Pinnacle Bancorp, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $301 Million distributed in 898 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $28.7M, Vanguard Index Fds S&P 500 ETF with a value of $18.1M, Microsoft Corp with a value of $8.51M, Berkshire Hathaway Inc Class B with a value of $8.11M, and Apple Inc. with a value of $7.2M.

Examining the 13F form we can see an decrease of $451K in the current position value, from $302M to 301M.

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

Portfolio value $301 Million
ETFs: $142 Million
Financial Services: $58.3 Million
Technology: $26 Million
Healthcare: $16.9 Million
Consumer Defensive: $14 Million
Communication Services: $11.8 Million
Consumer Cyclical: $11.3 Million
Industrials: $10.7 Million
Other: $10.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 898
  • Current Value $301 Million
  • Prior Value $302 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 63 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 228 stocks
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