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CIK: 0001703383
Total reported value
$374.9M
$374.9M
921 檔
19.8%
In Q2 2026, Pinnacle Bancorp, Inc.'s U.S. equity holdings reached a combined market value of $374.9M, distributed across 921 disclosed stock positions.
In Q2 2026, Pinnacle Bancorp, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 87 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 921 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.04% | +0.14% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.90% | +0.29% | +0.09% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.49% | +4.97% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.29% | -0.13% | -0.56% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | +0.12% | +22.96% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.08% | +4.99% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.34% | -0.05% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | +0.01% | -6.05% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | -0.04% | -1.29% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | -0.02% | +0.30% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.28% | -0.13% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.67% | +0.09% | +13.36% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.60% | +0.05% | +0.66% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.23% | +0.37% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.50% | -0.05% | +0.98% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | -0.66% | -0.51% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.19% | -0.67% | +0.06% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.18% | +0.06% | +395.79% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | -0.35% | +2.57% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.15% | +0.04% | — | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.14% | -0.03% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | +0.07% | +4.17% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.04% | -0.86% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | +0.15% | +11.52% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.30% | +3.08% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | +0.08% | +687.00% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.03% | +0.48% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.86% | +0.02% | -0.21% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | -0.02% | +3.61% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.04% | +7.05% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.74% | -0.01% | +102.75% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.74% | -0.15% | +12.00% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.72% | +0.16% | +1.46% | |
| 34 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.65% | +0.22% | +1.54% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | — | -1.24% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.14% | +16.59% | |
| 37 | SUB | Ishares Short-term National | ETF-Other | 0.62% | +0.01% | +4.93% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.03% | -1.52% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.54% | — | — | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.54% | -0.02% | -0.72% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.03% | +17.78% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.53% | +0.14% | +4.32% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.51% | -0.04% | — | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.50% | -0.25% | -3.30% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.44% | +0.12% | -0.08% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | +0.04% | +35.40% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | +0.14% | +0.82% | |
| 48 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.03% | +499.60% | |
| 49 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.41% | +0.01% | -0.04% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.05% | +3.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +22.96% | Add |
| 2 | VTV | Vanguard Value ETF | +0.4% | +102.75% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | +0.30% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.2% | +687.00% | Add |
| 5 | INTC | Intel CORP | +0.2% | -0.37% | Trim |
| 6 | MRVL | Marvell Technology Inc | +0.2% | -0.72% | Trim |
| 7 | AAPL | Apple Inc | +0.1% | +4.97% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.29% | Trim |
| 9 | ✓ | +0.1% | NEW | New buy | |
| 10 | ✓ | +0.1% | NEW | New buy | |
| 11 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 12 | AMAT | Applied Materials Inc | +0.1% | -13.06% | Trim |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.99% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +0.11% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.78% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +115.34% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.51% | Trim |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.48% | Add |
| 19 | BAC | Bank Of America CORP | +0.1% | +12.00% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +16.59% | Add |
| 21 | AXP | American Express Co | +0.1% | +572.86% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | +35.40% | Add |
| 23 | VXUS | Vanguard Total Intl Stock | +0.1% | +78.27% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +94.58% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.09% | Add |
| 26 | ITM | Vaneck Intermediate Muni ETF | +0.1% | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | +0.1% | +0.48% | Add |
| 28 | ABBV | Abbvie Inc | +0.1% | +7.05% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.61% | Add |
| 30 | TXN | Texas Instruments Inc | +0.1% | +19.17% | Add |
| 31 | MU | Micron Technology Inc | +0.1% | -7.52% | Trim |
| 32 | SCMB | Schwab Municipal Bond ETF | +0.1% | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | +0.1% | +29.29% | Add |
| 34 | GE | General Electric | +0.1% | +39.11% | Add |
| 35 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +81.79% | Add |
| 36 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +395.79% | Add |
| 37 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 38 | APH | Amphenol Corp-cl A | +0.1% | +5.81% | Add |
| 39 | GEV | GE Vernova Inc | +0.1% | +36.91% | Add |
| 40 | AMP | Ameriprise Financial Inc | +0.1% | +189.63% | Add |
| 41 | KLAC | Kla CORP | +0.1% | +900.00% | Add |
| 42 | IEFA | Ishares Core Msci Eafe ETF | 0% | +11.52% | Add |
| 43 | CDNS | Cadence Design Sys Inc | 0% | — | Unchanged |
| 44 | MMM | 3m Co | 0% | +28.59% | Add |
| 45 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 46 | SBUX | Starbucks CORP | 0% | +50.61% | Add |
| 47 | HYD | Vaneck High Yield Muni ETF | 0% | NEW | New buy |
| 48 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 49 | V | Visa Inc-class A Shares | 0% | +2.57% | Add |
| 50 | IVW | Ishares S&p 500 Growth ETF | 0% | -1.52% | Trim |
According to official SEC Form 13F filings, Pinnacle Bancorp, Inc. reported a total U.S. public equity portfolio value of $374.9M across 921 disclosed positions in Q2 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 19.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $532.4K
Top Position Liquidated / Trimmed
HON
前期市值: $948.6K
During Q2 2026, Pinnacle Bancorp, Inc.'s top holdings by market value included BRK-A (6.0%)、VOO (5.9%)、AAPL (2.8%). The largest single position, BRK-A, represented 6.0% of total portfolio value.
In Q2 2026, Pinnacle Bancorp, Inc. made 162 total portfolio adjustments, initiating 16 new buys, adding to 87 positions, trimming 56 holdings, and fully liquidating 3 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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