Pinnacle Financial Partners Inc

Nashville, TN · CIK 1115055 · 13F filing filed 2025-10-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNashville, TN

$4.2bn reported value -12.1% vs Q2 2025

459positions

27.5%in top 10

29 new 167 added 232 reduced 77 sold out vs Q2 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Pinnacle Bank – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	351,187	$181.9m4.36%	4.36%	Reduced -126.8k	-126,839 -26.5%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	252,836	$168.4m4.03%	4.03%	Reduced -68.4k	-68,449 -21.3%
3	APPLE INC COM AAPL	AAPL	634,373	$161.5m3.87%	3.87%	Reduced -194.9k	-194,851 -23.5%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	233,643	$143.1m3.43%	3.43%	Reduced -108.9k	-108,898 -31.8%
5	JPMORGAN CHASE & CO COM JPM	JPM	324,074	$102.2m2.45%	2.45%	Reduced -170.1k	-170,144 -34.4%
6	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	178,738	$85.7m2.05%	2.05%	Added +8.1k	+8,056 4.7%
7	NVIDIA CORPORATION COM NVDA	NVDA	448,647	$83.7m2.00%	2.00%	Reduced -6.2k	-6,233 -1.4%
8	AMAZON COM INC COM AMZN	AMZN	365,319	$80.2m1.92%	1.92%	Reduced -295.0k	-295,014 -44.7%
9	VISA INC COM CL A V	V	223,249	$76.2m1.83%	1.83%	Reduced -116.5k	-116,487 -34.3%
10	ISHARES TR RUS 1000 GRW ETF IWF	IWF	139,941	$65.5m1.57%	1.57%	Reduced -38.3k	-38,328 -21.5%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	269,531	$65.5m1.57%	1.57%	Reduced -289.5k	-289,505 -51.8%
12	PINNACLE FINL PARTNERS INC COM COM		668,091	$62.7m1.50%	1.50%	Reduced -5.4k	-5,357 -0.8%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	232,202	$56.6m1.35%	1.35%	Reduced -46.0k	-46,005 -16.5%
14	AMERICAN EXPRESS CO COM AXP	AXP	162,550	$54.0m1.29%	1.29%	Reduced -15.2k	-15,177 -8.5%
15	EXXON MOBIL CORP COM XOM	XOM	437,824	$49.4m1.18%	1.18%	Reduced -130.0k	-130,024 -22.9%
16	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	741,006	$44.4m1.06%	1.06%	Reduced -297.8k	-297,839 -28.7%
17	ISHARES TR CORE US AGGBD ET AGG	AGG	423,964	$42.5m1.02%	1.02%	Added +63.0k	+62,957 17.4%
18	HCA HEALTHCARE INC COM HCA	HCA	98,617	$42.0m1.01%	1.01%	Reduced -96.7k	-96,704 -49.5%
19	ABBVIE INC COM ABBV	ABBV	181,236	$42.0m1.00%	1.00%	Added +9.7k	+9,680 5.6%
20	JOHNSON & JOHNSON COM JNJ	JNJ	209,915	$38.9m0.93%	0.93%	Added +29.0k	+28,997 16.0%
21	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	51	$38.5m0.92%	0.92%	Reduced -1	-1 -1.9%
22	J P MORGAN EXCHANGE TRADED F FLEXIBLE DEBT ET JFLX	JFLX	757,259	$38.0m0.91%	0.91%	New
23	COSTCO WHSL CORP NEW COM COST	COST	40,478	$37.5m0.90%	0.90%	Reduced -5.0k	-4,953 -10.9%
24	ISHARES TR MSCI EAFE ETF EFA	EFA	388,786	$36.3m0.87%	0.87%	Added +2.1k	+2,107 0.5%
25	HOME DEPOT INC COM HD	HD	86,625	$35.1m0.84%	0.84%	Reduced -1.8k	-1,771 -2.0%
26	ISHARES TR CORE S&P500 ETF IVV	IVV	52,110	$34.9m0.84%	0.84%	Reduced -4.9k	-4,857 -8.5%
27	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	102,805	$33.7m0.81%	0.81%	Added +2.1k	+2,098 2.1%
28	ELI LILLY & CO COM LLY	LLY	42,638	$32.5m0.78%	0.78%	Added +1.9k	+1,902 4.7%
29	TJX COS INC NEW COM TJX	TJX	218,707	$31.6m0.76%	0.76%	Reduced -168.4k	-168,367 -43.5%
30	SPDR GOLD TR GOLD SHS GLD	GLD	87,296	$31.0m0.74%	0.74%	Added +3.7k	+3,671 4.4%
31	CHEVRON CORP NEW COM CVX	CVX	196,480	$30.5m0.73%	0.73%	Reduced -5.3k	-5,298 -2.6%
32	ISHARES TR RUS 1000 VAL ETF IWD	IWD	147,097	$29.9m0.72%	0.72%	Reduced -14.8k	-14,814 -9.2%
33	UNION PAC CORP COM UNP	UNP	125,810	$29.7m0.71%	0.71%	Reduced -75.1k	-75,137 -37.4%
34	CME GROUP INC COM CME	CME	107,111	$28.9m0.69%	0.69%	Added +2.1k	+2,108 2.0%
35	EATON CORP PLC SHS ETN	ETN	76,182	$28.5m0.68%	0.68%	Reduced -2.2k	-2,240 -2.9%
36	MICRON TECHNOLOGY INC COM MU	MU	169,909	$28.4m0.68%	0.68%	Reduced -13.9k	-13,923 -7.6%
37	VICTORY PORTFOLIOS II VICSHS DV AC ETF VSDA	VSDA	529,031	$28.3m0.68%	0.68%	Added +31.2k	+31,161 6.3%
38	VANGUARD INDEX FDS MID CAP ETF VO	VO	95,244	$28.0m0.67%	0.67%	Added +9.4k	+9,446 11.0%
39	VALERO ENERGY CORP COM VLO	VLO	158,889	$27.1m0.65%	0.65%	Reduced -17.0k	-16,983 -9.7%
40	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	94,475	$26.7m0.64%	0.64%	Reduced -856	-856 -0.9%
41	UNITEDHEALTH GROUP INC COM UNH	UNH	77,007	$26.6m0.64%	0.64%	Reduced -72.5k	-72,490 -48.5%
42	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	89,952	$26.4m0.63%	0.63%	Reduced -671	-671 -0.7%
43	BLACKROCK INC COM BLK	BLK	21,875	$25.5m0.61%	0.61%	Added +274	+274 1.3%
44	QUANTA SVCS INC COM PWR	PWR	60,516	$25.1m0.60%	0.60%	Reduced -8.2k	-8,216 -11.9%
45	PROCTER AND GAMBLE CO COM PG	PG	160,146	$24.6m0.59%	0.59%	Reduced -10.4k	-10,405 -6.1%
46	LOCKHEED MARTIN CORP COM LMT	LMT	48,863	$24.4m0.58%	0.58%	Reduced -3.4k	-3,443 -6.6%
47	ISHARES TR CORE S&P SCP ETF IJR	IJR	196,356	$23.3m0.56%	0.56%	Added +1.3k	+1,269 0.7%
48	MONOLITHIC PWR SYS INC COM MPWR	MPWR	24,589	$22.6m0.54%	0.54%	Reduced -1.4k	-1,365 -5.3%
49	SHERWIN WILLIAMS CO COM SHW	SHW	65,361	$22.6m0.54%	0.54%	Added +1.0k	+1,045 1.6%
50	SALESFORCE INC COM CRM	CRM	94,284	$22.3m0.54%	0.54%	Reduced -38.5k	-38,480 -29.0%
51	WALMART INC COM WMT	WMT	216,793	$22.3m0.54%	0.54%	Added +10.5k	+10,525 5.1%
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	326,068	$21.3m0.51%	0.51%	Reduced -7.7k	-7,676 -2.3%
53	S&P GLOBAL INC COM SPGI	SPGI	43,503	$21.2m0.51%	0.51%	Reduced -6.1k	-6,107 -12.3%
54	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	43,163	$20.9m0.50%	0.50%	Reduced -115	-115 -0.3%
55	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	379,276	$20.5m0.49%	0.49%	Reduced -235.7k	-235,651 -38.3%
56	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	94,927	$20.5m0.49%	0.49%	Reduced -5.7k	-5,718 -5.7%
57	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	39,787	$20.0m0.48%	0.48%	Reduced -13.3k	-13,348 -25.1%
58	SERVICENOW INC COM NOW	NOW	21,565	$19.8m0.48%	0.48%	Reduced -2.0k	-1,963 -8.3%
59	PHILIP MORRIS INTL INC COM PM	PM	115,930	$18.8m0.45%	0.45%	Reduced -18.1k	-18,121 -13.5%
60	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	31,461	$18.8m0.45%	0.45%	Reduced -1.5k	-1,475 -4.5%
61	ISHARES TR 1 3 YR TREAS BD SHY	SHY	221,688	$18.4m0.44%	0.44%	Reduced -18.2k	-18,160 -7.6%
62	PALO ALTO NETWORKS INC COM PANW	PANW	89,646	$18.3m0.44%	0.44%	Reduced -6.3k	-6,341 -6.6%
63	COCA COLA CO COM KO	KO	269,869	$17.9m0.43%	0.43%	Reduced -4.9k	-4,924 -1.8%
64	ISHARES TR RUS MD CP GR ETF IWP	IWP	125,430	$17.9m0.43%	0.43%	Added +3.9k	+3,949 3.2%
65	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	509,072	$17.7m0.42%	0.42%	Added +77.4k	+77,381 17.9%
66	BROADCOM INC COM AVGO	AVGO	53,093	$17.5m0.42%	0.42%	Added +1.5k	+1,539 3.0%
67	SNAP ON INC COM SNA	SNA	50,342	$17.4m0.42%	0.42%	Added +360	+360 0.7%
68	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	119,540	$16.8m0.40%	0.40%	Added +3.5k	+3,508 3.0%
69	ISHARES TR S&P SML 600 GWT IJT	IJT	118,435	$16.8m0.40%	0.40%	Reduced -10.9k	-10,949 -8.5%
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	27,790	$16.7m0.40%	0.40%	Added +775	+775 2.9%
71	ABBOTT LABS COM ABT	ABT	122,698	$16.4m0.39%	0.39%	Added +21.3k	+21,301 21.0%
72	INVESCO EXCH TRADED FD TR II SHORT TERM TREAS TBLL	TBLL	149,109	$15.8m0.38%	0.38%	Reduced -11.8k	-11,841 -7.4%
73	T-MOBILE US INC COM TMUS	TMUS	65,044	$15.6m0.37%	0.37%	Added +148	+148 0.2%
74	TRANSDIGM GROUP INC COM TDG	TDG	11,714	$15.4m0.37%	0.37%	Reduced -1.3k	-1,257 -9.7%
75	VERIZON COMMUNICATIONS INC COM VZ	VZ	343,850	$15.1m0.36%	0.36%	Reduced -23.7k	-23,651 -6.4%
76	ALTRIA GROUP INC COM MO	MO	221,104	$14.6m0.35%	0.35%	Added +6.2k	+6,235 2.9%
77	BOOKING HOLDINGS INC COM BKNG	BKNG	2,694	$14.5m0.35%	0.35%	Reduced -117	-117 -4.2%
78	ISHARES TR RUSSELL 2000 ETF IWM	IWM	59,320	$14.4m0.34%	0.34%	Reduced -22.8k	-22,839 -27.8%
79	BANK MONTREAL QUE COM BMO	BMO	109,482	$14.3m0.34%	0.34%	Added +96	+96 0.1%
80	ISHARES TR SELECT DIVID ETF DVY	DVY	99,950	$14.2m0.34%	0.34%	Added +482	+482 0.5%
81	LINDE PLC SHS LIN	LIN	29,770	$14.1m0.34%	0.34%	Added +3.6k	+3,602 13.8%
82	COMCAST CORP NEW CL A CMCSA	CMCSA	443,374	$13.9m0.33%	0.33%	Reduced -57.7k	-57,653 -11.5%
83	CANADIAN IMPERIAL BANK OF CO COM CM	CM	171,875	$13.7m0.33%	0.33%	Added +720	+720 0.4%
84	AMGEN INC COM AMGN	AMGN	48,399	$13.7m0.33%	0.33%	Reduced -10.4k	-10,351 -17.6%
85	WASTE MGMT INC DEL COM WM	WM	61,818	$13.7m0.33%	0.33%	Reduced -223	-223 -0.4%
86	APOLLO GLOBAL MGMT INC COM APO	APO	102,053	$13.6m0.33%	0.33%	Reduced -3.7k	-3,655 -3.5%
87	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	80,287	$13.5m0.32%	0.32%	Reduced -812	-812 -1.0%
88	AMERICAN ELEC PWR CO INC COM AEP	AEP	119,284	$13.4m0.32%	0.32%	Added +17.0k	+17,018 16.6%
89	INTUIT COM INTU	INTU	19,583	$13.4m0.32%	0.32%	Reduced -84	-84 -0.4%
90	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	439,940	$13.3m0.32%	0.32%	Added +50.8k	+50,822 13.1%
91	FASTENAL CO COM FAST	FAST	269,528	$13.2m0.32%	0.32%	Added +3.8k	+3,766 1.4%
92	COPART INC COM CPRT	CPRT	292,621	$13.2m0.32%	0.32%	Reduced -42.3k	-42,257 -12.6%
93	MARVELL TECHNOLOGY INC COM MRVL	MRVL	156,392	$13.1m0.31%	0.31%	Reduced -6.4k	-6,400 -3.9%
94	DANAHER CORPORATION COM DHR	DHR	65,546	$13.0m0.31%	0.31%	Reduced -22.6k	-22,597 -25.6%
95	CINTAS CORP COM CTAS	CTAS	63,222	$13.0m0.31%	0.31%	Added +1.3k	+1,310 2.1%
96	AMERICAN TOWER CORP NEW COM AMT	AMT	65,961	$12.7m0.30%	0.30%	Reduced -698	-698 -1.1%
97	SOUTHERN CO COM SO	SO	132,384	$12.5m0.30%	0.30%	Added +4.5k	+4,474 3.5%
98	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	218,414	$12.5m0.30%	0.30%	Reduced -4.2k	-4,205 -1.9%
99	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	118,878	$12.3m0.29%	0.29%	Added +9.1k	+9,057 8.2%
100	ISHARES TR EAFE GRWTH ETF EFG	EFG	107,408	$12.2m0.29%	0.29%	Added +9.3k	+9,281 9.5%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
HERSHEY CO HSY	HSY	4,574	$759.1k4.6k shares
SCHWAB STRATEGIC TR SCHF	SCHF	31,719	$701.0k31.7k shares
ISHARES TR IYR	IYR	6,096	$577.8k6.1k shares
SCHWAB STRATEGIC TR SCHM	SCHM	19,540	$548.1k19.5k shares
SPDR SER TR XHB	XHB	5,370	$529.3k5.4k shares
DOW INC DOW	DOW	18,188	$481.6k18.2k shares
TC ENERGY CORP TRP	TRP	9,714	$473.9k9.7k shares
JANUS DETROIT STR TR JAAA	JAAA	9,202	$467.0k9.2k shares
INTERNATIONAL PAPER CO IP	IP	8,398	$393.3k8.4k shares
SCHWAB STRATEGIC TR SCHB	SCHB	13,050	$311.0k13.1k shares
SANOFI SNY	SNY	6,339	$306.2k6.3k shares
LULULEMON ATHLETICA INC LULU	LULU	1,267	$301.0k1.3k shares
SPDR SER TR SHM	SHM	6,226	$297.8k6.2k shares
SCHWAB STRATEGIC TR SCHX	SCHX	12,014	$293.6k12.0k shares
SCHWAB STRATEGIC TR SCHA	SCHA	10,311	$260.9k10.3k shares
AVERY DENNISON CORP AVY	AVY	1,470	$257.9k1.5k shares
ONEOK INC NEW OKE	OKE	3,143	$256.6k3.1k shares
SCHWAB STRATEGIC TR SCHE	SCHE	8,266	$249.1k8.3k shares
CARPENTER TECHNOLOGY CORP CRS	CRS	893	$246.8k893 shares
KENVUE INC KVUE	KVUE	11,429	$239.2k11.4k shares
AMERICAN INTL GROUP INC AIG	AIG	2,766	$236.7k2.8k shares
CARRIER GLOBAL CORPORATION CARR	CARR	3,199	$234.1k3.2k shares
BAXTER INTL INC BAX	BAX	7,665	$232.1k7.7k shares
SYNOPSYS INC SNPS	SNPS	444	$227.6k444 shares
ISHARES TR DGRO	DGRO	3,542	$226.5k3.5k shares