PINNACLE FINANCIAL PARTNERS INC

CIK

1115055

Location

NASHVILLE, TN

Portfolio Value

Mid $2,790,879,882

Diversification

Diversified

Filing Date

Global Rank

#973 / 7,986 ▼ 136 · as of Sep 2025

Top Industry

Software - Infrastructure 9.1%

3Y Alpha vs SPY

-3.3%

Period ended 9 months ago

Filed Oct 28, 2025 · 8mo

23 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.7%

SPY

+76.5%

Annualised alpha

-3.2%

Max drawdown

−15.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

302 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

6.5%

−0.7 pts

Top 5

25.0%

−2.1 pts

Top 10

36.7%

−3.3 pts

HHI

206

Diversified−20

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	25.4%	$708,583,811	51
Financial Services	17.7%	$493,870,492	58
Healthcare	11.2%	$311,832,448	33
Industrials	10.1%	$280,650,279	46
Unclassified	9.2%	$258,017,585	9
Consumer Cyclical	6.8%	$189,683,932	22
Consumer Defensive	5.7%	$160,431,682	23
Communication Services	4.9%	$136,843,457	9
Energy	4.9%	$135,798,586	20
Basic Materials	1.5%	$42,837,735	11
Utilities	1.5%	$42,142,171	10
Real Estate	1.1%	$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
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
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	Exxon Mobil 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	$13,056,033
HON	Honeywell International Inc	−57,370	32,172	$6,694,127
EOG	Eog Resources Inc	−55,392	71,114	$7,973,301
MRK	Merck & Co., Inc.	−44,399	68,175	$5,721,927
DG	Dollar General Corp	−44,281	3,355	$346,739
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	$132,357
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

302 positions · $2,790,879,882 total · 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 302 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%	6.52%
SPY	Spdr S&P 500 ETF Trust	Reduced	252,836	-68,449	$168,434,286	−15.1%	6.04%
AAPL	Apple Inc. Technology	Reduced	634,373	-194,851	$161,530,396	−5.1%	5.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	324,074	-170,144	$102,222,661	−28.7%	3.66%
NVDA	Nvidia Corp Technology	Reduced	448,647	-6,233	$83,708,556	+16.5%	3.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	365,319	-295,014	$80,213,092	−44.6%	2.87%
V	Visa Inc. Financial Services	Reduced	223,249	-116,487	$76,212,743	−36.8%	2.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	269,531	-289,505	$65,522,986	−33.5%	2.35%
AXP	American Express Co Financial Services	Reduced	162,550	-15,177	$53,992,607	−4.8%	1.93%
XOM	Exxon Mobil Corp Energy	Reduced	437,824	-130,024	$49,364,655	−19.4%	1.77%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	98,617	-96,704	$42,030,564	−43.8%	1.51%
ABBV	AbbVie Inc. Healthcare	Added	181,236	+9,680	$41,963,383	+31.8%	1.50%
JNJ	Johnson & Johnson Healthcare	Added	209,915	+28,997	$38,922,439	+40.8%	1.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	40,478	-4,953	$37,467,650	−16.7%	1.34%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	86,625	-1,771	$35,099,583	+8.3%	1.26%
LLY	ELI LILLY & Co Healthcare	Added	42,638	+1,902	$32,532,794	+2.4%	1.17%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	218,707	-168,367	$31,611,909	−33.9%	1.13%
GLD	Spdr Gold Trust	Added	87,296	+3,671	$31,031,109	+21.7%	1.11%
CVX	Chevron Corp Energy	Reduced	196,480	-5,298	$30,511,378	+5.6%	1.09%
UNP	Union Pacific Corp Industrials	Reduced	125,810	-75,137	$29,737,709	−35.7%	1.07%
CME	Cme Group Inc. Financial Services	Added	107,111	+2,108	$28,940,320	−0.0%	1.04%
ETN	Eaton Corp plc Industrials	Reduced	76,182	-2,240	$28,511,112	+1.8%	1.02%
MU	Micron Technology Inc Technology	Reduced	169,909	-13,923	$28,429,173	+25.5%	1.02%
VLO	Valero Energy Corp/Tx Energy	Reduced	158,889	-16,983	$27,052,441	+14.4%	0.97%
IBM	International Business Machines Corp Technology	Reduced	94,475	-856	$26,657,065	−5.1%	0.96%
UNH	Unitedhealth Group Inc Healthcare	Reduced	77,007	-72,490	$26,590,516	−43.0%	0.95%
ADP	Automatic Data Processing Inc Technology	Reduced	89,952	-671	$26,400,912	−5.5%	0.95%
BLK	BlackRock, Inc. Financial Services	Added	21,875	+274	$25,503,405	+12.5%	0.91%
PWR	Quanta Services, Inc. Industrials	Reduced	60,516	-8,216	$25,079,040	−3.5%	0.90%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	160,146	-10,405	$24,606,432	−9.4%	0.88%
LMT	Lockheed Martin Corp Industrials	Reduced	48,863	-3,443	$24,392,898	+0.7%	0.87%
MPWR	Monolithic Power Systems Inc Technology	Reduced	24,589	-1,365	$22,637,616	+19.3%	0.81%
SHW	Sherwin Williams Co Basic Materials	Added	65,361	+1,045	$22,631,899	+2.5%	0.81%
CRM	Salesforce, Inc. Technology	Reduced	94,284	-38,480	$22,345,308	−38.3%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	216,793	+10,525	$22,342,685	+10.8%	0.80%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	43,163	-115	$20,934,917	+19.3%	0.75%
SPGI	S&P Global Inc. Financial Services	Reduced	43,503	-6,107	$20,031,547	−19.1%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	39,787	-13,348	$20,002,515	−22.5%	0.72%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	115,930	-18,121	$18,803,845	−23.0%	0.67%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	31,461	-1,475	$18,751,699	+0.5%	0.67%
PANW	Palo Alto Networks Inc Technology	Reduced	89,646	-6,341	$18,253,718	−7.1%	0.65%
KO	Coca Cola Co Consumer Defensive	Reduced	269,869	-4,924	$17,897,711	−7.9%	0.64%
AVGO	Broadcom Inc. Technology	Added	53,093	+1,539	$17,515,910	+23.3%	0.63%
SNA	Snap-on Inc Industrials	Added	50,342	+360	$17,445,012	+12.2%	0.63%
QQQ	Invesco Qqq Trust, Series 1	Added	27,790	+775	$16,684,282	+12.0%	0.60%
ABT	Abbott Laboratories Healthcare	Added	122,698	+21,301	$16,434,169	+19.2%	0.59%
TMUS	T-Mobile US, Inc. Communication Services	Added	65,044	+148	$15,570,232	+0.7%	0.56%
TDG	TransDigm Group INC Industrials	Reduced	11,714	-1,257	$15,439,286	−21.7%	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	343,850	-23,651	$15,112,207	−5.0%	0.54%
MO	Altria Group, Inc. Consumer Defensive	Added	221,104	+6,235	$14,606,129	+15.9%	0.52%