We are live on ! Find out more
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
FIX icon
351
Comfort Systems
FIX
$59.6B
$434K 0.01%
526
-49
-9% -$33.2K
QQQM icon
352
Invesco NASDAQ 100 ETF
QQQM
$102B
$433K 0.01%
+1,754
New +$413K
KR icon
353
Kroger
KR
$34.8B
$423K 0.01%
6,269
-87
-1% -$6.06K
STRL icon
354
Sterling Infrastructure
STRL
$16.7B
$422K 0.01%
1,243
-162
-12% -$46K
MC icon
355
Moelis & Co
MC
$4.94B
$421K 0.01%
5,906
+41
+0.7% +$2.93K
HUBB icon
356
Hubbell
HUBB
$27.2B
$417K 0.01%
969
+93
+11% +$40K
MET icon
357
MetLife
MET
$62.1B
$415K 0.01%
5,035
-81
-2% -$6.37K
MCHP icon
358
Microchip Technology
MCHP
$46B
$413K 0.01%
6,438
+202
+3% +$13.7K
XLB icon
359
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$413K 0.01%
9,220
-2,358
-20% -$107K
INTC icon
360
Intel
INTC
$513B
$409K 0.01%
12,200
-4,093
-25% -$99.2K
CDNS icon
361
Cadence Design Systems
CDNS
$93.4B
$406K 0.01%
1,157
+189
+20% +$65K
CTVA icon
362
Corteva
CTVA
$51.3B
$402K 0.01%
5,942
+21
+0.4% +$1.52K
SLB icon
363
SLB Ltd
SLB
$75B
$401K 0.01%
11,664
-7,926
-40% -$276K
USIG icon
364
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$395K 0.01%
+7,558
New +$390K
ET icon
365
Energy Transfer Partners
ET
$69.3B
$392K 0.01%
22,831
+6,000
+36% +$105K
COOP
366
DELISTED
Mr. Cooper
COOP
$391K 0.01%
1,854
-187
-9% -$34.4K
SON icon
367
Sonoco
SON
$5.74B
$388K 0.01%
9,015
-5,474
-38% -$253K
DFIV icon
368
Dimensional International Value ETF
DFIV
$21.6B
$384K 0.01%
8,335
– –
ANET icon
369
Arista Networks
ANET
$238B
$379K 0.01%
2,602
+615
+31% +$79.2K
SUSA icon
370
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$378K 0.01%
2,787
+887
+47% +$116K
CLS icon
371
Celestica
CLS
$36.5B
$376K 0.01%
1,527
-200
-12% -$40.3K
QLTA icon
372
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.23B
$376K 0.01%
7,753
– –
TSCO icon
373
Tractor Supply
TSCO
$18B
$371K 0.01%
6,522
+24
+0.4% +$1.41K
AGI icon
374
Alamos Gold
AGI
$13.9B
$365K 0.01%
10,475
-269
-3% -$7.69K
UBER icon
375
Uber
UBER
$153B
$354K 0.01%
+3,609
New +$338K
13 14
15
16 17

Similar funds

CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
SIG
Stonegate Investment Group Birmingham, Alabama $4.31B AUM 18.07% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
TAM
Thematics Asset Management Paris, France $2.2B AUM 18.17% 1-Year Est. Return
PHK
Point72 Hong Kong Hong Kong $2.18B AUM 89.02% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

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.