Pinnacle Bancorp, Inc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $370 Million distributed in 871 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $93.9M, Vanguard Index Fds S&P 500 ETF with a value of $18.5M, Microsoft Corp with a value of $10.2M, Apple Inc. with a value of $7.81M, and Ishares Core S&P Mid Cap ETF with a value of $7.47M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $336M to 370M.

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

Portfolio value $370 Million
ETFs: $141 Million
Financial Services: $122 Million
Technology: $28.8 Million
Healthcare: $18.2 Million
Consumer Defensive: $14.3 Million
Communication Services: $12.8 Million
Consumer Cyclical: $12 Million
Industrials: $11 Million
Other: $9.73 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $370 Million
  • Prior Value $336 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 107 stocks
Track This Portfolio

Track Pinnacle Bancorp, Inc. Portfolio

Follow Pinnacle Bancorp, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Bancorp, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Bancorp, Inc. with notifications on news.