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CIK: 0001703383
Total reported value
$384.4M
$384.4M
881 檔
18.0%
In Q4 2024, Pinnacle Bancorp, Inc.'s U.S. equity holdings reached a combined market value of $384.4M, distributed across 881 disclosed stock positions.
Pinnacle Bancorp, Inc. executed strategic sector rebalancing during Q4 2024, establishing 14 new positions while fully exiting 6 holdings and trimming 77 positions.
Showing top 200 holdings (of 881 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.97% | -0.53% | -73.53% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.21% | +0.08% | +1.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.27% | -3.00% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.69% | +0.14% | -1.34% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.48% | — | +1.92% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.12% | -0.30% | -4.87% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.94% | +0.02% | -7.04% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.12% | +0.11% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.77% | +0.44% | -2.82% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.62% | +0.03% | -5.36% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.61% | -0.25% | -4.22% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.03% | -3.45% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.45% | -0.09% | -0.14% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.39% | -0.06% | -0.66% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.24% | +0.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.14% | -4.42% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.28% | -0.01% | +7.92% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.11% | -4.79% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.17% | +0.05% | -0.14% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | +0.10% | -5.91% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.03% | +3.07% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.04% | -0.01% | -0.04% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.01% | +2.05% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.08% | -0.61% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | -0.03% | +1.04% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.07% | +9.88% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.05% | -0.42% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.07% | -0.88% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.74% | -0.05% | +0.73% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.70% | -0.01% | +0.38% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.68% | +0.24% | -3.64% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.10% | -15.15% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | -0.03% | +23.74% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | +0.04% | -4.96% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.65% | -0.06% | +38.21% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.10% | -0.26% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.57% | -0.09% | +1.69% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.10% | -0.34% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.19% | -0.14% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.03% | -0.98% | |
| 41 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.52% | +0.01% | — | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.50% | -0.06% | -1.46% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.05% | +5.39% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | -0.03% | +23.65% | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.41% | -0.09% | +13.79% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.40% | — | +0.94% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.02% | -1.11% | |
| 48 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.39% | +0.03% | — | |
| 49 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | — | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.05% | +0.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +1.34% | Add |
| 2 | AAPL | Apple Inc | +0.6% | -1.34% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.5% | -7.04% | Trim |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +1.92% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | -3.00% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.4% | -3.45% | Trim |
| 7 | V | Visa Inc-class A Shares | +0.4% | -5.36% | Trim |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +0.11% | Add |
| 9 | WFC | Wells Fargo & Co | +0.3% | +38.21% | Add |
| 10 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | -4.42% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -2.82% | Trim |
| 13 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | -0.14% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.3% | -4.22% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -4.87% | Trim |
| 16 | BND | Vanguard Total Bond Market | +0.3% | +7.92% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.3% | -5.91% | Trim |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +23.74% | Add |
| 19 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.05% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +3.07% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.2% | +9.88% | Add |
| 22 | IVE | Ishares S&p 500 Value ETF | +0.2% | -0.66% | Trim |
| 23 | META | Meta Platforms Inc-class A | +0.2% | -4.79% | Trim |
| 24 | MGV | Vanguard Mega Cap Value ETF | +0.2% | -0.04% | Trim |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +23.65% | Add |
| 26 | PG | Procter & Gamble Co/the | +0.1% | -0.61% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.26% | Trim |
| 28 | VUG | Vanguard Growth ETF | +0.1% | -3.64% | Trim |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +0.38% | Add |
| 30 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.14% | Trim |
| 31 | AVUV | Avantis US Small Cap Value | +0.1% | +225.95% | Add |
| 32 | FIXD | First Trust Smith Opportunis | +0.1% | +82.74% | Add |
| 33 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -0.98% | Trim |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +50.83% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.04% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +5.53% | Add |
| 37 | VGIT | Vanguard Intermediate-term T | +0.1% | +13.79% | Add |
| 38 | WMT | Walmart Inc | +0.1% | +2.43% | Add |
| 39 | MBB | Ishares Mbs ETF | +0.1% | +18.47% | Add |
| 40 | ILCG | Ishares Morningstar Growth E | +0.1% | — | Unchanged |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 42 | CVX | Chevron CORP | +0.1% | -0.14% | Trim |
| 43 | LLY | Eli Lilly & Co | +0.1% | +0.88% | Add |
| 44 | LH | Labcorp Holdings Inc | +0.1% | NEW | New buy |
| 45 | AVGO | Broadcom Inc | +0.1% | +31.41% | Add |
| 46 | USB | US Bancorp | +0.1% | +29.66% | Add |
| 47 | BAC | Bank Of America CORP | +0.1% | -15.15% | Trim |
| 48 | MCD | Mcdonald's CORP | +0.1% | -0.34% | Trim |
| 49 | SCHP | Schwab U.s. Tips ETF | +0.1% | +127.05% | Add |
| 50 | HON | Honeywell International Inc | +0.1% | -3.15% | Trim |
According to official SEC Form 13F filings, Pinnacle Bancorp, Inc. reported a total U.S. public equity portfolio value of $384.4M across 881 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, VOO, MSFT) accounted for 18.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $934.3K
During Q4 2024, Pinnacle Bancorp, Inc.'s top holdings by market value included BRK-A (8.0%)、VOO (6.2%)、MSFT (3.1%). The largest single position, BRK-A, represented 8.0% of total portfolio value.
In Q4 2024, Pinnacle Bancorp, Inc. made 178 total portfolio adjustments, initiating 14 new buys, adding to 81 positions, trimming 77 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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