$3.87 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 1012 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LVHI | New | LEGG MASON ETF INVTfranklin intl lw | $4,145,127 | – | 152,059 | +100.0% | 0.11% | – |
| New | HOWARD HUGHES HOLDINGS INC | $2,641,400 | – | 35,632 | +100.0% | 0.07% | – | |
| SBRA | New | SABRA HEALTH CARE REIT INC | $1,826,753 | – | 117,855 | +100.0% | 0.05% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $1,559,398 | – | 29,115 | +100.0% | 0.04% | – |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $370,878 | – | 7,494 | +100.0% | 0.01% | – |
| New | KENVUE INC | $260,417 | – | 12,969 | +100.0% | 0.01% | – | |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $267,361 | – | 3,831 | +100.0% | 0.01% | – |
| BDX | New | BECTON DICKINSON & CO | $254,910 | – | 986 | +100.0% | 0.01% | – |
| QLTA | New | ISHARES TRa rate cp bd etf | $275,349 | – | 6,108 | +100.0% | 0.01% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $220,581 | – | 8,197 | +100.0% | 0.01% | – |
| SJM | New | SMUCKER J M CO | $237,585 | – | 1,933 | +100.0% | 0.01% | – |
| New | ATLASSIAN CORPORATIONcl a | $204,330 | – | 1,014 | +100.0% | 0.01% | – | |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $200,362 | – | 11,535 | +100.0% | 0.01% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $171,507 | – | 3,001 | +100.0% | 0.00% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $146,195 | – | 3,500 | +100.0% | 0.00% | – |
| CXW | New | CORECIVIC INC | $1,778 | – | 158 | +100.0% | 0.00% | – |
| RNST | New | RENASANT CORP | $19,119 | – | 730 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $1,515 | – | 25 | +100.0% | 0.00% | – |
| CSTR | New | CAPSTAR FINL HLDGS INC | $17,142 | – | 1,208 | +100.0% | 0.00% | – |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $1,450 | – | 500 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINNACLE FINL PARTNERS INC | 42 | Q3 2023 | 9.6% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 4.3% |
| APPLE INC | 42 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.3% |
| AMAZON COM INC | 42 | Q3 2023 | 3.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.5% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 3.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.0% |
| HCA HOLDINGS INC | 42 | Q3 2023 | 2.4% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
View PINNACLE FINANCIAL PARTNERS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 4 | 2024-04-29 |
| 144 | 2024-04-26 |
| 8-K | 2024-04-26 |
| S-8 | 2024-04-26 |
| 144 | 2024-04-25 |
| 144 | 2024-04-25 |
| 8-K | 2024-04-23 |
View PINNACLE FINANCIAL PARTNERS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.