Pinnacle Bancorp, Inc.
โขCIK: 1703383โขFiling: Q4 2025
**Pinnacle Bancorp, Inc.** manages $341M across a diversified portfolio of 873 positions. The fund exhibits a significant allocation to established market leaders, notably holding $23.4M in BRK/A and $20.7M in VOO. Key concentrations include technology giants like MSFT ($10.3M) and AAPL ($9.7M), alongside substantial exposure to financial and index products such as JPM ($6.5M) and SPY ($6.4M). This structure suggests a core strategy focused on blue-chip stability and broad market participation.
Total AUM
$341.2M
QoQ Performance
+0.8%
Positions
872
Top 10 Concentration
34.7%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/A
VOO
BRK/A6.9%
VOO6.1%
MSFT3.0%
AAPL2.8%
BRK/B2.3%
IJH2.3%
IVV2.1%
JPM1.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other44.6%
Financial16.1%
Technology14.0%
ETF11.2%
Healthcare5.0%
Consumer4.8%
Industrial1.5%
Consumer Staples0.8%
๐ช Exited Positionssold since Q3 2025
+705 more exited positions
Changes from Q3 2025
โ49 increased
โ75 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023