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

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
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