PINNACLE FINANCIAL PARTNERS INC
BankReports for
Pinnacle Bank
Filing Date
Global Rank
#915
/ 8,113
▼ 132
· as of Sep 2025
Top Industry
Software - Infrastructure
8.6%
Period ended 1 year ago
Filed Oct 28, 2025 · 1y
23 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Bank
SEC filer profile, Oct 17, 2026
SIC code
6021
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Style
Diversified active
Top 10 weight 42.7%, 33.9 effective positions, active share 50.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
11.0% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 21.2 quarters (12+), a floor since 83.8% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 50.3%; sector active share 23.0% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
457 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Top Position
11.2%
+1.1 pts
Top 5
31.4%
+0.9 pts
Top 10
42.7%
−1.4 pts
HHI
295
Diversified+12
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.9% | $1,435,234,668 |
| Technology | 17.5% | $717,248,781 |
| Financial Services | 13.0% | $534,760,516 |
| Healthcare | 7.6% | $311,832,448 |
| Industrials | 7.0% | $288,361,516 |
| Communication Services | 5.0% | $204,884,327 |
| Consumer Cyclical | 5.0% | $203,647,741 |
| Consumer Defensive | 3.9% | $160,715,382 |
| Energy | 3.3% | $135,894,906 |
| Basic Materials | 1.0% | $42,703,329 |
| Utilities | 1.0% | $42,142,171 |
| Real Estate | 0.7% | $30,187,704 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LVHI | Franklin International Low Volatility High Dividend Index ETF | +77,381 | 509,072 | $17,690,252 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | +62,957 | 423,964 | $42,502,390 | |
| SPSB | State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF | +50,822 | 439,940 | $13,325,782 | |
| TFC | Truist Financial Corp | +40,393 | 174,839 | $7,993,639 | |
| GOVT | iShares U.S. Treasury Bond ETF | +39,503 | 51,356 | $1,187,350 | |
| VSDA | VictoryShares Dividend Accelerator ETF | +31,161 | 529,031 | $28,287,286 | |
| 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 | +14,719 | 95,504 | $7,834,192 | |
| XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | +13,689 | 149,781 | $5,682,691 | |
| 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 | |
| VO | VANGUARD MID-CAP INDEX FUND | +9,446 | 95,244 | $27,976,972 | |
| EFG | iShares MSCI EAFE Growth ETF | +9,281 | 107,408 | $12,231,623 | |
| SCHW | Schwab Charles Corp | +9,244 | 95,607 | $9,127,599 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +9,057 | 118,878 | $12,287,229 | |
| SHEL | Shell plc | +8,387 | 119,684 | $8,560,995 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp | −347,965 | 67,831 | $3,499,401 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −297,874 | 82,431 | $4,127,319 | |
| VEA | Vanguard FTSE Developed Markets ETF | −297,839 | 741,006 | $44,401,078 | |
| AMZN | Amazon Com Inc | −295,014 | 365,319 | $80,213,092 | |
| GOOGL | Alphabet Inc. | −289,505 | 269,531 | $65,522,986 | |
| NKE | NIKE, Inc. | −239,967 | 10,463 | $729,584 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −235,651 | 379,276 | $20,549,173 | |
| 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 | −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 | −119,710 | 5,141 | $306,455 | |
| QCOM | Qualcomm Inc | −118,593 | 12,749 | $2,120,922 | |
| V | Visa Inc. | −116,487 | 223,249 | $76,212,743 | |
| VOO | VANGUARD 500 INDEX FUND | −108,898 | 233,643 | $143,078,299 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −102,933 | 93,177 | $7,447,636 | |
| 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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JFLX | JPMorgan Flexible Debt ETF | 757,259 | $38,025,760 | |
| VT | VANGUARD TOTAL WORLD STOCK INDEX FUND | 12,528 | $1,726,358 | |
| 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 | |
| QQQM | Invesco Ltd. | 1,754 | $433,448 | |
| USIG | iShares Broad USD Investment Grade Corporate Bond ETF | 7,558 | $394,678 | |
| UBER | Uber Technologies, Inc | 3,609 | $353,573 | |
| MBB | iShares MBS ETF | 3,449 | $328,172 | |
| ADM | Archer-Daniels-Midland Co | 5,435 | $324,686 | |
| MFC | Manulife Financial Corp | 9,402 | $292,871 | |
| URI | United Rentals, Inc. | 296 | $282,579 | |
| SPMO | Invesco Ltd. | 2,298 | $278,195 | |
| ETR | Entergy Corp | 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 | |
| RWL | Invesco Ltd. | 1,845 | $204,167 | |
| EME | EMCOR Group, Inc. | 312 | $202,655 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HSY | Hershey Co | 4,574 | $759,054 | |
| SCHF | Schwab International Equity ETF | 31,719 | $700,989 | |
| IYR | iShares U.S. Real Estate ETF | 6,096 | $577,717 | |
| SCHM | Schwab U.S. Mid-Cap ETF | 19,540 | $548,096 | |
| XHB | State Street(R) SPDR(R) S&P(R) Homebuilders ETF | 5,370 | $529,320 | |
| DOW | Dow Inc. | 18,188 | $481,617 | |
| TRP | Tc Energy Corp | 9,714 | $473,945 | |
| JAAA | Janus Henderson AAA CLO ETF | 9,202 | $467,001 | |
| IP | International Paper Co | 8,398 | $393,278 | |
| SCHB | Schwab U.S. Broad Market ETF | 13,050 | $310,981 | |
| SNY | Sanofi | 6,339 | $306,236 | |
| LULU | lululemon athletica inc. | 1,267 | $301,013 | |
| — | 6,226 | $297,789 | ||
| SCHX | Schwab U.S. Large-Cap ETF | 12,014 | $293,622 | |
| SCHA | Schwab U.S. Small-Cap ETF | 10,311 | $260,868 | |
| AVY | Avery Dennison Corp | 1,470 | $257,940 | |
| OKE | Oneok Inc | 3,143 | $256,563 | |
| SCHE | Schwab Emerging Markets Equity ETF | 8,266 | $249,137 | |
| 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 | |
| DGRO | iShares Core Dividend Growth ETF | 3,542 | $226,475 | |
| No positions match the current search. | ||||
457 tracked positions ·
$4,107,613,489 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 457 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 351,187 | $181,897,306 | 4.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 252,836 | $168,434,286 | 4.10% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 634,373 | $161,530,396 | 3.93% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 233,643 | $143,078,299 | 3.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 324,074 | $102,222,661 | 2.49% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 178,738 | $85,724,531 | 2.09% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 448,647 | $83,708,556 | 2.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 365,319 | $80,213,092 | 1.95% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 223,249 | $76,212,743 | 1.86% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Reduced | 139,941 | $65,549,763 | 1.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 269,531 | $65,522,986 | 1.60% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 232,202 | $56,552,796 | 1.38% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 162,550 | $53,992,607 | 1.31% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 437,824 | $49,364,655 | 1.20% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 741,006 | $44,401,078 | 1.08% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 423,964 | $42,502,390 | 1.03% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 98,617 | $42,030,564 | 1.02% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 181,236 | $41,963,383 | 1.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 209,915 | $38,922,439 | 0.95% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 51 | $38,464,200 | 0.94% | |
| JFLX |
JPMorgan Flexible Debt ETF
|
NEW | 757,259 | $38,025,760 | 0.93% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 40,478 | $37,467,650 | 0.91% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 388,786 | $36,300,948 | 0.88% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 86,625 | $35,099,583 | 0.85% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 52,110 | $34,877,222 | 0.85% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 102,805 | $33,737,516 | 0.82% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 42,638 | $32,532,794 | 0.79% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 218,707 | $31,611,909 | 0.77% | |
| GLD |
Spdr Gold Trust
|
Added | 87,296 | $31,031,109 | 0.76% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 196,480 | $30,511,378 | 0.74% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 147,097 | $29,947,477 | 0.73% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 125,810 | $29,737,709 | 0.72% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 107,111 | $28,940,320 | 0.70% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 76,182 | $28,511,112 | 0.69% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 169,909 | $28,429,173 | 0.69% | |
| VSDA |
VictoryShares Dividend Accelerator ETF
|
Added | 529,031 | $28,287,286 | 0.69% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 95,244 | $27,976,972 | 0.68% | |
| VLO |
Valero Energy Corp
Energy
|
Reduced | 158,889 | $27,052,441 | 0.66% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 94,475 | $26,657,065 | 0.65% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 77,007 | $26,590,516 | 0.65% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 89,952 | $26,400,912 | 0.64% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 21,875 | $25,503,405 | 0.62% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 60,516 | $25,079,040 | 0.61% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 160,146 | $24,606,432 | 0.60% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 48,863 | $24,392,898 | 0.59% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 196,356 | $23,332,982 | 0.57% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Reduced | 24,589 | $22,637,616 | 0.55% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 65,361 | $22,631,899 | 0.55% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 94,284 | $22,345,308 | 0.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 216,793 | $22,342,685 | 0.54% |
Showing the top 50 of 457 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.