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CIK: 0001703383
Total reported value
$384.4M
$384.4M
873 檔
18.7%
According to the latest 13F quarterly dataset, Pinnacle Bancorp, Inc. managed an equity portfolio of $384.4M at the end of Q4 2025, spanning 873 distinct U.S. exchange-listed positions.
In Q4 2025, Pinnacle Bancorp, Inc. adopted a defensive or profit-taking posture, trimming 92 positions and completely liquidating 20 holdings to manage risk exposure.
Showing top 200 holdings (of 873 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.86% | -0.53% | -3.13% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.07% | +0.08% | -5.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.27% | -3.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.14% | +4.47% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | -0.30% | +0.25% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.25% | — | +0.98% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | +0.12% | +0.03% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.03% | -3.34% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.87% | +0.44% | +0.39% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.14% | -1.73% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.24% | -0.16% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.02% | -6.74% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.65% | -0.09% | -1.33% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | -0.01% | +4.29% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.47% | -0.03% | +33.68% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.10% | -5.11% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.03% | -5.51% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.25% | +0.05% | -0.19% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.24% | -0.25% | -5.69% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | -0.06% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.11% | -5.13% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.01% | -1.00% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.05% | -0.01% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.05% | -1.13% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.88% | -0.03% | -0.03% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | +0.04% | -2.44% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.10% | +1.85% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.07% | -0.29% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.07% | +0.21% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | +0.24% | -2.38% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.08% | +1.84% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | +0.10% | -8.43% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.05% | +0.25% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.66% | -0.09% | +4.35% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.65% | -0.06% | +0.37% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.65% | -0.09% | -1.70% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | +0.03% | +0.23% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.55% | -0.06% | +13.74% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.01% | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.19% | -1.80% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.05% | +11.01% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.10% | -0.16% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.10% | -2.50% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.11% | -0.19% | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.03% | — | |
| 46 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.41% | +0.03% | — | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.06% | +1.68% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.13% | -0.67% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.01% | -3.32% | |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.37% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | -0.16% | Trim |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +33.68% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.73% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | +4.47% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -5.11% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.1% | -1.13% | Trim |
| 7 | WFC | Wells Fargo & Co | +0.1% | +0.37% | Add |
| 8 | DVY | Ishares Select Dividend ETF | +0.1% | +13.74% | Add |
| 9 | SLV | Ishares Silver Trust | +0.1% | -0.86% | Trim |
| 10 | BIV | Vanguard Intermediate-term B | +0.1% | +38.65% | Add |
| 11 | BND | Vanguard Total Bond Market | 0% | +4.29% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | 0% | +11.01% | Add |
| 13 | IAU | Ishares Gold Trust | 0% | +10.44% | Add |
| 14 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 15 | CMI | Cummins Inc | 0% | — | Unchanged |
| 16 | GLD | Spdr Gold Shares | 0% | -0.19% | Trim |
| 17 | CSCO | Cisco Systems Inc | 0% | -0.67% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.39% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | +0.03% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.98% | Add |
| 21 | AMAT | Applied Materials Inc | 0% | -0.39% | Trim |
| 22 | MS | Morgan Stanley | 0% | — | Unchanged |
| 23 | RDVY | First Trust Rising Dividend | 0% | +24.32% | Add |
| 24 | UCON | First Trust Smith Unconstrai | 0% | +167.62% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.85% | Add |
| 26 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 27 | MGK | Vanguard Mega Cap Growth ETF | 0% | -0.19% | Trim |
| 28 | VGIT | Vanguard Intermediate-term T | 0% | +4.35% | Add |
| 29 | BX | Blackstone Inc | 0% | +102.67% | Add |
| 30 | TMO | Thermo Fisher Scientific Inc | 0% | +3.43% | Add |
| 31 | WMT | Walmart Inc | 0% | -0.46% | Trim |
| 32 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +619.48% | Add |
| 33 | USB | US Bancorp | 0% | — | Unchanged |
| 34 | GM | General Motors Co | 0% | — | Unchanged |
| 35 | FDL | First Trust Morn Dvd Lead In | 0% | +79.88% | Add |
| 36 | ITOT | Ishares Core S&p Total U.s. | 0% | +38.66% | Add |
| 37 | SPSB | Ss Spdr P St C CORP ETF | 0% | +5.61% | Add |
| 38 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 39 | CIBR | First Trust Nasdaq Cybersecu | 0% | +44.36% | Add |
| 40 | KO | Coca-cola Co/the | 0% | -0.13% | Trim |
| 41 | APH | Amphenol Corp-cl A | 0% | +2.15% | Add |
| 42 | RTX | Rtx CORP | 0% | -2.75% | Trim |
| 43 | LGOV | First Tr Long Duration O-etf | 0% | +310.58% | Add |
| 44 | MGV | Vanguard Mega Cap Value ETF | 0% | — | Unchanged |
| 45 | EFA | Ishares Msci Eafe ETF | 0% | -1.33% | Trim |
| 46 | KNG | Ft Vest S&p 500 Dvd Arst Trg | 0% | +20.30% | Add |
| 47 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 48 | MU | Micron Technology Inc | 0% | -5.06% | Trim |
| 49 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.23% | Add |
| 50 | MAR | Marriott International -cl A | 0% | — | Unchanged |
According to official SEC Form 13F filings, Pinnacle Bancorp, Inc. reported a total U.S. public equity portfolio value of $384.4M across 873 disclosed positions in Q4 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 18.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
KAT
市值: $126.3K
Top Position Liquidated / Trimmed
MDY
前期市值: $309.9K
During Q4 2025, Pinnacle Bancorp, Inc.'s top holdings by market value included BRK-A (6.9%)、VOO (6.1%)、MSFT (3.0%). The largest single position, BRK-A, represented 6.9% of total portfolio value.
In Q4 2025, Pinnacle Bancorp, Inc. made 169 total portfolio adjustments, initiating 8 new buys, adding to 49 positions, trimming 92 holdings, and fully liquidating 20 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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