$948 Million is the total value of PINNACLE FINANCIAL PARTNERS INC's 669 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RHI | ROBERT HALF INTL INC | $4,265,000 | +10.3% | 76,788 | 0.0% | 0.45% | -9.3% | |
| HSTM | HEALTHSTREAM INC | $1,926,000 | -0.9% | 83,181 | 0.0% | 0.20% | -18.5% | |
| SPGI | S&P GLOBAL INC | $1,621,000 | +8.4% | 9,568 | 0.0% | 0.17% | -10.9% | |
| KKR | KKR & CO L P DEL | $1,285,000 | +3.6% | 61,000 | 0.0% | 0.14% | -14.5% | |
| ATO | ATMOS ENERGY CORP | $1,219,000 | +2.4% | 14,196 | 0.0% | 0.13% | -15.7% | |
| SON | SONOCO PRODS CO | $812,000 | +5.3% | 15,289 | 0.0% | 0.09% | -13.1% | |
| APO | APOLLO GLOBAL MGMT LLC | $803,000 | +11.2% | 24,000 | 0.0% | 0.08% | -8.6% | |
| SRE | SEMPRA ENERGY | $748,000 | -6.4% | 6,997 | 0.0% | 0.08% | -23.3% | |
| EMB | ISHARES TRjpmorgan usd emg | $664,000 | -0.4% | 5,726 | 0.0% | 0.07% | -18.6% | |
| WPC | W P CAREY INC | $665,000 | +2.3% | 9,650 | 0.0% | 0.07% | -15.7% | |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $596,000 | +10.4% | 2,411 | 0.0% | 0.06% | -8.7% | |
| VXUS | VANGUARD STAR FDvg tl intl stk f | $602,000 | +4.0% | 10,590 | 0.0% | 0.06% | -14.9% | |
| VFC | V F CORP | $510,000 | +16.4% | 6,886 | 0.0% | 0.05% | -3.6% | |
| HYG | ISHARES TRiboxx hi yd etf | $504,000 | -1.6% | 5,769 | 0.0% | 0.05% | -19.7% | |
| VMC | VULCAN MATLS CO | $484,000 | +7.6% | 3,765 | 0.0% | 0.05% | -12.1% | |
| NTES | NETEASE INCsponsored adr | $388,000 | +30.6% | 1,125 | 0.0% | 0.04% | +7.9% | |
| LULU | LULULEMON ATHLETICA INC | $329,000 | +26.1% | 4,192 | 0.0% | 0.04% | +6.1% | |
| EPR | EPR PPTYS | $332,000 | -6.2% | 5,069 | 0.0% | 0.04% | -22.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | $298,000 | +8.4% | 1 | 0.0% | 0.03% | -11.4% | |
| WCN | WASTE CONNECTIONS INC | $292,000 | +1.4% | 4,111 | 0.0% | 0.03% | -16.2% | |
| PAYX | PAYCHEX INC | $293,000 | +14.0% | 4,300 | 0.0% | 0.03% | -6.1% | |
| IPAC | ISHARES INCmsci jpn etf new | $289,000 | +5.9% | 4,840 | 0.0% | 0.03% | -14.3% | |
| GCO | GENESCO INC | $276,000 | +22.1% | 8,500 | 0.0% | 0.03% | 0.0% | |
| SPH | SUBURBAN PROPANE PTRS L | $254,000 | -7.3% | 10,500 | 0.0% | 0.03% | -22.9% | |
| ITOT | ISHARES TRcore s&p ttl stk | $248,000 | +6.0% | 4,055 | 0.0% | 0.03% | -13.3% | |
| OHI | OMEGA HEALTHCARE INVS INC | $248,000 | -13.6% | 9,000 | 0.0% | 0.03% | -29.7% | |
| DRE | DUKE REALTY CORP | $204,000 | -5.6% | 7,500 | 0.0% | 0.02% | -21.4% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Pinnacle Bank #1
- Pinnacle Wealth Advisors #2
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-08
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 |
|---|---|
| 10-Q | 2024-05-10 |
| 4 | 2024-05-10 |
| 144 | 2024-05-09 |
| 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 |
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.