Pinnacle Financial Partners, Inc.

FundStock

CIK 0002082866 · Q2 2026

13F Equity AUM

$14.7B

+12.2% QoQ

Positions

1,128

+52 QoQ

AUM Rank

#412

Top 5%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 20.4%Top 10: 31.7%Top 20: 45.6%

IWD5.4%

IWF4.7%

KO4.0%

GPN3.4%

SPY2.9%

AAPL2.9%

PNFP2.4%

IWM2.2%

VEA2.0%

NVDA1.9%

Others (1118)68.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.1%

Technology13.3%

Industrials8.4%

Consumer Defensive5.9%

Healthcare5.7%

Consumer Cyclical3.6%

Communication Services3.4%

Energy2.3%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1128Median: 0.01%Avg: 0.09%

0–0.5%

1091(43.1%)

0.5–1%

17(11.3%)

1–3%

16(28.1%)

3–5%

3(12.2%)

5%+

1(5.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,128vs 20 funds

0%Low

1,128

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New87Increased512Decreased439Exited35

New Positions

HONEYWELL AEROSPACE …0.1%

+57K

HONEYWELL INTL INC0.1%

+57K

RLY0.1%

+280K

SAMT0.1%

+184K

WTPI0.1%

+202K

SHV0.0%

+35K

COHEN & STEERS E…0.0%

+108K

1GSN0.0%

+18K

KORP0.0%

+56K

IUSV0.0%

+7K

Increased

IWF4.7%

+4.2M(+304%)

VUG0.8%

+1.1M(+510%)

VSTM0.0%

+591K(+119%)

VO0.3%

+365K(+294%)

ACWI0.2%

+198K(+3576%)

VEA2.0%

+124K(+3%)

AFL1.0%

+116K(+10%)

KHC0.0%

+114K(+919%)

SPSB0.2%

+110K(+17%)

FSCC0.3%

+108K(+12%)

Decreased

KO4.0%

-400,623(-5%)

TLT0.0%

-154,913(-72%)

GPN3.4%

-143,842(-2%)

JEPI0.3%

-138,082(-15%)

IDV*0.0%

-124,063(-55%)

SPLB0.0%

-89,763(-87%)

VXUS0.2%

-88,710(-23%)

PNFP2.4%

-80,203(-2%)

SPY2.9%

-77,612(-12%)

TBIL0.1%

-58,780(-21%)

Exited

-113,123

-145,200

-30,042

-24,411

-19,518

-31,556

CRUS

-5,011

-16,444

LULU

-1,908

MTN

-1,732

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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