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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
WMT icon
51
Walmart Inc
WMT
$890B
$22.3M 0.54%
216,793
+10,525
+5% +$1.05M
IJH icon
52
iShares Core S&P Mid-Cap ETF
IJH
$127B
$21.3M 0.51%
326,068
-7,676
-2% -$493K
SPGI icon
53
S&P Global
SPGI
$120B
$21.2M 0.51%
43,503
-6,107
-12% -$3.27M
TMO icon
54
Thermo Fisher Scientific
TMO
$220B
$20.9M 0.5%
43,163
-115
-0.3% -$53.5K
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$20.5M 0.49%
379,276
-235,651
-38% -$12.1M
VIG icon
56
Vanguard Dividend Appreciation ETF
VIG
$114B
$20.5M 0.49%
94,927
-5,718
-6% -$1.2M
BRK.B icon
57
Berkshire Hathaway Class B
BRK.B
$1.13T
$20M 0.48%
39,787
-13,348
-25% -$6.47M
NOW icon
58
ServiceNow
NOW
$129B
$19.8M 0.48%
107,825
-9,815
-8% -$1.83M
PM icon
59
Philip Morris
PM
$295B
$18.8M 0.45%
115,930
-18,121
-14% -$3.05M
MDY icon
60
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$18.8M 0.45%
31,461
-1,475
-4% -$866K
SHY icon
61
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$18.4M 0.44%
221,688
-18,160
-8% -$1.5M
PANW icon
62
Palo Alto Networks
PANW
$297B
$18.3M 0.44%
89,646
-6,341
-7% -$1.21M
KO icon
63
Coca-Cola
KO
$375B
$17.9M 0.43%
269,869
-4,924
-2% -$339K
IWP icon
64
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$17.9M 0.43%
125,430
+3,949
+3% +$558K
LVHI icon
65
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.48B
$17.7M 0.42%
509,072
+77,381
+18% +$2.63M
AVGO icon
66
Broadcom
AVGO
$2.04T
$17.5M 0.42%
53,093
+1,539
+3% +$472K
SNA icon
67
Snap-on
SNA
$21.5B
$17.4M 0.42%
50,342
+360
+0.7% +$118K
VYM icon
68
Vanguard High Dividend Yield ETF
VYM
$82.8B
$16.8M 0.4%
119,540
+3,508
+3% +$482K
IJT icon
69
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$16.8M 0.4%
118,435
-10,949
-8% -$1.51M
QQQ icon
70
Invesco QQQ Trust
QQQ
$484B
$16.7M 0.4%
27,790
+775
+3% +$444K
ABT icon
71
Abbott
ABT
$187B
$16.4M 0.39%
122,698
+21,301
+21% +$2.8M
TBLL icon
72
Invesco Short Term Treasury ETF
TBLL
$2.61B
$15.8M 0.38%
149,109
-11,841
-7% -$1.25M
TMUS icon
73
T-Mobile US
TMUS
$190B
$15.6M 0.37%
65,044
+148
+0.2% +$35.8K
TDG icon
74
TransDigm Group
TDG
$67.7B
$15.4M 0.37%
11,714
-1,257
-10% -$1.8M
VZ icon
75
Verizon
VZ
$196B
$15.1M 0.36%
343,850
-23,651
-6% -$1.02M
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.