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

PINNACLE FINANCIAL PARTNERS INC

Q3 2025 · Filed 2025-10-28
Market Value
$4.2B
-12.1%
Holdings
530
-21
New Purchases
29
Added To
165
Closed
74
Reduced
231
Top 10 Concentration
27.6%
Turnover
19.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JFLX 0.91% 0.00% +0.91% $38M
NVDA 2.01% 1.52% +0.49% $84M
VUG 2.06% 1.58% +0.48% $86M
JNJ 0.93% 0.58% +0.35% $39M
ABBV 1.01% 0.67% +0.34% $42M
GOOG 1.36% 1.04% +0.32% $57M
AAPL 3.88% 3.59% +0.29% $162M
AGG 1.02% 0.76% +0.26% $43M
GLD 0.74% 0.54% +0.21% $31M
MU 0.68% 0.48% +0.20% $28M
VO 0.67% 0.51% +0.17% $28M
VTI 0.81% 0.65% +0.16% $34M
HD 0.84% 0.68% +0.16% $35M
VLO 0.65% 0.50% +0.15% $27M
MS 0.29% 0.14% +0.15% $12M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 1.93% 3.05% -1.13% $80M
V 1.83% 2.54% -0.71% $76M
VOO 3.43% 4.10% -0.67% $143M
MSFT 4.37% 5.01% -0.65% $182M
HCA 1.01% 1.58% -0.57% $42M
JPM 2.45% 3.02% -0.57% $102M
GOOGL 1.57% 2.08% -0.50% $66M
QCOM 0.05% 0.44% -0.39% $2M
NKE 0.02% 0.38% -0.36% $730K
EMR 0.16% 0.51% -0.35% $7M
UNH 0.64% 0.98% -0.35% $27M
BAC 0.08% 0.41% -0.33% $3M
VTEB 0.10% 0.39% -0.29% $4M
HON 0.16% 0.44% -0.28% $7M
UNP 0.71% 0.97% -0.26% $30M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 75 $2.1B 50.9%
Large Cap 364 $1.8B 42.5%
Mid Cap 68 $188M 4.5%
Small Cap 20 $59M 1.4%
Micro Cap 3 $28M 0.7%

Portfolio Analytics

Avg Market Cap
$160.3B
Median Market Cap
$50.7B
Avg P/E
31.8
Median P/E
24.1
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
355
# ETFs / Funds
175

Top Holdings (530 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.37% 351,187 $182M $517.95 -$56M -126,839 -26.5%
2 SPY 4.04% 252,836 $168M $666.18 -$30M -68,449 -21.3%
3 AAPL 3.88% 634,373 $162M $254.63 -$9M -194,851 -23.5%
4 VOO 3.43% 233,643 $143M $612.38 -$51M -108,898 -31.8%
5 JPM 2.45% 324,074 $102M $315.43 -$41M -170,144 -34.4%
6 VUG 2.06% 178,738 $86M $479.61 $11M +8,056 +4.7%
7 NVDA 2.01% 448,647 $84M $186.58 $12M -6,233 -1.4%
8 AMZN 1.93% 365,319 $80M $219.57 -$65M -295,014 -44.7%
9 V 1.83% 223,249 $76M $341.38 -$44M -116,487 -34.3%
10 IWF 1.57% 139,941 $66M $468.41 -$10M -38,328 -21.5%
11 GOOGL 1.57% 269,531 $66M $243.10 -$33M -289,505 -51.8%
12 PNFP 1.50% 668,091 $63M $93.79 -$12M -5,357 -0.8%
13 GOOG 1.36% 232,202 $57M $243.55 $7M -46,005 -16.5%
14 AXP 1.30% 162,550 $54M $332.16 -$3M -15,177 -8.5%
15 XOM 1.18% 437,824 $49M $112.75 -$12M -130,024 -22.9%
16 VEA 1.07% 741,006 $44M $59.92 -$15M -297,839 -28.7%
17 AGG 1.02% 423,964 $43M $100.25 $7M +62,957 +17.4%
18 HCA 1.01% 98,617 $42M $426.20 -$33M -96,704 -49.5%
19 ABBV 1.01% 181,236 $42M $231.54 $10M +9,680 +5.6%
20 JNJ 0.93% 209,915 $39M $185.42 $11M +28,997 +16.0%
21 BRK-A 0.92% 51 $38M $754,200.00 $567K -1 -1.9%
22 JFLX 0.91% 757,259 $38M $50.22 +757,259 NEW
23 COST 0.90% 40,478 $37M $925.63 -$8M -4,953 -10.9%
24 EFA 0.87% 388,786 $36M $93.37 $2M +2,107 +0.5%
25 HD 0.84% 86,625 $35M $405.19 $3M -1,771 -2.0%
26 IVV 0.84% 52,110 $35M $669.30 -$493K -4,857 -8.5%
27 VTI 0.81% 102,805 $34M $328.17 $3M +2,098 +2.1%
28 LLY 0.78% 42,638 $33M $763.00 $778K +1,902 +4.7%
29 TJX 0.76% 218,707 $32M $144.54 -$16M -168,367 -43.5%
30 GLD 0.74% 87,296 $31M $355.47 $6M +3,671 +4.4%
31 CVX 0.73% 196,480 $31M $155.29 $2M -5,298 -2.6%
32 IWD 0.72% 147,097 $30M $203.59 -$2M -14,814 -9.2%
33 UNP 0.71% 125,810 $30M $236.37 -$16M -75,137 -37.4%
34 CME 0.69% 107,111 $29M $270.19 -$603 +2,108 +2.0%
35 ETN 0.68% 76,182 $29M $374.25 $515K -2,240 -2.9%
36 MU 0.68% 169,909 $28M $167.32 $6M -13,923 -7.6%
37 VSDA 0.68% 529,031 $28M $53.47 $2M +31,161 +6.3%
38 VO 0.67% 95,244 $28M $293.74 $4M +9,446 +11.0%
39 VLO 0.65% 158,889 $27M $170.26 $3M -16,983 -9.7%
40 IBM 0.64% 94,475 $27M $282.16 -$1M -856 -0.9%
41 UNH 0.64% 77,007 $27M $345.30 -$20M -72,490 -48.5%
42 ADP 0.63% 89,952 $26M $293.50 -$2M -671 -0.7%
43 BLK 0.61% 21,875 $26M $1,165.87 $3M +274 +1.3%
44 PWR 0.60% 60,516 $25M $414.42 -$907K -8,216 -11.9%
45 PG 0.59% 160,146 $25M $153.65 -$3M -10,405 -6.1%
46 LMT 0.59% 48,863 $24M $499.21 $168K -3,443 -6.6%
47 IJR 0.56% 196,356 $23M $118.83 $2M +1,269 +0.7%
48 MPWR 0.54% 24,589 $23M $920.64 $4M -1,365 -5.3%
49 SHW 0.54% 65,361 $23M $346.26 $548K +1,045 +1.6%
50 CRM 0.54% 94,284 $22M $237.00 -$14M -38,480 -29.0%
51 WMT 0.54% 216,793 $22M $103.06 $2M +10,525 +5.1%
52 IJH 0.51% 326,068 $21M $65.26 $580K -7,676 -2.3%
53 SPGI 0.51% 43,503 $21M $486.71 -$5M -6,107 -12.3%
54 TMO 0.50% 43,163 $21M $485.02 $3M -115 -0.3%
55 VWO 0.49% 379,276 $21M $54.18 -$10M -235,651 -38.3%
56 VIG 0.49% 94,927 $20M $215.79 -$115K -5,718 -5.7%
57 BRK-B 0.48% 39,787 $20M $502.74 -$6M -13,348 -25.1%
58 NOW 0.48% 21,565 $20M $920.28 -$4M -1,963 -8.3%
59 PM 0.45% 115,930 $19M $162.20 -$6M -18,121 -13.5%
60 MDY 0.45% 31,461 $19M $596.03 $94K -1,475 -4.5%
61 SHY 0.44% 221,688 $18M $82.96 -$1M -18,160 -7.6%
62 PANW 0.44% 89,646 $18M $203.62 -$1M -6,341 -6.6%
63 KO 0.43% 269,869 $18M $66.32 -$2M -4,924 -1.8%
64 IWP 0.43% 125,430 $18M $142.41 $1M +3,949 +3.2%
65 LVHI 0.42% 509,072 $18M $34.75 $4M +77,381 +17.9%
66 AVGO 0.42% 53,093 $18M $329.91 $3M +1,539 +3.0%
67 SNA 0.42% 50,342 $17M $346.53 $2M +360 +0.7%
68 VYM 0.40% 119,540 $17M $140.95 $1M +3,508 +3.0%
69 IJT 0.40% 118,435 $17M $141.50 -$455K -10,949 -8.5%
70 QQQ 0.40% 27,790 $17M $600.37 $2M +775 +2.9%
71 ABT 0.39% 122,698 $16M $133.94 $3M +21,301 +21.0%
72 TBLL 0.38% 149,109 $16M $105.64 -$1M -11,841 -7.4%
73 TMUS 0.37% 65,044 $16M $239.38 $108K +148 +0.2%
74 TDG 0.37% 11,714 $15M $1,318.02 -$4M -1,257 -9.7%
75 VZ 0.36% 343,850 $15M $43.95 -$790K -23,651 -6.4%
76 MO 0.35% 221,104 $15M $66.06 $2M +6,235 +2.9%
77 BKNG 0.35% 2,694 $15M $5,399.27 -$2M -117 -4.2%
78 IWM 0.34% 59,320 $14M $241.96 -$3M -22,839 -27.8%
79 BMO 0.34% 109,482 $14M $130.25 $2M +96 +0.1%
80 DVY 0.34% 99,950 $14M $142.10 $993K +482 +0.5%
81 LIN 0.34% 29,770 $14M $475.00 $2M +3,602 +13.8%
82 CMCSA 0.33% 443,374 $14M $31.42 -$4M -57,653 -11.5%
83 CM 0.33% 171,875 $14M $79.89 $2M +720 +0.4%
84 AMGN 0.33% 48,399 $14M $282.20 -$3M -10,351 -17.6%
85 WM 0.33% 61,818 $14M $220.83 -$545K -223 -0.4%
86 APO 0.33% 102,053 $14M $133.27 -$1M -3,655 -3.5%
87 ICE 0.32% 80,287 $14M $168.48 -$1M -812 -1.0%
88 AEP 0.32% 119,284 $13M $112.50 $3M +17,018 +16.6%
89 INTU 0.32% 19,583 $13M $682.91 -$2M -84 -0.4%
90 SPSB 0.32% 439,940 $13M $30.29 $2M +50,822 +13.1%
91 FAST 0.32% 269,528 $13M $49.04 $2M +3,766 +1.4%
92 CPRT 0.32% 292,621 $13M $44.97 -$3M -42,257 -12.6%
93 MRVL 0.32% 156,392 $13M $84.07 $548K -6,400 -3.9%
94 DHR 0.31% 65,546 $13M $198.26 -$4M -22,597 -25.6%
95 CTAS 0.31% 63,222 $13M $205.26 -$821K +1,310 +2.1%
96 AMT 0.30% 65,961 $13M $192.32 -$2M -698 -1.1%
97 SO 0.30% 132,384 $13M $94.77 $800K +4,474 +3.5%
98 JEPI 0.30% 218,414 $12M $57.10 -$184K -4,205 -1.9%
99 STIP 0.29% 118,878 $12M $103.36 $986K +9,057 +8.2%
100 EFG 0.29% 107,408 $12M $113.88 $1M +9,281 +9.5%

New Positions

SymbolValue% Port
JFLX $38M 0.91%
VT $2M 0.04%
PFL $1M 0.02%
PLTR $559K 0.01%
MPLX $450K 0.01%
QQQM $433K 0.01%
USIG $395K 0.01%
UBER $354K 0.01%
MBB $328K 0.01%
ADM $325K 0.01%
MFC $293K 0.01%
URI $283K 0.01%
SPMO $278K 0.01%
TTE $276K 0.01%
ETR $255K 0.01%

Sold Out Positions

SymbolValue% Port
EMN —%
SLVM —%
CFG —%
AIG —%
CARR —%
CBZ —%
AVY —%
BAX —%
ETY —%
HSY —%
FLS —%
STWD —%
TPR —%
WEC —%
IP —%
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