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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
XLF icon
426
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$253K 0.01%
4,691
-349
-7% -$18.5K
ISTB icon
427
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$252K 0.01%
5,154
– –
NVT icon
428
nVent Electric
NVT
$26.7B
$251K 0.01%
2,545
-197
-7% -$17.1K
XLC icon
429
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$250K 0.01%
2,116
– –
SN icon
430
SharkNinja
SN
$26.1B
$248K 0.01%
2,409
-160
-6% -$18.3K
PTF icon
431
Invesco Dorsey Wright Technology Momentum ETF
PTF
$656M
$248K 0.01%
3,320
– –
FIS icon
432
Fidelity National Information Services
FIS
$22.1B
$246K 0.01%
3,732
+223
+6% +$16.3K
ROP icon
433
Roper Technologies
ROP
$39.8B
$244K 0.01%
489
-437
-47% -$233K
MLM icon
434
Martin Marietta Materials
MLM
$33B
$242K 0.01%
384
-178
-32% -$106K
WELL icon
435
Welltower
WELL
$171B
$236K 0.01%
1,327
+25
+2% +$4.11K
BND icon
436
Vanguard Total Bond Market
BND
$158B
$236K 0.01%
3,173
+232
+8% +$17.1K
NVMI
437
Nova
NVMI
$12.5B
$235K 0.01%
734
-111
-13% -$30.6K
HLT icon
438
Hilton Worldwide
HLT
$71.5B
$230K 0.01%
+888
New +$240K
FBK icon
439
FB Financial Corp
FBK
$3.04B
$230K 0.01%
4,131
+3,105
+303% +$158K
DRI icon
440
Darden Restaurants
DRI
$24.4B
$229K 0.01%
1,202
+275
+30% +$56.5K
SMH icon
441
VanEck Semiconductor ETF
SMH
$73.2B
$227K 0.01%
696
+506
+266% +$150K
LDOS icon
442
Leidos
LDOS
$17.3B
$227K 0.01%
+1,202
New +$209K
TBBK icon
443
The Bancorp
TBBK
$2.84B
$223K 0.01%
+2,979
New +$208K
CMI icon
444
Cummins
CMI
$88.7B
$220K 0.01%
+520
New +$199K
FTI icon
445
TechnipFMC
FTI
$27.3B
$217K 0.01%
5,508
-368
-6% -$13.5K
UTHR icon
446
United Therapeutics
UTHR
$23.1B
$217K 0.01%
+518
New +$174K
IREN icon
447
Iris Energy
IREN
$14.7B
$213K 0.01%
+4,549
New +$110K
MRSH
448
Marsh
MRSH
$91.5B
$211K 0.01%
+1,045
New +$215K
ORI icon
449
Old Republic International
ORI
$10.4B
$210K 0.01%
+4,941
New +$191K
SKWD icon
450
Skyward Specialty Insurance
SKWD
$2.58B
$207K 0.01%
4,357
– –
16 17
18
19 20

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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.