$2.03 Billion is the total value of PINNACLE FINANCIAL PARTNERS INC's 956 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 12.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $79,380,000 | +12.3% | 216,227 | +2.5% | 3.91% | +1.8% |
| PNFP | Buy | PINNACLE FINL PARTNERS INC | $43,861,000 | +86.5% | 681,073 | +3.1% | 2.16% | +69.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $31,718,000 | +25.7% | 265,595 | +1.3% | 1.56% | +13.9% |
| SPTL | Buy | SPDR SER TRportfolio ln tsr | $28,745,000 | +5.2% | 636,935 | +9.0% | 1.42% | -4.6% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $25,030,000 | +3.9% | 301,446 | +3.6% | 1.23% | -5.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $22,752,000 | +13.8% | 13,799 | +1.2% | 1.12% | +3.2% |
| HD | Buy | HOME DEPOT INC | $20,730,000 | -3.9% | 77,903 | +0.3% | 1.02% | -12.9% |
| HCA | Buy | HCA HEALTHCARE INC | $19,907,000 | +17.2% | 137,064 | +0.6% | 0.98% | +6.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $19,564,000 | +4.8% | 357,197 | +4.2% | 0.96% | -4.9% |
| PYPL | Buy | PAYPAL HLDGS INC | $19,383,000 | +13.1% | 89,062 | +2.4% | 0.96% | +2.6% |
| NEE | Buy | NEXTERA ENERGY INC | $18,988,000 | +10.5% | 245,858 | +297.1% | 0.94% | +0.2% |
| EMR | Buy | EMERSON ELEC CO | $17,546,000 | +20.7% | 226,950 | +2.4% | 0.86% | +9.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $17,387,000 | +0.3% | 295,864 | +1.5% | 0.86% | -9.0% |
| UNP | Buy | UNION PAC CORP | $16,939,000 | +5.0% | 82,900 | +1.2% | 0.84% | -4.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $16,691,000 | +6.0% | 106,221 | +0.5% | 0.82% | -3.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $16,630,000 | +6.2% | 98,756 | +5.1% | 0.82% | -3.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC | $16,312,000 | +27.8% | 92,577 | +1.2% | 0.80% | +15.9% |
| GLD | Buy | SPDR GOLD TR | $15,645,000 | +0.9% | 87,730 | +0.2% | 0.77% | -8.5% |
| HON | Buy | HONEYWELL INTL INC | $14,933,000 | +24.2% | 73,819 | +1.0% | 0.74% | +12.5% |
| IEI | Buy | ISHARES TR4 7 tr treas bd | $14,595,000 | +3.1% | 109,751 | +3.5% | 0.72% | -6.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $14,595,000 | +14.8% | 150,244 | +13.2% | 0.72% | +4.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $13,584,000 | +38.3% | 37,037 | +26.8% | 0.67% | +25.3% |
| FB | Buy | FACEBOOK INCcl a | $13,094,000 | +4.1% | 48,870 | +1.7% | 0.64% | -5.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $11,953,000 | +5.4% | 40,854 | +0.0% | 0.59% | -4.4% |
| KO | Buy | COCA COLA CO | $11,905,000 | +13.1% | 217,084 | +1.8% | 0.59% | +2.6% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $11,730,000 | +18.4% | 66,203 | +0.1% | 0.58% | +7.4% |
| DHR | Buy | DANAHER CORPORATION | $11,136,000 | +3.0% | 50,222 | +0.1% | 0.55% | -6.5% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $10,976,000 | +22.2% | 327,324 | +3.9% | 0.54% | +10.9% |
| USB | Buy | US BANCORP DEL | $10,683,000 | +53.6% | 230,353 | +18.8% | 0.53% | +39.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $10,666,000 | +23.4% | 91,118 | +86.0% | 0.52% | +11.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $10,084,000 | +3.9% | 110,198 | +0.6% | 0.50% | -5.7% |
| SPSB | Buy | SPDR SER TRportfolio short | $9,888,000 | +20.0% | 314,900 | +19.9% | 0.49% | +8.7% |
| CVS | Buy | CVS HEALTH CORP | $9,845,000 | +4.3% | 162,255 | +0.3% | 0.48% | -5.5% |
| IWP | Buy | ISHARES TRrus mdcp val etf | $9,779,000 | +17.5% | 95,190 | +97.8% | 0.48% | +6.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $9,220,000 | +45.3% | 108,635 | +35.2% | 0.45% | +31.6% |
| DG | Buy | DOLLAR GEN CORP NEW | $8,982,000 | +0.3% | 42,833 | +0.2% | 0.44% | -9.0% |
| BLK | Buy | BLACKROCK INC | $8,712,000 | +75.9% | 12,075 | +37.4% | 0.43% | +59.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $8,622,000 | +24.4% | 32,349 | +0.3% | 0.42% | +12.7% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $8,524,000 | +7.0% | 91,780 | +7.7% | 0.42% | -3.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $8,412,000 | +11.3% | 22,338 | +5.0% | 0.41% | +0.7% |
| VSDA | Buy | VICTORY PORTFOLIOS II | $8,311,000 | +9.6% | 209,760 | +0.3% | 0.41% | -0.7% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $8,034,000 | +62.8% | 50,905 | +68.4% | 0.40% | +47.8% |
| ORCL | Buy | ORACLE CORP | $7,982,000 | +10.8% | 123,585 | +2.4% | 0.39% | +0.5% |
| MMM | Buy | 3M CO | $7,285,000 | +11.4% | 41,783 | +2.3% | 0.36% | +1.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,007,000 | +8.5% | 31,504 | +3.9% | 0.34% | -1.7% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $6,756,000 | -5.1% | 29,978 | +1.8% | 0.33% | -14.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $6,673,000 | +3.2% | 114,268 | +1.5% | 0.33% | -6.3% |
| ICSH | Buy | ISHARES TRblackrock ultra | $6,653,000 | +58.3% | 131,696 | +58.4% | 0.33% | +43.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $5,761,000 | +23.3% | 47,994 | +3.0% | 0.28% | +11.8% |
| IGSB | Buy | ISHARES TR | $5,733,000 | +5.8% | 104,035 | +5.4% | 0.28% | -4.4% |
| SO | Buy | SOUTHERN CO | $5,675,000 | +18.9% | 92,793 | +5.4% | 0.28% | +8.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $5,376,000 | +24.7% | 64,602 | +83.5% | 0.26% | +13.2% |
| MCD | Buy | MCDONALDS CORP | $5,166,000 | -0.3% | 24,071 | +1.9% | 0.26% | -9.6% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi helathcare | $4,988,000 | +598.6% | 44,180 | +553.6% | 0.25% | +530.8% |
| SHY | New | ISHARES TR1 3 yr ytreas bd | $4,913,000 | – | 56,874 | +100.0% | 0.24% | – |
| DE | Buy | DEERE & CO | $4,687,000 | +14.1% | 18,547 | +0.1% | 0.23% | +3.6% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $4,587,000 | +15.5% | 36,406 | +3.1% | 0.23% | +4.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,492,000 | +17.4% | 2,697 | +3.6% | 0.22% | +6.2% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,412,000 | +399.1% | 34,106 | +350.4% | 0.22% | +352.1% |
| CRM | Buy | SALESFORCE COM INC | $4,384,000 | -7.3% | 19,701 | +4.7% | 0.22% | -16.0% |
| MO | Buy | ALTRIA GROUP INC | $4,268,000 | +11.6% | 104,100 | +5.2% | 0.21% | +1.0% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $4,123,000 | +3000.0% | 140,869 | +2446.0% | 0.20% | +2800.0% |
| WMT | Buy | WALMART INC | $3,847,000 | +8.2% | 26,698 | +5.0% | 0.19% | -1.6% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $3,633,000 | +21270.6% | 95,976 | +16562.5% | 0.18% | +17800.0% |
| NVDA | Buy | NVIDIA CORPORATION | $3,557,000 | +10.9% | 6,800 | +14.7% | 0.18% | +0.6% |
| WM | Buy | WASTE MGMT INC DEL | $3,527,000 | +5.2% | 29,915 | +1.0% | 0.17% | -4.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $3,528,000 | +8.3% | 54,828 | +288.8% | 0.17% | -1.7% |
| ECL | Buy | ECOLAB INC | $3,475,000 | +13.5% | 16,062 | +4.8% | 0.17% | +3.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,289,000 | +18.0% | 63,692 | +0.7% | 0.16% | +7.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $3,056,000 | +17.8% | 8,576 | +11.8% | 0.15% | +7.1% |
| NHI | Buy | NATIONAL HEALTH INVS INC | $3,070,000 | +40.0% | 44,380 | +21.9% | 0.15% | +26.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,809,000 | +3.5% | 45,317 | +0.7% | 0.14% | -6.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $2,777,000 | +18.2% | 11,207 | +6.3% | 0.14% | +7.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $2,773,000 | +4.0% | 10,152 | +13.4% | 0.14% | -5.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $2,688,000 | +5.9% | 32,270 | +3.9% | 0.13% | -4.3% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $2,483,000 | +9832.0% | 36,833 | +9467.0% | 0.12% | +12100.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,384,000 | +14.5% | 27,875 | +3.3% | 0.12% | +3.5% |
| SBUX | Buy | STARBUCKS CORP | $2,355,000 | +14.9% | 23,897 | +0.1% | 0.12% | +4.5% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $2,332,000 | +34.3% | 151,453 | +0.5% | 0.12% | +22.3% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $2,248,000 | +0.3% | 27,106 | +0.4% | 0.11% | -9.0% |
| IJK | Buy | ISHARES TRs&p mc 400 gr etf | $2,141,000 | +20.8% | 29,648 | +300.0% | 0.10% | +9.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,918,000 | +185.4% | 30,623 | +170.7% | 0.09% | +154.1% |
| EOG | Buy | EOG RES INC | $1,884,000 | +16.4% | 50,356 | +11.8% | 0.09% | +5.7% |
| XSOE | New | WISDOMTREEem ex st-owned | $1,876,000 | – | 47,295 | +100.0% | 0.09% | – |
| LOW | Buy | LOWES COS INC | $1,866,000 | -2.1% | 11,578 | +0.7% | 0.09% | -11.5% |
| C | Buy | CITIGROUP INC | $1,841,000 | +13.5% | 41,186 | +9.5% | 0.09% | +3.4% |
| JLL | Buy | JONES LANG LASALLE INC | $1,828,000 | +21.8% | 15,715 | +0.1% | 0.09% | +9.8% |
| VTRS | New | VIATRIS INC | $1,812,000 | – | 96,676 | +100.0% | 0.09% | – |
| NHC | Buy | NATIONAL HEALTHCARE CORP | $1,665,000 | +52.8% | 25,078 | +43.4% | 0.08% | +39.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,659,000 | +3.6% | 2,314 | +0.7% | 0.08% | -5.7% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $1,607,000 | +1813.1% | 18,289 | +1571.8% | 0.08% | +1480.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $1,573,000 | +8.9% | 3,145 | +6.8% | 0.08% | -1.3% |
| ALL | Buy | ALLSTATE CORP | $1,501,000 | +30.4% | 13,902 | +13.7% | 0.07% | +17.5% |
| GIS | Buy | GENERAL MLS INC | $1,442,000 | -3.9% | 24,511 | +0.8% | 0.07% | -13.4% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,433,000 | +23.3% | 16,611 | +92.9% | 0.07% | +12.7% |
| TXN | Buy | TEXAS INSTRS INC | $1,303,000 | +18.1% | 7,949 | +3.0% | 0.06% | +6.7% |
| SYK | Buy | STRYKER CORPORATION | $1,248,000 | +17.2% | 5,180 | +1.3% | 0.06% | +5.2% |
| VBR | Buy | VANGUARD INDEX FDSsml cp val etf | $1,227,000 | +29.3% | 8,629 | +0.6% | 0.06% | +15.4% |
| LNC | Buy | LINCOLN NATL CORP IND | $1,137,000 | +61.3% | 22,596 | +0.4% | 0.06% | +47.4% |
| TRV | Buy | TRAVELERS COMPANIES INC | $943,000 | +32.6% | 6,736 | +2.4% | 0.05% | +17.9% |
| FDX | Buy | FEDEX CORP | $913,000 | +1.6% | 3,593 | +0.6% | 0.04% | -8.2% |
| PAYX | Buy | PAYCHEX INC | $903,000 | +17.6% | 9,703 | +0.7% | 0.04% | +4.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $875,000 | +9.5% | 6,505 | +4.8% | 0.04% | 0.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $852,000 | +11.2% | 10,173 | +6.0% | 0.04% | 0.0% |
| TGT | Buy | TARGET CORP | $854,000 | +8.2% | 5,090 | +1.5% | 0.04% | -2.3% |
| LIN | Buy | LINDE PLC | $807,000 | +7.6% | 3,172 | +0.7% | 0.04% | -2.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $749,000 | +117.1% | 6,465 | +107.5% | 0.04% | +94.7% |
| NOW | Buy | SERVICENOW INC | $684,000 | +15.5% | 1,258 | +3.2% | 0.03% | +6.2% |
| ASML | Buy | ASML HOLDING N V | $653,000 | +33.3% | 1,337 | +0.8% | 0.03% | +18.5% |
| FTNT | Buy | FORTINET INC | $624,000 | +27.1% | 4,199 | +0.8% | 0.03% | +14.8% |
| INTU | Buy | INTUIT | $595,000 | +28.2% | 1,565 | +9.9% | 0.03% | +16.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $579,000 | +28.4% | 8,138 | +0.2% | 0.03% | +16.0% |
| ANTM | Buy | ANTHEM INC | $515,000 | +12.4% | 1,740 | +2.0% | 0.02% | 0.0% |
| PODD | Buy | INSULET CORP | $482,000 | +87.5% | 1,885 | +73.4% | 0.02% | +71.4% |
| FISV | Buy | FISERV INC | $481,000 | +10.8% | 4,225 | +0.2% | 0.02% | 0.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $455,000 | +810.0% | 2,859 | +745.9% | 0.02% | +633.3% |
| SNY | Buy | SANOFIsponsored adr | $426,000 | +11.8% | 8,773 | +15.6% | 0.02% | 0.0% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $426,000 | +31.5% | 1,821 | +2.2% | 0.02% | +16.7% |
| ETSY | Buy | ETSY INC | $435,000 | +51.6% | 2,448 | +3.9% | 0.02% | +31.2% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $396,000 | +1.5% | 2,485 | +5.9% | 0.02% | -4.8% |
| PGR | Buy | PROGRESSIVE CORP | $412,000 | +2.7% | 4,255 | +0.4% | 0.02% | -9.1% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $409,000 | +39.1% | 1,118 | +6.4% | 0.02% | +25.0% |
| ENPH | New | ENPHASE ENERGY INC | $358,000 | – | 2,041 | +100.0% | 0.02% | – |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $350,000 | +159.3% | 4,929 | +147.7% | 0.02% | +142.9% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $333,000 | +29.1% | 764 | +3.2% | 0.02% | +14.3% |
| MS | New | MORGAN STANLEY | $286,000 | – | 4,178 | +100.0% | 0.01% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $278,000 | – | 2,556 | +100.0% | 0.01% | – |
| IAT | Buy | ISHARES TRus regnl bks etf | $261,000 | +667.6% | 6,046 | +476.4% | 0.01% | +550.0% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $260,000 | +17.6% | 2,754 | +8.4% | 0.01% | +8.3% |
| ATO | Buy | ATMOS ENERGY CORP | $273,000 | +19.2% | 2,857 | +19.0% | 0.01% | +8.3% |
| ZTS | Buy | ZOETIS INCcl a | $234,000 | +1276.5% | 1,418 | +1250.5% | 0.01% | +1100.0% |
| PTF | New | INVESCO EXCHANGE TRADED FD Tdwa technology | $217,000 | – | 1,540 | +100.0% | 0.01% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $218,000 | – | 4,917 | +100.0% | 0.01% | – |
| ITT | New | ITT INC | $217,000 | – | 2,823 | +100.0% | 0.01% | – |
| EA | New | ELECTRONIC ARTS INC | $207,000 | – | 1,445 | +100.0% | 0.01% | – |
| XEL | New | XCEL ENERGY INC | $211,000 | – | 3,178 | +100.0% | 0.01% | – |
| HLNE | New | HAMILTON LANE INCcl a | $207,000 | – | 2,653 | +100.0% | 0.01% | – |
| SONY | New | SONY CORPsponsored adr | $206,000 | – | 2,038 | +100.0% | 0.01% | – |
| SSRM | New | SSR MNG INC | $200,000 | – | 9,971 | +100.0% | 0.01% | – |
| NKLA | New | NIKOLA CORP | $172,000 | – | 11,265 | +100.0% | 0.01% | – |
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 2021-01-13
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.