Pinnacle Financial Partners, Inc.

CIK

2082866

Location

ATLANTA, GA

Portfolio Value

Mid $7,848,543,394

Diversification

Diversified

Filing Date

Global Rank

#487 / 8,603 ▲ 20 · as of Mar 2026

Top Industry

Beverages - Non-Alcoholic 8.3%

3Y Alpha vs SPY

-3.9%

Period ended 3 months ago

Filed May 14, 2026 · 56d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+8.1%

SPY

+9.6%

Annualised alpha

-4.5%

Max drawdown

−8.1%

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

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

Top Position

7.4%

−0.2 pts

Top 5

27.2%

−3.1 pts

Top 10

40.7%

−2.3 pts

HHI

225

Diversified−28

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.6%	$1,534,964,786	99
Financial Services	16.9%	$1,328,420,780	108
Industrials	14.6%	$1,145,400,074	120
Consumer Defensive	11.5%	$900,189,192	35
Healthcare	9.7%	$760,313,206	82
Unclassified	8.3%	$650,278,997	16
Consumer Cyclical	6.2%	$485,057,135	72
Communication Services	4.5%	$350,924,678	17
Utilities	3.6%	$285,880,572	29
Energy	3.3%	$255,397,596	40
Basic Materials	1.4%	$107,769,310	37
Real Estate	0.6%	$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	$24,855,626
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
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
EOG	Eog Resources Inc	−15,664	93,407	$13,503,848
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

681 positions · $7,848,543,394 total · 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 681 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%	7.36%
GPN	Global Payments Inc Industrials	Reduced	7,082,133	-492,407	$476,627,550	−18.7%	6.07%
SPY	Spdr S&P 500 ETF Trust	Reduced	638,901	-74,106	$415,502,875	−14.5%	5.29%
AAPL	Apple Inc. Technology	Reduced	1,449,050	-11,344	$367,754,397	−7.4%	4.69%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	3,496,730	NEW	$301,208,321	NEW	3.84%
MSFT	Microsoft Corp Technology	Added	719,898	+2,926	$266,484,641	−23.1%	3.40%
NVDA	Nvidia Corp Technology	Reduced	1,357,806	-17,393	$236,801,365	−7.7%	3.02%
SO	Southern Co Utilities	Added	1,923,892	+155,895	$185,694,053	+20.4%	2.37%
GOOGL	Alphabet Inc. Communication Services	Added	633,570	+5,035	$182,189,387	−7.4%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	616,866	-3,731	$181,457,301	−9.3%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	739,129	-2,493	$153,938,395	−10.1%	1.96%
LLY	ELI LILLY & Co Healthcare	Reduced	142,018	-937	$130,623,894	−15.0%	1.66%
AFL	Aflac Inc Financial Services	Added	1,150,524	+52,241	$126,223,986	+4.2%	1.61%
JNJ	Johnson & Johnson Healthcare	Added	443,454	+2,961	$108,397,894	+18.9%	1.38%
GLD	Spdr Gold Trust	Reduced	241,242	-10,648	$103,804,017	+4.0%	1.32%
V	Visa Inc. Financial Services	Reduced	305,167	-3,045	$92,233,672	−14.7%	1.18%
AVGO	Broadcom Inc. Technology	Added	284,119	+16,546	$87,937,670	−5.0%	1.12%
CVX	Chevron Corp Energy	Reduced	397,971	-17,039	$82,340,198	+30.2%	1.05%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	249,705	-1,244	$82,125,477	−4.9%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	77,853	+600	$77,575,063	+16.4%	0.99%
ABBV	AbbVie Inc. Healthcare	Added	311,375	+2,613	$67,720,947	−4.0%	0.86%
LMT	Lockheed Martin Corp Industrials	Reduced	104,318	-2,476	$63,048,754	+22.1%	0.80%
WMT	Walmart Inc. Consumer Defensive	Added	465,593	+2,817	$57,863,897	+12.2%	0.74%
AXP	American Express Co Financial Services	Added	187,889	+2,491	$56,832,662	−17.1%	0.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	349,973	+6,131	$55,890,686	+5.8%	0.71%
MU	Micron Technology Inc Technology	Reduced	152,764	-23,246	$51,609,787	+2.7%	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	98,847	+9,184	$47,367,481	+5.1%	0.60%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	97,544	-622	$46,161,721	+0.7%	0.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	312,265	-80	$45,103,555	+0.8%	0.57%
IBM	International Business Machines Corp Technology	Added	182,097	+6,065	$44,138,489	−15.4%	0.56%
MCD	Mcdonalds Corp Consumer Cyclical	Added	141,637	+11,963	$44,019,361	+11.1%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Reduced	74,574	-269	$43,042,619	−6.4%	0.55%
ETN	Eaton Corp plc Industrials	Reduced	120,050	-2,742	$42,938,282	+9.8%	0.55%
META	Meta Platforms, Inc. Communication Services	Reduced	74,649	-1,665	$42,708,931	−15.2%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	546,006	+9,607	$42,364,604	+2.5%	0.54%
UNP	Union Pacific Corp Industrials	Added	172,106	+5,470	$41,756,356	+8.3%	0.53%
CAT	Caterpillar Inc Industrials	Added	57,757	+2,507	$40,918,522	+29.3%	0.52%
MRK	Merck & Co., Inc. Healthcare	Reduced	320,321	-5,512	$38,531,411	+12.3%	0.49%
PWR	Quanta Services, Inc. Industrials	Added	68,750	+576	$37,745,123	+31.2%	0.48%
AMGN	Amgen Inc Healthcare	Reduced	106,694	-416	$37,540,283	+7.1%	0.48%
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%	0.44%
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%	0.42%
PM	Philip Morris International Inc. Consumer Defensive	Added	199,925	+2,834	$33,055,597	+4.6%	0.42%
VZ	Verizon Communications Inc Communication Services	Reduced	649,064	-5,394	$32,583,011	+22.2%	0.42%
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%	0.41%
WM	Waste Management Inc Industrials	Added	137,834	+1,695	$31,672,873	+5.9%	0.40%
BAC	Bank Of America Corp /De/ Financial Services	Added	601,671	+9,025	$29,331,460	−10.0%	0.37%