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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
ORCL icon
101
Oracle
ORCL
$423B
$12.2M 0.29%
43,222
-7,813
-15% -$1.99M
MS icon
102
Morgan Stanley
MS
$340B
$12.1M 0.29%
76,395
+28,162
+58% +$4.16M
NFLX icon
103
Netflix
NFLX
$309B
$11.8M 0.28%
98,360
-60,240
-38% -$7.35M
LH icon
104
Labcorp
LH
$25.9B
$11.7M 0.28%
40,891
-401
-1% -$107K
XLK icon
105
State Street Technology Select Sector SPDR ETF
XLK
$124B
$11.5M 0.28%
81,732
+7,062
+9% +$935K
OMC icon
106
Omnicom Group
OMC
$23.4B
$11.3M 0.27%
138,086
-573
-0.4% -$43.3K
IVW icon
107
iShares S&P 500 Growth ETF
IVW
$77.6B
$11M 0.26%
90,782
-843
-0.9% -$97K
IWR icon
108
iShares Russell Mid-Cap ETF
IWR
$57.4B
$10.7M 0.26%
111,015
+2,636
+2% +$250K
IEI icon
109
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$10.7M 0.26%
89,151
-13,081
-13% -$1.56M
ASML icon
110
ASML
ASML
$669B
$10.6M 0.25%
10,917
+2,069
+23% +$1.63M
LHX icon
111
L3Harris
LHX
$53.4B
$10.5M 0.25%
34,542
-1,622
-4% -$443K
VEU icon
112
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$10.4M 0.25%
145,640
+682
+0.5% +$47.1K
VONG icon
113
Vanguard Russell 1000 Growth ETF
VONG
$45B
$10.3M 0.25%
85,148
-4,344
-5% -$498K
FISV
114
Fiserv Inc
FISV
$27.9B
$10.1M 0.24%
78,708
+10,519
+15% +$1.51M
IJS icon
115
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$9.99M 0.24%
90,357
+2,593
+3% +$275K
META icon
116
Meta Platforms (Facebook)
META
$1.51T
$9.94M 0.24%
13,537
-11,816
-47% -$8.79M
GNRC icon
117
Generac Holdings
GNRC
$12.5B
$9.72M 0.23%
58,081
+3,530
+6% +$618K
VIOO icon
118
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.25B
$9.64M 0.23%
87,266
-494
-0.6% -$52.7K
BNY
119
Bank of New York Mellon
BNY
$107B
$9.59M 0.23%
88,008
-2,417
-3% -$247K
CSCO icon
120
Cisco
CSCO
$479B
$9.52M 0.23%
139,168
+4,245
+3% +$289K
DIA icon
121
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
$9.5M 0.23%
20,484
-19,075
-48% -$8.6M
VBR icon
122
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$9.35M 0.22%
44,814
-256
-0.6% -$52.3K
IWS icon
123
iShares Russell Mid-Cap Value ETF
IWS
$16B
$9.27M 0.22%
66,362
+3,722
+6% +$509K
MCD icon
124
McDonald's
MCD
$195B
$9.24M 0.22%
30,396
+288
+1% +$87.7K
ZTS icon
125
Zoetis
ZTS
$30B
$9.15M 0.22%
62,531
+16,080
+35% +$2.43M
3 4
5
6 7

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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.