Pinnacle Bancorp, Inc. Portfolio Holdings

Pinnacle Bancorp, Inc.

  • $318 Million
  • Q2 2025

Pinnacle Bancorp, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $318 Million distributed in 909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $26.2M, Vanguard Index Fds S&P 500 ETF with a value of $20M, Microsoft Corp with a value of $11.3M, Ishares Core S&P Mid Cap ETF with a value of $7.49M, and Berkshire Hathaway Inc Class B with a value of $7.38M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $301M to 318M.

Below you can find more details about Pinnacle Bancorp, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $318 Million
ETFs: $153 Million
Financial Services: $57.1 Million
Technology: $30.6 Million
Healthcare: $15.2 Million
Consumer Defensive: $13.9 Million
Communication Services: $13.8 Million
Consumer Cyclical: $12.1 Million
Industrials: $12 Million
Other: $9.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$26.2 Million 8.26% of portfolio
36
Q4 2024 Reduced 73.53%
$0
$20 Million 6.3% of portfolio
35,248
Q2 2025 Reduced 0.07%
$3.75T
$11.3 Million 3.55% of portfolio
22,664
Q2 2025 Added 0.01%
$0
$7.49 Million 2.36% of portfolio
120,743
Q2 2025 Reduced 0.24%
$631B
$7.38 Million 2.32% of portfolio
15,187
Q2 2025 Reduced 0.23%
$3.35T
$6.76 Million 2.13% of portfolio
32,953
Q2 2025 Added 1.69%
$0
$6.15 Million 1.94% of portfolio
9,910
Q2 2025 Added 4.6%
$2.3T
$6.06 Million 1.91% of portfolio
27,644
Q2 2025 Added 2.18%
$847B
$5.8 Million 1.83% of portfolio
20,011
Q2 2025 Reduced 1.39%
$0
$5.78 Million 1.82% of portfolio
9,352
Q2 2025 Added 0.03%
$0
$5.31 Million 1.67% of portfolio
59,411
Q2 2025 Added 0.41%
$434B
$5.31 Million 1.67% of portfolio
5,364
Q2 2025 Added 0.28%
$573B
$5.05 Million 1.59% of portfolio
14,236
Q2 2025 Added 0.39%
$0
$4.99 Million 1.57% of portfolio
67,792
Q2 2025 Added 22.37%
$1.62T
$4.9 Million 1.54% of portfolio
6,634
Q2 2025 Added 1.64%
$760B
$4.18 Million 1.32% of portfolio
5,364
Q2 2025 Added 1.13%
$0
$3.79 Million 1.19% of portfolio
10,344
Q1 2025 Reduced 1.18%
$1.07T
$3.57 Million 1.12% of portfolio
20,239
Q2 2025 Reduced 0.76%
$0
$3.38 Million 1.06% of portfolio
11,133
Q2 2025 Added 7.9%
$0
$3.35 Million 1.05% of portfolio
25,505
Q4 2024 Reduced 0.04%
$1.11T
$3.06 Million 0.96% of portfolio
17,244
Q2 2025 Reduced 0.92%
$0
$3.02 Million 0.95% of portfolio
16,567
Q2 2025 Added 1.29%
$0
$2.95 Million 0.93% of portfolio
59,558
Q2 2025 Reduced 1.6%
$364B
$2.62 Million 0.83% of portfolio
16,461
Q2 2025 Reduced 0.11%
$0
$2.61 Million 0.82% of portfolio
31,306
Q2 2025 Added 11.43%
$0
$2.55 Million 0.8% of portfolio
43,353
Q2 2025 Added 17.03%
$410B
$2.43 Million 0.77% of portfolio
15,924
Q2 2025 Reduced 2.69%
$0
$2.36 Million 0.74% of portfolio
21,570
Q2 2025 Reduced 4.92%
$0
$2.3 Million 0.72% of portfolio
5,237
Q2 2025 Added 0.58%
$0
$2.26 Million 0.71% of portfolio
21,237
Q2 2025 Reduced 0.31%
$339B
$2.25 Million 0.71% of portfolio
12,118
Q2 2025 Reduced 2.85%
$378B
$2.17 Million 0.68% of portfolio
45,838
Q2 2025 Added 0.77%
$0
$2.09 Million 0.66% of portfolio
3,783
Q2 2025 Added 0.21%
$317B
$1.99 Million 0.63% of portfolio
24,869
Q2 2025 Reduced 3.26%
$0
$1.92 Million 0.61% of portfolio
15,565
Q2 2025 Reduced 7.49%
$0
$1.8 Million 0.57% of portfolio
30,106
Q2 2025 Added 16.32%
$0
$1.74 Million 0.55% of portfolio
15,769
Q2 2025 Reduced 2.17%
$297B
$1.65 Million 0.52% of portfolio
11,523
Q2 2025 Reduced 0.89%
$222B
$1.64 Million 0.52% of portfolio
5,629
Q2 2025 Reduced 10.62%
$0
$1.56 Million 0.49% of portfolio
11,781
Q4 2024 Reduced 1.46%
$0
$1.49 Million 0.47% of portfolio
15,064
Q2 2025 Reduced 4.69%
$0
$1.4 Million 0.44% of portfolio
13,425
Q2 2025 Added 21.54%
$0
$1.29 Million 0.41% of portfolio
3,262
Q3 2024 Added 1,069.18%
$143B
$1.26 Million 0.4% of portfolio
5,492
Q2 2025 Added 62.58%
$0
$1.28 Million 0.4% of portfolio
26,172
Q2 2025 Reduced 30.31%
$0
$1.21 Million 0.38% of portfolio
19,006
Q2 2025 Reduced 0.64%
$0
$1.18 Million 0.37% of portfolio
14,811
Q2 2025 Reduced 14.32%
$278B
$1.19 Million 0.37% of portfolio
17,128
Q2 2025 Reduced 0.99%
$0
$1.16 Million 0.36% of portfolio
6,556
Q2 2025 Added 7.63%

Summary

  • Portfolio
  • No. of Stocks 909
  • Current Value $318 Million
  • Prior Value $301 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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