Long-term investor

Pinnacle Financial Partners, Inc. @pinnaclefinancialpartner

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002082866).

Record

  • Tracked since 2025-12-31 (265 days), 43 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +12.1%
  • Max drawdown n/a · win rate 40% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287598 · 5.4% · long · since 2025-12-31
  • 464287614 · 4.7% · long · since 2025-12-31
  • KO · 4.0% · long · since 2025-12-31
  • 37940X102 · 3.4% · long · since 2025-12-31
  • 78462F103 · 2.9% · long · since 2025-12-31
  • AAPL · 2.9% · long · since 2025-12-31
  • 72348N109 · 2.4% · long · since 2026-03-31
  • 464287655 · 2.2% · long · since 2025-12-31
  • 921943858 · 2.0% · long · since 2025-12-31
  • NVDA · 1.9% · long · since 2025-12-31
  • MSFT · 1.8% · long · since 2025-12-31
  • 464287622 · 1.7% · long · since 2025-12-31

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