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Pinnacle Financial Partners 13F Portfolio

Portfolio Manager
Pinnacle Financial Partners Inc
Performance
+10.23% (2025 Q3)
AUM (13F)
$4.75B
# of Holdings
507
Performance Rank
Allocation (Top 20)
43.05%
Latest filing
Q3 2025

Pinnacle Financial Partners Inc Holdings Map

Top 50 Pinnacle Financial Partners Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5%478.0K$237.8Mโ€”2024-Q3: 564.4K shares2024-Q4: 566.0K shares2025-Q1: 567.9K shares2025-Q2: 478.0K shares2025-Q3: 351.2K shares
$184.15(+159.63%)
2025-06-30
SPY
SPDR S&P 500 ETF TR
4.18%321.3K$198.5Mโ€”2024-Q3: 316.6K shares2024-Q4: 335.7K shares2025-Q1: 332.7K shares2025-Q2: 321.3K shares2025-Q3: 252.8K shares
$341.51(+101.90%)
2025-06-30
VOO
VANGUARD INDEX FDS
4.09%342.5K$194.6Mโ€”2024-Q3: 360.2K shares2024-Q4: 359.2K shares2025-Q1: 359.8K shares2025-Q2: 342.5K shares2025-Q3: 233.6K shares
$269.02(+135.69%)
2025-06-30
AAPL
APPLE INC
3.58%829.2K$170.1Mโ€”2024-Q3: 945.4K shares2024-Q4: 923.5K shares2025-Q1: 923.1K shares2025-Q2: 829.2K shares2025-Q3: 634.4K shares
$93.70(+176.45%)
2025-06-30
AMZN
AMAZON COM INC
3.05%660.3K$144.9Mโ€”2024-Q3: 891.2K shares2024-Q4: 885.1K shares2025-Q1: 885.1K shares2025-Q2: 660.3K shares2025-Q3: 365.3K shares
$89.46(+175.30%)
2025-06-30
JPM
JPMORGAN CHASE & CO.
3.01%494.2K$143.3Mโ€”2024-Q3: 626.9K shares2024-Q4: 621.2K shares2025-Q1: 613.7K shares2025-Q2: 494.2K shares2025-Q3: 324.1K shares
$115.70(+185.05%)
2025-06-30
V
VISA INC
2.54%339.7K$120.6Mโ€”2024-Q3: 428.6K shares2024-Q4: 431.0K shares2025-Q1: 430.2K shares2025-Q2: 339.7K shares2025-Q3: 223.2K shares
$189.27(+86.10%)
2025-06-30
GOOGL
ALPHABET INC
2.07%559.0K$98.5Mโ€”2024-Q3: 811.4K shares2024-Q4: 811.6K shares2025-Q1: 814.3K shares2025-Q2: 559.0K shares2025-Q3: 269.5K shares
$84.75(+283.98%)
2025-06-30
IWF
ISHARES TR
1.59%178.3K$75.7Mโ€”2024-Q3: 178.9K shares2024-Q4: 178.4K shares2025-Q1: 179.0K shares2025-Q2: 178.3K shares2025-Q3: 139.9K shares
$159.95(+195.90%)
2025-06-30
HCA
HCA HEALTHCARE INC
1.57%195.3K$74.8Mโ€”2024-Q3: 255.8K shares2024-Q4: 255.8K shares2025-Q1: 253.6K shares2025-Q2: 195.3K shares2025-Q3: 98.6K shares
$174.68(+174.23%)
2025-06-30

About Pinnacle Financial Partners Incโ€™s portfolio

Pinnacle Financial Partners Inc reports $4.75B in US-listed equity holdings across 507 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.0%), SPY (4.2%) and VOO (4.1%). The top 20 holdings account for 43.05% of reported assets. Its disclosed equity book has returned +87.55% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.

Portfolio concentration

Portfolio concentration
MSFT โ€” 8.1% ($237.77M)SPY โ€” 6.8% ($198.51M)VOO โ€” 6.6% ($194.57M)AAPL โ€” 5.8% ($170.13M)AMZN โ€” 4.9% ($144.87M)JPM โ€” 4.9% ($143.28M)V โ€” 4.1% ($120.62M)GOOGL โ€” 3.4% ($98.52M)IWF โ€” 2.6% ($75.69M)HCA โ€” 2.6% ($74.83M)Other โ€” 50.2% ($1.47B)
50%in top 10
  • MSFT8.1%
  • SPY6.8%
  • VOO6.6%
  • AAPL5.8%
  • AMZN4.9%
  • JPM4.9%
  • V4.1%
  • GOOGL3.4%
  • IWF2.6%
  • HCA2.6%
  • Other50.2%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
11
AGGISHARES TR+17.4%
JNJJOHNSON & JOHNSON+16.0%
VUGVANGUARD INDEX FDS+4.7%
VOVANGUARD INDEX FDS+11.0%
+7 more
Trimmed
39
AMZNAMAZON COM INC-44.7%
GOOGLALPHABET INC-51.8%
VOOVANGUARD INDEX FDS-31.8%
MSFTMICROSOFT CORP-26.5%
+35 more

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Source filings

Holdings on this page are parsed from Pinnacle Financial Partners Incโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1115055). View Pinnacle Financial Partners Incโ€™s 13F filings on SEC

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