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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 33 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CWB SPDR SERIES TRUST 9,861.0 $902K 0.01% +294.0 +3.1% $91.52 +15.1%
642 SPLV INVESCO EXCH TRADED FD TR II 12,253.0 $896K 0.01% +1K +10.0% $73.16 +0.7%
643 GJAN FIRST TR EXCHNG TRADED FD VI 21,307.0 $893K 0.01% -5K -19.6% $41.91 +6.5%
644 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,728.0 $893K 0.01% -69.0 -2.5% $327.18 +13.3%
645 ALGM ALLEGRO MICROSYSTEMS INC Technology 28,116.0 $886K 0.01% -4K -13.4% $31.53 +41.8%
646 WDC WESTERN DIGITAL CORP Technology 3,246.0 $878K 0.01% +2K +149.3% $270.59 +69.9%
647 SF STIFEL FINL CORP Financial Services 11,833.0 $875K 0.01% +4K +50.7% $73.92 -1.1%
648 FITB FIFTH THIRD BANCORP Financial Services 18,781.0 $873K 0.01% +902.0 +5.0% $46.47 +5.8%
649 COHU COHU INC Technology 28,498.0 $873K 0.01% NEW $30.62 +49.1%
650 ULTA ULTA BEAUTY INC Consumer Cyclical 1,665.0 $870K 0.01% +13.0 +0.8% $522.71 -5.7%
651 PNW PINNACLE WEST CAP CORP Utilities 8,609.0 $867K 0.01% -270.0 -3.0% $100.75 +1.2%
652 EYLD CAMBRIA ETF TR 20,776.0 $860K 0.01% +314.0 +1.5% $41.41 +10.4%
653 PCAR PACCAR INC Industrials 7,449.0 $860K 0.01% +4K +138.2% $115.50 -5.3%
654 AVUV AMERICAN CENTY ETF TR 7,774.0 $859K 0.01% $110.52 +7.9%
655 DFAI DIMENSIONAL ETF TRUST 22,037.0 $859K 0.01% +1K +5.7% $38.96 +6.8%
656 WBD WARNER BROS DISCOVERY INC Communication Services 31,069.0 $853K 0.01% +8K +37.4% $27.46 -0.1%
657 CXT CRANE NXT CO Industrials 21,009.0 $853K 0.01% $40.59 -1.3%
658 SMBK SMARTFINANCIAL INC Financial Services 21,763.0 $850K 0.01% $39.08 +6.4%
659 APP APPLOVIN CORP Technology 2,132.0 $849K 0.01% -855.0 -28.6% $398.16 +22.0%
660 GSST GOLDMAN SACHS ETF TR 16,769.0 $848K 0.01% $50.56 -0.1%
Page 33 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%