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

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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 $4.62 billion in total holdings as of December 31, 2022.
Pinnacle Financial Partners owns shares of 530 different stocks, but just 95 companies or ETFs make up 80% of its holdings.
Approximately 4.63% of the portfolio was purchased this quarter.
About 2.52% of the portfolio was sold this quarter.
This quarter, Pinnacle Financial Partners has purchased 526 new stocks and bought additional shares in 222 stocks.
Pinnacle Financial Partners sold shares of 150 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Microsoft: $238,919,321
Apple: $181,269,444
Vanguard S&P 500 ETF: $175,039,763
Amazon.com: $162,114,905
SPDR S&P 500 ETF Trust: $157,110,348

Largest New Holdings this Quarter

iShares 10-20 Year Treasury Bond ETF: $18,990,688 Holding
CORPAY INC: $8,533,291 Holding
SPDR S&P Homebuilders ETF: $1,139,110 Holding
iShares MSCI Global Min Vol Factor ETF: $996,696 Holding
Amphenol: $457,711 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF: 211,502 shares (about $20.02M)
iShares 10-20 Year Treasury Bond ETF: 180,812 shares (about $18.99M)
iShares Core S&P Mid-Cap ETF: 267,728 shares (about $16.26M)
SPDR Gold Shares: 50,152 shares (about $10.32M)
CORPAY INC: 27,657 shares (about $8.53M)

Largest Sales this Quarter

iShares 0-5 Year TIPS Bond ETF: 204,744 shares (about $20.36M)
iShares 1-3 Year Treasury Bond ETF: 232,691 shares (about $19.03M)
Automatic Data Processing: 18,057 shares (about $4.51M)
Air Products and Chemicals: 17,450 shares (about $4.23M)
NIKE: 38,297 shares (about $3.60M)

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	$238,919,321	$2,491,083 ▼	-1.0%	567,882	5.2%	Computer and Technology
AAPL Apple	$181,269,444	$1,066,606 ▲	0.6%	1,057,088	3.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$175,039,763	$187,954 ▲	0.1%	364,135	3.8%	ETF
AMZN Amazon.com	$162,114,905	$1,642,360 ▼	-1.0%	898,741	3.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$157,110,348	$780,943 ▼	-0.5%	300,362	3.4%	Finance
JPM JPMorgan Chase & Co.	$127,289,164	$386,579 ▼	-0.3%	635,493	2.8%	Finance
GOOGL Alphabet	$122,216,771	$1,937,639 ▲	1.6%	809,758	2.6%	Computer and Technology
V Visa	$118,262,114	$2,505,580 ▲	2.2%	423,757	2.6%	Business Services
UNH UnitedHealth Group	$113,048,416	$2,000,568 ▲	1.8%	228,519	2.4%	Medical
HCA HCA Healthcare	$85,656,506	$1,509,890 ▲	1.8%	256,818	1.9%	Medical
PNFP Pinnacle Financial Partners	$67,494,210	$1,064,569 ▼	-1.6%	785,913	1.5%	Finance
XOM Exxon Mobil	$65,633,636	$958,748 ▲	1.5%	564,639	1.4%	Oils/Energy
IWF iShares Russell 1000 Growth ETF	$60,040,084	$7,326,795 ▲	13.9%	178,134	1.3%	ETF
UNP Union Pacific	$59,103,365	$214,943 ▲	0.4%	240,326	1.3%	Transportation
VEA Vanguard FTSE Developed Markets ETF	$55,717,228	$2,493,200 ▼	-4.3%	1,110,568	1.2%	ETF
VUG Vanguard Growth ETF	$49,749,291	$5,492,093 ▲	12.4%	144,535	1.1%	ETF
GOOG Alphabet	$47,388,641	$1,657,959 ▼	-3.4%	311,235	1.0%	Computer and Technology
CRM Salesforce	$45,916,397	$993,593 ▲	2.2%	152,455	1.0%	Computer and Technology
HD Home Depot	$43,461,885	$927,161 ▲	2.2%	113,300	0.9%	Retail/Wholesale
BRK.A Berkshire Hathaway	$43,141,920	$1,268,880 ▼	-2.9%	68	0.9%	Finance
NVDA NVIDIA	$40,249,080	$1,628,215 ▲	4.2%	44,545	0.9%	Computer and Technology
CVS CVS Health	$39,072,914	$1,230,697 ▲	3.3%	489,881	0.8%	Retail/Wholesale
AXP American Express	$37,114,845	$451,054 ▲	1.2%	163,006	0.8%	Finance
MRK Merck & Co., Inc.	$35,872,465	$646,819 ▲	1.8%	271,864	0.8%	Medical
ETN Eaton	$34,468,269	$892,076 ▲	2.7%	110,235	0.7%	Industrial Products
TMO Thermo Fisher Scientific	$33,079,570	$330,709 ▲	1.0%	56,915	0.7%	Medical
TJX TJX Companies	$32,238,486	$406,187 ▲	1.3%	317,871	0.7%	Retail/Wholesale
LLY Eli Lilly and Company	$32,020,865	$2,816,218 ▲	9.6%	41,160	0.7%	Medical
CVX Chevron	$31,977,717	$777,974 ▲	2.5%	202,724	0.7%	Oils/Energy
ABBV AbbVie	$31,358,748	$447,420 ▲	1.4%	172,206	0.7%	Medical
VLO Valero Energy	$31,246,713	$589,905 ▲	1.9%	183,061	0.7%	Oils/Energy
VTI Vanguard Total Stock Market ETF	$30,159,352	$139,566 ▲	0.5%	116,042	0.7%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$29,348,159	$19,029,480 ▼	-39.3%	358,867	0.6%	Manufacturing
QCOM QUALCOMM	$29,333,601	$326,410 ▲	1.1%	173,264	0.6%	Computer and Technology
PG Procter & Gamble	$29,102,544	$229,909 ▼	-0.8%	179,368	0.6%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$28,998,275	$1,558,437 ▼	-5.1%	161,902	0.6%	ETF
EMR Emerson Electric	$28,944,223	$283,550 ▲	1.0%	255,195	0.6%	Industrial Products
IVV iShares Core S&P 500 ETF	$28,497,351	$1,715,992 ▼	-5.7%	54,205	0.6%	ETF
LMT Lockheed Martin	$28,313,380	$149,197 ▲	0.5%	62,245	0.6%	Aerospace
VTEB Vanguard Tax-Exempt Bond ETF	$26,692,497	$1,326,175 ▼	-4.7%	527,520	0.6%	ETF
JNJ Johnson & Johnson	$26,430,388	$241,082 ▲	0.9%	167,080	0.6%	Medical
ADP Automatic Data Processing	$25,683,769	$4,509,557 ▼	-14.9%	102,842	0.6%	Business Services
BRK.B Berkshire Hathaway	$25,655,861	$1,833,883 ▲	7.7%	61,010	0.6%	Finance
CPRT Copart	$25,226,882	$211,466 ▲	0.8%	435,547	0.5%	Business Services
COST Costco Wholesale	$24,843,486	$495,991 ▲	2.0%	33,910	0.5%	Retail/Wholesale
USB U.S. Bancorp	$24,734,790	$547,307 ▲	2.3%	553,351	0.5%	Finance
EFA iShares MSCI EAFE ETF	$24,697,119	$1,123,631 ▼	-4.4%	309,255	0.5%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$24,490,795	$212,066 ▲	0.9%	586,325	0.5%	ETF
EOG EOG Resources	$23,851,994	$888,360 ▲	3.9%	186,577	0.5%	Oils/Energy
MDT Medtronic	$23,839,194	$853,112 ▲	3.7%	273,542	0.5%	Medical
CMCSA Comcast	$23,421,749	$633,257 ▼	-2.6%	540,294	0.5%	Consumer Discretionary
NOW ServiceNow	$23,364,524	$571,800 ▲	2.5%	30,646	0.5%	Computer and Technology
HON Honeywell International	$23,288,719	$552,534 ▲	2.4%	113,465	0.5%	Multi-Sector Conglomerates
VCSH Vanguard Short-Term Corporate Bond ETF	$23,114,851	$2,283,739 ▲	11.0%	298,989	0.5%	ETF
PEP PepsiCo	$22,683,377	$541,655 ▲	2.4%	129,612	0.5%	Consumer Staples
SPGI S&P Global	$21,900,906	$6,226,040 ▲	39.7%	51,477	0.5%	Business Services
GLD SPDR Gold Shares	$21,704,077	$10,317,269 ▲	90.6%	105,503	0.5%	Finance
SHW Sherwin-Williams	$20,811,344	$6,638,874 ▲	46.8%	59,918	0.5%	Construction
CME CME Group	$20,641,354	$755,883 ▲	3.8%	95,877	0.4%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$20,617,807	$20,020,786 ▲	3,353.4%	217,809	0.4%	ETF
VYM Vanguard High Dividend Yield ETF	$20,499,338	$1,504,390 ▲	7.9%	169,430	0.4%	ETF
BAC Bank of America	$20,466,144	$235,787 ▲	1.2%	539,719	0.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$20,385,223	$16,261,822 ▲	394.4%	335,614	0.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$19,931,292	$604,102 ▲	3.1%	180,341	0.4%	ETF
IWM iShares Russell 2000 ETF	$19,833,492	$168,451 ▲	0.9%	94,310	0.4%	Finance
BLK BlackRock	$19,760,399	$586,926 ▲	3.1%	23,702	0.4%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$19,754,347	$444,005 ▲	2.3%	35,504	0.4%	ETF
VSDA Victoryshares Dividend Accelerator ETF	$19,424,941	$1,572,797 ▲	8.8%	385,980	0.4%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$18,990,688	$18,990,688 ▲	New Holding	180,812	0.4%	ETF
GD General Dynamics	$18,791,798	$235,032 ▲	1.3%	66,522	0.4%	Aerospace
META Meta Platforms	$18,561,296	$548,705 ▲	3.0%	38,225	0.4%	Computer and Technology
OMC Omnicom Group	$17,278,054	$667,838 ▲	4.0%	178,566	0.4%	Business Services
BMO Bank of Montreal	$17,204,865	$604,248 ▲	3.6%	176,135	0.4%	Finance
VO Vanguard Mid-Cap ETF	$17,149,891	$339,060 ▼	-1.9%	68,638	0.4%	ETF
TDG TransDigm Group	$16,519,452	$428,597 ▼	-2.5%	13,413	0.4%	Aerospace
AMGN Amgen	$16,353,534	$57,148 ▲	0.4%	57,518	0.4%	Medical
KO Coca-Cola	$16,350,903	$130,130 ▲	0.8%	267,259	0.4%	Consumer Staples
DIA SPDR Dow Jones Industrial Average ETF Trust	$15,876,591	$49,720 ▼	-0.3%	39,915	0.3%	Finance
IBM International Business Machines	$15,826,581	$569,443 ▲	3.7%	82,879	0.3%	Computer and Technology
COF Capital One Financial	$15,637,916	$205,319 ▲	1.3%	105,030	0.3%	Finance
AZO AutoZone	$15,055,433	$494,809 ▲	3.4%	4,777	0.3%	Retail/Wholesale
DE Deere & Company	$15,037,194	$74,344 ▲	0.5%	36,610	0.3%	Industrial Products
DHR Danaher	$14,818,380	$104,633 ▲	0.7%	59,340	0.3%	Multi-Sector Conglomerates
SNA Snap-on	$14,780,790	$554,228 ▲	3.9%	49,898	0.3%	Consumer Discretionary
AMT American Tower	$14,516,944	$90,496 ▼	-0.6%	73,470	0.3%	Finance
IJT iShares S&P Small-Cap 600 Growth ETF	$14,420,542	$554,692 ▲	4.0%	110,307	0.3%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$14,212,558	$1,194,349 ▼	-7.8%	122,723	0.3%	ETF
DOW DOW	$14,198,406	$540,255 ▲	4.0%	245,096	0.3%	Basic Materials
WY Weyerhaeuser	$13,942,565	$552,260 ▲	4.1%	388,264	0.3%	Construction
MCHP Microchip Technology	$13,935,738	$486,587 ▲	3.6%	155,342	0.3%	Computer and Technology
DIS Walt Disney	$13,672,632	$41,602 ▲	0.3%	111,741	0.3%	Consumer Discretionary
VZ Verizon Communications	$13,250,103	$1,913,378 ▲	16.9%	315,779	0.3%	Computer and Technology
UPS United Parcel Service	$13,241,317	$1,501,314 ▼	-10.2%	89,089	0.3%	Transportation
ITOT iShares Core S&P Total U.S. Stock Market ETF	$12,837,849	$83,131 ▼	-0.6%	111,343	0.3%	ETF
PM Philip Morris International	$12,607,654	$768,234 ▲	6.5%	137,608	0.3%	Consumer Staples
NKE NIKE	$12,166,491	$3,599,160 ▼	-22.8%	129,458	0.3%	Consumer Discretionary
MDLZ Mondelez International	$12,156,130	$208,180 ▲	1.7%	173,659	0.3%	Consumer Staples
PWR Quanta Services	$11,972,355	$409,445 ▲	3.5%	46,083	0.3%	Construction
LINDE PLC	$11,916,955	$464 ▲	0.0%	25,661	0.3%	SHS
IWP iShares Russell Mid-Cap Growth ETF	$11,810,649	$582,229 ▲	5.2%	103,475	0.3%	ETF

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

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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