PINNACLE FINANCIAL PARTNERS INC

CIK

1115055

Location

NASHVILLE, TN

Portfolio Value

Mid $3,016,966,400

Diversification

Diversified

Reports for

Pinnacle Bank

Filing Date

Global Rank

#947 / 8,045 ▼ 138 · as of Sep 2025

Top Industry

Software - Infrastructure 8.6%

3Y Alpha vs SPY

+11.8%

Period ended 11 months ago

Filed Oct 28, 2025 · 10mo

23 quarters · since Mar 2020

Clone Performance

Sep 2023–Apr 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+97.4%

SPY

+53.8%

Annualised alpha

+11.9%

Max drawdown

−15.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 10 quarters.PINNACLE FINANCIAL PARTNERS INC has stopped filing, so the simulation ends in Apr 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

312 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

6.0%

−0.7 pts

Top 5

24.4%

−0.9 pts

Top 10

36.1%

−2.6 pts

HHI

195

Diversified−18

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	24.0%	$725,451,196	51
Financial Services	17.7%	$533,592,002	58
Unclassified	11.4%	$345,162,912	18
Healthcare	10.3%	$311,832,448	33
Industrials	9.3%	$280,848,885	46
Communication Services	6.8%	$204,884,327	9
Consumer Cyclical	6.8%	$203,647,741	22
Consumer Defensive	5.3%	$160,715,099	24
Energy	4.5%	$135,798,586	20
Basic Materials	1.4%	$42,703,329	11
Utilities	1.4%	$42,142,171	10
Real Estate	1.0%	$30,187,704	10

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TFC	Truist Financial Corp	+40,393	174,839	$7,993,639
JNJ	Johnson & Johnson	+28,997	209,915	$38,922,439
MS	Morgan Stanley	+28,162	76,395	$12,143,749
GPC	Genuine Parts Co	+23,362	26,655	$3,694,382
ABT	Abbott Laboratories	+21,301	122,698	$16,434,169
DUK	Duke Energy CORP	+18,705	68,198	$8,439,502
AEP	American Electric Power Co Inc	+17,018	119,284	$13,419,450
ZTS	Zoetis Inc.	+16,080	62,531	$9,149,535
GLW	Corning Inc /Ny	+14,719	95,504	$7,834,192
OTIS	Otis Worldwide Corp	+12,721	77,492	$7,085,093
WMT	Walmart Inc.	+10,525	216,793	$22,342,685
FISV	Fiserv Inc	+10,519	78,708	$10,147,821
EPD	Enterprise Products Partners L.P.	+10,162	60,498	$1,891,771
ABBV	AbbVie Inc.	+9,680	181,236	$41,963,383
SCHW	Schwab Charles Corp	+9,244	95,607	$9,127,599
SHEL	Shell plc	+8,387	119,684	$8,560,995
MO	Altria Group, Inc.	+6,235	221,104	$14,606,129
C	Citigroup Inc	+6,069	54,285	$5,509,927
ET	Energy Transfer LP	+6,000	22,831	$391,779
SO	Southern Co	+4,474	132,384	$12,546,031
CSCO	Cisco Systems, Inc.	+4,245	139,168	$9,521,873
BBY	Best Buy Co Inc	+4,240	45,431	$3,435,491
FAST	Fastenal Co	+3,766	269,528	$13,217,652
GLD	Spdr Gold Trust	+3,671	87,296	$31,031,109
LIN	Linde PLC	+3,602	29,770	$14,140,750
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−347,965	67,831	$3,499,401
GOOGL	Alphabet Inc.	−335,510	501,733	$122,075,782
VEA	Vanguard FTSE Developed Markets ETF	−297,839	741,006	$44,401,078
AMZN	Amazon Com Inc	−295,014	365,319	$80,213,092
NKE	NIKE, Inc.	−239,967	10,463	$729,584
AAPL	Apple Inc.	−194,851	634,373	$161,530,396
JPM	Jpmorgan Chase & Co	−170,144	324,074	$102,222,661
TJX	Tjx Companies Inc /De/	−168,367	218,707	$31,611,909
BMY	Bristol Myers Squibb Co	−147,164	61,042	$2,752,993
EMR	Emerson Electric Co	−131,490	50,531	$6,628,655
XOM	ExxonMobil Holdings Corp	−130,024	437,824	$49,364,655
MSFT	Microsoft Corp	−126,839	351,187	$181,897,306
BUD	Anheuser-Busch InBev SA/NV	−119,710	5,141	$306,455
QCOM	Qualcomm Inc/De	−118,593	12,749	$2,120,922
V	Visa Inc.	−116,487	223,249	$76,212,743
ENB	Enbridge Inc	−97,751	15,335	$773,803
HCA	HCA Healthcare, Inc.	−96,704	98,617	$42,030,564
USB	US Bancorp \De\	−84,283	27,673	$1,337,435
UNP	Union Pacific Corp	−75,137	125,810	$29,737,709
UNH	Unitedhealth Group Inc	−72,490	77,007	$26,590,516
SPY	Spdr S&P 500 ETF Trust	−68,449	252,836	$168,434,286
CMCSA	Comcast Corp	−57,653	443,374	$13,930,787
HON	Honeywell International Inc	−57,370	32,172	$6,772,203
EOG	Eog Resources Inc	−55,392	71,114	$7,973,301
MRK	Merck & Co., Inc.	−44,399	68,175	$5,721,927
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
PFL	Pimco Income Strategy Fund	117,903	$1,004,533
PLTR	Palantir Technologies Inc.	3,064	$558,934
MPLX	Mplx LP	9,000	$449,550
UBER	Uber Technologies, Inc	3,609	$353,573
ADM	Archer-Daniels-Midland Co	5,435	$324,686
MFC	Manulife Financial Corp	9,402	$292,871
URI	United Rentals, Inc.	296	$282,579
ETR	Entergy Corp /De/	2,738	$255,153
HLT	Hilton Worldwide Holdings Inc.	888	$230,382
LDOS	Leidos Holdings, Inc.	1,202	$227,129
TBBK	Bancorp, Inc.	2,979	$223,097
CMI	Cummins Inc	520	$219,631
UTHR	UNITED THERAPEUTICS Corp	518	$217,150
IREN	IREN Ltd	4,549	$213,483
MRSH	Marsh & Mclennan Companies, Inc.	1,045	$210,598
ORI	Old Republic International Corp	4,941	$209,844
NUE	Nucor Corp	1,510	$204,499
EME	EMCOR Group, Inc.	312	$202,655
DAL	Delta Air Lines, Inc.	3,541	$200,951
SUN	Sunoco LP	4,000	$200,040
MUFG	Mitsubishi Ufj Financial Group Inc	10,446	$166,509
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HSY	Hershey Co	4,574	$759,054
DOW	Dow Inc.	18,188	$481,617
TRP	Tc Energy Corp	9,714	$473,945
IP	International Paper Co /New/	8,398	$393,278
SNY	Sanofi	6,339	$306,236
LULU	lululemon athletica inc.	1,267	$301,013
AVY	Avery Dennison Corp	1,470	$257,940
OKE	Oneok Inc /New/	3,143	$256,563
CRS	Carpenter Technology Corp	893	$246,807
KVUE	Kenvue Inc.	11,429	$239,208
AIG	American International Group, Inc.	2,766	$236,741
CARR	CARRIER GLOBAL Corp	3,199	$234,134
BAX	Baxter International Inc	7,665	$232,095
SNPS	Synopsys Inc	444	$227,629
CBZ	CBIZ, Inc.	3,142	$225,311
TXRH	Texas Roadhouse, Inc.	1,183	$221,705
CEG	Constellation Energy Corp	668	$215,603
STWD	Starwood Property Trust, Inc.	10,586	$212,461
CLH	Clean Harbors Inc	916	$211,760
GWW	W.W. Grainger, Inc.	194	$201,805
ARCC	Ares Capital Corp	9,165	$201,263
SAP	Sap SE	659	$200,401
EXC	Exelon Corp	4,610	$200,166
F	Ford Motor Co	14,720	$159,712
SCCO	Southern Copper Corp/	1,356	$137,186
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

312 tracked positions · $3,016,966,400 total · filing declares 787 positions · $4,175,895,065 · as of Sep 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 312 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	351,187	-126,839	$181,897,306	−23.5%	6.03%
SPY	Spdr S&P 500 ETF Trust	Reduced	252,836	-68,449	$168,434,286	−15.1%	5.58%
AAPL	Apple Inc. Technology	Reduced	634,373	-194,851	$161,530,396	−5.1%	5.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	501,733	-335,510	$122,075,782	−17.4%	4.05%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	324,074	-170,144	$102,222,661	−28.7%	3.39%
NVDA	Nvidia Corp Technology	Reduced	448,647	-6,233	$83,708,556	+16.5%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	365,319	-295,014	$80,213,092	−44.6%	2.66%
V	Visa Inc. Financial Services	Reduced	223,249	-116,487	$76,212,743	−36.8%	2.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	39,838	-13,349	$58,466,715	−8.2%	1.94%
AXP	American Express Co Financial Services	Reduced	162,550	-15,177	$53,992,607	−4.8%	1.79%
XOM	ExxonMobil Holdings Corp Energy	Reduced	437,824	-130,024	$49,364,655	−19.4%	1.64%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	741,006	-297,839	$44,401,078	−25.0%	1.47%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	98,617	-96,704	$42,030,564	−43.8%	1.39%
ABBV	AbbVie Inc. Healthcare	Added	181,236	+9,680	$41,963,383	+31.8%	1.39%
JNJ	Johnson & Johnson Healthcare	Added	209,915	+28,997	$38,922,439	+40.8%	1.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	40,478	-4,953	$37,467,650	−16.7%	1.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	86,625	-1,771	$35,099,583	+8.3%	1.16%
LLY	ELI LILLY & Co Healthcare	Added	42,638	+1,902	$32,532,794	+2.4%	1.08%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	218,707	-168,367	$31,611,909	−33.9%	1.05%
GLD	Spdr Gold Trust	Added	87,296	+3,671	$31,031,109	+21.7%	1.03%
CVX	Chevron Corp Energy	Reduced	196,480	-5,298	$30,511,378	+5.6%	1.01%
UNP	Union Pacific Corp Industrials	Reduced	125,810	-75,137	$29,737,709	−35.7%	0.99%
CME	Cme Group Inc. Financial Services	Added	107,111	+2,108	$28,940,320	−0.0%	0.96%
ETN	Eaton Corp plc Industrials	Reduced	76,182	-2,240	$28,511,112	+1.8%	0.95%
MU	Micron Technology Inc Technology	Reduced	169,909	-13,923	$28,429,173	+25.5%	0.94%
VLO	Valero Energy Corp/Tx Energy	Reduced	158,889	-16,983	$27,052,441	+14.4%	0.90%
IBM	International Business Machines Corp Technology	Reduced	94,475	-856	$26,657,065	−5.1%	0.88%
UNH	Unitedhealth Group Inc Healthcare	Reduced	77,007	-72,490	$26,590,516	−43.0%	0.88%
ADP	Automatic Data Processing Inc Technology	Reduced	89,952	-671	$26,400,912	−5.5%	0.88%
BLK	BlackRock, Inc. Financial Services	Added	21,875	+274	$25,503,405	+12.5%	0.85%
PWR	Quanta Services, Inc. Industrials	Reduced	60,516	-8,216	$25,079,040	−3.5%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	160,146	-10,405	$24,606,432	−9.4%	0.82%
LMT	Lockheed Martin Corp Industrials	Reduced	48,863	-3,443	$24,392,898	+0.7%	0.81%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	24,589	-1,365	$22,637,616	+19.3%	0.75%
SHW	Sherwin Williams Co Basic Materials	Added	65,361	+1,045	$22,631,899	+2.5%	0.75%
CRM	Salesforce, Inc. Technology	Reduced	94,284	-38,480	$22,345,308	−38.3%	0.74%
WMT	Walmart Inc. Consumer Defensive	Added	216,793	+10,525	$22,342,685	+10.8%	0.74%
SPGI	S&P Global Inc. Financial Services	Reduced	43,503	-6,107	$21,173,345	−19.1%	0.70%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	43,163	-115	$20,934,917	+19.3%	0.69%
VIG	Vanguard Dividend Appreciation ETF	Reduced	94,927	-5,718	$20,484,296	−0.6%	0.68%
NOW	ServiceNow, Inc. Technology	Reduced	21,565	-1,963	$19,845,837	−18.0%	0.66%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	115,930	-18,121	$18,803,845	−23.0%	0.62%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	31,461	-1,475	$18,751,699	+0.5%	0.62%
PANW	Palo Alto Networks Inc Technology	Reduced	89,646	-6,341	$18,253,718	−7.1%	0.61%
KO	Coca Cola Co Consumer Defensive	Reduced	269,869	-4,924	$17,897,711	−7.9%	0.59%
AVGO	Broadcom Inc. Technology	Added	53,093	+1,539	$17,515,910	+23.3%	0.58%
SNA	Snap-on Inc Industrials	Added	50,342	+360	$17,445,012	+12.2%	0.58%
QQQ	Invesco Qqq Trust, Series 1	Added	27,790	+775	$16,684,282	+12.0%	0.55%
ABT	Abbott Laboratories Healthcare	Added	122,698	+21,301	$16,434,169	+19.2%	0.54%
TMUS	T-Mobile US, Inc. Communication Services	Added	65,044	+148	$15,570,232	+0.7%	0.52%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.