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Harold R. Carpenter

@Pinnacle Financial Partners Inc

Latest period2024 - Q3ReportedManaged Assets$4.977BTotal holdings519
Assets growth rate6.48%Assets growth rate (2-Q avg)3.83%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Financial Partners Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 519 positions.

Assets under management

The assets under management (AUM) of Pinnacle Financial Partners Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.977B in assets, with a quarterly growth rate of 6.48% and a 2-quarter average growth rate of 3.83%. The portfolio is managed by Harold R. Carpenter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LMTLockheed Martin Corp
Recent Activity
Decreased -0.03%
0.74%
$36.35M
62,183 shares@ $584.56 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Decreased -13.33%
0.73%
$35.941M
52 shares@ $691180.0 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.3%
0.63%
$31.177M
110,106 shares@ $283.16 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -3.38%
0.61%
$30.321M
175,065 shares@ $173.21 avg price
IWDIshares Tr
Recent Activity
Decreased -1.67%
0.61%
$29.917M
157,622 shares@ $189.81 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -0.13%
0.56%
$27.866M
100,697 shares@ $276.74 avg price
NOWServicenow Inc
Recent Activity
Decreased -1.07%
0.56%
$27.841M
31,129 shares@ $894.4 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -0.95%
0.56%
$27.737M
83,687 shares@ $331.45 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -5.61%
0.53%
$26.22M
547,967 shares@ $47.85 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.34%
0.49%
$24.039M
98,901 shares@ $243.07 avg price