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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 48 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 OKE ONEOK INC NEW Energy 3,256.0 $294K 0.00% -356.0 -9.9% $90.39 +2.5%
942 JCI JOHNSON CONTROLS INTERNATION Industrials 2,241.0 $294K 0.00% +21.0 +0.9% $131.08 +3.3%
943 WCMI FIRST TR EXCHANGE-TRADED FD 17,433.0 $292K 0.00% $16.78 +13.0%
944 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,908.0 $292K 0.00% -18.0 -0.9% $153.10 -17.2%
945 MGV VANGUARD WORLD FD 2,010.0 $291K 0.00% $145.00 +7.4%
946 PULS PGIM ETF TR 5,880.0 $291K 0.00% $49.50 +0.3%
947 PGIM ROCK ETF TR 9,987.0 $290K 0.00% $29.01
948 FNX FIRST TR EXCHANGE-TRADED ALP 2,255.0 $289K 0.00% $128.24 +7.5%
949 LDUR PIMCO ETF TR 2,988.0 $286K 0.00% NEW $95.86 -0.4%
950 VPU VANGUARD WORLD FD 1,442.0 $286K 0.00% $198.29 -1.7%
951 A AGILENT TECHNOLOGIES INC Healthcare 2,504.0 $285K 0.00% -107.0 -4.1% $113.98 +0.7%
952 GSIE GOLDMAN SACHS ETF TR 6,558.0 $283K 0.00% -108.0 -1.6% $43.13 +6.2%
953 L LOEWS CORP Financial Services 2,649.0 $283K 0.00% -188.0 -6.6% $106.74 +2.3%
954 RKT ROCKET COS INC Financial Services 19,673.0 $280K 0.00% -6K -23.6% $14.25 -4.4%
955 KHC KRAFT HEINZ CO Consumer Defensive 12,443.0 $280K 0.00% -93K -88.2% $22.50 +4.6%
956 ESE ESCO TECHNOLOGIES INC Technology 993.0 $279K 0.00% NEW $281.37 +4.2%
957 RJF RAYMOND JAMES FINL INC Financial Services 1,929.0 $279K 0.00% -30.0 -1.5% $144.83 +5.0%
958 GNMA ISHARES TR 6,302.0 $279K 0.00% $44.33 -0.9%
959 ROAD CONSTRUCTION PARTNERS INC Industrials 2,508.0 $279K 0.00% -311.0 -11.0% $111.12 +1.3%
960 STPZ PIMCO ETF TR 5,150.0 $279K 0.00% $54.11 -0.3%
Page 48 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%