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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 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 465,593.0 $57.9M 0.44% +3K +0.6% $124.29 +5.3%
42 AXP AMERICAN EXPRESS CO Financial Services 187,889.0 $56.8M 0.43% +2K +1.3% $302.50 +2.4%
43 TJX TJX COS INC NEW Consumer Cyclical 349,973.0 $55.9M 0.43% +6K +1.8% $159.70 -0.3%
44 JEPI J P MORGAN EXCHANGE TRADED F 925,552.0 $52.5M 0.40% $56.68 -1.1%
45 MU MICRON TECHNOLOGY INC Technology 152,764.0 $51.6M 0.40% -23K -13.2% $337.85 +125.6%
46 IJR ISHARES TR 398,964.0 $49.6M 0.38% +7K +1.9% $124.32 +9.6%
47 SHY ISHARES TR 575,105.0 $47.5M 0.36% -44K -7.1% $82.57 -0.5%
48 BERKSHIRE HATHAWAY INC DEL 98,847.0 $47.4M 0.36% +9K +10.2% $479.21
49 HCA HCA HEALTHCARE INC Healthcare 97,544.0 $46.2M 0.35% -622.0 -0.6% $473.25 -17.0%
50 DVY ISHARES TR 300,002.0 $45.4M 0.35% $151.42 +1.8%
51 PG PROCTER & GAMBLE CO Consumer Defensive 312,265.0 $45.1M 0.34% $144.44 -1.4%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 182,097.0 $44.1M 0.34% +6K +3.5% $242.41 +4.4%
53 MCD MCDONALDS CORP Consumer Cyclical 141,637.0 $44.0M 0.34% +12K +9.2% $310.81 -8.6%
54 QQQ INVESCO QQQ TR Financial Services 74,574.0 $43.1M 0.33% $577.59 +23.7%
55 ETN EATON CORP PLC Industrials 120,050.0 $42.9M 0.33% -3K -2.2% $357.68 +6.7%
56 META META PLATFORMS INC Communication Services 74,649.0 $42.7M 0.33% -2K -2.2% $572.19 +6.1%
57 CSCO CISCO SYS INC Technology 546,006.0 $42.4M 0.32% +10K +1.8% $77.60 +52.3%
58 UNP UNION PAC CORP Industrials 172,106.0 $41.8M 0.32% +5K +3.3% $242.63 +9.6%
59 HGER HARBOR ETF TRUST 1,336,589.0 $41.5M 0.32% $31.02 +3.8%
60 CAT CATERPILLAR INC Industrials 57,757.0 $40.9M 0.31% +3K +4.5% $708.67 +22.2%
Page 3 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%