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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
DFAC icon
301
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$690K 0.02%
17,883
– –
XLY icon
302
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
$674K 0.02%
5,628
+100
+2% +$11.4K
ELV icon
303
Elevance Health
ELV
$85.5B
$672K 0.02%
2,080
-847
-29% -$263K
SBUX icon
304
Starbucks
SBUX
$120B
$665K 0.02%
7,857
-1,186
-13% -$106K
WPC icon
305
W.P. Carey
WPC
$16.4B
$656K 0.02%
9,710
+19
+0.2% +$1.24K
BA icon
306
Boeing
BA
$185B
$646K 0.02%
2,991
+596
+25% +$134K
AMAT icon
307
Applied Materials
AMAT
$428B
$644K 0.02%
3,145
+709
+29% +$129K
GSLC icon
308
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
$624K 0.02%
4,793
+485
+11% +$61K
FDX icon
309
FedEx
FDX
$75.4B
$621K 0.01%
2,632
+219
+9% +$50.5K
AMP icon
310
Ameriprise Financial
AMP
$48.8B
$618K 0.01%
1,259
+33
+3% +$16.9K
LRCX icon
311
Lam Research
LRCX
$390B
$618K 0.01%
4,619
+1,595
+53% +$169K
ADSK icon
312
Autodesk
ADSK
$52.6B
$617K 0.01%
1,943
+21
+1% +$6.4K
DFAS icon
313
Dimensional US Small Cap ETF
DFAS
$15.7B
$616K 0.01%
8,991
-753
-8% -$50.3K
IYW icon
314
iShares US Technology ETF
IYW
$25.2B
$601K 0.01%
3,069
– –
IDV icon
315
iShares International Select Dividend ETF
IDV
$8.51B
$592K 0.01%
16,202
+5,653
+54% +$203K
LNT icon
316
Alliant Energy
LNT
$18B
$588K 0.01%
8,719
+649
+8% +$41.9K
DFAT icon
317
Dimensional US Targeted Value ETF
DFAT
$14.7B
$587K 0.01%
10,079
– –
SPDW icon
318
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$586K 0.01%
13,690
+6,169
+82% +$256K
FITB
319
Fifth Third Bancorp
FITB
$51.8B
$581K 0.01%
13,032
+1,107
+9% +$48.5K
AON icon
320
Aon
AON
$76B
$575K 0.01%
1,612
+9
+0.6% +$3.26K
IWO icon
321
iShares Russell 2000 Growth ETF
IWO
$15.1B
$567K 0.01%
1,771
-944
-35% -$285K
MPC icon
322
Marathon Petroleum
MPC
$83.7B
$562K 0.01%
2,918
-2,781
-49% -$489K
TRGP icon
323
Targa Resources
TRGP
$55.1B
$562K 0.01%
3,353
+658
+24% +$110K
MSI icon
324
Motorola Solutions
MSI
$77.4B
$561K 0.01%
1,226
+155
+14% +$69.8K
ADBE icon
325
Adobe
ADBE
$105B
$560K 0.01%
1,588
+124
+8% +$44.5K
11 12
13
14 15

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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.