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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 36 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MCHP MICROCHIP TECHNOLOGY INC. Technology 11,141.0 $720K 0.01% -1K -11.3% $64.61 +41.0%
702 VCLT VANGUARD SCOTTSDALE FDS 9,608.0 $718K 0.01% NEW $74.72 -0.7%
703 CE CELANESE CORP DEL Basic Materials 10,891.0 $716K 0.01% $65.77 -19.6%
704 TXT TEXTRON INC Industrials 8,173.0 $716K 0.01% +43.0 +0.5% $87.57 +2.2%
705 PURSUIT ATTRACTIONS AND HOSP 19,461.0 $713K 0.01% NEW $36.63
706 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9,733.0 $705K 0.01% +587.0 +6.4% $72.46 +19.1%
707 FIX COMFORT SYS USA INC Industrials 510.0 $703K 0.01% -216.0 -29.8% $1378.99 +33.0%
708 MLPX GLOBAL X FDS 9,507.0 $703K 0.01% +6K +173.9% $73.94 +3.5%
709 HPE HEWLETT PACKARD ENTERPRISE C Technology 29,415.0 $700K 0.01% -2K -7.2% $23.81 +42.7%
710 XLB SELECT SECTOR SPDR TR 13,964.0 $698K 0.01% -2K -10.7% $49.97 +0.1%
711 XBI SPDR SERIES TRUST 5,408.0 $691K 0.01% +297.0 +5.8% $127.84 +3.9%
712 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 40,337.0 $685K 0.01% -7K -14.1% $16.97 +14.2%
713 WPC WP CAREY INC Real Estate 10,072.0 $684K 0.01% $67.96 +10.4%
714 MUNI PIMCO ETF TR 13,062.0 $682K 0.01% +9K +230.6% $52.20 -0.3%
715 CALF PACER FDS TR 15,177.0 $681K 0.01% +638.0 +4.4% $44.89 +6.6%
716 AAL AMERICAN AIRLINES GROUP INC Industrials 63,294.0 $680K 0.01% NEW $10.74 +26.5%
717 FLXR TCW ETF TRUST 17,260.0 $678K 0.01% +2K +14.1% $39.28 -0.4%
718 IGM ISHARES TR 5,706.0 $676K 0.01% +306.0 +5.7% $118.51 +31.5%
719 OXY OCCIDENTAL PETE CORP Energy 10,354.0 $673K 0.01% +2K +24.5% $65.02 -9.5%
720 VTWO VANGUARD SCOTTSDALE FDS 6,714.0 $673K 0.01% -214.0 -3.1% $100.19 +13.9%
Page 36 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%