Institutional Manager · CIK 0002082866
Pinnacle Financial Partners, Inc.
ATLANTA, GA · File #028-26514
Latest AUM
$8.98B
Positions
1,561
Top-10 Concentration
54.2%
Filings
2
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | ISHARES TR | 464287598 | +2,951,871 | +$620.9M | $0 |
| NEW | GLOBAL PMTS INC | 37940X102 | +7,507,221 | +$581.1M | $0 |
| NEW | ISHARES TR | 464287614 | +1,173,470 | +$555.4M | $0 |
| NEW | COCA COLA CO | KO | +7,461,151 | +$521.6M | $0 |
| NEW | SPDR S&P 500 ETF TR | SPY | +392,244 | +$267.5M | $0 |
| NEW | SYNOVUS FINL CORP | 87161C501 | +5,148,710 | +$257.7M | $0 |
| NEW | ISHARES TR | 464287655 | +976,373 | +$240.3M | $0 |
| NEW | ISHARES TR | 464287622 | +588,702 | +$219.8M | $0 |
| NEW | VANGUARD TAX-MANAGED FDS | 921943858 | +3,078,935 | +$192.3M | $0 |
| NEW | APPLE INC | AAPL | +698,495 | +$189.9M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20252,477 pos · $13.24B
- 13F HOLDINGS REPORTQ/E Dec 20251,561 pos · $8.98B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287598 | 2,951,871 | $620.9M | 9.24% |
| 2 | GLOBAL PMTS INC | 37940X102 | 7,507,221 | $581.1M | 8.64% |
| 3 | ISHARES TR | 464287614 | 1,173,470 | $555.4M | 8.26% |
| 4 | COCA COLA CO | KO | 7,461,151 | $521.6M | 7.76% |
| 5 | SPDR S&P 500 ETF TR | SPY | 392,244 | $267.5M | 3.98% |
| 6 | SYNOVUS FINL CORP | 87161C501 | 5,148,710 | $257.7M | 3.83% |
| 7 | ISHARES TR | 464287655 | 976,373 | $240.3M | 3.58% |
| 8 | ISHARES TR | 464287622 | 588,702 | $219.8M | 3.27% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 3,078,935 | $192.3M | 2.86% |
| 10 | APPLE INC | AAPL | 698,495 | $189.9M | 2.82% |
| 11 | SPDR S&P 500 ETF TR | SPY | 258,014 | $175.9M | 2.62% |
| 12 | MICROSOFT CORP | MSFT | 321,584 | $155.5M | 2.31% |
| 13 | NVIDIA CORPORATION | NVDA | 826,830 | $154.2M | 2.29% |
| 14 | VANGUARD INDEX FDS | 922908363 | 236,392 | $148.2M | 2.21% |
| 15 | MICROSOFT CORP | MSFT | 273,650 | $132.3M | 1.97% |
| 16 | APPLE INC | AAPL | 481,840 | $131.0M | 1.95% |
| 17 | SOUTHERN CO | SOMN | 1,403,722 | $122.4M | 1.82% |
| 18 | AFLAC INC | AFL | 1,061,290 | $117.0M | 1.74% |
| 19 | ISHARES TR | 464287499 | 1,112,982 | $107.1M | 1.59% |
| 20 | ELI LILLY & CO | LLY | 94,901 | $102.0M | 1.52% |