Latest PINNACLE FINANCIAL PARTNERS INC Stock Portfolio

PINNACLE FINANCIAL PARTNERS INC Performance:

2025 Q1: -0.58%YTD: -0.58%2024: 11.36%

Performance for 2025 Q1 is -0.58%, and YTD is -0.58%, and 2024 is 11.36%.

About PINNACLE FINANCIAL PARTNERS INC and 13F Hedge Fund Stock Holdings

Pinnacle Financial Partners Inc is a hedge fund based in NASHVILLE, TN. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $698.8 Millions. In it's latest 13F Holdings report, Pinnacle Financial Partners Inc reported an equity portfolio of $5 Billions as of 31 Mar, 2025.

The top stock holdings of Pinnacle Financial Partners Inc are MSFT, AAPL, SPY. The fund has invested 4.5% of it's portfolio in MICROSOFT CORP and 4.3% of portfolio in APPLE INC.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), PUBLIC SVC ENTERPRISE GRP IN (PEG) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in KRAFT HEINZ CO (KHC), CVS HEALTH CORP (CVS) and DIAGEO PLC (DEO). Pinnacle Financial Partners Inc opened new stock positions in BLACKROCK INC, INNOVATOR ETFS TRUST (BALT) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to REALTY INCOME CORP (O), ISHARES TR (IJR) and SCHWAB CHARLES CORP (SCHW).

PINNACLE FINANCIAL PARTNERS INC Annual Return Estimates Vs S&P 500

Our best estimate is that Pinnacle Financial Partners Inc made a return of -0.58% in the last quarter. In trailing 12 months, it's portfolio return was 4.25%.

New Buys

Ticker	$ Bought
blackrock inc	20,102,300
anheuser busch inbev sa/nv	1,966,000
innovator etfs trust	1,552,170
blue owl capital corporation	798,985
ishares bitcoin trust etf	745,684
global x fds	682,454
spdr ser tr	529,215
coinbase global inc	498,434

New stocks bought by PINNACLE FINANCIAL PARTNERS INC

Additions

Ticker	% Inc.
realty income corp	10,040
ishares tr	1,479
schwab charles corp	928
asml holding n v	700
citigroup inc	495
morgan stanley	386
analog devices inc	207
schwab strategic tr	200

Additions to existing portfolio by PINNACLE FINANCIAL PARTNERS INC

Reductions

Ticker	% Reduced
cvs health corp	-91.09
diageo plc	-89.19
marriott intl inc new	-84.66
fb finl corp	-80.47
ishares tr	-68.58
texas roadhouse inc	-65.5
novo-nordisk a s	-57.9
synopsys inc	-53.81

PINNACLE FINANCIAL PARTNERS INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PINNACLE FINANCIAL PARTNERS INC

Sector Distribution

Pinnacle Financial Partners Inc has about 33.2% of it's holdings in Others sector.

Sector	%
Others	33.2
Technology	14.7
Financial Services	11.7
Healthcare	9.4
Industrials	8.1
Consumer Cyclical	7.4
Communication Services	5.6
Energy	3.6
Consumer Defensive	3.5
Utilities	1.1

Market Cap. Distribution

Pinnacle Financial Partners Inc has about 64.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	37.3
UNALLOCATED	33.2
LARGE-CAP	27.4
MID-CAP	1.8

Stocks belong to which Index?

About 64.6% of the stocks held by Pinnacle Financial Partners Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64.6
Others	34.7

Top 5 Winners (%)		%
PLTR	palantir technologies inc	103.3 %
VCSA	vacasa inc	74.4 %
KD	kyndryl hldgs inc	50.5 %
CVS	cvs health corp	42.3 %
TPR	tapestry inc	39.1 %

Top 5 Winners ($)		$
V	visa inc	16.1 M
JPM	jpmorgan chase & co.	10.1 M
CVS	cvs health corp	8.8 M
AMZN	amazon com inc	8.2 M
ABBV	abbvie inc	5.0 M

Top 5 Losers (%)		%
MVST	microvast holdings inc	-63.9 %
MRVL	marvell technology inc	-44.2 %
SGRY	surgery partners inc	-34.3 %
STRL	sterling infrastructure inc	-32.8 %
JEF	jefferies finl group inc	-31.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-18.3 M
AAPL	apple inc	-12.7 M
NVDA	nvidia corporation	-10.8 M
HCA	hca healthcare inc	-10.2 M
UNH	unitedhealth group inc	-9.7 M

PINNACLE FINANCIAL PARTNERS INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PINNACLE FINANCIAL PARTNERS INC

Pinnacle Financial Partners Inc has 520 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. V was the most profitable stock for Pinnacle Financial Partners Inc last quarter.

Last Reported on: 28 Apr, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	4.49	567,924	223,000,000	added	0.34
Historical Trend of MICROSOFT CORP Position Held By PINNACLE FINANCIAL PARTNERS INC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	AAPL	apple inc	4.30	923,090	213,276,000	reduced	-0.05

	SPY	spdr s&p 500 etf tr	3.80	332,739	188,622,000	reduced	-0.89

	VB	vanguard index fds	3.80	359,804	188,438,000	added	0.17

	AMZN	amazon com inc	3.71	885,071	184,253,000	reduced	-0.01

	JPM	jpmorgan chase & co.	3.00	613,725	148,960,000	reduced	-1.2

	GOOG	alphabet inc	2.92	814,304	145,080,000	added	0.34

	V	visa inc	2.90	430,190	144,160,000	reduced	-0.18

	UNH	unitedhealth group inc	2.44	236,449	121,265,000	added	0.77

	XOM	exxon mobil corp	1.67	724,749	82,831,100	reduced	-0.17

	HCA	hca healthcare inc	1.64	253,595	81,129,400	reduced	-0.88

	IJR	ishares tr	1.34	178,959	66,274,500	added	0.32

	PNFP	pinnacle finl partners inc	1.29	604,373	64,087,700	reduced	-14.61

	VB	vanguard index fds	1.26	168,596	62,519,100	added	2.85

	UNP	union pac corp	1.16	248,695	57,736,500	added	0.5

	VEA	vanguard tax-managed fds	1.06	1,066,540	52,823,000	added	2.52

	NVDA	nvidia corporation	1.06	477,729	52,690,200	added	5.39

	GOOG	alphabet inc	0.98	298,905	48,655,700	reduced	-0.01

	TJX	tjx cos inc new	0.95	387,342	46,989,400	added	2.19

	CRM	salesforce inc	0.94	156,844	46,485,400	added	0.47