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PFPT

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
+7.02%
1 Year Est. Return
+16.01%
3 Year Est. Return
+86.03%
5 Year Est. Return
+113.51%
10 Year Est. Return
+281.94%
AUM
$4.18B
AUM Growth
-$577M
Cap. Flow
-$833M
Cap. Flow %
-19.95%
Top 10 Hldgs %
27.5%
Holding
536
New
29
Increased
167
Reduced
232
Closed
77

Top Buys

Rank Stock Value
1
JFLX
JPMorgan Flexible Debt ETF
JFLX
+$38M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.25M
3
JNJ icon
Johnson & Johnson
JNJ
+$4.97M
4
MS icon
Morgan Stanley
MS
+$4.16M
5
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.69M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$66.8M
2
MSFT icon
Microsoft
MSFT
+$64.7M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$64.2M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$60.6M
5
JPM icon
JPMorgan Chase
JPM
+$50.6M

Sector Composition

Rank Sector Weight
1 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VONV icon
226
Vanguard Russell 1000 Value ETF
VONV
$21.2B
$1.66M 0.04%
18,544
+132
+0.7% +$11.5K
PH icon
227
Parker-Hannifin
PH
$135B
$1.65M 0.04%
2,172
-1,137
-34% -$839K
MCK icon
228
McKesson
MCK
$101B
$1.62M 0.04%
2,092
+1
+0% +$704
IXUS icon
229
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$1.6M 0.04%
19,407
– –
BSV icon
230
Vanguard Short-Term Bond ETF
BSV
$44.6B
$1.6M 0.04%
20,262
-1,342
-6% -$106K
RHI icon
231
Robert Half
RHI
$4.37B
$1.56M 0.04%
46,008
+355
+0.8% +$13.3K
KMI icon
232
Kinder Morgan
KMI
$68.7B
$1.53M 0.04%
54,158
-6,962
-11% -$191K
TXN icon
233
Texas Instruments
TXN
$261B
$1.51M 0.04%
8,200
-318
-4% -$62.2K
VIGI icon
234
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$1.43M 0.03%
15,983
-306
-2% -$27.3K
IAU icon
235
iShares Gold Trust
IAU
$67.5B
$1.42M 0.03%
19,555
-5,878
-23% -$383K
AIQ icon
236
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
$1.42M 0.03%
28,652
+1,199
+4% +$54.6K
GIS icon
237
General Mills
GIS
$19.7B
$1.4M 0.03%
27,695
-705
-2% -$35.3K
IWB icon
238
iShares Russell 1000 ETF
IWB
$50.1B
$1.39M 0.03%
3,813
– –
SHV icon
239
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$1.37M 0.03%
12,393
-13,080
-51% -$1.44M
ACN icon
240
Accenture
ACN
$108B
$1.35M 0.03%
5,460
-535
-9% -$140K
USB icon
241
US Bancorp
USB
$99.6B
$1.34M 0.03%
27,673
-84,283
-75% -$3.99M
COP icon
242
ConocoPhillips
COP
$141B
$1.34M 0.03%
14,123
-4,097
-22% -$387K
AVDE icon
243
Avantis International Equity ETF
AVDE
$18.7B
$1.33M 0.03%
16,903
+313
+2% +$23.8K
NSC icon
244
Norfolk Southern
NSC
$75.1B
$1.33M 0.03%
4,421
+222
+5% +$61.7K
SYY icon
245
Sysco
SYY
$40.3B
$1.31M 0.03%
15,863
+748
+5% +$59.8K
KMB icon
246
Kimberly-Clark
KMB
$36.5B
$1.29M 0.03%
10,414
-160
-2% -$20.7K
PAYX icon
247
Paychex
PAYX
$42.7B
$1.29M 0.03%
10,206
-17
-0.2% -$2.36K
ECL icon
248
Ecolab
ECL
$79.9B
$1.22M 0.03%
4,465
+225
+5% +$61.1K
AMD icon
249
Advanced Micro Devices
AMD
$789B
$1.2M 0.03%
7,407
+909
+14% +$147K
SDY icon
250
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$1.19M 0.03%
8,491
-1,550
-15% -$216K
8 9
10
11 12

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Pinnacle Financial Partners (Tennessee)'s Q3 2025 Portfolio in Review

As of Q3 2025, Pinnacle Financial Partners (Tennessee) held 536 positions worth $4.18B, down 12% from $4.75B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Pinnacle Financial Partners (Tennessee) withdrew a net $833M in Q3 2025, closing 77 positions and reducing 232 holdings. Its most notable exit was Hershey, an estimated $759K position sold in full.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Pinnacle Financial Partners (Tennessee) opened a new position in JPMorgan Flexible Debt ETF worth $38M.

  • Pinnacle Financial Partners (Tennessee)'s largest Q3 2025 buy was JPMorgan Flexible Debt ETF: 757,259 shares worth $38M.
  • Pinnacle Financial Partners (Tennessee) added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $6.25M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q3 2025 reduction was Amazon, cutting an estimated $66.8M.
  • Pinnacle Financial Partners (Tennessee) fully exited Hershey in Q3 2025, selling an estimated $759K.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 28% of its $4.18B portfolio in Q3 2025.
  • Pinnacle Financial Partners (Tennessee) opened 29 new positions and closed 77 in Q3 2025.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value fell 12% quarter-over-quarter to $4.18B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.