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CIK: 0001703383
Total reported value
$384.4M
$384.4M
910 檔
19.1%
During the Q3 2025 filing period, Pinnacle Bancorp, Inc. (CIK: 0001703383) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $384.4M across 910 reported positions.
In Q3 2025, Pinnacle Bancorp, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 99 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 910 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.13% | -0.53% | -11.11% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.29% | +0.08% | -1.28% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.27% | -2.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.56% | +0.14% | +3.37% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.30% | +1.96% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.22% | — | -4.52% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.12% | +4.68% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.03% | +4.28% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | +0.44% | -0.10% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.02% | -3.43% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.64% | -0.09% | +0.22% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.14% | +1.11% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.46% | -0.01% | -1.95% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.25% | -3.34% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.11% | -5.31% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | +0.03% | -6.22% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.24% | +3.04% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.23% | +0.05% | — | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.06% | -7.41% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.10% | -6.78% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.01% | +1.23% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.09% | -0.03% | +3.09% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.04% | -0.01% | -0.08% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.03% | -6.52% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.05% | +1.07% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | +0.04% | +4.66% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | +0.07% | -1.38% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.10% | +20.06% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.08% | +2.40% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | +0.24% | +0.10% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.73% | +0.07% | -2.93% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | +0.10% | -0.47% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.05% | +0.43% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.67% | -0.09% | -11.36% | |
| 35 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.64% | -0.09% | +20.36% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.59% | -0.06% | -4.64% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | +0.03% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.19% | +3.47% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.01% | -9.26% | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.49% | -0.06% | -0.14% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.10% | +23.70% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.10% | -4.23% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.05% | +2.18% | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | — | |
| 45 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.42% | +0.03% | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.06% | -3.92% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.01% | +4.72% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.11% | — | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.02% | -0.11% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | +0.37% | +0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | -2.93% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.11% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | -1.28% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +4.28% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +4.68% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +23.70% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -6.78% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +20.06% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +3.37% | Add |
| 10 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | — | Unchanged |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +1.23% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +4.66% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.10% | Trim |
| 14 | VGIT | Vanguard Intermediate-term T | +0.1% | +20.36% | Add |
| 15 | UNP | Union Pacific CORP | +0.1% | +4.72% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +17.89% | Add |
| 17 | BND | Vanguard Total Bond Market | +0.1% | -1.95% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -5.31% | Trim |
| 19 | VUG | Vanguard Growth ETF | +0.1% | +0.10% | Add |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +10.68% | Add |
| 21 | BAC | Bank Of America CORP | +0.1% | -0.47% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | -5.46% | Trim |
| 23 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | Trim |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | -0.06% | Add |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | +0.22% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +3.09% | Add |
| 27 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 28 | ILCG | Ishares Morningstar Growth E | +0.1% | — | Unchanged |
| 29 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +0.19% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | +7.04% | Add |
| 31 | TJX | Tjx Companies Inc | +0.1% | +62.35% | Add |
| 32 | AMZN | Amazon.com Inc | +0.1% | -3.43% | Trim |
| 33 | CDNS | Cadence Design Sys Inc | +0.1% | -0.95% | Trim |
| 34 | RTX | Rtx CORP | +0.1% | +4.92% | Add |
| 35 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +1.88% | Add |
| 36 | CGGR | Cap Group Growth Equity | +0.1% | +11.67% | Add |
| 37 | MRVL | Marvell Technology Inc | +0.1% | +99.12% | Add |
| 38 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | — | Add |
| 39 | BLK | Blackrock Inc | 0% | +3.21% | Add |
| 40 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 41 | MS | Morgan Stanley | 0% | -0.54% | Add |
| 42 | PANW | Palo Alto Networks Inc | 0% | +18.21% | Add |
| 43 | CMI | Cummins Inc | 0% | +1.20% | Add |
| 44 | GD | General Dynamics CORP | 0% | +0.43% | Add |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | 0% | — | Add |
| 46 | GE | General Electric | 0% | -5.46% | Add |
| 47 | MUB | Ishares National Muni Bond E | 0% | -3.92% | Add |
| 48 | VEA | Vanguard Ftse Developed ETF | 0% | -0.05% | Add |
| 49 | IBM | Intl Business Machines CORP | 0% | +15.01% | Add |
| 50 | PSA | Public Storage | 0% | +88.26% | Add |
According to official SEC Form 13F filings, Pinnacle Bancorp, Inc. reported a total U.S. public equity portfolio value of $384.4M across 910 disclosed positions in Q3 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 19.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
IDVO
市值: $127.8K
Top Position Liquidated / Trimmed
VHT
前期市值: $229.0K
During Q3 2025, Pinnacle Bancorp, Inc.'s top holdings by market value included BRK-A (7.1%)、VOO (6.3%)、MSFT (3.4%). The largest single position, BRK-A, represented 7.1% of total portfolio value.
In Q3 2025, Pinnacle Bancorp, Inc. made 182 total portfolio adjustments, initiating 7 new buys, adding to 99 positions, trimming 72 holdings, and fully liquidating 4 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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