Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWDIshares Tr | $789.6M | 5.4% | |
| IWFIshares Tr | $694.8M | 4.7% | +1.0% |
| KOCoca Cola Co | $584.6M | 4.0% | −5.3% |
| GPNGlobal Pmts Inc | $503.4M | 3.4% | −2.0% |
| SPYState Str Spdr S&p 500 Etf T | $419.2M | 2.9% | −12.1% |
| AAPLApple Inc | $419.0M | 2.9% | |
| PNFPPinnacle Finl Partners Inc | $344.7M | 2.4% | −2.3% |
| IWMIshares Tr | $324.7M | 2.2% | +1.0% |
| VEAVanguard Tax-managed Fds | $290.8M | 2.0% | +3.1% |
| NVDANvidia Corporation | $271.7M | 1.9% | |
| MSFTMicrosoft Corp | $268.0M | 1.8% | |
| IWBIshares Tr | $256.1M | 1.7% | +2.6% |
| VOOVanguard Index Fds | $240.3M | 1.6% | +2.5% |
| GOOGLAlphabet Inc | $227.6M | 1.6% | |
| JPMJpmorgan Chase & Co | $199.8M | 1.4% | −1.1% |
| LLYEli Lilly & Co | $185.9M | 1.3% | +9.2% |
| SOSouthern Co | $184.9M | 1.3% | |
| AMZNAmazon Com Inc | $178.8M | 1.2% | +1.5% |
| MUMicron Technology Inc | $155.7M | 1.1% | −11.7% |
| AFLAflac Inc | $148.5M | 1.0% | +10.1% |
| IWRIshares Tr | $137.4M | 0.9% | |
| GOOGAlphabet Inc | $120.4M | 0.8% | −3.0% |
| VUGVanguard Index Fds | $116.1M | 0.8% | +1.7% |
| JNJJohnson & Johnson | $113.6M | 0.8% | |
| AVGOBroadcom Inc | $110.0M | 0.7% | +2.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $113.6M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $324.7M |
| PNFPPinnacle Finl Partners Inc | March 31, 2026 | +17.1% | $344.7M |
| KOCoca Cola Co | December 31, 2025 | +16.2% | $584.6M |
| IWDIshares Tr | December 31, 2025 | +15.3% | $789.6M |
| PRFInvesco Exchange Traded Fd T | December 31, 2025 | +15.2% | $69.3M |
| IWRIshares Tr | December 31, 2025 | +14.6% | $137.4M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $227.6M |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $290.8M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2025 | +13.6% | $108.7M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $25.6M
- CPBThe Campbells Company was $3.2M
- HURNHuron Consulting Group Inc was $3.1M
- QLYSQualys Inc was $2.6M
- Dupont De Nemours IncCUSIP 26614N102 was $1.4M
- PCORProcore Technologies Inc was $1.1M
- FVFirst Tr Exchange Traded Fd was $994K
- CRUSCirrus Logic Inc was $725K
- CTRACoterra Energy Inc was $590K
- TDYTeledyne Technologies Inc was $566K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Pinnacle Financial Partners, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2082866&type=13F-HR&dateb=&owner=include&count=40CIK 2082866
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2082866/000117266126003642/Filed August 14, 2026 · accession 0001172661-26-003642