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

About Pinnacle Bancorp, Inc.

Investment Activity

Pinnacle Bancorp, Inc. has $338.84 million in total holdings as of March 31, 2026.
Pinnacle Bancorp, Inc. owns shares of 885 different stocks, but just 121 companies or ETFs make up 80% of its holdings.
Approximately 2.83% of the portfolio was purchased this quarter.
About 0.93% of the portfolio was sold this quarter.
This quarter, Pinnacle Bancorp, Inc. has purchased 873 new stocks and bought additional shares in 209 stocks.
Pinnacle Bancorp, Inc. sold shares of 147 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $22,262,340
Vanguard S&P 500 ETF: $19,718,737
Apple: $8,997,766
Microsoft: $7,880,165
iShares Core S&P Mid-Cap ETF: $7,759,058

Largest New Holdings this Quarter

45409F827 - NYLI MacKay Shields Municipal Intermediate ETF: $162,342 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $111,229 Holding
09254F100 - BlackRock MuniYield Quality Fund: $75,048 Holding
83443Q103 - Solstice Advanced Materials: $68,544 Holding
74743L100 - Qnity Electronics Inc Common Stock: $67,613 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF: 8,025 shares (about $590.96K)
Vanguard Intermediate-Term Treasury ETF: 8,200 shares (about $488.31K)
First Trust Managed Municipal ETF: 9,000 shares (about $455.94K)
NVIDIA: 1,799 shares (about $313.75K)
iShares National Muni Bond ETF: 2,757 shares (about $292.66K)

Largest Sales this Quarter

iShares iBonds Dec 2026 Term Treasury ETF: 13,677 shares (about $313.41K)
FT Vest S&P 500 Dividend Aristocrats Target Income ETF: 3,747 shares (about $182.52K)
iShares Core S&P Mid-Cap ETF: 1,517 shares (about $102.44K)
Union Pacific: 400 shares (about $97.05K)
Dimensional International Core Equity 2 ETF: 2,620 shares (about $93.09K)

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
BRK.A Berkshire Hathaway	$22,262,340		0.0%	31	6.6%	Finance
VOO Vanguard S&P 500 ETF	$19,718,737	$16,732 ▼	-0.1%	32,999	5.8%	ETF
AAPL Apple	$8,997,766	$33,246 ▼	-0.4%	35,454	2.7%	Computer and Technology
MSFT Microsoft	$7,880,165	$23,691 ▲	0.3%	21,288	2.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$7,759,058	$102,443 ▼	-1.3%	114,898	2.3%	ETF
BRK.B Berkshire Hathaway	$7,410,828	$27,794 ▼	-0.4%	15,465	2.2%	Finance
IVV iShares Core S&P 500 ETF	$6,727,141	$50,948 ▼	-0.8%	10,299	2.0%	ETF
SPY SPDR S&P 500 ETF Trust	$6,139,412	$39,672 ▲	0.7%	9,440	1.8%	Finance
JPM JPMorgan Chase & Co.	$5,945,139	$12,060 ▲	0.2%	20,211	1.8%	Finance
GOOGL Alphabet	$5,799,798	$17,254 ▲	0.3%	20,169	1.7%	Computer and Technology
EFA iShares MSCI EAFE ETF	$5,715,032	$8,547 ▲	0.1%	58,839	1.7%	Finance
BND Vanguard Total Bond Market ETF	$5,695,833	$590,961 ▲	11.6%	77,347	1.7%	ETF
AMZN Amazon.com	$5,331,910	$146,830 ▲	2.8%	25,601	1.6%	Retail/Wholesale
LLY Eli Lilly and Company	$5,227,053	$151,762 ▲	3.0%	5,683	1.5%	Medical
VIG Vanguard Dividend Appreciation ETF	$5,186,387	$276,137 ▲	5.6%	24,116	1.5%	ETF
COST Costco Wholesale	$4,879,538	$6,975 ▲	0.1%	4,897	1.4%	Retail/Wholesale
GOOG Alphabet	$4,375,483		0.0%	15,253	1.3%	Computer and Technology
IVE iShares S&P 500 Value ETF	$4,110,204		0.0%	19,466	1.2%	ETF
JNJ Johnson & Johnson	$3,929,862	$40,333 ▲	1.0%	16,077	1.2%	Medical
MGV Vanguard Mega Cap Value ETF	$3,880,312	$186,261 ▲	5.0%	26,770	1.1%	ETF
V Visa	$3,868,292	$55,913 ▲	1.5%	12,799	1.1%	Business Services
MGK Vanguard Mega Cap Growth ETF	$3,815,497	$22,046 ▲	0.6%	10,384	1.1%	ETF
VTI Vanguard Total Stock Market ETF	$3,618,416	$39,139 ▲	1.1%	11,279	1.1%	ETF
META Meta Platforms	$3,476,637	$66,935 ▲	2.0%	6,077	1.0%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$3,182,399	$288,700 ▲	10.0%	35,153	0.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,007,914	$595 ▼	0.0%	55,651	0.9%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$2,739,955	$488,310 ▲	21.7%	46,011	0.8%	ETF
QQQ Invesco QQQ	$2,669,820		0.0%	4,626	0.8%	Finance
IJR iShares Core S&P Small-Cap ETF	$2,596,887	$11,437 ▼	-0.4%	20,890	0.8%	ETF
ABBV AbbVie	$2,576,169	$15,442 ▼	-0.6%	11,845	0.8%	Medical
VGSH Vanguard Short-Term Treasury ETF	$2,493,804	$282,456 ▲	12.8%	42,600	0.7%	ETF
PG Procter & Gamble	$2,488,701	$9,244 ▲	0.4%	17,230	0.7%	Consumer Staples
CVX Chevron	$2,440,386	$18,000 ▲	0.7%	11,795	0.7%	Energy
SUB iShares Short-Term National Muni Bond ETF	$2,282,082	$4,793 ▲	0.2%	21,428	0.7%	ETF
VUG Vanguard Growth ETF	$2,240,311	$5,242 ▲	0.2%	5,129	0.7%	ETF
BAC Bank of America	$2,163,821	$127,189 ▲	6.2%	44,386	0.6%	Finance
DVY iShares Select Dividend ETF	$2,026,169		0.0%	13,382	0.6%	ETF
WFC Wells Fargo & Company	$1,908,845	$13,773 ▲	0.7%	23,977	0.6%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$1,871,395		0.0%	14,124	0.6%	ETF
NVDA NVIDIA	$1,864,336	$313,746 ▲	20.2%	10,690	0.6%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$1,753,884	$33,933 ▼	-1.9%	15,506	0.5%	ETF
MUB iShares National Muni Bond ETF	$1,684,922	$292,656 ▲	21.0%	15,873	0.5%	ETF
MCD McDonald's	$1,633,512		0.0%	5,256	0.5%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$1,632,062	$64,127 ▼	-3.8%	16,441	0.5%	Finance
GLD SPDR Gold Shares	$1,569,268	$9,466 ▼	-0.6%	3,647	0.5%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$1,471,167	$218,666 ▲	17.5%	21,092	0.4%	ETF
VOOG Vanguard S&P 500 Growth ETF	$1,329,885		0.0%	3,262	0.4%	ETF
CSCO Cisco Systems	$1,301,824	$13,966 ▼	-1.1%	16,778	0.4%	Computer and Technology
ILCG iShares Morningstar Growth ETF	$1,289,648	$191 ▲	0.0%	13,507	0.4%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,270,519	$10,028 ▼	-0.8%	25,719	0.4%	ETF
UNP Union Pacific	$1,251,919	$97,048 ▼	-7.2%	5,160	0.4%	Transportation
DFAS Dimensional U.S. Small Cap ETF	$1,251,728	$640 ▼	-0.1%	17,598	0.4%	ETF
VTV Vanguard Value ETF	$1,247,124	$6,591 ▼	-0.5%	6,433	0.4%	ETF
Wal Mart Stores Inc Com	$1,193,461	$26,223 ▲	2.2%	9,603	0.4%	COM
VTEB Vanguard Tax-Exempt Bond ETF	$1,187,707	$3,742 ▼	-0.3%	23,807	0.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,165,745	$3,964 ▲	0.3%	14,706	0.3%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$1,147,441	$1,503 ▲	0.1%	38,159	0.3%	ETF
KO CocaCola	$1,142,955		0.0%	15,029	0.3%	Consumer Staples
PEP PepsiCo	$1,121,660	$15,529 ▼	-1.4%	7,223	0.3%	Consumer Staples
XOM ExxonMobil	$1,111,782		0.0%	6,553	0.3%	Energy
VEA Vanguard FTSE Developed Markets ETF	$1,103,714	$8,651 ▼	-0.8%	17,224	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,063,428	$84,431 ▲	8.6%	3,703	0.3%	ETF
AVGO Broadcom	$993,837	$168,683 ▲	20.4%	3,211	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$987,784	$34,224 ▼	-3.3%	3,983	0.3%	Finance
HON Honeywell International	$948,648	$37,973 ▼	-3.8%	4,197	0.3%	Multi-Sector Conglomerates
VOE Vanguard Mid-Cap Value ETF	$937,662	$34,462 ▲	3.8%	5,088	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$929,737	$21,264 ▲	2.3%	13,248	0.3%	ETF
Blackrock Inc New	$927,088	$33,660 ▲	3.8%	964	0.3%	COM
CMI Cummins	$923,780	$17,217 ▲	1.9%	1,717	0.3%	Auto/Tires/Trucks
IAU iShares Gold Trust	$907,519		0.0%	10,294	0.3%	Finance
LOW Lowe's Companies	$894,792	$1,181 ▼	-0.1%	3,787	0.3%	Retail/Wholesale
MRK Merck & Co., Inc.	$890,026	$24,058 ▲	2.8%	7,399	0.3%	Medical
TRV Travelers Companies	$877,373		0.0%	3,008	0.3%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$868,171		0.0%	13,902	0.3%	ETF
RTX RTX	$852,232		0.0%	4,418	0.3%	Aerospace
EMR Emerson Electric	$845,603		0.0%	6,454	0.2%	Industrials
MS Morgan Stanley	$838,484	$16,457 ▲	2.0%	5,095	0.2%	Finance
FIXD First Trust TCW Opportunistic Fixed Income ETF	$832,482	$158,711 ▲	23.6%	19,098	0.2%	Manufacturing
GD General Dynamics	$802,448		0.0%	2,338	0.2%	Aerospace
VNQ Vanguard Real Estate ETF	$794,001	$4,169 ▲	0.5%	8,952	0.2%	ETF
FYT First Trust Small Cap Value AlphaDEX Fund	$754,663	$74,150 ▼	-8.9%	12,213	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$751,367	$199,597 ▲	36.2%	3,915	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$750,678		0.0%	24,468	0.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$749,546	$3,936 ▲	0.5%	9,712	0.2%	ETF
USB U.S. Bancorp	$727,360		0.0%	13,985	0.2%	Finance
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$717,153	$5,037 ▼	-0.7%	7,689	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$717,144	$17,435 ▼	-2.4%	12,628	0.2%	Finance
AMAT Applied Materials	$711,607	$9,228 ▲	1.3%	2,082	0.2%	Computer and Technology
MBB iShares MBS ETF	$710,796	$1,329 ▼	-0.2%	7,486	0.2%	ETF
VB Vanguard Small-Cap ETF	$700,636	$56,051 ▲	8.7%	2,675	0.2%	ETF
SCHP Schwab U.S. TIPS ETF	$698,725		0.0%	26,258	0.2%	ETF
AFL Aflac	$695,561		0.0%	6,340	0.2%	Finance
Linde Plc CORP COMMON	$688,611	$24,292 ▲	3.7%	1,389	0.2%	SHS
CDNS Cadence Design Systems	$681,893	$4,168 ▼	-0.6%	2,454	0.2%	Computer and Technology
VZ Verizon Communications	$670,200		0.0%	13,351	0.2%	Computer and Technology
IBM International Business Machines	$669,239	$78,534 ▲	13.3%	2,761	0.2%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$668,839		0.0%	3,282	0.2%	ETF
SLV iShares Silver Trust	$666,409	$613 ▲	0.1%	9,780	0.2%	ETF
HD Home Depot	$655,478	$38,480 ▲	6.2%	1,993	0.2%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$629,809		0.0%	25,092	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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