Pinnacle Financial Partners, Inc.

CIK

2082866

Location

ATLANTA, GA

Portfolio Value

Mid $8,002,509,529

Diversification

Diversified

Filing Date

Global Rank

#485 / 8,622 ▲ 17 · as of Mar 2026

Top Industry

Beverages - Non-Alcoholic 8.2%

3Y Alpha vs SPY

+5.2%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 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

+11.1%

SPY

+9.0%

Annualised alpha

+5.2%

Max drawdown

−7.8%

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. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

682 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−0.2 pts

Top 5

26.7%

−3.2 pts

Top 10

39.9%

−2.4 pts

HHI

220

Diversified−27

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.3%	$1,545,644,118	99
Financial Services	16.6%	$1,329,837,551	108
Industrials	14.3%	$1,144,654,603	120
Consumer Defensive	11.2%	$900,189,192	35
Healthcare	9.5%	$760,313,206	82
Unclassified	8.1%	$650,278,997	16
Consumer Cyclical	6.2%	$496,453,217	72
Energy	4.9%	$389,507,547	41
Communication Services	4.4%	$350,924,678	17
Utilities	3.6%	$285,880,572	29
Basic Materials	1.3%	$104,878,780	37
Real Estate	0.5%	$43,947,068	26

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EVLV	Evolv Technologies Holdings, Inc.	+271,809	565,347	$3,420,349
HBAN	Huntington Bancshares Inc /Md/	+229,803	254,171	$3,977,774
SO	Southern Co	+155,895	1,923,892	$185,694,053
VSTM	Verastem, Inc.	+104,742	495,266	$2,624,909
TSCO	Tractor Supply Co /De/	+52,883	71,486	$3,238,314
AFL	Aflac Inc	+52,241	1,150,524	$126,223,986
OPTT	Ocean Power Technologies, Inc.	+50,000	100,500	$35,175
CPRI	Capri Holdings Ltd	+48,136	59,700	$1,051,914
MDT	Medtronic plc	+36,934	113,724	$9,854,183
TGT	Target Corp	+32,058	59,085	$7,161,100
KMB	Kimberly Clark Corp	+30,241	113,637	$10,962,560
DUK	Duke Energy CORP	+27,743	245,387	$32,130,972
BSX	Boston Scientific Corp	+26,107	156,289	$9,807,133
APA	APA Corp	+24,664	171,638	$7,284,316
GPC	Genuine Parts Co	+22,968	217,295	$22,978,944
DIS	Walt Disney Co	+22,950	113,259	$10,915,900
EXC	Exelon Corp	+20,545	34,427	$1,687,610
C	Citigroup Inc	+20,493	187,506	$21,265,053
PFE	Pfizer Inc	+20,296	590,527	$16,581,997
SCHW	Schwab Charles Corp	+19,799	185,403	$17,424,173
BE	Bloom Energy Corp	+18,835	58,746	$7,959,495
SPGI	S&P Global Inc.	+17,287	61,768	$26,272,397
AVGO	Broadcom Inc.	+16,546	284,119	$87,937,670
DAL	Delta Air Lines, Inc.	+16,112	30,469	$2,025,578
ACN	Accenture plc	+15,795	53,135	$10,536,138
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GPN	Global Payments Inc	−492,407	7,082,133	$476,627,550
CAG	Conagra Brands Inc.	−200,830	11,133	$175,010
KO	Coca Cola Co	−195,428	7,593,637	$577,496,092
T	At&T Inc.	−163,005	925,657	$26,834,795
F	Ford Motor Co	−128,059	66,836	$771,286
BAX	Baxter International Inc	−120,433	10,880	$182,784
CPRT	Copart Inc	−118,600	304,078	$10,095,389
KHC	Kraft Heinz Co	−92,589	12,443	$279,842
SPY	Spdr S&P 500 ETF Trust	−74,106	638,901	$415,502,875
WY	Weyerhaeuser Co	−60,765	195,897	$4,785,761
SLV	iShares Silver Trust	−59,829	294,356	$20,057,416
CMG	Chipotle Mexican Grill Inc	−42,904	229,761	$7,354,648
NKE	NIKE, Inc.	−40,769	61,730	$3,260,576
CMCSA	Comcast Corp	−37,253	281,418	$8,079,509
CRM	Salesforce, Inc.	−30,276	100,591	$18,777,320
HDB	Hdfc Bank Ltd	−28,138	16,221	$403,578
ABT	Abbott Laboratories	−26,984	251,735	$25,845,630
MU	Micron Technology Inc	−23,246	152,764	$51,609,787
VLO	Valero Energy Corp/Tx	−22,040	150,674	$37,228,530
CARR	CARRIER GLOBAL Corp	−21,823	69,029	$3,887,022
XOM	ExxonMobil Holdings Corp	−20,102	790,463	$134,109,951
NVDA	Nvidia Corp	−17,393	1,357,806	$236,801,365
ALC	Alcon Inc	−17,122	35,207	$2,652,847
CVX	Chevron Corp	−17,039	397,971	$82,340,198
PCG	PG&E Corp	−16,629	35,190	$618,288
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PNFP	Pinnacle Financial Partners, Inc.	3,496,730	$301,208,321
AZN	Astrazeneca PLC	46,263	$9,123,987
CPB	CAMPBELL'S Co	145,200	$3,233,604
SUNB	Sunbelt Rentals Holdings, Inc.	40,846	$2,658,666
GRMN	Garmin Ltd	9,391	$2,178,804
MSM	Msc Industrial Direct Co Inc	23,478	$2,166,314
BMRN	Biomarin Pharmaceutical Inc	34,909	$1,972,009
CFR	Cullen/Frost Bankers, Inc.	11,467	$1,571,896
OVV	Ovintiv Inc.	20,428	$1,212,605
WING	Wingstop Inc.	7,617	$1,180,406
FBNC	First Bancorp /Nc/	18,754	$1,056,787
BHE	Benchmark Electronics Inc	18,159	$1,017,993
TEX	Terex Corp	15,683	$926,865
COHU	Cohu Inc	28,498	$872,608
RYN	Rayonier Inc	40,203	$828,985
CRUS	Cirrus Logic, Inc.	5,011	$724,690
PRSU	Pursuit Attractions & Hospitality, Inc.	19,461	$712,856
AAL	American Airlines Group Inc.	63,294	$679,777
SNDK	Sandisk Corp	1,011	$642,328
DLB	Dolby Laboratories, Inc.	10,391	$624,083
TDY	Teledyne Technologies Inc	936	$566,289
RAL	Ralliant Corp	13,032	$542,000
BXSL	Blackstone Secured Lending Fund	22,410	$530,892
BKH	Black Hills Corp /Sd/	7,520	$521,962
DDS	Dillard's, Inc.	910	$520,620
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CPAY	Corpay, Inc.	27,083	$8,150,086
CCC	CCC Intelligent Solutions Holdings Inc.	396,686	$3,153,652
POOL	Pool Corp	10,342	$2,365,732
TYL	Tyler Technologies Inc	4,887	$2,218,453
QTWO	Q2 Holdings, Inc.	11,969	$863,683
TWLO	Twilio Inc	5,646	$803,086
KBR	Kbr, Inc.	16,346	$657,109
BL	Blackline, Inc.	10,578	$584,857
MANH	Manhattan Associates Inc	2,965	$513,864
ALNY	Alnylam Pharmaceuticals, Inc.	1,237	$491,893
GXO	GXO Logistics, Inc.	9,025	$475,076
SOFI	SoFi Technologies, Inc.	17,369	$454,720
LUV	Southwest Airlines Co	10,712	$442,725
EXAS	EXACT SCIENCES CORP	4,189	$425,434
BG	Bunge Global SA	4,502	$401,038
INGM	Ingram Micro Holding Corp	18,298	$390,479
PPTA	Perpetua Resources Corp.	15,400	$372,834
FIS	Fidelity National Information Services, Inc.	5,571	$370,246
KD	Kyndryl Holdings, Inc.	13,313	$353,592
SUN	Sunoco LP	6,260	$328,085
WDAY	Workday, Inc.	1,468	$315,296
SJM	J M SMUCKER Co	3,026	$295,973
MSTR	Strategy Inc	1,905	$289,464
STC	Stewart Information Services Corp	3,999	$280,969
FOXF	Fox Factory Holding Corp	15,158	$259,353
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

682 tracked positions · $8,002,509,529 total · filing declares 2,572 positions · $13,071,076,452 · as of Mar 31, 2026

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

Showing 1–50 of 682 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Reduced	7,593,637	-195,428	$577,496,092	+6.1%	7.22%
GPN	Global Payments Inc Industrials	Reduced	7,082,133	-492,407	$476,627,550	−18.7%	5.96%
SPY	Spdr S&P 500 ETF Trust	Reduced	638,901	-74,106	$415,502,875	−14.5%	5.19%
AAPL	Apple Inc. Technology	Reduced	1,449,050	-11,344	$367,754,397	−7.4%	4.60%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	3,496,730	NEW	$301,208,321	NEW	3.76%
MSFT	Microsoft Corp Technology	Added	719,898	+2,926	$266,484,641	−23.1%	3.33%
NVDA	Nvidia Corp Technology	Reduced	1,357,806	-17,393	$236,801,365	−7.7%	2.96%
SO	Southern Co Utilities	Added	1,923,892	+155,895	$185,694,053	+20.4%	2.32%
GOOGL	Alphabet Inc. Communication Services	Added	633,570	+5,035	$182,189,387	−7.4%	2.28%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	616,866	-3,731	$181,457,301	−9.3%	2.27%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	739,129	-2,493	$153,938,395	−10.1%	1.92%
XOM	ExxonMobil Holdings Corp Energy	Reduced	790,463	-20,102	$134,109,951	+37.5%	1.68%
LLY	ELI LILLY & Co Healthcare	Reduced	142,018	-937	$130,623,894	−15.0%	1.63%
AFL	Aflac Inc Financial Services	Added	1,150,524	+52,241	$126,223,986	+4.2%	1.58%
JNJ	Johnson & Johnson Healthcare	Added	443,454	+2,961	$108,397,894	+18.9%	1.35%
GLD	Spdr Gold Trust	Reduced	241,242	-10,648	$103,804,017	+4.0%	1.30%
V	Visa Inc. Financial Services	Reduced	305,167	-3,045	$92,233,672	−14.7%	1.15%
AVGO	Broadcom Inc. Technology	Added	284,119	+16,546	$87,937,670	−5.0%	1.10%
CVX	Chevron Corp Energy	Reduced	397,971	-17,039	$82,340,198	+30.2%	1.03%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	249,705	-1,244	$82,125,477	−4.9%	1.03%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	77,853	+600	$77,575,063	+16.4%	0.97%
ABBV	AbbVie Inc. Healthcare	Added	311,375	+2,613	$67,720,947	−4.0%	0.85%
LMT	Lockheed Martin Corp Industrials	Reduced	104,318	-2,476	$63,048,754	+22.1%	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	465,593	+2,817	$57,863,897	+12.2%	0.72%
AXP	American Express Co Financial Services	Added	187,889	+2,491	$56,832,662	−17.1%	0.71%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	349,973	+6,131	$55,890,686	+5.8%	0.70%
MU	Micron Technology Inc Technology	Reduced	152,764	-23,246	$51,609,787	+2.7%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	98,847	+9,184	$47,367,481	+5.1%	0.59%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	97,544	-622	$46,161,721	+0.7%	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	312,265	-80	$45,103,555	+0.8%	0.56%
IBM	International Business Machines Corp Technology	Added	182,097	+6,065	$44,138,489	−15.4%	0.55%
MCD	Mcdonalds Corp Consumer Cyclical	Added	141,637	+11,963	$44,019,361	+11.1%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	74,574	-269	$43,042,619	−6.4%	0.54%
ETN	Eaton Corp plc Industrials	Reduced	120,050	-2,742	$42,938,282	+9.8%	0.54%
META	Meta Platforms, Inc. Communication Services	Reduced	74,649	-1,665	$42,708,931	−15.2%	0.53%
CSCO	Cisco Systems, Inc. Technology	Added	546,006	+9,607	$42,364,604	+2.5%	0.53%
UNP	Union Pacific Corp Industrials	Added	172,106	+5,470	$41,756,356	+8.3%	0.52%
CAT	Caterpillar Inc Industrials	Added	57,757	+2,507	$40,918,522	+29.3%	0.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	320,321	-5,512	$38,531,411	+12.3%	0.48%
PWR	Quanta Services, Inc. Industrials	Added	68,750	+576	$37,745,123	+31.2%	0.47%
AMGN	Amgen Inc Healthcare	Reduced	106,694	-416	$37,540,283	+7.1%	0.47%
VLO	Valero Energy Corp/Tx Energy	Reduced	150,674	-22,040	$37,228,530	+32.4%	0.47%
MPWR	Monolithic Power Systems, Inc. Technology	Added	31,621	+1,649	$34,572,818	+27.3%	0.43%
CME	Cme Group Inc. Financial Services	Added	112,667	+1,357	$33,276,196	+9.5%	0.42%
RTX	RTX Corp Industrials	Reduced	171,837	-1,425	$33,147,355	+4.3%	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Added	199,925	+2,834	$33,055,597	+4.6%	0.41%
VZ	Verizon Communications Inc Communication Services	Reduced	649,064	-5,394	$32,583,011	+22.2%	0.41%
ORCL	Oracle Corp Technology	Reduced	221,250	-3,888	$32,548,086	−25.8%	0.41%
DUK	Duke Energy CORP Utilities	Added	245,387	+27,743	$32,130,972	+26.0%	0.40%
WM	Waste Management Inc Industrials	Added	137,834	+1,695	$31,672,873	+5.9%	0.40%

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.