PB
| |
Pinnacle Bancorp, Inc.13F | |
| Pinnacle Bancorp, Inc. | |
| Last update 2025-07-11 | 909 Stocks (53 new) |
| Value $324.00 Mil | Turnover 3 % |
Pinnacle Bancorp, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 36 | 26,236.8 | 0% | 8.100 | 0% | 0.000 | -8.33% | +6.20% | 1,040,746.7 | Insurance | |
VOO | Vanguard S&P 500 ETF | 35,248 | 20,021.9 | -0.07% | 6.180 | 0% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
MSFT | Microsoft Corp | 22,664 | 11,273.3 | +0.01% | 3.480 | 0% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
IJH | iShares Core S&P Mid-Cap ETF | 120,743 | 7,488.5 | -0.24% | 2.310 | -0.01% | 0.010 | +16.09% | +3.97% | 98,717.1 | ||
BRK.B | Berkshire Hathaway Inc | 15,187 | 7,377.2 | -0.23% | 2.280 | -0.01% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
AAPL | Apple Inc | 32,953 | 6,761.0 | +1.69% | 2.090 | +0.03% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
IVV | iShares Core S&P 500 ETF | 9,910 | 6,153.0 | +4.60% | 1.900 | +0.08% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
AMZN | Amazon.com Inc | 27,644 | 6,064.7 | +2.18% | 1.870 | +0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 20,011 | 5,801.4 | -1.39% | 1.790 | -0.02% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
SPY | SPDR S&P 500 ETF Trust | 9,352 | 5,778.3 | +0.03% | 1.780 | 0% | 0.000 | +18.80% | +8.86% | 654,366.5 |
Pinnacle Bancorp, Inc.'s Historical Top Holdings Breakdowns
Pinnacle Bancorp, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.28% | 71.88 ($72.74) 73.82 | $73.03 | 0.40% | Add 22.37% | 67,792 | 12,391 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-06-30 | Reduce Reduce | -0.18% | 48.13 ($48.86) 49.85 | $48.54 | -0.65% | Reduce -30.31% | 26,172 | -11,385 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Add Add | +0.15% | 91.43 ($91.58) 91.74 | $91.68 | 0.11% | Add 1747.21% | 5,634 | 5,329 | |
UNP | Union Pacific Corp | 2025-06-30 | Add Add | +0.15% | 208.27 ($222.23) 238.46 | $231.00 | 3.95% | Add 62.58% | 5,492 | 2,114 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.11% | 58.32 ($58.58) 58.98 | $58.57 | -0.02% | Add 17.03% | 43,353 | 6,310 | |
SPSB |
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
| 2025-06-30 | Add Add | +0.09% | 29.82 ($30) 30.19 | $30.11 | 0.37% | Add 33.83% | 36,014 | 9,103 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.08% | 498.8 ($573.99) 620.9 | $637.33 | 11.04% | Add 4.6% | 9,910 | 436 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Add Add | +0.08% | 102.31 ($103.99) 105.8 | $103.54 | -0.43% | Add 21.54% | 13,425 | 2,379 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.08% | 67.83 ($79.31) 84.09 | $85.51 | 7.82% | Add 11.43% | 31,306 | 3,211 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.08% | 58.63 ($59.2) 59.97 | $59.32 | 0.20% | Add 16.32% | 30,106 | 4,223 |
Pinnacle Bancorp, Inc. Total Holding History ($B)
Pinnacle Bancorp, Inc.'s Asset Allocation
Pinnacle Bancorp, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pinnacle Bancorp, Inc.'s Hypothetical Growth since 2025-06-30
Pinnacle Bancorp, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pinnacle Bancorp, Inc.'s Holdings Heat Map
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Pinnacle Bancorp, Inc.'s Holdings Bubble Chart
Pinnacle Bancorp, Inc. News
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