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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
Avg Time Held
23.8 quarters
Top 10 Avg Time Held
21.7 quarters
Top 20 Avg Time Held
23.8 quarters

Top Buys

Rank Stock Value
1
JFLX icon
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 Miscellaneous 34.29%
2 Technology 17.6%
3 Financials 14.26%
4 Healthcare 7.48%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IVV icon
26
iShares Core S&P 500 ETF
IVV
$897B
$34.9M 0.84%
52,110
-4,857
-9% -$3.13M
2013 Q4
47 quarters
VTI icon
27
Vanguard Morningstar Total Stock Market ETF
VTI
$702B
$33.7M 0.81%
102,805
+2,098
+2% +$663K
2013 Q2
49 quarters
LLY icon
28
Eli Lilly
LLY
$1.04T
$32.5M 0.78%
42,638
+1,902
+5% +$1.42M
2014 Q1
46 quarters
TJX icon
29
TJX Companies
TJX
$156B
$31.6M 0.76%
218,707
-168,367
-43% -$22.4M
2013 Q2
49 quarters
GLD icon
30
SPDR Gold Trust
GLD
$141B
$31M 0.74%
87,296
+3,671
+4% +$1.17M
2015 Q4
39 quarters
CVX icon
31
Chevron
CVX
$427B
$30.5M 0.73%
196,480
-5,298
-3% -$821K
2013 Q2
49 quarters
IWD icon
32
iShares Russell 1000 Value ETF
IWD
$83.2B
$29.9M 0.72%
147,097
-14,814
-9% -$2.95M
2016 Q2
37 quarters
UNP icon
33
Union Pacific
UNP
$168B
$29.7M 0.71%
125,810
-75,137
-37% -$16.9M
2013 Q2
49 quarters
CME icon
34
CME Group
CME
$100B
$28.9M 0.69%
107,111
+2,108
+2% +$574K
2017 Q4
31 quarters
ETN icon
35
Eaton
ETN
$166B
$28.5M 0.68%
76,182
-2,240
-3% -$815K
2013 Q4
47 quarters
MU icon
36
Micron Technology
MU
$1.08T
$28.4M 0.68%
169,909
-13,923
-8% -$1.78M
2021 Q3
16 quarters
VSDA icon
37
VictoryShares Dividend Accelerator ETF
VSDA
$215M
$28.3M 0.68%
529,031
+31,161
+6% +$1.66M
2020 Q2
21 quarters
VO icon
38
Vanguard Morningstar Mid-Cap ETF
VO
$107B
$28M 0.67%
380,976
+37,784
+11% +$2.71M
2015 Q4
39 quarters
VLO icon
39
Valero Energy
VLO
$131B
$27.1M 0.65%
158,889
-16,983
-10% -$2.53M
2015 Q1
42 quarters
IBM icon
40
IBM
IBM
$217B
$26.7M 0.64%
94,475
-856
-0.9% -$224K
2013 Q2
49 quarters
UNH icon
41
UnitedHealth
UNH
$339B
$26.6M 0.64%
77,007
-72,490
-48% -$21.9M
2013 Q2
49 quarters
ADP icon
42
Automatic Data Processing
ADP
$109B
$26.4M 0.63%
89,952
-671
-0.7% -$202K
2016 Q4
35 quarters
BLK icon
43
Blackrock
BLK
$165B
$25.5M 0.61%
21,875
+274
+1% +$306K
2025 Q1
2 quarters
PWR icon
44
Quanta Services
PWR
$104B
$25.1M 0.6%
60,516
-8,216
-12% -$3.19M
2021 Q3
16 quarters
PG icon
45
Procter & Gamble
PG
$355B
$24.6M 0.59%
160,146
-10,405
-6% -$1.63M
2013 Q2
49 quarters
LMT icon
46
Lockheed Martin
LMT
$116B
$24.4M 0.58%
48,863
-3,443
-7% -$1.56M
2014 Q1
46 quarters
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$103B
$23.3M 0.56%
196,356
+1,269
+0.7% +$146K
2013 Q2
49 quarters
MPWR icon
48
Monolithic Power Systems
MPWR
$64.8B
$22.6M 0.54%
24,589
-1,365
-5% -$1.11M
2019 Q2
25 quarters
SHW icon
49
Sherwin-Williams
SHW
$78.7B
$22.6M 0.54%
65,361
+1,045
+2% +$368K
2019 Q4
23 quarters
CRM icon
50
Salesforce
CRM
$196B
$22.3M 0.54%
94,284
-38,480
-29% -$9.7M
2018 Q2
29 quarters
1
2
3 4 5

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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 Miscellaneous at 34% of assets, up from 32% a quarter earlier, followed by Technology and Financials.

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.