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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
RY icon
201
Royal Bank of Canada
RY
$293B
$2.42M 0.06%
16,406
+7
+0% +$965
GE icon
202
GE Aerospace
GE
$384B
$2.41M 0.06%
8,007
+892
+13% +$244K
AFL icon
203
Aflac
AFL
$62.6B
$2.4M 0.06%
21,451
-5,834
-21% -$613K
DXCM icon
204
DexCom
DXCM
$32B
$2.38M 0.06%
35,377
-33,980
-49% -$2.69M
SBRA icon
205
Sabra Healthcare REIT
SBRA
$5.37B
$2.35M 0.06%
125,822
+1,162
+0.9% +$21.7K
HSTM icon
206
HealthStream
HSTM
$840M
$2.34M 0.06%
82,997
-14
-0% -$385
TT icon
207
Trane Technologies
TT
$106B
$2.33M 0.06%
5,530
+149
+3% +$63.7K
FNDF icon
208
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
$2.3M 0.06%
53,526
+8,116
+18% +$338K
DFUS
209
Dimensional US Equity ETF
DFUS
$21.6B
$2.3M 0.06%
31,688
– –
SPTS icon
210
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$2.2M 0.05%
75,007
-1,426
-2% -$41.7K
MDT icon
211
Medtronic
MDT
$112B
$2.18M 0.05%
22,881
-2,481
-10% -$228K
CL icon
212
Colgate-Palmolive
CL
$74.4B
$2.16M 0.05%
27,061
-94
-0.3% -$8.02K
GS icon
213
Goldman Sachs
GS
$303B
$2.15M 0.05%
2,703
+173
+7% +$128K
QCOM icon
214
Qualcomm
QCOM
$176B
$2.12M 0.05%
12,749
-118,593
-90% -$18.8M
VOT icon
215
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$2.05M 0.05%
6,988
+13
+0.2% +$3.75K
XLU icon
216
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$2.03M 0.05%
46,476
-8,290
-15% -$351K
LQD icon
217
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$1.99M 0.05%
17,897
-30,621
-63% -$3.37M
COWZ icon
218
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$1.97M 0.05%
34,305
-1,399
-4% -$79.5K
NHC icon
219
National Healthcare
NHC
$3.38B
$1.9M 0.05%
15,597
– –
EPD icon
220
Enterprise Products Partners
EPD
$81.7B
$1.89M 0.05%
60,498
+10,162
+20% +$321K
TSM icon
221
TSMC
TSM
$2.18T
$1.78M 0.04%
6,356
+529
+9% +$129K
PFE icon
222
Pfizer
PFE
$153B
$1.76M 0.04%
69,265
-18,444
-21% -$455K
VT icon
223
Vanguard Total World Stock ETF
VT
$79.8B
$1.73M 0.04%
+12,528
New +$1.66M
TLH icon
224
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$1.72M 0.04%
16,671
+5,435
+48% +$550K
ITOT icon
225
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$1.67M 0.04%
11,464
– –
7 8
9
10 11

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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.