Pinkerton Retirement Specialists, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $835 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $49.2M, Spdr Gold Trust with a value of $41.1M, Ishares Tr Us Telecommunicatio with a value of $34.4M, Ishares Dj Us Tech ETF with a value of $34.3M, and Ishares U.S. Consumer Discreti with a value of $34.3M.
Examining the 13F form we can see an increase of $64.2M in the current position value, from $771M to 835M.
Pinkerton Retirement Specialists, LLC is based out at Coeur D Alene, ID
Below you can find more details about Pinkerton Retirement Specialists, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$835 Million
ETFs: $543 Million
Technology: $74.7 Million
Industrials: $45.5 Million
Financial Services: $34.7 Million
Healthcare: $34.6 Million
Consumer Defensive: $24 Million
Consumer Cyclical: $23.3 Million
Energy: $20.6 Million
Other: $34.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions