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PFPG

Pinnacle Financial Partners (Georgia) Portfolio holdings

AUM $14.7B
This Fund
S&P 500
This Quarter Est. Return
+2.67%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$13.2B
AUM Growth
–
Cap. Flow
+$13.1B
Cap. Flow %
99.31%
Top 10 Hldgs %
33.87%
Holding
1,046
New
1,046
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IWD icon
iShares Russell 1000 Value ETF
IWD
+$674M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$653M
3
GPN icon
Global Payments
GPN
+$610M
4
KO icon
Coca-Cola
KO
+$543M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$482M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 42.08%
2 Technology 13.07%
3 Financials 10.96%
4 Industrials 8.99%
5 Consumer Staples 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIVR icon
501
abrdn Physical Silver Shares ETF
SIVR
$4.69B
$1.61M 0.01%
+23,742
New +$1.25M
DD icon
502
DuPont de Nemours
DD
$18.7B
$1.6M 0.01%
+13,235
New +$1.49M
VONV icon
503
Vanguard Russell 1000 Value ETF
VONV
$22B
$1.59M 0.01%
+17,185
New +$1.56M
VV icon
504
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$1.58M 0.01%
+5,014
New +$1.57M
NVO
505
Novo Nordisk
NVO
$205B
$1.57M 0.01%
+30,883
New +$1.58M
HPQ icon
506
HP
HPQ
$27.1B
$1.57M 0.01%
+70,477
New +$1.8M
MTRN icon
507
Materion
MTRN
$5.13B
$1.56M 0.01%
+12,582
New +$1.55M
MOG.A icon
508
Moog Inc Class A
MOG.A
$12.1B
$1.56M 0.01%
+6,418
New +$1.41M
IBTO icon
509
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$465M
$1.56M 0.01%
+63,609
New +$1.57M
MLM icon
510
Martin Marietta Materials
MLM
$37.5B
$1.54M 0.01%
+2,467
New +$1.53M
HIG icon
511
Hartford Financial Services
HIG
$37.3B
$1.54M 0.01%
+11,143
New +$1.47M
CHDN icon
512
Churchill Downs
CHDN
$6.03B
$1.54M 0.01%
+13,491
New +$1.4M
SYY icon
513
Sysco
SYY
$39.5B
$1.53M 0.01%
+20,817
New +$1.58M
TIP icon
514
iShares TIPS Bond ETF
TIP
$15.1B
$1.53M 0.01%
+13,898
New +$1.54M
IYW icon
515
iShares US Technology ETF
IYW
$25.6B
$1.52M 0.01%
+7,618
New +$1.52M
CNI icon
516
Canadian National Railway
CNI
$76.5B
$1.51M 0.01%
+15,306
New +$1.47M
JEPQ icon
517
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.7B
$1.51M 0.01%
+25,935
New +$1.51M
CWST icon
518
Casella Waste Systems
CWST
$5.92B
$1.51M 0.01%
+15,385
New +$1.43M
PYLD icon
519
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$1.51M 0.01%
+56,458
New +$1.51M
LFUS icon
520
Littelfuse
LFUS
$10.7B
$1.5M 0.01%
+5,939
New +$1.51M
JGRO icon
521
JPMorgan Active Growth ETF
JGRO
$10B
$1.5M 0.01%
+16,118
New +$1.51M
DFIV icon
522
Dimensional International Value ETF
DFIV
$21.9B
$1.48M 0.01%
+29,683
New +$1.41M
EME icon
523
Emcor
EME
$34.2B
$1.48M 0.01%
+2,421
New +$1.57M
VIGI icon
524
Vanguard International Dividend Appreciation ETF
VIGI
$9.22B
$1.46M 0.01%
+15,983
New +$1.45M
GMAB icon
525
Genmab
GMAB
$21B
$1.46M 0.01%
+47,315
New +$1.47M
19 20
21
22 23

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Pinnacle Financial Partners (Georgia)'s Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Pinnacle Financial Partners (Georgia), which disclosed 1,046 positions worth $13.2B. Its ten largest holdings account for 34% of the portfolio.

Its largest position is iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, followed by Technology and Financials.

  • Pinnacle Financial Partners (Georgia)'s largest Q4 2025 buy was iShares Russell 1000 Value ETF: 3,263,800 shares worth $687M.
  • Pinnacle Financial Partners (Georgia)'s ten largest holdings make up 34% of its $13.2B portfolio in Q4 2025.
  • Pinnacle Financial Partners (Georgia) disclosed 1,046 positions in Q4 2025, its first 13F filing on record.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q4 2025, filed 17 Feb 2026.