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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 10 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMD ADVANCED MICRO DEVICES INC Technology 57,399.0 $11.7M 0.09% -362.0 -0.6% $203.43 +121.0%
182 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,773.0 $11.7M 0.09% +51.0 +1.9% $4210.41 -96.2%
183 LH LABCORP HOLDINGS INC Healthcare 43,060.0 $11.5M 0.09% +666.0 +1.6% $266.81 -4.1%
184 VTV VANGUARD INDEX FDS 57,834.0 $11.3M 0.09% +10K +21.2% $196.24 +6.5%
185 APH AMPHENOL CORP Technology 89,801.0 $11.3M 0.09% +3K +3.4% $126.35 -1.2%
186 GNRC GENERAC HLDGS INC Industrials 57,321.0 $11.2M 0.09% -967.0 -1.7% $195.33 +26.9%
187 KLAC KLA CORP Technology 7,546.0 $11.1M 0.09% +546.0 +7.8% $1472.72 +25.1%
188 RBC RBC BEARINGS INC Industrials 20,360.0 $11.1M 0.09% +332.0 +1.7% $543.12 +5.1%
189 VGT VANGUARD WORLD FD 15,761.0 $11.0M 0.08% +400.0 +2.6% $698.62 -83.6%
190 KMB KIMBERLY-CLARK CORP Consumer Defensive 113,637.0 $11.0M 0.08% +30K +36.3% $96.48 +2.3%
191 APOS APOLLO GLOBAL MGMT INC Financial Services 97,987.0 $10.9M 0.08% +1K +1.1% $111.42 -76.5%
192 DIS DISNEY WALT CO Communication Services 113,259.0 $10.9M 0.08% +23K +25.4% $96.39 +7.5%
193 VIOO VANGUARD ADMIRAL FDS INC 94,978.0 $10.9M 0.08% +897.0 +0.9% $114.83 +9.7%
194 DIA STATE STR SPDR DOW JONES IND Financial Services 23,534.0 $10.9M 0.08% -226.0 -0.9% $463.27 +8.6%
195 GE GE AEROSPACE Industrials 38,303.0 $10.9M 0.08% +6K +19.2% $283.80 +6.3%
196 IGSB ISHARES TR 206,759.0 $10.9M 0.08% -7K -3.4% $52.56 -0.5%
197 INTU INTUIT Technology 25,110.0 $10.9M 0.08% +682.0 +2.8% $432.40 -29.0%
198 OMC OMNICOM GROUP INC Communication Services 143,801.0 $10.8M 0.08% +9K +6.5% $75.31 -2.0%
199 GDX VANECK ETF TRUST 117,783.0 $10.8M 0.08% -2K -1.6% $91.79 -6.2%
200 CASY CASEYS GEN STORES INC Consumer Cyclical 14,601.0 $10.6M 0.08% -457.0 -3.0% $727.86 +13.3%
Page 10 of 54  ·  1,076 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%