Pinnacle Financial Partners Top Holdings and 13F Report (2023)

About Pinnacle Financial Partners

Pinnacle Financial Partners NASDAQ: PNFP has filed 13-F forms with the SEC as an investor. Pinnacle Financial Partners is itself a publicly traded company. For more information on Pinnacle Financial Partners stock, visit the Pinnacle Financial Partners stock profile here.

Investment Activity

Pinnacle Financial Partners has $4.98 billion in total holdings as of December 31, 2022.
Pinnacle Financial Partners owns shares of 519 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 3.94% of the portfolio was purchased this quarter.
About 3.88% of the portfolio was sold this quarter.
This quarter, Pinnacle Financial Partners has purchased 535 new stocks and bought additional shares in 198 stocks.
Pinnacle Financial Partners sold shares of 177 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

Microsoft: $242,851,090
Apple: $220,273,056
Vanguard S&P 500 ETF: $190,058,436
SPDR S&P 500 ETF Trust: $181,646,690
Amazon.com: $166,052,843

Largest New Holdings this Quarter

VeriSign: $6,111,773 Holding
iShares 10+ Year Investment Grade Corporate Bond ETF: $4,052,047 Holding
Janus Henderson AAA CLO ETF: $2,528,482 Holding
US Treasury 3 Month Bill ETF: $2,481,133 Holding
Innovator U.S. Equity Power Buffer ETF - September: $1,573,489 Holding

Largest Purchases this Quarter

Bristol-Myers Squibb: 272,439 shares (about $14.10M)
iShares 20+ Year Treasury Bond ETF: 126,710 shares (about $12.43M)
iShares Core U.S. Aggregate Bond ETF: 97,576 shares (about $9.88M)
Cintas: 42,567 shares (about $8.76M)
Exxon Mobil: 74,419 shares (about $8.72M)

Largest Sales this Quarter

Apple: 107,958 shares (about $25.15M)
iShares 1-3 Year Treasury Bond ETF: 224,280 shares (about $18.65M)
Capital One Financial: 90,213 shares (about $13.51M)
Medtronic: 98,582 shares (about $8.88M)
Walt Disney: 83,425 shares (about $8.02M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$242,851,090	$1,236,683 ▼	-0.5%	564,376	4.9%	Computer and Technology
AAPL Apple	$220,273,056	$25,154,212 ▼	-10.2%	945,378	4.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$190,058,436	$2,462,110 ▼	-1.3%	360,184	3.8%	ETF
SPY SPDR S&P 500 ETF Trust	$181,646,690	$6,865,613 ▲	3.9%	316,590	3.6%	Finance
AMZN Amazon.com	$166,052,843	$1,769,017 ▼	-1.1%	891,176	3.3%	Retail/Wholesale
UNH UnitedHealth Group	$142,159,083	$8,065,075 ▲	6.0%	243,140	2.9%	Medical
GOOGL Alphabet	$134,563,090	$1,382,858 ▼	-1.0%	811,354	2.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$132,192,260	$825,727 ▼	-0.6%	626,920	2.7%	Finance
V Visa	$117,845,536	$377,232 ▲	0.3%	428,607	2.4%	Business Services
HCA HCA Healthcare	$103,982,673	$2,383,712 ▼	-2.2%	255,844	2.1%	Medical
XOM Exxon Mobil	$86,367,461	$8,723,395 ▲	11.2%	736,798	1.7%	Oils/Energy
PNFP Pinnacle Financial Partners	$77,715,199	$631,417 ▲	0.8%	793,255	1.6%	Finance
IWF iShares Russell 1000 Growth ETF	$67,138,967	$434,690 ▲	0.7%	178,856	1.3%	ETF
UNP Union Pacific	$61,051,618	$1,530,887 ▲	2.6%	247,694	1.2%	Transportation
VUG Vanguard Growth ETF	$58,436,844	$789,749 ▲	1.4%	152,206	1.2%	ETF
NVDA NVIDIA	$54,655,785	$2,993,132 ▲	5.8%	450,064	1.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$54,469,175	$3,207,943 ▼	-5.6%	1,031,418	1.1%	ETF
GOOG Alphabet	$51,236,711	$287,232 ▲	0.6%	306,458	1.0%	Computer and Technology
AXP American Express	$44,928,081	$299,947 ▲	0.7%	165,664	0.9%	Finance
HD Home Depot	$43,170,406	$692,081 ▼	-1.6%	106,541	0.9%	Retail/Wholesale
CRM Salesforce	$42,536,720	$154,646 ▲	0.4%	155,408	0.9%	Computer and Technology
TJX TJX Companies	$38,085,772	$608,622 ▼	-1.6%	324,024	0.8%	Retail/Wholesale
LMT Lockheed Martin	$36,349,691	$11,107 ▼	0.0%	62,183	0.7%	Aerospace
IVV iShares Core S&P 500 ETF	$36,315,194	$3,479,355 ▲	10.6%	62,958	0.7%	ETF
BRK.A Berkshire Hathaway	$35,941,360	$5,529,440 ▼	-13.3%	52	0.7%	Finance
TMO Thermo Fisher Scientific	$35,220,762	$31,547 ▲	0.1%	56,939	0.7%	Medical
ABBV AbbVie	$34,688,146	$877,009 ▲	2.6%	175,654	0.7%	Medical
BRK.B Berkshire Hathaway	$33,725,944	$4,532,631 ▲	15.5%	73,276	0.7%	Finance
COST Costco Wholesale	$32,352,676	$1,596,623 ▲	5.2%	36,494	0.6%	Retail/Wholesale
EMR Emerson Electric	$32,039,946	$4,079,939 ▲	14.6%	292,950	0.6%	Industrial Products
LLY Eli Lilly and Company	$31,859,337	$243,634 ▲	0.8%	35,961	0.6%	Medical
MRK Merck & Co., Inc.	$31,822,248	$771,868 ▲	2.5%	280,224	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$31,177,496	$413,412 ▼	-1.3%	110,106	0.6%	ETF
PG Procter & Gamble	$30,321,259	$1,063,102 ▼	-3.4%	175,065	0.6%	Consumer Staples
CVX Chevron	$30,239,111	$155,664 ▲	0.5%	205,331	0.6%	Oils/Energy
QCOM QUALCOMM	$30,011,107	$670,337 ▲	2.3%	176,484	0.6%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$29,916,660	$509,044 ▼	-1.7%	157,622	0.6%	ETF
HON Honeywell International	$28,960,894	$5,232,243 ▲	22.1%	140,104	0.6%	Multi-Sector Conglomerates
VTEB Vanguard Tax-Exempt Bond ETF	$28,008,504	$924,966 ▲	3.4%	547,897	0.6%	ETF
ADP Automatic Data Processing	$27,865,896	$36,805 ▼	-0.1%	100,697	0.6%	Business Services
NOW ServiceNow	$27,841,486	$303,198 ▼	-1.1%	31,129	0.6%	Computer and Technology
ETN Eaton	$27,737,228	$267,804 ▼	-1.0%	83,687	0.6%	Industrial Products
JNJ Johnson & Johnson	$27,198,930	$294,950 ▲	1.1%	167,832	0.5%	Medical
EFA iShares MSCI EAFE ETF	$26,723,782	$322,895 ▲	1.2%	319,548	0.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$26,220,143	$1,559,570 ▼	-5.6%	547,967	0.5%	ETF
SPGI S&P Global	$24,645,362	$933,016 ▲	3.9%	47,705	0.5%	Business Services
VLO Valero Energy	$24,588,438	$306,518 ▲	1.3%	182,096	0.5%	Oils/Energy
VSDA Victoryshares Dividend Accelerator ETF	$24,135,526	$990,609 ▲	4.3%	454,273	0.5%	ETF
EOG EOG Resources	$24,107,920	$703,282 ▲	3.0%	196,111	0.5%	Oils/Energy
GLD SPDR Gold Shares	$24,038,883	$84,099 ▼	-0.3%	98,901	0.5%	Finance
CVS CVS Health	$23,860,573	$7,108,019 ▼	-23.0%	379,462	0.5%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$23,831,146	$12,430,255 ▲	109.0%	242,927	0.5%	ETF
BLK BlackRock	$23,070,295	$50,324 ▲	0.2%	24,297	0.5%	Finance
SHW Sherwin-Williams	$23,014,283	$610,289 ▼	-2.6%	60,299	0.5%	Basic Materials
PEP PepsiCo	$23,013,066	$773,218 ▲	3.5%	135,331	0.5%	Consumer Staples
CPRT Copart	$22,593,780	$250,158 ▼	-1.1%	431,179	0.5%	Business Services
IBM International Business Machines	$22,443,601	$980,932 ▲	4.6%	101,518	0.5%	Computer and Technology
USB U.S. Bancorp	$22,213,439	$3,048,865 ▼	-12.1%	485,752	0.4%	Finance
CME CME Group	$22,100,129	$424,752 ▲	2.0%	100,159	0.4%	Finance
CMCSA Comcast	$22,063,798	$129,947 ▼	-0.6%	528,221	0.4%	Consumer Discretionary
VCSH Vanguard Short-Term Corporate Bond ETF	$21,966,421	$1,413,202 ▼	-6.0%	276,585	0.4%	ETF
IWM iShares Russell 2000 ETF	$21,155,830	$361,157 ▲	1.7%	95,775	0.4%	Finance
META Meta Platforms	$21,111,015	$793,402 ▼	-3.6%	36,879	0.4%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$20,901,626	$529,658 ▲	2.6%	335,392	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$20,635,602	$25,380 ▲	0.1%	176,433	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$19,492,045	$9,881,522 ▲	102.8%	192,476	0.4%	Finance
KO Coca-Cola	$19,361,823	$88,316 ▲	0.5%	269,438	0.4%	Consumer Staples
OMC Omnicom Group	$19,101,415	$167,699 ▲	0.9%	184,751	0.4%	Business Services
TDG TransDigm Group	$19,057,897	$108,462 ▼	-0.6%	13,354	0.4%	Aerospace
MDY SPDR S&P MidCap 400 ETF Trust	$18,983,219	$1,042,471 ▼	-5.2%	33,324	0.4%	ETF
BMY Bristol-Myers Squibb	$18,804,545	$14,095,997 ▲	299.4%	363,443	0.4%	Medical
GD General Dynamics	$18,712,225	$1,448,445 ▼	-7.2%	61,920	0.4%	Aerospace
AMGN Amgen	$18,673,365	$171,416 ▲	0.9%	57,954	0.4%	Medical
VO Vanguard Mid-Cap ETF	$17,457,371	$6,596 ▼	0.0%	66,169	0.4%	ETF
BAC Bank of America	$17,448,647	$4,130,212 ▼	-19.1%	439,734	0.4%	Finance
PM Philip Morris International	$17,192,659	$338,463 ▲	2.0%	141,620	0.3%	Consumer Staples
DHR Danaher	$16,995,332	$196,282 ▲	1.2%	61,130	0.3%	Multi-Sector Conglomerates
DIA SPDR Dow Jones Industrial Average ETF Trust	$16,767,821	$113,819 ▼	-0.7%	39,629	0.3%	Finance
AMT American Tower	$16,691,995	$273,025 ▼	-1.6%	71,775	0.3%	Finance
AZO AutoZone	$16,537,707	$1,439,568 ▲	9.5%	5,250	0.3%	Retail/Wholesale
IEF iShares 7-10 Year Treasury Bond ETF	$16,100,807	$812,630 ▼	-4.8%	164,093	0.3%	ETF
BMO Bank of Montreal	$16,045,490	$69,815 ▲	0.4%	177,888	0.3%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$15,674,168	$18,648,855 ▼	-54.3%	188,505	0.3%	Manufacturing
DE Deere & Company	$15,553,898	$246,642 ▲	1.6%	37,270	0.3%	Industrial Products
VZ Verizon Communications	$15,426,305	$234,520 ▼	-1.5%	343,494	0.3%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$15,197,795	$49,240 ▲	0.3%	108,953	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$15,025,811	$2,469,773 ▼	-14.1%	117,206	0.3%	ETF
PWR Quanta Services	$14,799,286	$547,702 ▲	3.8%	49,637	0.3%	Construction
NKE NIKE	$14,730,357	$3,836,295 ▲	35.2%	166,633	0.3%	Consumer Discretionary
TMUS T-Mobile US	$14,498,654	$309,747 ▲	2.2%	70,259	0.3%	Computer and Technology
SNA Snap-on	$14,408,143	$175,564 ▼	-1.2%	49,733	0.3%	Consumer Discretionary
TLH iShares 10-20 Year Treasury Bond ETF	$14,263,413	$918,154 ▼	-6.0%	130,462	0.3%	ETF
MDT Medtronic	$14,203,316	$8,875,339 ▼	-38.5%	157,762	0.3%	Medical
MU Micron Technology	$14,152,285	$3,795,272 ▲	36.6%	136,460	0.3%	Computer and Technology
SO Southern	$14,055,939	$258,547 ▲	1.9%	155,865	0.3%	Utilities
DOW DOW	$13,563,266	$167,987 ▲	1.3%	248,275	0.3%	Basic Materials
MCHP Microchip Technology	$13,332,471	$237,257 ▲	1.8%	166,054	0.3%	Computer and Technology
DUK Duke Energy	$13,301,820	$5,905,438 ▲	79.8%	115,367	0.3%	Utilities
WY Weyerhaeuser	$13,182,080	$40,293 ▲	0.3%	389,311	0.3%	Construction
PANW Palo Alto Networks	$13,172,629	$433,744 ▲	3.4%	38,539	0.3%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Pinnacle Financial Partners Top Holdings and 13F Report (2023)

About Pinnacle Financial Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Pinnacle Financial Partners Top Holdings and 13F Report (2023)

About Pinnacle Financial Partners

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPinnacle Financial Partners

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools