— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

PINNACLE FINANCIAL PARTNERS INC

Q2 2025 · Filed 2025-10-28
Market Value
$4.7B
-4.2%
Holdings
551
+19
New Purchases
34
Added To
188
Closed
50
Reduced
207
Top 10 Concentration
30.8%
Turnover
15.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 5.01% 4.50% +0.51% $238M
NVDA 1.52% 1.06% +0.45% $72M
SPY 4.19% 3.81% +0.38% $199M
VUG 1.58% 1.26% +0.32% $75M
NFLX 0.45% 0.14% +0.31% $21M
VOO 4.10% 3.81% +0.30% $195M
AGG 0.76% 0.46% +0.30% $36M
AXP 1.20% 0.91% +0.28% $57M
PNFP 1.57% 1.29% +0.27% $74M
PWR 0.55% 0.28% +0.27% $26M
IWF 1.60% 1.34% +0.26% $76M
VIG 0.43% 0.20% +0.24% $21M
AVGO 0.30% 0.08% +0.22% $14M
COST 0.95% 0.76% +0.19% $45M
MU 0.48% 0.29% +0.19% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
UNH 0.98% 2.45% -1.47% $47M
GOOGL 2.08% 2.93% -0.85% $99M
AAPL 3.59% 4.31% -0.72% $170M
AMZN 3.05% 3.72% -0.67% $145M
XOM 1.29% 1.67% -0.38% $61M
V 2.54% 2.91% -0.37% $121M
USB 0.11% 0.46% -0.36% $5M
NKE 0.38% 0.61% -0.23% $18M
MDT 0.05% 0.26% -0.21% $2M
BMY 0.20% 0.42% -0.21% $10M
EMR 0.51% 0.72% -0.21% $24M
TMO 0.37% 0.58% -0.21% $18M
PEP 0.14% 0.34% -0.20% $7M
HON 0.44% 0.64% -0.20% $21M
VTEB 0.39% 0.59% -0.19% $19M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $2.5B 52.5%
Large Cap 373 $2.0B 42.4%
Mid Cap 79 $197M 4.2%
Small Cap 21 $19M 0.4%
Micro Cap 5 $26M 0.5%

Portfolio Analytics

Avg Market Cap
$153.7B
Median Market Cap
$46.1B
Avg P/E
32.8
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
371
# ETFs / Funds
180

Top Holdings (551 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 5.01% 478,026 $238M $497.41 $15M -89,898 -15.8%
2 SPY 4.19% 321,285 $199M $617.85 $10M -11,454 -3.4%
3 VOO 4.10% 342,541 $195M $568.03 $6M -17,263 -4.8%
4 AAPL 3.59% 829,224 $170M $205.17 -$43M -93,866 -10.2%
5 AMZN 3.05% 660,333 $145M $219.39 -$39M -224,738 -25.4%
6 JPM 3.02% 494,218 $143M $289.91 -$6M -119,507 -19.5%
7 V 2.54% 339,736 $121M $355.05 -$24M -90,454 -21.0%
8 GOOGL 2.08% 559,036 $99M $176.23 -$47M -255,268 -31.4%
9 IWF 1.60% 178,269 $76M $424.58 $9M -690 -0.4%
10 HCA 1.58% 195,321 $75M $383.10 -$6M -58,274 -23.0%
11 VUG 1.58% 170,682 $75M $438.40 $12M +2,086 +1.2%
12 PNFP 1.57% 673,448 $74M $110.41 $10M +69,075 +11.4%
13 NVDA 1.52% 454,880 $72M $157.99 $19M -22,849 -4.8%
14 XOM 1.29% 567,848 $61M $107.80 -$22M -156,901 -21.6%
15 VEA 1.25% 1,038,845 $59M $57.01 $6M -27,697 -2.6%
16 AXP 1.20% 177,727 $57M $318.98 $11M +10,193 +6.1%
17 GOOG 1.04% 278,207 $49M $177.39 $695K -20,698 -6.9%
18 TJX 1.01% 387,074 $48M $123.49 $810K -268 -0.1%
19 UNH 0.98% 149,497 $47M $311.97 -$75M -86,952 -36.8%
20 UNP 0.97% 200,947 $46M $230.08 -$12M -47,748 -19.2%
21 COST 0.95% 45,431 $45M $989.94 $8M +5,758 +14.5%
22 BRK-A 0.80% 52 $38M $728,800.00 -$4M
23 CRM 0.76% 132,764 $36M $272.69 -$10M -24,080 -15.3%
24 AGG 0.76% 361,007 $36M $99.20 $13M +131,000 +57.0%
25 IVV 0.75% 56,967 $35M $620.90 -$2M -8,549 -13.1%
26 EFA 0.73% 386,679 $35M $89.39 $6M +32,982 +9.3%
27 HD 0.68% 88,396 $32M $366.64 -$7M -18,596 -17.4%
28 ABBV 0.67% 171,556 $32M $185.62 -$4M +536 +0.3%
29 LLY 0.67% 40,736 $32M $779.53 -$619K +1,538 +3.9%
30 IWD 0.66% 161,911 $31M $194.23 -$757K -9,343 -5.5%
31 VTI 0.65% 100,707 $31M $303.93 $2M -3,838 -3.7%
32 VWO 0.64% 614,927 $30M $49.46 $4M +20,168 +3.4%
33 CME 0.61% 105,003 $29M $275.62 $2M +3,133 +3.1%
34 CVX 0.61% 201,778 $29M $143.19 -$5M -682 -0.3%
35 IBM 0.59% 95,331 $28M $294.78 $3M -7,703 -7.5%
36 ETN 0.59% 78,422 $28M $356.99 $6M -1,518 -1.9%
37 ADP 0.59% 90,623 $28M $308.40 -$450K -2,324 -2.5%
38 JNJ 0.58% 180,918 $28M $152.75 -$4M -8,373 -4.4%
39 PG 0.57% 170,551 $27M $159.32 -$2M -603 -0.3%
40 SPGI 0.55% 49,610 $26M $527.29 $1M +579 +1.2%
41 PWR 0.55% 68,732 $26M $378.08 $12M +14,122 +25.9%
42 BRK-B 0.54% 53,135 $26M $485.77 -$9M -15,435 -22.5%
43 VSDA 0.54% 497,870 $26M $51.80 $546K +9,403 +1.9%
44 GLD 0.54% 83,625 $25M $304.83 -$2M -13,664 -14.0%
45 PM 0.51% 134,051 $24M $182.13 $3M -4,821 -3.5%
46 EMR 0.51% 182,021 $24M $133.33 -$11M -110,857 -37.9%
47 LMT 0.51% 52,306 $24M $463.14 $672K -132 -0.2%
48 NOW 0.51% 23,528 $24M $1,028.08 -$3M -7,329 -23.8%
49 VO 0.51% 85,798 $24M $279.83 $5M +11,225 +15.1%
50 VLO 0.50% 175,872 $24M $134.42 $4M +24,717 +16.4%
51 BLK 0.48% 21,601 $23M $1,049.25 $3M +362 +1.7%
52 MU 0.48% 183,832 $23M $123.25 $8M +20,605 +12.6%
53 SHW 0.47% 64,316 $22M $343.36 $429K +2,290 +3.7%
54 IJR 0.45% 195,087 $21M $109.29 $2M +9,712 +5.2%
55 NFLX 0.45% 15,860 $21M $1,339.13 $14M +8,326 +110.5%
56 QCOM 0.44% 131,342 $21M $159.26 -$7M -49,522 -27.4%
57 HON 0.44% 89,542 $21M $232.82 -$11M -52,141 -36.8%
58 IJH 0.44% 333,744 $21M $62.02 $2M +9,288 +2.9%
59 VIG 0.43% 100,645 $21M $204.67 $11M +50,164 +99.4%
60 WMT 0.43% 206,268 $20M $97.78 $7M +58,026 +39.1%
61 SHY 0.42% 239,848 $20M $82.86 -$3M -35,915 -13.0%
62 TDG 0.42% 12,971 $20M $1,520.64 $1M -287 -2.2%
63 BAC 0.41% 415,796 $20M $47.32 $111K -31,882 -7.1%
64 PANW 0.41% 95,987 $20M $204.64 $6M +13,398 +16.2%
65 KO 0.41% 274,793 $19M $70.75 -$60K +2,168 +0.8%
66 MPWR 0.40% 25,954 $19M $731.38 $6M +4,369 +20.2%
67 META 0.39% 25,353 $19M $738.09 -$5M -14,480 -36.4%
68 MDY 0.39% 32,936 $19M $566.48 $945K -204 -0.6%
69 VTEB 0.39% 380,305 $19M $49.03 -$10M -199,264 -34.4%
70 CMCSA 0.38% 501,027 $18M $35.69 -$1M -16,919 -3.3%
71 NKE 0.38% 250,430 $18M $71.04 -$12M -152,408 -37.8%
72 IWM 0.37% 82,159 $18M $215.79 -$2M -11,812 -12.6%
73 TMO 0.37% 43,278 $18M $405.46 -$11M -13,592 -23.9%
74 DIA 0.37% 39,559 $17M $440.65 $713K -4 -0.0%
75 DHR 0.37% 88,143 $17M $197.54 $2M +12,853 +17.1%
76 IJT 0.36% 129,384 $17M $133.04 $1M +3,802 +3.0%
77 TBLL 0.36% 160,950 $17M $105.54 $73K +684 +0.4%
78 IWP 0.36% 121,481 $17M $138.68 $3M +3,074 +2.6%
79 CPRT 0.35% 334,878 $16M $49.07 -$8M -92,408 -21.6%
80 AMGN 0.35% 58,750 $16M $279.21 -$2M -360 -0.6%
81 BKNG 0.34% 2,811 $16M $5,789.24 $3M -10 -0.3%
82 VZ 0.34% 367,501 $16M $43.27 -$159K +9,942 +2.8%
83 VCSH 0.33% 196,110 $16M $79.50 -$7M -88,989 -31.2%
84 SNA 0.33% 49,982 $16M $311.18 -$874K +1,237 +2.5%
85 INTU 0.33% 19,667 $15M $787.63 $5M +1,878 +10.6%
86 VYM 0.33% 116,032 $15M $133.31 -$313K -6,344 -5.2%
87 TMUS 0.33% 64,896 $15M $238.26 -$4M -7,654 -10.6%
88 EOG 0.32% 126,506 $15M $119.61 -$8M -56,128 -30.7%
89 APO 0.32% 105,708 $15M $141.87 $2M +13,084 +14.1%
90 QQQ 0.31% 27,015 $15M $551.64 $2M -291 -1.1%
91 ICE 0.31% 81,099 $15M $183.47 $857K -189 -0.2%
92 AMT 0.31% 66,659 $15M $221.02 -$725K -5,178 -7.2%
93 AVGO 0.30% 51,554 $14M $275.65 $10M +27,700 +116.1%
94 WM 0.30% 62,041 $14M $228.82 $767K +3,864 +6.6%
95 LVHI 0.30% 431,691 $14M $32.55 $2M +57,922 +15.5%
96 CTAS 0.29% 61,912 $14M $222.87 $1M +1,813 +3.0%
97 ABT 0.29% 101,397 $14M $136.01 $3M +20,267 +25.0%
98 AZO 0.28% 3,605 $13M $3,712.23 -$4M -1,599 -30.7%
99 DE 0.28% 25,992 $13M $508.49 -$2M -9,304 -26.4%
100 DVY 0.28% 99,468 $13M $132.81 -$18K +964 +1.0%

New Positions

SymbolValue% Port
BK $8M 0.17%
OEF $6M 0.14%
HWM $6M 0.12%
ISPY $715K 0.02%
XLY $601K 0.01%
ARE $397K 0.01%
IDV $364K 0.01%
HUBB $358K 0.01%
XLI $351K 0.01%
SPDW $305K 0.01%
CLS $270K 0.01%
TEL $252K 0.01%
ISTB $251K 0.01%
ROAD $249K 0.01%
PKG $248K 0.01%

Sold Out Positions

SymbolValue% Port
AN —%
ED —%
UCB —%
FDS —%
RJF —%
MHD —%
HHH —%
LUV —%
GM —%
NVG —%
ETR —%
EOS —%
CHD —%
JEF —%
JLL —%
View SEC EDGAR Filings for PINNACLE FINANCIAL PARTNERS INC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms