13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001703383
Total reported value
$384.4M
$384.4M
909 檔
18.8%
According to the latest 13F quarterly dataset, Pinnacle Bancorp, Inc. managed an equity portfolio of $384.4M at the end of Q2 2025, spanning 909 distinct U.S. exchange-listed positions.
In Q2 2025, Pinnacle Bancorp, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 909 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.10% | -0.53% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.18% | +0.08% | -0.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.27% | +0.01% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | — | -0.24% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.30% | -0.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.09% | +0.14% | +1.69% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | +0.12% | +4.60% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.02% | +2.18% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.03% | -1.39% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | +0.44% | +0.03% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.64% | -0.09% | +0.41% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.64% | -0.25% | +0.28% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.03% | +0.39% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.54% | -0.01% | +22.37% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.51% | -0.11% | +1.64% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.29% | +0.24% | +1.13% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.27% | -0.06% | -4.35% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.17% | +0.05% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.14% | -0.76% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.05% | -0.03% | +1.29% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | +0.01% | +7.90% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.03% | -0.01% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.10% | -0.92% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.91% | -0.03% | -1.60% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | -0.08% | -0.11% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | +0.04% | +11.43% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.79% | -0.09% | +17.03% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.05% | -2.69% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.07% | -4.92% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | +0.24% | +0.58% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.70% | -0.05% | -0.31% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.07% | -2.85% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.10% | +0.77% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.10% | +0.21% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.61% | -0.06% | -3.26% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.59% | -0.01% | -7.49% | |
| 37 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.56% | -0.09% | +16.32% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | -2.17% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.19% | -0.89% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.10% | -10.62% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.06% | — | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.05% | -4.69% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.06% | +21.54% | |
| 44 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.40% | +0.03% | — | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.03% | -30.31% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.39% | -0.01% | +62.58% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.37% | — | -0.64% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.13% | -0.99% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.36% | -0.03% | -14.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +0.01% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.3% | +1.64% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | -0.07% | Trim |
| 4 | BND | Vanguard Total Bond Market | +0.2% | +22.37% | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | +2.18% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -1.39% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.60% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +25.09% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +1747.21% | Add |
| 10 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | — | Unchanged |
| 11 | UNP | Union Pacific CORP | +0.1% | +62.58% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.90% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +11.43% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.03% | Add |
| 15 | VGSH | Vanguard Short-term Treasury | +0.1% | +17.03% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +0.58% | Add |
| 17 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +33.83% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.76% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | +6.99% | Add |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +27.75% | Add |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.41% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.21% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | +0.1% | +16.32% | Add |
| 24 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +148.15% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -0.92% | Trim |
| 26 | BAC | Bank Of America CORP | +0.1% | +0.77% | Add |
| 27 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.17% | Trim |
| 28 | MUB | Ishares National Muni Bond E | +0.1% | +21.54% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | +14.55% | Add |
| 30 | ORCL | Oracle CORP | +0.1% | +1.50% | Add |
| 31 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +110.05% | Add |
| 32 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +110.43% | Add |
| 33 | ILCG | Ishares Morningstar Growth E | 0% | — | Unchanged |
| 34 | VOOG | Vanguard S&p 500 Growth ETF | 0% | — | Unchanged |
| 35 | DIS | Walt Disney Co/the | 0% | +2.79% | Add |
| 36 | CGGR | Cap Group Growth Equity | 0% | +84.62% | Add |
| 37 | CDNS | Cadence Design Sys Inc | 0% | +0.19% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +3.40% | Add |
| 39 | MS | Morgan Stanley | 0% | +1.52% | Add |
| 40 | SCHM | Schwab US Mid Cap ETF | 0% | +21.82% | Add |
| 41 | EMR | Emerson Electric Co | 0% | -5.25% | Trim |
| 42 | APH | Amphenol Corp-cl A | 0% | — | Unchanged |
| 43 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +51.76% | Add |
| 44 | GE | General Electric | 0% | +14.26% | Add |
| 45 | RTX | Rtx CORP | 0% | +7.07% | Add |
| 46 | AMAT | Applied Materials Inc | 0% | +3.18% | Add |
| 47 | VIG | Vanguard Dividend Apprec ETF | 0% | +1.29% | Add |
| 48 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.60% | Trim |
| 49 | CSCO | Cisco Systems Inc | 0% | -0.99% | Trim |
| 50 | PANW | Palo Alto Networks Inc | 0% | +7.87% | Add |
According to official SEC Form 13F filings, Pinnacle Bancorp, Inc. reported a total U.S. public equity portfolio value of $384.4M across 909 disclosed positions in Q2 2025.
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 18.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
XBOEX
市值: $71.5K
Top Position Liquidated / Trimmed
VHT
前期市值: $229.0K
During Q2 2025, Pinnacle Bancorp, Inc.'s top holdings by market value included BRK-A (8.1%)、VOO (6.2%)、MSFT (3.5%). The largest single position, BRK-A, represented 8.1% of total portfolio value.
In Q2 2025, Pinnacle Bancorp, Inc. made 171 total portfolio adjustments, initiating 11 new buys, adding to 88 positions, trimming 64 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.