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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
CVXChevron Corp New
Recent Activity
Increased 0.52%
0.61%
$30.239M
205,331 shares@ $147.28 avg price
QCOMQualcomm Inc
Recent Activity
Increased 2.29%
0.61%
$30.011M
176,484 shares@ $170.06 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 22.06%
0.59%
$28.961M
140,104 shares@ $206.71 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 3.42%
0.57%
$28.009M
547,897 shares@ $51.13 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.1%
0.55%
$27.199M
167,832 shares@ $162.07 avg price
EFAIshares Tr
Recent Activity
Increased 1.23%
0.54%
$26.724M
319,548 shares@ $83.63 avg price
SPGIS&p Global Inc
Recent Activity
Increased 3.94%
0.5%
$24.645M
47,705 shares@ $516.63 avg price
VLOValero Energy Corp
Recent Activity
Increased 1.27%
0.5%
$24.588M
182,096 shares@ $135.04 avg price
VSDAVictory Portfolios Ii
Recent Activity
Increased 4.29%
0.49%
$24.136M
454,273 shares@ $53.14 avg price
EOGEog Res Inc
Recent Activity
Increased 3.01%
0.49%
$24.108M
196,111 shares@ $122.93 avg price