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CIK: 0001703383
Total reported value
$384.4M
$384.4M
885 檔
17.3%
In Q1 2026, Pinnacle Bancorp, Inc.'s U.S. equity holdings reached a combined market value of $384.4M, distributed across 885 disclosed stock positions.
In Q1 2026, Pinnacle Bancorp, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 95 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 885 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.57% | -0.53% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.82% | +0.08% | -0.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.66% | +0.14% | -0.37% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.27% | +0.30% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.29% | — | -1.30% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.19% | -0.30% | -0.37% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.12% | -0.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | +0.44% | +0.65% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.03% | +0.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.14% | +0.30% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.69% | -0.09% | +0.15% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.68% | -0.01% | +11.58% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.02% | +2.83% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | +0.24% | +2.99% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.53% | -0.03% | +5.62% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.44% | -0.25% | +0.14% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.10% | — | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.21% | -0.06% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.05% | +1.04% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.15% | -0.01% | +5.04% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.03% | +1.47% | |
| 22 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.13% | +0.05% | +0.58% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.07% | +0.01% | +1.09% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.11% | +1.96% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | +0.04% | +9.98% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.03% | -0.02% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.81% | -0.09% | +21.69% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.10% | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.07% | -0.44% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.07% | -0.60% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.74% | -0.09% | +12.77% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.08% | +0.37% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.19% | +0.74% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.05% | +0.21% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.66% | +0.24% | +0.23% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | +0.10% | +6.25% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.60% | -0.06% | — | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.56% | -0.06% | +0.73% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.55% | -0.01% | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.10% | +20.23% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.03% | -1.90% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.06% | +21.02% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.10% | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.05% | -3.78% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.11% | -0.60% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.43% | +0.11% | +17.46% | |
| 47 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | — | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.13% | -1.06% | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.38% | +0.03% | +0.01% | |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.37% | -0.01% | -0.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.2% | +0.14% | Add |
| 2 | CVX | Chevron CORP | +0.2% | +0.74% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +1.04% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.2% | +11.58% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.2% | +21.69% | Add |
| 6 | FMB | First Trust Managed Municipa | +0.1% | +268.50% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +9.98% | Add |
| 9 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +5.04% | Add |
| 10 | MUB | Ishares National Muni Bond E | +0.1% | +21.02% | Add |
| 11 | VGSH | Vanguard Short-term Treasury | +0.1% | +12.77% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.46% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +20.23% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +36.17% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +1.31% | Add |
| 16 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +5.62% | Add |
| 18 | TPL | Texas Pacific Land CORP | +0.1% | — | Unchanged |
| 19 | XLE | Ss Energy Select Sector | +0.1% | -0.03% | Trim |
| 20 | FIXD | First Trust Smith Opportunis | +0.1% | +23.56% | Add |
| 21 | DVY | Ishares Select Dividend ETF | +0.1% | — | Unchanged |
| 22 | EOG | Eog Resources Inc | 0% | +13.02% | Add |
| 23 | WMT | Walmart Inc | 0% | +2.25% | Add |
| 24 | SDVY | First Trust Smid Cap Rising | 0% | +45.93% | Add |
| 25 | MRK | Merck & Co. Inc. | 0% | +2.78% | Add |
| 26 | RDVY | First Trust Rising Dividend | 0% | +37.62% | Add |
| 27 | PSX | Phillips 66 | 0% | — | Unchanged |
| 28 | DUK | Duke Energy CORP | 0% | +26.21% | Add |
| 29 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 30 | VMBS | Vanguard Mortgage-backed Sec | 0% | +35.97% | Add |
| 31 | VBR | Vanguard Small-cap Value ETF | 0% | +24.57% | Add |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.30% | Trim |
| 33 | EFA | Ishares Msci Eafe ETF | 0% | +0.15% | Add |
| 34 | LIN | Linde plc | 0% | +3.66% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | -0.60% | Trim |
| 36 | ETN | Eaton Corporation plc | 0% | +40.35% | Add |
| 37 | HON | Honeywell International Inc | 0% | -3.85% | Trim |
| 38 | VIGI | Vanguard Int Div App Indx Fd | 0% | +59.35% | Add |
| 39 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 40 | NEE | Nextera Energy Inc | 0% | +6.66% | Add |
| 41 | DE | Deere & Co | 0% | -1.55% | Trim |
| 42 | TMUS | T-mobile US Inc | 0% | +67.71% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | 0% | -0.44% | Trim |
| 44 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 45 | VOE | Vanguard Mid-cap Value ETF | 0% | +3.82% | Add |
| 46 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Unchanged |
| 47 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 48 | VO | Vanguard Mid-cap ETF | 0% | +8.62% | Add |
| 49 | COP | Conocophillips | 0% | +4.27% | Add |
| 50 | MRVL | Marvell Technology Inc | 0% | +8.51% | Add |
According to official SEC Form 13F filings, Pinnacle Bancorp, Inc. reported a total U.S. public equity portfolio value of $384.4M across 885 disclosed positions in Q1 2026.
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, AAPL) accounted for 17.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
MMIT
市值: $162.3K
Top Position Liquidated / Trimmed
AZNN
前期市值: $109.6K
During Q1 2026, Pinnacle Bancorp, Inc.'s top holdings by market value included BRK-A (6.6%)、VOO (5.8%)、AAPL (2.7%). The largest single position, BRK-A, represented 6.6% of total portfolio value.
In Q1 2026, Pinnacle Bancorp, Inc. made 157 total portfolio adjustments, initiating 15 new buys, adding to 95 positions, trimming 42 holdings, and fully liquidating 5 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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