% $144.65 +45.3%
154 NGVT INGEVITY CORP Basic Materials 24,935.0 $1.8M 0.01% -2K -8.5% $71.23 -8.5%
155 MAA MID-AMER APT CMNTYS INC Real Estate 14,447.0 $1.8M 0.01% -2K -11.1% $122.12 +6.5%
156 MET METLIFE INC Financial Services 24,796.0 $1.8M 0.01% -2K -8.6% $70.72 +19.2%
157 NEM NEWMONT CORP Basic Materials 15,991.0 $1.7M 0.01% -1K -7.8% $108.27 +0.1%
158 BDX BECTON DICKINSON & CO Healthcare 10,458.0 $1.6M 0.01% -176.0 -1.7% $157.37 -7.1%
159 DVN DEVON ENERGY CORP NEW Energy 30,158.0 $1.5M 0.01% -383.0 -1.2% $50.33 -6.4%
160 PGR PROGRESSIVE CORP Financial Services 7,504.0 $1.5M 0.01% -249.0 -3.2% $198.27 +2.2%
Page 8 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%