Pinnacle Financial Partners, Inc.
1,079 holdingsFiling period: 2026-03-31Current AUM: $15.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | 3.25M | $693.5M | $817.4M | 5.37% | +151.1K | 2026-03-31 |
| 2 | IWF | ISHARES TR | 1.38M | $590.4M | $655.3M | 4.31% | +145.0K | 2026-03-31 |
| 3 | KO | COCA COLA CO | 7.59M | $577.5M | $665.1M | 4.37% | +70.8K | 2026-03-31 |
| 4 | GPN | GLOBAL PMTS INC | 7.08M | $476.6M | $595.5M | 3.91% | -492,407 | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 638.9K | $415.5M | $477.3M | 3.14% | +191.2K | 2026-03-31 |
| 6 | AAPL | APPLE INC | 1.45M | $367.8M | $447.6M | 2.94% | +628.8K | 2026-03-31 |
| 7 | PNFP | PINNACLE FINL PARTNERS INC | 3.50M | $301.2M | $367.9M | 2.42% | -- | 2026-03-31 |
| 8 | PNFP | PINNACLE FINL PARTNERS INC | 3.50M | $301.2M | $367.9M | 2.42% | -- | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 719.9K | $266.5M | $334.6M | 2.20% | +354.5K | 2026-03-31 |
| 10 | IWM | ISHARES TR | 1.07M | $265.2M | $311.4M | 2.05% | +69.6K | 2026-03-31 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 3.96M | $253.6M | $279.5M | 1.84% | +860.8K | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 1.36M | $236.8M | $272.6M | 1.79% | +437.5K | 2026-03-31 |
| 13 | IWB | ISHARES TR | 609.7K | $217.4M | $249.0M | 1.64% | +20.9K | 2026-03-31 |
| 14 | VOO | VANGUARD INDEX FDS | 341.4K | $204.0M | $234.5M | 1.54% | +234.1K | 2026-03-31 |
| 15 | SO | SOUTHERN CO | 1.92M | $185.7M | $181.9M | 1.20% | +275.9K | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 633.6K | $182.2M | $225.6M | 1.48% | +277.7K | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 616.9K | $181.5M | $217.0M | 1.43% | +314.0K | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 739.1K | $153.9M | $200.7M | 1.32% | +371.5K | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 790.5K | $134.1M | $122.9M | 0.81% | +414.7K | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 790.5K | $134.1M | $122.9M | 0.81% | +414.7K | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 142.0K | $130.6M | $163.2M | 1.07% | +42.2K | 2026-03-31 |
| 22 | AFL | AFLAC INC | 1.15M | $126.2M | $146.7M | 0.96% | +73.8K | 2026-03-31 |
| 23 | IWR | ISHARES TR | 1.25M | $121.9M | $137.5M | 0.90% | +125.2K | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 443.5K | $108.4M | $113.7M | 0.75% | +215.3K | 2026-03-31 |
| 25 | GLD | SPDR GOLD TR | 241.2K | $103.8M | $89.6M | 0.59% | +67.9K | 2026-03-31 |
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