AI Portfolio Summary
In 2025 Q3, PINNACLE FINANCIAL PARTNERS INC maintained a portfolio of 559 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.2%. Conversely, PINNACLE FINANCIAL PARTNERS INC completely exited their position in ISHARES TR.
Total Positions
559
Quarter
2025 Q3
Top Holding
MSFT (5.0%)
Top 10 Concentration
30.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 559
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 5.00% | 4.49% |
#1
Prev: #1
|
4.5 | -89,898 | -15.8% |
P
S
|
478,026 | $237,774,930 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 4.18% | 3.80% |
#2
1
Prev: #3
|
3.7 | -11,454 | -3.4% |
P
S
|
321,285 | $198,505,958 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.09% | 3.80% |
#3
1
Prev: #4
|
3.1 | -17,263 | -4.8% |
P
S
|
342,541 | $194,573,625 | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AAPL
APPLE INC
|
Technology | 3.58% | 4.30% |
#4
2
Prev: #2
|
2.4 | -93,866 | -10.2% |
P
S
|
829,224 | $170,131,890 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.05% | 3.71% |
#5
Prev: #5
|
1.7 | -224,738 | -25.4% |
P
S
|
660,333 | $144,870,459 | 2009 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.01% | 3.00% |
#6
Prev: #6
|
1.7 | -119,507 | -19.5% |
P
S
|
494,218 | $143,278,865 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
V
VISA INC
|
Financial Services | 2.54% | 2.91% |
#7
1
Prev: #8
|
1.0 | -90,454 | -21.0% |
P
S
|
339,736 | $120,623,341 | 2009 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.07% | 2.92% |
#8
1
Prev: #7
|
0.8 | -255,268 | -31.3% |
P
S
|
559,036 | $98,518,915 | 2015 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
IWF
ISHARES TR
|
ETF | 1.59% | 1.34% |
#9
3
Prev: #12
|
1.1 | -690 | -0.4% |
P
S
|
178,269 | $75,689,461 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 1.57% | 1.64% |
#10
1
Prev: #11
|
0.6 | -58,274 | -23.0% |
P
S
|
195,321 | $74,827,549 | 2011 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.57% | 1.26% |
#11
3
Prev: #14
|
1.1 | 2,086 | 1.2% |
P
S
|
170,682 | $74,827,418 | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
PNFP
PINNACLE FINL P...
|
Financial Services | 1.56% | 1.29% |
#12
1
Prev: #13
|
2.6 | 69,075 | 11.4% |
P
S
|
673,448 | $74,355,403 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.51% | 1.06% |
#13
4
Prev: #17
|
1.1 | -22,849 | -4.8% |
P
S
|
454,880 | $71,866,496 | 2018 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.29% | 1.67% |
#14
4
Prev: #10
|
0.5 | -156,901 | -21.6% |
P
S
|
567,848 | $61,213,978 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.25% | 1.06% |
#15
1
Prev: #16
|
1.0 | -27,697 | -2.6% |
P
S
|
1,038,845 | $59,224,592 | 2014 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.19% | 0.91% |
#16
5
Prev: #21
|
2.5 | 10,193 | 6.1% |
P
S
|
177,727 | $56,691,404 | 2009 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.04% | 0.98% |
#17
1
Prev: #18
|
0.9 | -20,698 | -6.9% |
P
S
|
278,207 | $49,351,138 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.01% | 0.95% |
#18
1
Prev: #19
|
0.9 | -268 | -0.1% |
P
S
|
387,074 | $47,799,779 | 2010 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.98% | 2.44% |
#19
10
Prev: #9
|
0.4 | -86,952 | -36.8% |
P
S
|
149,497 | $46,638,716 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.97% | 1.16% |
#20
5
Prev: #15
|
0.9 | -47,748 | -19.2% |
P
S
|
200,947 | $46,233,882 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.95% | 0.75% |
#21
3
Prev: #24
|
2.4 | 5,758 | 14.5% |
P
S
|
45,431 | $44,973,990 | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.80% | 0.84% |
#22
Prev: #22
|
1.3 | no change | no change |
P
S
|
52 | $37,897,600 | 2014 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.76% | 0.94% |
#23
3
Prev: #20
|
0.8 | -24,080 | -15.4% |
P
S
|
132,764 | $36,203,414 | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AGG
ISHARES TR
|
ETF | 0.75% | 0.46% |
#24
31
Prev: #55
|
3.3 | 131,000 | 57.0% |
P
S
|
361,007 | $35,811,892 | 2018 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
IVV
ISHARES TR
|
ETF | 0.74% | 0.75% |
#25
Prev: #25
|
0.8 | -8,549 | -13.0% |
P
S
|
56,967 | $35,370,565 | 2013 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
IGLB
ISHARES TR
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #239) |
0.0 | -34,815 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
HHH
HOWARD HUGHES H...
|
Real Estate | 0.00% | 0.03% |
Sold All 😨
(Was: #242) |
0.0 | -21,572 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
JAJL
INNOVATOR ETFS ...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #244) |
0.0 | -57,128 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MCO
MOODYS CORP
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #261) |
0.0 | -2,602 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
CALF
PACER FDS TR
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #274) |
0.0 | -27,815 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
IYY
ISHARES TR
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #289) |
0.0 | -5,884 | -100.0% |
CLOSED
|
— | $— | 2017 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #300) |
0.0 | -405 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
GM
GENERAL MTRS CO
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #325) |
0.0 | -9,609 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
CP
CANADIAN PACIFI...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #366) |
0.0 | -4,854 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
LUV
SOUTHWEST AIRLS...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #386) |
0.0 | -8,680 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #390) |
0.0 | -4,255 | -100.0% |
CLOSED
|
— | $— | 2015 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #404) |
0.0 | -2,317 | -100.0% |
CLOSED
|
— | $— | 2016 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
JKHY
HENRY JACK & AS...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #406) |
0.0 | -1,387 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
JEF
JEFFERIES FINL ...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #418) |
0.0 | -4,450 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
ETR
ENTERGY CORP NE...
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #421) |
0.0 | -2,718 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #433) |
0.0 | -5,825 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
JNK
SPDR SER TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #437) |
0.0 | -2,216 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
PGX
INVESCO EXCH TR...
|
Preferred | 0.00% | 0.00% |
Sold All 😨
(Was: #446) |
0.0 | -15,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
HEI/A
HEICO CORP NEW
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #447) |
0.0 | -901 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
RCL
ROYAL CARIBBEAN...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #448) |
0.0 | -705 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
EOS
EATON VANCE ENH...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #449) |
0.0 | -6,755 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
EXAS
EXACT SCIENCES ...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #451) |
0.0 | -2,710 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #452) |
0.0 | -836 | -100.0% |
CLOSED
|
— | $— | 2014 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
CMI
CUMMINS INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #454) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2009 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AAON
AAON INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #459) |
0.0 | -1,125 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
LII
LENNOX INTL INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #460) |
0.0 | -209 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
OLLI
OLLIES BARGAIN ...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #462) |
0.0 | -1,075 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
RMD
RESMED INC
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #466) |
0.0 | -450 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MTD
METTLER TOLEDO ...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #468) |
0.0 | -75 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
ANSS
ANSYS INC
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #469) |
0.0 | -270 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
PICK
ISHARES INC
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #470) |
0.0 | -2,571 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
PSA
PUBLIC STORAGE ...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #471) |
0.0 | -300 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AZPN
ASPEN TECHNOLOG...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #475) |
0.0 | -296 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
RJF
RAYMOND JAMES F...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #477) |
0.0 | -442 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #478) |
0.0 | -895 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #479) |
0.0 | -370 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 0.00% | 0.00% |
Sold All 😨
(Was: #482) |
0.0 | -560 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
SCHK
SCHWAB STRATEGI...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #483) |
0.0 | -2,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MKTX
MARKETAXESS HLD...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #484) |
0.0 | -250 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
HES
HESS CORP
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #485) |
0.0 | -413 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
FDS
FACTSET RESH SY...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #488) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2009 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #494) |
0.0 | -373 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
NVG
NUVEEN AMT FREE...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #496) |
0.0 | -2,510 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #497) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2007 Q4 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MHD
BLACKROCK MUNIH...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #500) |
0.0 | -2,000 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
AN
AUTONATION INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #502) |
0.0 | -115 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
JLL
JONES LANG LASA...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #503) |
0.0 | -77 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
TER
TERADYNE INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #504) |
0.0 | -146 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MYI
BLACKROCK MUNIY...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #505) |
0.0 | -1,200 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
VCSA
VACASA INC
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #509) |
0.0 | -622 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
UCB
UNITED CMNTY BK...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #510) |
0.0 | -94 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-09-30 | 2025-10-28 | |||
|
MVSTW
MICROVAST HOLDI...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #513) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-09-30 | 2025-10-28 |
Showing 1-25 of 559 holdings