We are live on ! Find out more
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
AMAT icon
176
Applied Materials
AMAT
$376B
$12.1M 0.09%
+46,969
New +$11.3M
ISRG icon
177
Intuitive Surgical
ISRG
$131B
$11.9M 0.09%
+20,985
New +$11.2M
IJS icon
178
iShares S&P Small-Cap 600 Value ETF
IJS
$8.32B
$11.8M 0.09%
+103,467
New +$11.6M
APH icon
179
Amphenol
APH
$198B
$11.7M 0.09%
+86,884
New +$11.6M
VCSH icon
180
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$11.7M 0.09%
+146,684
New +$11.7M
VGT icon
181
Vanguard Information Technology ETF
VGT
$148B
$11.6M 0.09%
+122,888
New +$11.7M
EOG icon
182
EOG Resources
EOG
$75.2B
$11.5M 0.09%
+109,071
New +$11.7M
DIA icon
183
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.1B
$11.4M 0.09%
+23,760
New +$11.2M
VBR icon
184
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$11.3M 0.09%
+53,487
New +$11.2M
IGSB icon
185
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$11.3M 0.09%
+214,075
New +$11.3M
VEU icon
186
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$11M 0.08%
+149,298
New +$10.9M
FAST icon
187
Fastenal
FAST
$58.8B
$10.9M 0.08%
+272,256
New +$11.5M
OMC icon
188
Omnicom Group
OMC
$24.3B
$10.9M 0.08%
+135,091
New +$10.3M
WFC icon
189
Wells Fargo
WFC
$257B
$10.8M 0.08%
+115,797
New +$10.1M
LHX icon
190
L3Harris
LHX
$49B
$10.7M 0.08%
+36,472
New +$10.5M
GLW icon
191
Corning
GLW
$130B
$10.6M 0.08%
+121,532
New +$10.5M
LH icon
192
Labcorp
LH
$27.6B
$10.6M 0.08%
+42,394
New +$11.3M
FSCC
193
Federated Hermes MDT Small Cap Core ETF
FSCC
$350M
$10.4M 0.08%
+347,972
New +$10.4M
VIOO icon
194
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.27B
$10.4M 0.08%
+94,081
New +$10.5M
DIS icon
195
Walt Disney
DIS
$186B
$10.3M 0.08%
+90,309
New +$9.95M
GDX icon
196
VanEck Gold Miners ETF
GDX
$32.3B
$10.3M 0.08%
+119,746
New +$9.46M
ADI icon
197
Analog Devices
ADI
$182B
$10.2M 0.08%
+37,755
New +$9.49M
MMM icon
198
3M
MMM
$92.6B
$10.1M 0.08%
+63,103
New +$10.3M
CMG icon
199
Chipotle Mexican Grill
CMG
$47B
$10.1M 0.08%
+272,665
New +$9.86M
VONG icon
200
Vanguard Russell 1000 Growth ETF
VONG
$45.3B
$10.1M 0.08%
+82,648
New +$10.1M
6 7
8
9 10

Similar funds

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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.