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 $4.96 billion in total holdings as of December 31, 2022.
Pinnacle Financial Partners owns shares of 523 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 3.38% of the portfolio was purchased this quarter.
About 1.98% of the portfolio was sold this quarter.
This quarter, Pinnacle Financial Partners has purchased 517 new stocks and bought additional shares in 216 stocks.
Pinnacle Financial Partners sold shares of 171 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Microsoft: $223,000,364
Apple: $213,275,984
SPDR S&P 500 ETF Trust: $188,621,641
Vanguard S&P 500 ETF: $188,437,833
Amazon.com: $184,252,897

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $20,102,260 Holding
03524A108 - Anheuser-Busch InBev SA/NV: $1,965,998 Holding
45783Y244 - INNOVATOR ETFS TRUST: $1,552,168 Holding
69121K104 - Blue Owl Capital: $798,985 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $745,684 Holding

Largest Purchases this Quarter

BLACKROCK INC: 21,239 shares (about $20.10M)
NIKE: 235,727 shares (about $17.63M)
iShares 3-7 Year Treasury Bond ETF: 49,549 shares (about $5.85M)
iShares 1-3 Year Treasury Bond ETF: 64,537 shares (about $5.34M)
ASML: 7,510 shares (about $4.98M)

Largest Sales this Quarter

CVS Health: 309,277 shares (about $19.43M)
Pinnacle Financial Partners: 103,406 shares (about $10.97M)
Merck & Co., Inc.: 71,125 shares (about $6.67M)
iShares 10-20 Year Treasury Bond ETF: 63,736 shares (about $6.61M)
Diageo: 46,623 shares (about $4.89M)

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	$223,000,364	$751,942 ▲	0.3%	567,924	4.5%	Computer and Technology
AAPL Apple	$213,275,984	$96,808 ▼	0.0%	923,090	4.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$188,621,641	$1,701,194 ▼	-0.9%	332,739	3.8%	Finance
VOO Vanguard S&P 500 ETF	$188,437,833	$326,804 ▲	0.2%	359,804	3.8%	ETF
AMZN Amazon.com	$184,252,897	$15,197 ▼	0.0%	885,071	3.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$148,960,006	$1,815,020 ▼	-1.2%	613,725	3.0%	Finance
GOOGL Alphabet	$145,079,658	$487,279 ▲	0.3%	814,304	2.9%	Computer and Technology
V Visa	$144,159,910	$263,395 ▼	-0.2%	430,190	2.9%	Business Services
UNH UnitedHealth Group	$121,264,819	$931,863 ▲	0.8%	236,449	2.4%	Medical
XOM Exxon Mobil	$82,831,054	$139,547 ▼	-0.2%	724,749	1.7%	Energy
HCA HCA Healthcare	$81,129,360	$717,894 ▼	-0.9%	253,595	1.6%	Medical
IWF iShares Russell 1000 Growth ETF	$66,274,492	$211,831 ▲	0.3%	178,959	1.3%	ETF
PNFP Pinnacle Financial Partners	$64,087,712	$10,965,172 ▼	-14.6%	604,373	1.3%	Finance
VUG Vanguard Growth ETF	$62,519,129	$1,733,964 ▲	2.9%	168,596	1.3%	ETF
UNP Union Pacific	$57,736,489	$286,947 ▲	0.5%	248,695	1.2%	Transportation
VEA Vanguard FTSE Developed Markets ETF	$52,823,037	$1,299,252 ▲	2.5%	1,066,542	1.1%	ETF
NVDA NVIDIA	$52,690,242	$2,695,785 ▲	5.4%	477,729	1.1%	Computer and Technology
GOOG Alphabet	$48,655,698	$2,442 ▼	0.0%	298,905	1.0%	Computer and Technology
TJX TJX Companies	$46,989,359	$1,009,197 ▲	2.2%	387,342	0.9%	Retail/Wholesale
CRM Salesforce	$46,485,375	$217,543 ▲	0.5%	156,844	0.9%	Computer and Technology
AXP American Express	$45,242,745	$610,045 ▲	1.4%	167,534	0.9%	Finance
BRK.A Berkshire Hathaway	$41,518,964		0.0%	52	0.8%	Finance
HD Home Depot	$39,513,035	$163,234 ▼	-0.4%	106,992	0.8%	Retail/Wholesale
COST Costco Wholesale	$37,441,190	$1,139,100 ▲	3.1%	39,673	0.8%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$37,344,858	$2,000,740 ▲	5.7%	65,516	0.8%	ETF
EMR Emerson Electric	$35,564,884	$19,793 ▼	-0.1%	292,878	0.7%	Industrials
ABBV AbbVie	$35,527,033	$614,483 ▼	-1.7%	171,020	0.7%	Medical
BRK.B Berkshire Hathaway	$34,688,849	$591,385 ▲	1.7%	68,570	0.7%	Finance
CVX Chevron	$33,546,738	$149,292 ▼	-0.4%	202,460	0.7%	Energy
LLY Eli Lilly and Company	$32,374,063	$3,234,268 ▲	11.1%	39,198	0.7%	Medical
IWD iShares Russell 1000 Value ETF	$32,205,178	$1,338,576 ▼	-4.0%	171,254	0.6%	ETF
HON Honeywell International	$31,540,823	$292,739 ▲	0.9%	141,683	0.6%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$31,146,144	$3,782,964 ▲	13.8%	189,291	0.6%	Medical
NKE NIKE	$30,129,986	$17,631,036 ▲	141.1%	402,838	0.6%	Consumer Discretionary
PG Procter & Gamble	$29,128,973	$594,139 ▼	-2.0%	171,154	0.6%	Consumer Staples
VTEB Vanguard Tax-Exempt Bond ETF	$28,998,245	$737,754 ▲	2.6%	579,569	0.6%	ETF
EFA iShares MSCI EAFE ETF	$28,811,586	$1,882,340 ▲	7.0%	353,697	0.6%	Finance
VTI Vanguard Total Stock Market ETF	$28,757,866	$28,333 ▲	0.1%	104,545	0.6%	ETF
TMO Thermo Fisher Scientific	$28,547,353	$10,040 ▼	0.0%	56,870	0.6%	Medical
ADP Automatic Data Processing	$28,397,877	$512,370 ▼	-1.8%	92,947	0.6%	Business Services
GLD SPDR Gold Shares	$27,899,243	$754,483 ▼	-2.6%	97,289	0.6%	Finance
QCOM QUALCOMM	$27,784,222	$830,159 ▲	3.1%	180,864	0.6%	Computer and Technology
NOW ServiceNow	$27,397,696	$290,341 ▼	-1.0%	30,857	0.6%	Computer and Technology
CME CME Group	$27,025,105	$209,314 ▲	0.8%	101,870	0.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$26,626,728	$1,053,324 ▲	4.1%	594,759	0.5%	ETF
IBM International Business Machines	$25,570,710	$220,878 ▼	-0.9%	103,034	0.5%	Computer and Technology
VSDA VictoryShares Dividend Accelerator ETF	$25,243,966	$1,217,425 ▲	5.1%	488,467	0.5%	ETF
SPGI S&P Global	$24,907,654	$396,239 ▲	1.6%	49,031	0.5%	Business Services
CPRT Copart	$24,280,349	$209,853 ▼	-0.9%	427,286	0.5%	Business Services
LMT Lockheed Martin	$23,552,643	$429,839 ▼	-1.8%	52,438	0.5%	Aerospace
META Meta Platforms	$23,236,222	$609,591 ▲	2.7%	39,833	0.5%	Computer and Technology
EOG EOG Resources	$23,032,052	$1,024,899 ▲	4.7%	182,634	0.5%	Energy
USB U.S. Bancorp	$23,012,052	$25,556 ▲	0.1%	486,248	0.5%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$22,813,843	$5,339,139 ▲	30.6%	275,763	0.5%	Manufacturing
AGG iShares Core U.S. Aggregate Bond ETF	$22,717,248	$3,253,604 ▲	16.7%	230,007	0.5%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$22,326,875	$356,010 ▲	1.6%	285,099	0.4%	ETF
ETN Eaton	$21,920,890	$229,794 ▲	1.1%	79,940	0.4%	Industrials
SHW Sherwin-Williams	$21,654,401	$149,423 ▲	0.7%	62,026	0.4%	Basic Materials
PM Philip Morris International	$21,485,533	$580,025 ▼	-2.6%	138,872	0.4%	Consumer Staples
BMY Bristol-Myers Squibb	$20,677,551	$141,456 ▼	-0.7%	358,863	0.4%	Medical
BLACKROCK INC	$20,102,260	$20,102,260 ▲	New Holding	21,239	0.4%	COM
VLO Valero Energy	$19,909,086	$398,432 ▼	-2.0%	151,155	0.4%	Energy
IWM iShares Russell 2000 ETF	$19,658,766	$201,878 ▼	-1.0%	93,971	0.4%	Finance
BAC Bank of America	$19,564,743	$288,394 ▲	1.5%	447,678	0.4%	Finance
KO Coca-Cola	$19,501,257	$143,707 ▲	0.7%	272,625	0.4%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$19,391,673	$698,780 ▲	3.7%	185,375	0.4%	ETF
TMUS T-Mobile US	$19,349,833	$91,748 ▲	0.5%	72,550	0.4%	Computer and Technology
VO Vanguard Mid-Cap ETF	$19,295,508	$1,732,826 ▲	9.9%	74,573	0.4%	ETF
CMCSA Comcast	$19,125,231	$389,450 ▼	-2.0%	517,946	0.4%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$18,978,257	$1,125,572 ▲	6.3%	324,456	0.4%	ETF
AMGN Amgen	$18,335,236	$100,191 ▼	-0.5%	59,110	0.4%	Medical
TDG TransDigm Group	$18,307,179	$27,617 ▲	0.2%	13,258	0.4%	Aerospace
MDY SPDR S&P MidCap 400 ETF Trust	$17,712,506	$240,514 ▼	-1.3%	33,140	0.4%	ETF
AZO AutoZone	$17,380,266	$143,611 ▼	-0.8%	5,204	0.4%	Retail/Wholesale
TBLL Invesco Short Term Treasury ETF	$16,913,678	$3,981,204 ▲	30.8%	160,266	0.3%	ETF
GD General Dynamics	$16,740,720	$242,262 ▲	1.5%	63,228	0.3%	Aerospace
DIA SPDR Dow Jones Industrial Average ETF Trust	$16,719,067	$27,891 ▼	-0.2%	39,563	0.3%	Finance
PEP PepsiCo	$16,642,976	$277,470 ▼	-1.6%	110,905	0.3%	Consumer Staples
SNA Snap-on	$16,427,494	$435,415 ▼	-2.6%	48,745	0.3%	Consumer Discretionary
VZ Verizon Communications	$16,060,962	$180,617 ▼	-1.1%	357,559	0.3%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$15,781,598	$22,052 ▼	-0.1%	122,376	0.3%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$15,770,090	$1,092,637 ▲	7.4%	125,582	0.3%	ETF
DHR Danaher	$15,657,905	$192,370 ▼	-1.2%	75,290	0.3%	Medical
DE Deere & Company	$15,540,155	$938,239 ▼	-5.7%	35,296	0.3%	Industrials
AMT American Tower	$15,458,390	$1,937 ▲	0.0%	71,837	0.3%	Finance
FI Fiserv	$15,005,621	$84,357 ▲	0.6%	67,951	0.3%	Business Services
MRK Merck & Co., Inc.	$14,568,334	$6,668,594 ▼	-31.4%	155,381	0.3%	Medical
DUK Duke Energy	$14,450,687	$1,297,986 ▲	9.9%	127,419	0.3%	Utilities
IEI iShares 3-7 Year Treasury Bond ETF	$14,261,258	$5,853,471 ▲	69.6%	120,720	0.3%	ETF
MU Micron Technology	$14,182,786	$2,446,995 ▲	20.9%	163,227	0.3%	Computer and Technology
PANW Palo Alto Networks	$14,092,979	$401,686 ▲	2.9%	82,589	0.3%	Computer and Technology
ICE Intercontinental Exchange	$14,022,186	$58,133 ▲	0.4%	81,288	0.3%	Finance
PWR Quanta Services	$13,930,899	$681,367 ▲	5.1%	54,610	0.3%	Construction
IWP iShares Russell Mid-Cap Growth ETF	$13,913,688	$532,896 ▲	4.0%	118,407	0.3%	ETF
WM Waste Management	$13,429,152	$1,555,812 ▲	13.1%	58,177	0.3%	Business Services
DVY iShares Select Dividend ETF	$13,228,098	$195,526 ▲	1.5%	98,504	0.3%	ETF
WMT Walmart	$13,035,468	$537,803 ▲	4.3%	148,242	0.3%	Retail/Wholesale
BKNG Booking	$13,034,415	$13,861 ▲	0.1%	2,821	0.3%	Retail/Wholesale
QQQ Invesco QQQ	$12,932,489	$1,849,934 ▲	16.7%	27,306	0.3%	Finance
MDT Medtronic	$12,924,084	$210,589 ▲	1.7%	158,706	0.3%	Medical

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