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PINNACLE FINANCIAL PARTNERS INC — 13F Holdings & Portfolio

CIK 1115055 · latest 13F-HR filed 2025-10-28

Backtest portfolio

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 and exited 77; 190 existing positions rose in reported value and 159 fell.

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.

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AUM
$4.18B

Long-equity book

Holdings
787

Distinct positions

Period
2025-09-30

Filed 2025-10-28

Q/Q Activity
+29 / −77 / ↑190 / ↓159

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
MSFT4.4% · -26%SPY4.0% · -21%AAPL3.9% · -24%VOO3.4% · -32%JPM2.4% · -34%VUG2.1% · +5%NVDA2.0% · -1%AMZN1.9% · -45%V1.8% · -34%IWF1.6% · -22%GOOGL1.6% · -52%PNFPP1.5% · -1%GOOG1.4% · -16%AXP1.3% · -8%XOM1.2% · -23%VEA1.1% · -29%AGG1.0% · +17%HCA1.0% · -50%ABBV1.0% · +6%JNJ0.9% · +16%BRK.A0.9% · -2%JFLX0.9% · newCOST0.9% · -11%EFA0.9% · +0%HD0.8% · -2%IVV0.8% · -8%VTI0.8% · +2%LLY0.8% · +5%TJX0.8% · -44%GLD0.7% · +4%CVX0.7% · -3%IWD0.7% · -9%UNP0.7% · -37%CME0.7% · +2%ETN0.7% · -3%MU0.7% · -8%VSDA0.7% · +6%VO0.7% · +11%VLO0.6% · -10%IBM0.6% · -1%UNH0.6% · -48%ADP0.6% · -1%BLK0.6% · +1%PWR0.6% · -12%PG0.6% · -6%LMT0.6% · -7%IJR0.6% · +1%MPWR0.5% · -5%SHW0.5% · +2%CRM0.5% · -29%WMT0.5% · +5%IJH0.5% · -2%SPGI0.5% · -12%TMO0.5% · -0%VWO0.5% · -38%VIG0.5% · -6%BRK.B0.5% · -25%NOW0.5% · -8%PM0.5% · -14%MDY0.4% · -4%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 8, 2019.

Assets Under Management
$38.05B
Discretionary
$38.05B
Employees
70
Accounts
13
Address
LEVEL 35
60 MARGARET STREET
SYDNEY, NEW SOUTH WALES NSW 2000
Australia
Phone
61-1300-651-577
Website
Mailing Address
P.O. BOX R1313, ROYAL EXCHANGE, NEW SOUTH WALES, NSW 1225, Australia
Name Title / Status Ownership Type
Chambers, Andrew, Chisholm ControlEXECUTIVE DIRECTOR, INSTITUTIONAL DISTRIBUTION
since Aug 2016
Less than 5%Individual
IHLENFELDT, ALEX, NMN ControlCHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER
since Feb 2011
Less than 5%Individual
KWOK, CALVIN, NMN ControlCHIEF LEGAL, RISK AND COMPLIANCE OFFICER
since Jan 2018
Less than 5%Individual
MACOUN, IAN, NMN ControlMANAGING DIRECTOR
since Aug 2006
Less than 5%Individual
PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED ControlSHAREHOLDER
since Jun 2004
75% or moreForeign Entity
WHITTINGHAM, ADRIAN, BATHURST ControlEXECUTIVE DIRECTOR, RETAIL DISTRIBUTION
since Aug 2016
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since May 24, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Oct 8, 2019 filing
  • No longer listedO'Callaghan, Thomas, Alexander · CHIEF RISK & COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2018
  • ChangedKWOK, CALVIN, NMN · title GENERAL COUNSEL AND COMPANY SECRETARY → CHIEF LEGAL, RISK AND COMPLIANCE OFFICER
May 24, 2019 filing (earliest on record)
  • ListedChambers, Andrew, Chisholm · EXECUTIVE DIRECTOR, INSTITUTIONAL DISTRIBUTION · Less than 5% · control person
  • ListedIHLENFELDT, ALEX, NMN · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • ListedKWOK, CALVIN, NMN · GENERAL COUNSEL AND COMPANY SECRETARY · Less than 5% · control person
  • ListedMACOUN, IAN, NMN · MANAGING DIRECTOR · Less than 5% · control person
  • ListedO'Callaghan, Thomas, Alexander · CHIEF RISK & COMPLIANCE OFFICER · Less than 5% · control person
  • ListedPINNACLE INVESTMENT MANAGEMENT GROUP LIMITED · SHAREHOLDER · 75% or more · control person
  • ListedWHITTINGHAM, ADRIAN, BATHURST · EXECUTIVE DIRECTOR, RETAIL DISTRIBUTION · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 190 →

Top Trims

Show all 159 →

New Positions

Show all 29 →

Exited Positions

Show all 77 →

PINNACLE FINANCIAL PARTNERS INC Holdings (2025-09-30)

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
Filing History
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