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 $4.94 billion in total holdings as of December 31, 2022.
Pinnacle Financial Partners owns shares of 517 different stocks, but just 95 companies or ETFs make up 80% of its holdings.
Approximately 2.61% of the portfolio was purchased this quarter.
About 3.04% of the portfolio was sold this quarter.
This quarter, Pinnacle Financial Partners has purchased 519 new stocks and bought additional shares in 213 stocks.
Pinnacle Financial Partners sold shares of 138 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Microsoft: $240,440,496
Apple: $226,112,564
SPDR S&P 500 ETF Trust: $195,616,779
Vanguard S&P 500 ETF: $191,970,040
Amazon.com: $176,072,454

Largest New Holdings this Quarter

Best Buy: $3,293,086 Holding
Gilead Sciences: $265,470 Holding
Entergy: $256,573 Holding
Healthpeak Properties: $247,071 Holding
Sempra: $242,547 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 19,150 shares (about $11.16M)
Palo Alto Networks: 41,696 shares (about $7.59M)
TJX Companies: 54,999 shares (about $6.55M)
Vanguard Growth ETF: 11,714 shares (about $4.81M)
Waste Management: 23,606 shares (about $4.77M)

Largest Sales this Quarter

iShares 20+ Year Treasury Bond ETF: 128,198 shares (about $11.20M)
Pinnacle Financial Partners: 85,476 shares (about $9.78M)
Microchip Technology: 137,161 shares (about $7.95M)
DOW: 187,089 shares (about $7.51M)
Merck & Co., Inc.: 53,718 shares (about $5.55M)

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	$240,440,496	$693,698 ▲	0.3%	566,009	4.9%	Computer and Technology
AAPL Apple	$226,112,564	$5,354,421 ▼	-2.3%	923,509	4.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$195,616,779	$11,157,626 ▲	6.0%	335,740	4.0%	Finance
VOO Vanguard S&P 500 ETF	$191,970,040	$536,605 ▼	-0.3%	359,180	3.9%	ETF
AMZN Amazon.com	$176,072,454	$1,199,883 ▼	-0.7%	885,144	3.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$140,654,514	$1,294,459 ▼	-0.9%	621,203	2.8%	Finance
GOOGL Alphabet	$140,617,939	$37,252 ▲	0.0%	811,569	2.8%	Computer and Technology
UNH UnitedHealth Group	$130,049,766	$4,715,740 ▼	-3.5%	234,632	2.6%	Medical
V Visa	$128,291,599	$705,197 ▲	0.6%	430,976	2.6%	Business Services
HCA HCA Healthcare	$92,215,585	$1,802 ▼	0.0%	255,839	1.9%	Medical
PNFP Pinnacle Financial Partners	$80,962,842	$9,777,600 ▼	-10.8%	707,779	1.6%	Finance
XOM Exxon Mobil	$80,930,953	$1,207,103 ▼	-1.5%	725,970	1.6%	Oils/Energy
IWF iShares Russell 1000 Growth ETF	$70,566,281	$185,527 ▼	-0.3%	178,387	1.4%	ETF
VUG Vanguard Growth ETF	$67,279,729	$4,807,923 ▲	7.7%	163,920	1.4%	ETF
NVDA NVIDIA	$60,369,819	$429,247 ▲	0.7%	453,287	1.2%	Computer and Technology
UNP Union Pacific	$58,665,428	$55,712 ▼	-0.1%	247,459	1.2%	Transportation
GOOG Alphabet	$55,589,634	$1,401,829 ▼	-2.5%	298,920	1.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$52,024,860	$444,630 ▲	0.9%	1,040,309	1.1%	ETF
AXP American Express	$48,897,295	$115,087 ▼	-0.2%	165,275	1.0%	Finance
CRM Salesforce	$48,141,881	$216,486 ▲	0.5%	156,110	1.0%	Computer and Technology
TJX TJX Companies	$45,171,679	$6,554,740 ▲	17.0%	379,023	0.9%	Retail/Wholesale
HD Home Depot	$42,008,189	$349,175 ▲	0.8%	107,434	0.9%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$36,266,155	$556,807 ▼	-1.5%	62,006	0.7%	ETF
BRK.A Berkshire Hathaway	$35,407,840		0.0%	52	0.7%	Finance
COST Costco Wholesale	$35,163,868	$1,802,713 ▲	5.4%	38,466	0.7%	Retail/Wholesale
IWD iShares Russell 1000 Value ETF	$33,049,716	$3,844,671 ▲	13.2%	178,372	0.7%	ETF
EMR Emerson Electric	$32,819,729	$10,192 ▲	0.0%	293,041	0.7%	Industrial Products
NOW ServiceNow	$31,189,848	$55,010 ▲	0.2%	31,184	0.6%	Computer and Technology
ABBV AbbVie	$31,105,567	$299,652 ▼	-1.0%	173,978	0.6%	Medical
BRK.B Berkshire Hathaway	$30,714,774	$2,677,250 ▼	-8.0%	67,401	0.6%	Finance
TMO Thermo Fisher Scientific	$30,663,271	$26,411 ▼	-0.1%	56,890	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$30,257,724	$1,640,908 ▼	-5.1%	104,442	0.6%	ETF
QCOM QUALCOMM	$29,670,983	$173,162 ▼	-0.6%	175,460	0.6%	Computer and Technology
HON Honeywell International	$29,658,562	$55,781 ▲	0.2%	140,368	0.6%	Multi-Sector Conglomerates
CVX Chevron	$29,489,735	$285,673 ▼	-1.0%	203,361	0.6%	Oils/Energy
PG Procter & Gamble	$29,357,647	$70,602 ▼	-0.2%	174,645	0.6%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$28,759,502	$861,883 ▲	3.1%	564,824	0.6%	ETF
ADP Automatic Data Processing	$27,699,011	$1,777,732 ▼	-6.0%	94,624	0.6%	Business Services
LLY Eli Lilly and Company	$27,237,704	$524,188 ▼	-1.9%	35,282	0.6%	Medical
LMT Lockheed Martin	$26,268,683	$4,323,423 ▼	-14.1%	53,395	0.5%	Aerospace
ETN Eaton	$26,250,197	$1,521,544 ▼	-5.5%	79,102	0.5%	Industrial Products
VWO Vanguard FTSE Emerging Markets ETF	$26,086,547	$1,062,403 ▲	4.2%	571,231	0.5%	ETF
EFA iShares MSCI EAFE ETF	$25,121,078	$838,993 ▲	3.5%	330,589	0.5%	Finance
JNJ Johnson & Johnson	$24,252,486	$223,420 ▼	-0.9%	166,300	0.5%	Medical
GLD SPDR Gold Shares	$24,196,331	$246,758 ▲	1.0%	99,920	0.5%	Finance
CPRT Copart	$24,086,992	$11,178 ▼	0.0%	430,979	0.5%	Business Services
SPGI S&P Global	$24,039,703	$272,029 ▲	1.1%	48,251	0.5%	Business Services
VSDA Victoryshares Dividend Accelerator ETF	$23,631,394	$540,679 ▲	2.3%	464,910	0.5%	ETF
CME CME Group	$23,474,072	$214,116 ▲	0.9%	101,081	0.5%	Finance
MRK Merck & Co., Inc.	$23,413,350	$5,552,693 ▼	-19.2%	226,506	0.5%	Medical
IBM International Business Machines	$22,847,774	$528,961 ▲	2.4%	103,924	0.5%	Computer and Technology
META Meta Platforms	$22,311,259	$1,098,077 ▲	5.2%	38,788	0.5%	Computer and Technology
USB U.S. Bancorp	$22,305,288	$2,021 ▼	0.0%	485,708	0.5%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$22,154,035	$313,335 ▲	1.4%	280,553	0.4%	ETF
EOG EOG Resources	$21,414,551	$2,651,126 ▼	-11.0%	174,507	0.4%	Oils/Energy
IWM iShares Russell 2000 ETF	$20,974,155	$185,360 ▼	-0.9%	94,936	0.4%	Finance
SHW Sherwin-Williams	$20,959,179	$441,994 ▲	2.2%	61,598	0.4%	Basic Materials
CVS CVS Health	$20,842,907	$2,452,287 ▼	-10.5%	339,516	0.4%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$20,590,386	$260,642 ▲	1.3%	178,695	0.4%	ETF
CMCSA Comcast	$19,921,964	$10,253 ▲	0.1%	528,493	0.4%	Consumer Discretionary
AGG iShares Core U.S. Aggregate Bond ETF	$19,171,764	$446,448 ▲	2.4%	197,065	0.4%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$19,132,124	$151,508 ▲	0.8%	33,590	0.4%	ETF
BMY Bristol-Myers Squibb	$19,117,277	$112,433 ▼	-0.6%	361,318	0.4%	Medical
IJH iShares Core S&P Mid-Cap ETF	$19,017,960	$1,880,467 ▼	-9.0%	305,213	0.4%	ETF
VLO Valero Energy	$18,971,742	$3,435,044 ▼	-15.3%	154,180	0.4%	Oils/Energy
GD General Dynamics	$18,492,158	$116,628 ▲	0.6%	62,313	0.4%	Aerospace
DHR Danaher	$17,936,361	$3,550,089 ▲	24.7%	76,215	0.4%	Medical
VO Vanguard Mid-Cap ETF	$17,927,580	$450,857 ▲	2.6%	67,876	0.4%	ETF
BAC Bank of America	$17,714,857	$54,019 ▲	0.3%	441,079	0.4%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$17,316,282	$1,862,665 ▲	12.1%	211,226	0.4%	Manufacturing
PEP PepsiCo	$17,263,147	$3,456,641 ▼	-16.7%	112,754	0.3%	Consumer Staples
PM Philip Morris International	$17,179,713	$120,578 ▲	0.7%	142,621	0.3%	Consumer Staples
SNA Snap-on	$16,986,551	$103,202 ▲	0.6%	50,037	0.3%	Consumer Discretionary
KO Coca-Cola	$16,873,327	$73,450 ▲	0.4%	270,616	0.3%	Consumer Staples
TDG TransDigm Group	$16,821,011	$147,397 ▼	-0.9%	13,238	0.3%	Aerospace
DIA SPDR Dow Jones Industrial Average ETF Trust	$16,816,678		0.0%	39,629	0.3%	Finance
AZO AutoZone	$16,589,469	$9,485 ▼	-0.1%	5,247	0.3%	Retail/Wholesale
PWR Quanta Services	$16,400,836	$726,905 ▲	4.6%	51,939	0.3%	Construction
TMUS T-Mobile US	$15,938,040	$429,762 ▲	2.8%	72,206	0.3%	Computer and Technology
IJT iShares S&P Small-Cap 600 Growth ETF	$15,873,608	$1,076,702 ▲	7.3%	116,881	0.3%	ETF
DE Deere & Company	$15,714,666	$65,920 ▲	0.4%	37,427	0.3%	Industrial Products
VYM Vanguard High Dividend Yield ETF	$15,635,769	$681,458 ▲	4.6%	122,547	0.3%	ETF
AMGN Amgen	$15,587,952	$387,909 ▲	2.6%	59,433	0.3%	Medical
OMC Omnicom Group	$15,246,037	$661,887 ▼	-4.2%	177,064	0.3%	Business Services
MRVL Marvell Technology	$15,150,459	$417,833 ▲	2.8%	137,170	0.3%	Computer and Technology
VZ Verizon Communications	$14,604,248	$730,495 ▲	5.3%	361,580	0.3%	Computer and Technology
PANW Palo Alto Networks	$14,599,549	$7,586,998 ▲	108.2%	80,235	0.3%	Computer and Technology
APO Apollo Global Management	$14,580,815	$325,365 ▲	2.3%	88,283	0.3%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$14,431,251	$482,216 ▲	3.5%	113,872	0.3%	ETF
NKE NIKE	$14,380,679	$41,134 ▲	0.3%	167,111	0.3%	Consumer Discretionary
IEF iShares 7-10 Year Treasury Bond ETF	$14,283,166	$887,243 ▼	-5.8%	154,496	0.3%	ETF
BKNG Booking	$13,920,838	$138,319 ▲	1.0%	2,818	0.3%	Retail/Wholesale
FI Fiserv	$13,880,025	$4,725 ▲	0.0%	67,569	0.3%	Business Services
MDT Medtronic	$13,790,659	$145,044 ▼	-1.0%	156,120	0.3%	Medical
BMO Bank of Montreal	$13,654,084	$3,609,975 ▼	-20.9%	140,691	0.3%	Finance
AMT American Tower	$13,423,167	$9,905 ▲	0.1%	71,828	0.3%	Finance
CM Canadian Imperial Bank of Commerce	$13,123,265	$34,081 ▲	0.3%	207,548	0.3%	Finance
DUK Duke Energy	$12,942,109	$67,738 ▲	0.5%	115,974	0.3%	Utilities
TBLL Invesco Short Term Treasury ETF	$12,940,433	$1,016,928 ▲	8.5%	122,542	0.3%	ETF
WMT Walmart	$12,761,236	$68,419 ▼	-0.5%	142,126	0.3%	Retail/Wholesale

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