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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 4 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JFLX J P MORGAN EXCHANGE TRADED F 810,984.0 $40.3M 0.31% +43K +5.6% $49.67 +0.6%
62 IJH ISHARES TR 579,233.0 $39.1M 0.30% +17K +3.0% $67.53 +8.0%
63 MRK MERCK & CO INC Healthcare 320,321.0 $38.5M 0.29% -6K -1.7% $120.31 -3.7%
64 PWR QUANTA SVCS INC Industrials 68,750.0 $37.7M 0.29% +576.0 +0.8% $549.03 +29.3%
65 AMGN AMGEN INC Healthcare 106,694.0 $37.5M 0.29% $351.93 -4.1%
66 VLO VALERO ENERGY CORP Energy 150,674.0 $37.2M 0.28% -22K -12.8% $247.09 +2.7%
67 VO VANGUARD INDEX FDS 124,320.0 $35.7M 0.27% -8K -5.8% $287.25 -73.1%
68 MPWR MONOLITHIC PWR SYS INC Technology 31,621.0 $34.6M 0.26% +2K +5.5% $1093.35 +42.8%
69 IEFA ISHARES TR 377,333.0 $34.2M 0.26% +54K +16.8% $90.54 +7.5%
70 BERKSHIRE HATHAWAY INC DEL 47.0 $33.8M 0.26% -4.0 -7.8% $718140.00
71 CME CME GROUP INC Financial Services 112,667.0 $33.3M 0.26% +1K +1.2% $295.36 -2.1%
72 RTX RTX CORPORATION Industrials 171,837.0 $33.2M 0.25% -1K -0.8% $192.92 -9.4%
73 PM PHILIP MORRIS INTL INC Consumer Defensive 199,925.0 $33.1M 0.25% +3K +1.4% $165.35 +14.1%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 649,064.0 $32.6M 0.25% -5K -0.8% $50.20 -4.7%
75 ORCL ORACLE CORP Technology 221,250.0 $32.5M 0.25% -4K -1.7% $147.12 +29.0%
76 IWP ISHARES TR 253,663.0 $32.5M 0.25% -10K -3.8% $128.13 +7.6%
77 DUK DUKE ENERGY CORP NEW Utilities 245,387.0 $32.1M 0.25% +28K +12.8% $130.95 -4.8%
78 WM WASTE MGMT INC DEL Industrials 137,834.0 $31.7M 0.24% +2K +1.2% $229.80 -4.4%
79 VIG VANGUARD SPECIALIZED FUNDS 146,567.0 $31.5M 0.24% -11K -7.3% $215.11 +7.4%
80 VSDA VICTORY PORTFOLIOS II 571,726.0 $31.2M 0.24% +8K +1.5% $54.50 +1.2%
Page 4 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%