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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
MNST icon
701
Monster Beverage
MNST
$91.9B
$701K 0.01%
+18,292
New +$655K
SYF icon
702
Synchrony
SYF
$26B
$701K 0.01%
+8,396
New +$642K
IGM icon
703
iShares Expanded Tech Sector ETF
IGM
$10.7B
$697K 0.01%
+5,400
New +$699K
RWR icon
704
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
$695K 0.01%
+7,073
New +$705K
NDAQ icon
705
Nasdaq
NDAQ
$55.7B
$690K 0.01%
+7,100
New +$638K
VTWO icon
706
Vanguard Russell 2000 ETF
VTWO
$17.3B
$690K 0.01%
+6,928
New +$689K
MPLX icon
707
MPLX
MPLX
$60.4B
$687K 0.01%
+12,877
New +$671K
MOAT icon
708
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
$684K 0.01%
+6,601
New +$674K
URI icon
709
United Rentals
URI
$64.9B
$681K 0.01%
+842
New +$731K
RBA icon
710
RB Global
RBA
$15.9B
$679K 0.01%
+6,599
New +$670K
ONT
711
Onterris Inc
ONT
$581M
$679K 0.01%
+27,333
New +$722K
FIX icon
712
Comfort Systems
FIX
$56.5B
$678K 0.01%
+726
New +$670K
ATR icon
713
AptarGroup
ATR
$8.5B
$670K 0.01%
+5,497
New +$679K
JMOM icon
714
JPMorgan US Momentum Factor ETF
JMOM
$2.66B
$667K 0.01%
+9,777
New +$666K
VLTO icon
715
Veralto
VLTO
$23.9B
$666K 0.01%
+6,676
New +$675K
JPIN icon
716
JPMorgan Diversified Return International Equity ETF
JPIN
$378M
$665K 0.01%
+9,746
New +$659K
USFD icon
717
US Foods
USFD
$23.3B
$662K 0.01%
+8,794
New +$660K
CSNR
718
Cohen & Steers Natural Resources Active ETF
CSNR
$106M
$662K 0.01%
+21,444
New +$636K
GNTX icon
719
Gentex
GNTX
$4.87B
$658K 0.01%
+28,261
New +$681K
KBR icon
720
KBR
KBR
$4.8B
$657K 0.01%
+16,346
New +$701K
IFLN
721
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$306M
$654K ﹤0.01%
+35,188
New +$654K
WBD icon
722
Warner Bros
WBD
$72.3B
$652K ﹤0.01%
+22,610
New +$528K
ITA icon
723
iShares US Aerospace & Defense ETF
ITA
$14B
$650K ﹤0.01%
+3,025
New +$633K
QCJA
724
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$82.9M
$646K ﹤0.01%
+29,274
New +$635K
CALF icon
725
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.94B
$645K ﹤0.01%
+14,539
New +$639K
27 28
29
30 31

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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.