Pinnacle Bancorp, Inc. Top Holdings and 13F Report (2026)

About Pinnacle Bancorp, Inc.

Investment Activity

Pinnacle Bancorp, Inc. has $374.91 million in total holdings as of September 30, 2026.
Pinnacle Bancorp, Inc. owns shares of 924 different stocks, but just 121 companies or ETFs make up 80% of its holdings.
Approximately 3.05% of the portfolio was purchased this quarter.
About 6.04% of the portfolio was sold this quarter.
This quarter, Pinnacle Bancorp, Inc. has purchased 921 new stocks and bought additional shares in 180 stocks.
Pinnacle Bancorp, Inc. sold shares of 189 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $23,194,594
Berkshire Hathaway: $23,157,155
Apple: $12,320,006
Microsoft: $9,002,429
SPDR S&P 500 ETF Trust: $8,873,438

Largest New Holdings this Quarter

30233Q108 - ExxonMobil Holdings Corporation: $1,117,442 Holding
25239Y196 - Dfa Investment Dimensions Group Inc US High Relative Profitability Portfolio Etf Class Shares: $244,117 Holding
30609A109 - Oneok Inc NewUSD 0.01: $187,304 Holding
512807306 - Lam Research Corporation: $141,259 Holding
46436E205 - iShares iBonds Dec 2029 Term Corporate ETF: $119,372 Holding

Largest Purchases this Quarter

ExxonMobil Holdings Corporation: 6,866 shares (about $1.12M)
Vanguard Short-Term Treasury ETF: 13,091 shares (about $753.52K)
SPDR Portfolio Short Term Corporate Bond ETF: 23,788 shares (about $703.89K)
Vanguard Intermediate-Term Treasury ETF: 11,382 shares (about $644.90K)
iShares Core U.S. Aggregate Bond ETF: 6,103 shares (about $576.97K)

Largest Sales this Quarter

Costco Wholesale: 2,752 shares (about $2.51M)
Alphabet: 7,141 shares (about $2.43M)
Meta Platforms: 3,041 shares (about $2.21M)
Microsoft: 3,725 shares (about $1.91M)
Visa: 4,581 shares (about $1.65M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$23,194,594	$45,557 ▲	0.2%	33,094	6.2%	ETF
BRK.A Berkshire Hathaway	$23,157,155		0.0%	31	6.2%	Finance
AAPL Apple	$12,320,006	$73,264 ▼	-0.6%	36,995	3.3%	Technology
MSFT Microsoft	$9,002,429	$1,910,445 ▼	-17.5%	17,553	2.4%	Technology
SPY SPDR S&P 500 ETF Trust	$8,873,438	$21,354 ▲	0.2%	11,635	2.4%	ETF
IVV iShares Core S&P 500 ETF	$8,220,414	$60,501 ▼	-0.7%	10,734	2.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,088,687	$132,100 ▼	-1.6%	112,421	2.2%	ETF
BRK.B Berkshire Hathaway	$7,128,403	$106,060 ▼	-1.5%	14,316	1.9%	Finance
GOOGL Alphabet	$6,790,763	$59,182 ▼	-0.9%	19,736	1.8%	Communication Services
BND Vanguard Total Bond Market ETF	$6,612,269	$461,517 ▲	7.5%	94,259	1.8%	ETF
LLY Eli Lilly and Company	$6,604,613	$9,257 ▲	0.1%	5,708	1.8%	Healthcare
EFA iShares MSCI EAFE ETF	$6,172,105	$19,220 ▲	0.3%	59,410	1.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,422,896	$258,978 ▼	-4.6%	23,243	1.4%	ETF
JPM JPMorgan Chase & Co.	$5,411,954	$1,265,403 ▼	-19.0%	16,359	1.4%	Finance
AMZN Amazon.com	$5,105,341	$1,296,828 ▼	-20.3%	20,491	1.4%	Consumer Discretionary
MGK Vanguard Mega Cap Growth ETF	$4,644,730	$125,170 ▼	-2.6%	50,132	1.2%	ETF
IVE iShares S&P 500 Value ETF	$4,443,653		0.0%	19,466	1.2%	ETF
JNJ Johnson & Johnson	$4,434,130	$265 ▲	0.0%	16,749	1.2%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$4,223,829	$425,977 ▲	11.2%	43,599	1.1%	ETF
VTI Vanguard Total Stock Market ETF	$4,189,991	$5,239 ▲	0.1%	11,196	1.1%	ETF
MGV Vanguard Mega Cap Value ETF	$4,167,398	$144,981 ▼	-3.4%	25,870	1.1%	ETF
VUG Vanguard Growth ETF	$3,655,561	$18,292 ▲	0.5%	40,568	1.0%	ETF
QQQ Invesco QQQ	$3,434,477	$3,699 ▼	-0.1%	4,643	0.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,292,807	$1,008 ▼	0.0%	55,519	0.9%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$3,290,076	$644,904 ▲	24.4%	58,067	0.9%	ETF
ABBV AbbVie	$3,274,845	$42,116 ▼	-1.3%	12,519	0.9%	Healthcare
VGSH Vanguard Short-Term Treasury ETF	$3,243,448	$753,518 ▲	30.3%	56,349	0.9%	ETF
V Visa	$3,071,174	$1,646,080 ▼	-34.9%	8,547	0.8%	Finance
IJR iShares Core S&P Small-Cap ETF	$3,067,350	$122,846 ▲	4.2%	22,547	0.8%	ETF
NVDA NVIDIA	$2,979,674	$133,146 ▲	4.7%	13,047	0.8%	Technology
GOOG Alphabet	$2,737,562	$2,433,275 ▼	-47.1%	8,034	0.7%	Communication Services
VTV Vanguard Value ETF	$2,735,879	$82,545 ▼	-2.9%	12,661	0.7%	ETF
CVX Chevron	$2,512,191	$408 ▼	0.0%	12,302	0.7%	Energy
PG Procter & Gamble	$2,450,147	$21,937 ▼	-0.9%	16,865	0.7%	Consumer Staples
SUB iShares Short-Term National Muni Bond ETF	$2,376,299	$25,821 ▲	1.1%	22,731	0.6%	ETF
META Meta Platforms	$2,337,098	$2,205,124 ▼	-48.5%	3,223	0.6%	Communication Services
BAC Bank of America	$2,226,692	$479,096 ▼	-17.7%	40,909	0.6%	Finance
IVW iShares S&P 500 Growth ETF	$2,172,310		0.0%	15,270	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,144,045	$576,970 ▲	36.8%	22,679	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$2,141,001	$124,743 ▲	6.2%	26,380	0.6%	ETF
MUB iShares National Muni Bond ETF	$2,100,254	$496,806 ▲	31.0%	20,774	0.6%	ETF
DVY iShares Select Dividend ETF	$2,035,001		0.0%	13,382	0.5%	ETF
COST Costco Wholesale	$1,955,547	$2,505,431 ▼	-56.2%	2,148	0.5%	Consumer Staples
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,931,071		0.0%	14,023	0.5%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$1,857,039	$703,887 ▲	61.0%	62,759	0.5%	ETF
CSCO Cisco Systems	$1,779,904	$25,939 ▼	-1.4%	16,537	0.5%	Technology
KO CocaCola	$1,748,027	$3,701 ▼	-0.2%	20,307	0.5%	Consumer Staples
VOOG Vanguard S&P 500 Growth ETF	$1,671,903		0.0%	19,559	0.4%	ETF
ILCG iShares Morningstar Growth ETF	$1,579,329		0.0%	13,502	0.4%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,413,259		0.0%	25,719	0.4%	ETF
MRK Merck & Co., Inc.	$1,410,524	$20,489 ▲	1.5%	9,707	0.4%	Healthcare
DFAS Dimensional U.S. Small Cap ETF	$1,391,992	$44,748 ▲	3.3%	17,980	0.4%	ETF
GLD SPDR Gold Shares	$1,388,923		0.0%	3,647	0.4%	ETF
UNP Union Pacific	$1,377,522	$6,259 ▼	-0.5%	5,062	0.4%	Industrials
MCD McDonald's	$1,250,309	$6,235 ▼	-0.5%	5,414	0.3%	Consumer Discretionary
AVGO Broadcom	$1,197,909	$62,161 ▲	5.5%	3,411	0.3%	Technology
VO Vanguard Mid-Cap ETF	$1,196,297	$25,173 ▼	-2.1%	15,255	0.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,167,170	$16,377 ▲	1.4%	15,109	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,137,103	$14,051 ▼	-1.2%	16,104	0.3%	ETF
Blackrock Inc New	$1,119,671	$25,399 ▲	2.3%	1,058	0.3%	COM
ExxonMobil Holdings Corporation	$1,117,442	$1,117,442 ▲	New Holding	6,866	0.3%	COM SHS
PANW Palo Alto Networks	$1,114,455	$1,987 ▲	0.2%	2,805	0.3%	Technology
TRV Travelers Companies	$1,072,382		0.0%	3,008	0.3%	Finance
Wal Mart Stores Inc Com	$1,058,113	$43,335 ▲	4.3%	10,182	0.3%	COM
IWM iShares Russell 2000 ETF	$1,032,361	$62,803 ▼	-5.7%	3,715	0.3%	ETF
PEP PepsiCo	$1,012,620	$19,515 ▲	2.0%	7,991	0.3%	Consumer Staples
DGRO iShares Core Dividend Growth ETF	$999,242	$226 ▲	0.0%	13,254	0.3%	ETF
MS Morgan Stanley	$965,038	$9,592 ▲	1.0%	5,131	0.3%	Finance
VOE Vanguard Mid-Cap Value ETF	$945,308	$20,529 ▼	-2.1%	4,835	0.3%	ETF
WFC Wells Fargo & Company	$923,417	$932,462 ▼	-50.2%	11,536	0.2%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$922,908		0.0%	13,891	0.2%	ETF
RTX RTX	$915,997	$40,100 ▲	4.6%	4,934	0.2%	Industrials
AMAT Applied Materials	$914,347	$11,250 ▼	-1.2%	1,788	0.2%	Technology
EMR Emerson Electric	$911,833		0.0%	5,879	0.2%	Industrials
CMI Cummins	$899,348	$12,398 ▲	1.4%	1,741	0.2%	Industrials
MRVL Marvell Technology	$893,030	$13,211 ▼	-1.5%	3,380	0.2%	Technology
INTC Intel	$882,128	$3,607 ▼	-0.4%	7,337	0.2%	Technology
MPC Marathon Petroleum	$875,855	$5,931 ▲	0.7%	2,215	0.2%	Energy
VXUS Vanguard Total International Stock ETF	$860,855	$25,064 ▲	3.0%	10,132	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$853,509	$5,143 ▲	0.6%	12,779	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$852,882		0.0%	4,100	0.2%	ETF
CDNS Cadence Design Systems	$830,085	$19,811 ▲	2.4%	2,514	0.2%	Technology
FYT First Trust Small Cap Value AlphaDEX Fund	$816,450		0.0%	12,213	0.2%	ETF
FMB First Trust Managed Municipal ETF	$813,429	$198,332 ▲	32.2%	16,996	0.2%	ETF
VNQ Vanguard Real Estate ETF	$803,750	$17,299 ▼	-2.1%	8,967	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$795,944		0.0%	24,468	0.2%	ETF
USB U.S. Bancorp	$795,124	$12,649 ▼	-1.6%	13,766	0.2%	Finance
GD General Dynamics	$792,078	$16,260 ▲	2.1%	2,387	0.2%	Industrials
FIXD First Trust TCW Opportunistic Fixed Income ETF	$787,143		0.0%	19,073	0.2%	ETF
VB Vanguard Small-Cap ETF	$765,847	$5,690 ▲	0.7%	2,692	0.2%	ETF
ADP Automatic Data Processing	$735,471		0.0%	2,850	0.2%	Industrials
SCHB Schwab US Broad Market ETF	$735,447		0.0%	25,092	0.2%	ETF
AMT American Tower	$734,641	$9,167 ▲	1.3%	4,488	0.2%	Real Estate
Linde Plc CORP COMMON	$729,537	$100,151 ▲	15.9%	1,537	0.2%	SHS
APH Amphenol	$724,811	$357,685 ▲	97.4%	8,598	0.2%	Technology
MMM 3M	$722,752		0.0%	4,403	0.2%	Industrials
VOOV Vanguard S&P 500 Value ETF	$721,834		0.0%	3,276	0.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$711,193	$8,306 ▲	1.2%	9,761	0.2%	ETF
LOW Lowe's Companies	$706,568	$8,662 ▲	1.2%	3,834	0.2%	Consumer Discretionary
ETN Eaton	$705,047	$42,105 ▲	6.4%	1,641	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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Pinnacle Bancorp, Inc. Top Holdings and 13F Report (2026)

About Pinnacle Bancorp, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Pinnacle Bancorp, Inc. Top Holdings and 13F Report (2026)

About Pinnacle Bancorp, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPinnacle Bancorp, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools