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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
IVV icon
26
iShares Core S&P 500 ETF
IVV
$902B
$34.9M 0.84%
52,110
-4,857
-9% -$3.13M
VTI icon
27
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$33.7M 0.81%
102,805
+2,098
+2% +$663K
LLY icon
28
Eli Lilly
LLY
$1.06T
$32.5M 0.78%
42,638
+1,902
+5% +$1.42M
TJX icon
29
TJX Companies
TJX
$178B
$31.6M 0.76%
218,707
-168,367
-43% -$22.4M
GLD icon
30
SPDR Gold Trust
GLD
$141B
$31M 0.74%
87,296
+3,671
+4% +$1.17M
CVX icon
31
Chevron
CVX
$366B
$30.5M 0.73%
196,480
-5,298
-3% -$821K
IWD icon
32
iShares Russell 1000 Value ETF
IWD
$83.7B
$29.9M 0.72%
147,097
-14,814
-9% -$2.95M
UNP icon
33
Union Pacific
UNP
$174B
$29.7M 0.71%
125,810
-75,137
-37% -$16.9M
CME icon
34
CME Group
CME
$94.8B
$28.9M 0.69%
107,111
+2,108
+2% +$574K
ETN icon
35
Eaton
ETN
$174B
$28.5M 0.68%
76,182
-2,240
-3% -$815K
MU icon
36
Micron Technology
MU
$991B
$28.4M 0.68%
169,909
-13,923
-8% -$1.78M
VSDA icon
37
VictoryShares Dividend Accelerator ETF
VSDA
$251M
$28.3M 0.68%
529,031
+31,161
+6% +$1.66M
VO icon
38
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$28M 0.67%
380,976
+37,784
+11% +$2.71M
VLO icon
39
Valero Energy
VLO
$85.9B
$27.1M 0.65%
158,889
-16,983
-10% -$2.53M
IBM icon
40
IBM
IBM
$224B
$26.7M 0.64%
94,475
-856
-0.9% -$224K
UNH icon
41
UnitedHealth
UNH
$370B
$26.6M 0.64%
77,007
-72,490
-48% -$21.9M
ADP icon
42
Automatic Data Processing
ADP
$108B
$26.4M 0.63%
89,952
-671
-0.7% -$202K
BLK icon
43
Blackrock
BLK
$176B
$25.5M 0.61%
21,875
+274
+1% +$306K
PWR icon
44
Quanta Services
PWR
$101B
$25.1M 0.6%
60,516
-8,216
-12% -$3.19M
PG icon
45
Procter & Gamble
PG
$339B
$24.6M 0.59%
160,146
-10,405
-6% -$1.63M
LMT icon
46
Lockheed Martin
LMT
$136B
$24.4M 0.58%
48,863
-3,443
-7% -$1.56M
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$112B
$23.3M 0.56%
196,356
+1,269
+0.7% +$146K
MPWR icon
48
Monolithic Power Systems
MPWR
$68.9B
$22.6M 0.54%
24,589
-1,365
-5% -$1.11M
SHW icon
49
Sherwin-Williams
SHW
$89.8B
$22.6M 0.54%
65,361
+1,045
+2% +$368K
CRM icon
50
Salesforce
CRM
$158B
$22.3M 0.54%
94,284
-38,480
-29% -$9.7M
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 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.