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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 15 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CVS CVS HEALTH CORP Healthcare 77,686.0 $5.6M 0.04% -4K -5.3% $71.82 +29.9%
282 STT STATE STR CORP Financial Services 44,041.0 $5.6M 0.04% +3K +8.3% $126.56 +21.7%
283 MUB ISHARES TR 52,348.0 $5.6M 0.04% +3K +7.0% $106.15 -0.1%
284 HALO HALOZYME THERAPEUTICS INC Healthcare 85,881.0 $5.6M 0.04% +2K +2.2% $64.63 +6.0%
285 VT VANGUARD INTL EQUITY INDEX F 40,047.0 $5.5M 0.04% +11K +38.1% $138.33 +12.2%
286 LRCX LAM RESEARCH CORP Technology 25,385.0 $5.4M 0.04% +5K +23.4% $213.68 +41.4%
287 SCHG SCHWAB STRATEGIC TR 185,840.0 $5.4M 0.04% +972.0 +0.5% $29.13 +17.7%
288 CCJ CAMECO CORP Energy 49,733.0 $5.4M 0.04% $108.61 -3.0%
289 XLV SELECT SECTOR SPDR TR 36,813.0 $5.4M 0.04% +796.0 +2.2% $146.65 +1.0%
290 FLTR VANECK ETF TRUST 209,034.0 $5.3M 0.04% +10K +4.8% $25.48 +0.3%
291 KMI KINDER MORGAN INC DEL Energy 157,123.0 $5.3M 0.04% +6K +3.7% $33.54 -0.1%
292 PH PARKER-HANNIFIN CORP Industrials 5,849.0 $5.2M 0.04% -56.0 -0.9% $895.64 -4.0%
293 KRYS KRYSTAL BIOTECH INC Healthcare 20,180.0 $5.2M 0.04% +3K +18.8% $258.32 +17.8%
294 SLB SLB LIMITED Energy 101,369.0 $5.2M 0.04% +7K +7.2% $51.39 +11.5%
295 VMC VULCAN MATLS CO Basic Materials 18,893.0 $5.1M 0.04% -247.0 -1.3% $272.33 -3.3%
296 ROK ROCKWELL AUTOMATION INC Industrials 14,319.0 $5.1M 0.04% -285.0 -1.9% $358.90 +21.5%
297 VTIP VANGUARD MALVERN FDS 100,510.0 $5.0M 0.04% +60K +145.6% $49.95 +0.6%
298 CEG CONSTELLATION ENERGY CORP Utilities 17,792.0 $5.0M 0.04% +2K +14.6% $279.31 +2.3%
299 FN FABRINET Technology 9,507.0 $5.0M 0.04% $521.52 +34.9%
300 QYLD GLOBAL X FDS 287,071.0 $4.9M 0.04% +4K +1.6% $17.15 +4.0%
Page 15 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%