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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
IMCG icon
401
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.09B
$293K 0.01%
3,544
– –
PULS icon
402
PGIM Ultra Short Bond ETF
PULS
$18.3B
$293K 0.01%
5,880
– –
MFC icon
403
Manulife Financial
MFC
$73.5B
$293K 0.01%
+9,402
New +$290K
STC icon
404
Stewart Information Services
STC
$2.08B
$291K 0.01%
3,968
– –
MUB icon
405
iShares National Muni Bond ETF
MUB
$45.5B
$290K 0.01%
2,726
-12,113
-82% -$1.27M
ROAD icon
406
Construction Partners
ROAD
$6.77B
$287K 0.01%
2,263
-82
-3% -$9.36K
NVS icon
407
Novartis
NVS
$297B
$286K 0.01%
2,227
-1,319
-37% -$161K
HPE icon
408
Hewlett Packard
HPE
$70.5B
$285K 0.01%
11,601
+114
+1% +$2.52K
UL icon
409
Unilever
UL
$136B
$283K 0.01%
4,250
+1,043
+33% +$72K
URI icon
410
United Rentals
URI
$72.4B
$283K 0.01%
+296
New +$264K
TGT icon
411
Target
TGT
$68B
$278K 0.01%
3,104
-3,092
-50% -$304K
SPMO icon
412
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$278K 0.01%
+2,298
New +$268K
PLD icon
413
Prologis
PLD
$133B
$277K 0.01%
2,418
+239
+11% +$26.3K
CBOE icon
414
Cboe Global Markets
CBOE
$29.9B
$276K 0.01%
1,127
+3
+0.3% +$721
DGX icon
415
Quest Diagnostics
DGX
$26.3B
$276K 0.01%
1,449
-82
-5% -$14.6K
TTE icon
416
TotalEnergies
TTE
$190B
$276K 0.01%
+4,619
New +$285K
IR icon
417
Ingersoll Rand
IR
$33.7B
$274K 0.01%
3,319
+646
+24% +$52.9K
SRE icon
418
Sempra
SRE
$54.8B
$267K 0.01%
2,965
-89
-3% -$7.21K
VMC icon
419
Vulcan Materials
VMC
$36.9B
$266K 0.01%
864
-124
-13% -$35.2K
CI icon
420
Cigna
CI
$74.6B
$265K 0.01%
920
+23
+3% +$6.8K
NXPI icon
421
NXP Semiconductors
NXPI
$60.4B
$263K 0.01%
1,156
+31
+3% +$6.97K
SPSM icon
422
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$261K 0.01%
5,642
– –
ETR icon
423
Entergy
ETR
$50B
$255K 0.01%
+2,738
New +$241K
VMBS icon
424
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$255K 0.01%
5,422
-504
-9% -$23.4K
USFD icon
425
US Foods
USFD
$24B
$254K 0.01%
3,311
+1
+0% +$80
15 16
17
18 19

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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.