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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
+8.74%
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
$4.75B
AUM Growth
-$209M
Cap. Flow
-$440M
Cap. Flow %
-9.26%
Top 10 Hldgs %
30.69%
Holding
559
New
36
Increased
186
Reduced
211
Closed
52

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.8M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$9.72M
3
NFLX icon
Netflix
NFLX
+$9.41M
4
BNY
Bank of New York Mellon
BNY
+$7.68M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$7.13M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$44.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$41.8M
3
MSFT icon
Microsoft
MSFT
+$39M
4
UNH icon
UnitedHealth
UNH
+$33.2M
5
V icon
Visa
V
+$31.5M

Sector Composition

Rank Sector Weight
1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJT icon
76
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
$17.2M 0.36%
129,384
+3,802
+3% +$476K
TBLL icon
77
Invesco Short Term Treasury ETF
TBLL
$2.85B
$17M 0.36%
160,950
+684
+0.4% +$72.2K
IWP icon
78
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$16.8M 0.35%
121,481
+3,074
+3% +$389K
CPRT icon
79
Copart
CPRT
$26.8B
$16.4M 0.35%
334,878
-92,408
-22% -$5.17M
AMGN icon
80
Amgen
AMGN
$222B
$16.4M 0.35%
58,750
-360
-0.6% -$102K
BKNG icon
81
Booking.com
BKNG
$158B
$16.3M 0.34%
70,275
-250
-0.4% -$51.2K
VZ icon
82
Verizon
VZ
$195B
$15.9M 0.33%
367,501
+9,942
+3% +$431K
VCSH icon
83
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$15.6M 0.33%
196,110
-88,989
-31% -$7.01M
SNA icon
84
Snap-on
SNA
$21.3B
$15.6M 0.33%
49,982
+1,237
+3% +$394K
INTU icon
85
Intuit
INTU
$90.9B
$15.5M 0.33%
19,667
+1,878
+11% +$1.27M
VYM icon
86
Vanguard High Dividend Yield ETF
VYM
$84B
$15.5M 0.33%
116,032
-6,344
-5% -$804K
TMUS icon
87
T-Mobile US
TMUS
$191B
$15.5M 0.33%
64,896
-7,654
-11% -$1.87M
EOG icon
88
EOG Resources
EOG
$74.6B
$15.1M 0.32%
126,506
-56,128
-31% -$6.41M
APO icon
89
Apollo Global Management
APO
$83B
$15M 0.32%
105,708
+13,084
+14% +$1.74M
QQQ icon
90
Invesco QQQ Trust
QQQ
$483B
$14.9M 0.31%
27,015
-291
-1% -$145K
ICE icon
91
Intercontinental Exchange
ICE
$84.9B
$14.9M 0.31%
81,099
-189
-0.2% -$32.5K
AMT icon
92
American Tower
AMT
$79.1B
$14.7M 0.31%
66,659
-5,178
-7% -$1.12M
AVGO icon
93
Broadcom
AVGO
$2.02T
$14.2M 0.3%
51,554
+27,700
+116% +$6.01M
WM icon
94
Waste Management
WM
$89.3B
$14.2M 0.3%
62,041
+3,864
+7% +$896K
LVHI icon
95
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.58B
$14.1M 0.3%
431,691
+57,922
+15% +$1.86M
CTAS icon
96
Cintas
CTAS
$81.3B
$13.8M 0.29%
61,912
+1,813
+3% +$390K
ABT icon
97
Abbott
ABT
$187B
$13.8M 0.29%
101,397
+20,267
+25% +$2.67M
AZO icon
98
AutoZone
AZO
$49.3B
$13.4M 0.28%
3,605
-1,599
-31% -$5.89M
DE icon
99
Deere & Co
DE
$167B
$13.2M 0.28%
25,992
-9,304
-26% -$4.55M
DVY icon
100
iShares Select Dividend ETF
DVY
$23.7B
$13.2M 0.28%
99,468
+964
+1% +$125K
2 3
4
5 6

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Pinnacle Financial Partners (Tennessee)'s Q2 2025 Portfolio in Review

As of Q2 2025, Pinnacle Financial Partners (Tennessee) held 559 positions worth $4.75B, down 4.2% from $4.96B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Pinnacle Financial Partners (Tennessee) withdrew a net $440M in Q2 2025, closing 52 positions and reducing 211 holdings. Its most notable exit was iShares 10+ Year Investment Grade Corporate Bond ETF, an estimated $1.75M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Pinnacle Financial Partners (Tennessee) opened a new position in Bank of New York Mellon worth $8.24M.

  • Pinnacle Financial Partners (Tennessee)'s largest Q2 2025 buy was Bank of New York Mellon: 90,425 shares worth $8.24M.
  • Pinnacle Financial Partners (Tennessee) added most to iShares Core US Aggregate Bond ETF in Q2 2025, an estimated $12.8M increase.
  • Pinnacle Financial Partners (Tennessee)'s biggest Q2 2025 reduction was Amazon, cutting an estimated $44.5M.
  • Pinnacle Financial Partners (Tennessee) fully exited iShares 10+ Year Investment Grade Corporate Bond ETF in Q2 2025, selling an estimated $1.75M.
  • Pinnacle Financial Partners (Tennessee)'s ten largest holdings make up 31% of its $4.75B portfolio in Q2 2025.
  • Pinnacle Financial Partners (Tennessee) opened 36 new positions and closed 52 in Q2 2025.
  • Pinnacle Financial Partners (Tennessee)'s portfolio value fell 4.2% quarter-over-quarter to $4.75B.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.