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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 53 of 54  ·  1,076 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,461.0 $209K 0.00% +76.0 +5.5% $142.85 -7.8%
1042 IYG ISHARES TR 2,517.0 $209K 0.00% NEW $82.85 +5.3%
1043 PEY INVESCO EXCHANGE TRADED FD T 9,720.0 $208K 0.00% NEW $21.42 +3.0%
1044 TLN TALEN ENERGY CORP Utilities 652.0 $208K 0.00% $319.23 +7.9%
1045 JNK SPDR SERIES TRUST 2,171.0 $208K 0.00% NEW $95.79 +0.4%
1046 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,760.0 $207K 0.00% NEW $117.40 -40.9%
1047 MAS MASCO CORP Industrials 3,413.0 $206K 0.00% -1K -22.9% $60.37 +11.2%
1048 VCR VANGUARD WORLD FD 573.0 $206K 0.00% $359.03 +9.4%
1049 DEM WISDOMTREE TR 4,137.0 $206K 0.00% -962.0 -18.9% $49.70 +8.0%
1050 ILCG ISHARES TR 2,145.0 $205K 0.00% $95.48 +20.9%
1051 PGEN PRECIGEN INC Healthcare 52,790.0 $204K 0.00% +8K +18.1% $3.87 +10.3%
1052 MP MP MATERIALS CORP Basic Materials 4,200.0 $203K 0.00% NEW $48.26 +27.9%
1053 VGK VANGUARD INTL EQUITY INDEX F 2,441.0 $201K 0.00% -76.0 -3.0% $82.48 +7.6%
1054 MTZ MASTEC INC Industrials 623.0 $200K 0.00% NEW $321.74 +20.8%
1055 STNE STONECO LTD Technology 14,134.0 $200K 0.00% -480.0 -3.3% $14.12 -21.7%
1056 MTW MANITOWOC CO INC Industrials 16,875.0 $197K 0.00% $11.65 +0.3%
1057 PGF INVESCO EXCHANGE TRADED FD T 13,630.0 $188K 0.00% NEW $13.76 +0.1%
1058 INFY INFOSYS LTD Technology 13,753.0 $186K 0.00% $13.51 -6.4%
1059 BAX BAXTER INTL INC Healthcare 10,880.0 $183K 0.00% -120K -91.7% $16.80 +13.3%
1060 CAG CONAGRA BRANDS INC Consumer Defensive 11,133.0 $175K 0.00% -201K -94.8% $15.72 -14.9%
Page 53 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%