$1.05 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 811 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWX | New | ISHARES TRmsci acwi ex us | $484,000 | – | 10,233 | +100.0% | 0.05% | – |
| SQ | New | SQUARE INCcl a | $384,000 | – | 6,237 | +100.0% | 0.04% | – |
| AVGO | New | BROADCOM INC | $368,000 | – | 1,514 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE COM INC | $333,000 | – | 2,438 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORP | $258,000 | – | 1,089 | +100.0% | 0.02% | – |
| INTU | New | INTUIT | $238,000 | – | 1,166 | +100.0% | 0.02% | – |
| GVI | New | ISHARES TRintrm gov cr etf | $239,000 | – | 2,214 | +100.0% | 0.02% | – |
| DRE | New | DUKE REALTY CORP | $226,000 | – | 7,798 | +100.0% | 0.02% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $219,000 | – | 3,000 | +100.0% | 0.02% | – |
| ADI | New | ANALOG DEVICES INC | $220,000 | – | 2,294 | +100.0% | 0.02% | – |
| PFF | New | ISHARES TRs&p us pfd stk | $209,000 | – | 5,540 | +100.0% | 0.02% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $211,000 | – | 2,780 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $202,000 | – | 1,620 | +100.0% | 0.02% | – |
| PH | New | PARKER HANNIFIN CORP | $205,000 | – | 1,316 | +100.0% | 0.02% | – |
| MYI | New | BLACKROCK MUNIYIELD QLTY FD | $135,000 | – | 10,700 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $99,000 | – | 575 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $73,000 | – | 500 | +100.0% | 0.01% | – |
| HRS | New | HARRIS CORP DEL | $58,000 | – | 400 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $54,000 | – | 500 | +100.0% | 0.01% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $37,000 | – | 2,510 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $43,000 | – | 500 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $30,000 | – | 1,000 | +100.0% | 0.00% | – |
| SPLV | New | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $34,000 | – | 717 | +100.0% | 0.00% | – |
| BKU | New | BANKUNITED INC | $29,000 | – | 700 | +100.0% | 0.00% | – |
| CBS | New | CBS CORP NEW | $22,000 | – | 400 | +100.0% | 0.00% | – |
| NCOM | New | NATIONAL COMM CORP | $21,000 | – | 450 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $12,000 | – | 500 | +100.0% | 0.00% | – |
| TOL | New | TOLL BROTHERS INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| SMTA | New | SPIRIT MTA REIT | $6,000 | – | 551 | +100.0% | 0.00% | – |
| SEA | New | INVESCO EXCHNG TRADED FD TRshipping etf | $3,000 | – | 256 | +100.0% | 0.00% | – |
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 2018-07-27
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.