PINNACLE FINANCIAL PARTNERS INC — 13F Holdings & Portfolio
CIK 1115055 · latest 13F-HR filed 2025-10-28
PINNACLE FINANCIAL PARTNERS INC manages $4.18B in 13F-reported U.S. long-equity assets across 787 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are SPY (3.93%), VOO (3.40%), MSFT (3.40%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 29 new positions, exited 77, added to 190, and trimmed 159.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$4.18B
Long-equity book
787
Distinct positions
2025-09-30
Filed 2025-10-28
+29 / −77 / ↑190 / ↓159
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NVIDIA CORPORATION$11.8M +16.5%
- JOHNSON & JOHNSON$11.3M +40.8%
- VANGUARD INDEX FDS$10.9M +14.6%
- ABBVIE INC$10.1M +31.8%
- ALPHABET INC$7.2M +14.6%
Top Trims
- AMAZON COM INC-$64.7M -44.6%
- MICROSOFT CORP-$55.9M -23.5%
- VANGUARD INDEX FDS-$51.5M -26.5%
- VISA INC-$44.4M -36.8%
- JPMORGAN CHASE & CO.-$41.1M -28.7%
New Positions
- J P MORGAN EXCHANGE TRADED F$38.0M
- VANGUARD INTL EQUITY INDEX F$1.7M
- PIMCO INCOME STRATEGY FD$1.0M
- PALANTIR TECHNOLOGIES INC$558.9K
- MPLX LP$449.6K
Exited Positions
- HERSHEY CO$759.1K
- SCHWAB STRATEGIC TR$701.0K
- ISHARES TR$577.8K
- SCHWAB STRATEGIC TR$548.1K
- SPDR SERIES TRUST$529.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $164.2M | 3.93% | 246,500 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $142.0M | 3.40% | 231,952 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $142.0M | 3.40% | 274,193 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $121.6M | 2.91% | 477,735 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $79.6M | 1.91% | 426,448 | SH |
| 6 | VANGUARD INDEX FDS | VUG | 922908736 | $78.7M | 1.88% | 164,019 | SH |
| 7 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $76.1M | 1.82% | 241,184 | SH |
| 8 | ISHARES TR | IWF | 464287614 | $64.1M | 1.54% | 136,909 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $63.2M | 1.51% | 259,840 | SH |
| 10 | PINNACLE FINL PARTNERS INC | PNFPP | 72346Q104 | $62.7M | 1.50% | 668,091 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $57.5M | 1.38% | 261,994 | SH |
| 12 | VISA INC | V | 92826C839 | $49.7M | 1.19% | 145,441 | SH |
| 13 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $42.1M | 1.01% | 701,979 | SH |
| 14 | HCA HEALTHCARE INC | HCA | 40412C101 | $41.3M | 0.99% | 96,849 | SH |
| 15 | APPLE INC | AAPL | 037833100 | $39.9M | 0.96% | 156,638 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $39.9M | 0.95% | 76,994 | SH |
| 17 | ISHARES TR | AGG | 464287226 | $38.8M | 0.93% | 386,850 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $38.7M | 0.93% | 158,774 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $38.0M | 0.91% | 164,289 | SH |
| 20 | J P MORGAN EXCHANGE TRADED F | JFLX | 46654Q559 | $37.0M | 0.89% | 736,452 | SH |
| 21 | COSTCO WHSL CORP NEW | COST | 22160K105 | $36.0M | 0.86% | 38,872 | SH |
| 22 | AMERICAN EXPRESS CO | AXP | 025816109 | $35.7M | 0.85% | 107,421 | SH |
| 23 | HOME DEPOT INC | HD | 437076102 | $34.0M | 0.81% | 83,991 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $33.9M | 0.81% | 45 | SH |
| 25 | EXXON MOBIL CORP | XOM | 30231G102 | $33.5M | 0.80% | 297,073 | SH |
| 26 | ISHARES TR | EFA | 464287465 | $33.5M | 0.80% | 358,645 | SH |
| 27 | VANGUARD INDEX FDS | VTI | 922908769 | $33.2M | 0.79% | 101,137 | SH |
| 28 | ELI LILLY & CO | LLY | 532457108 | $31.3M | 0.75% | 40,978 | SH |
| 29 | TJX COS INC NEW | TJX | 872540109 | $30.5M | 0.73% | 210,930 | SH |
| 30 | CHEVRON CORP NEW | CVX | 166764100 | $29.6M | 0.71% | 190,562 | SH |
| 31 | ISHARES TR | IWD | 464287598 | $29.5M | 0.71% | 145,059 | SH |
| 32 | ISHARES TR | IVV | 464287200 | $28.7M | 0.69% | 42,933 | SH |
| 33 | SPDR GOLD TR | GLD | 78463V107 | $28.4M | 0.68% | 79,996 | SH |
| 34 | JOHNSON & JOHNSON | JNJ | 478160104 | $28.4M | 0.68% | 152,979 | SH |
| 35 | CME GROUP INC | CME | 12572Q105 | $27.8M | 0.67% | 103,063 | SH |
| 36 | EATON CORP PLC | ETN | G29183103 | $27.6M | 0.66% | 73,723 | SH |
| 37 | VICTORY PORTFOLIOS II | VSDA | 92647N667 | $27.1M | 0.65% | 506,829 | SH |
| 38 | VISA INC | V | 92826C839 | $26.6M | 0.64% | 77,808 | SH |
| 39 | VALERO ENERGY CORP | VLO | 91913Y100 | $26.3M | 0.63% | 154,527 | SH |
| 40 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $26.1M | 0.63% | 82,890 | SH |
| 41 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $26.0M | 0.62% | 92,004 | SH |
| 42 | VANGUARD INDEX FDS | VO | 922908629 | $25.9M | 0.62% | 88,199 | SH |
| 43 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $25.8M | 0.62% | 87,818 | SH |
| 44 | BLACKROCK INC | BLK | 09290D101 | $24.5M | 0.59% | 21,031 | SH |
| 45 | QUANTA SVCS INC | PWR | 74762E102 | $24.1M | 0.58% | 58,168 | SH |
| 46 | PROCTER AND GAMBLE CO | PG | 742718109 | $23.5M | 0.56% | 153,217 | SH |
| 47 | AMAZON COM INC | AMZN | 023135106 | $22.7M | 0.54% | 103,325 | SH |
| 48 | SHERWIN WILLIAMS CO | SHW | 824348106 | $21.9M | 0.52% | 63,281 | SH |
| 49 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $21.8M | 0.52% | 23,652 | SH |
| 50 | ISHARES TR | IJR | 464287804 | $21.7M | 0.52% | 182,755 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-10-28 | $4.18B | 787 | 0001115055-25-000187 |
| 2025-06-30 | 2025-10-28 | $4.75B | 1,060 | 0001115055-25-000184 |