PB
| |
Pinnacle Bancorp, Inc.13F | |
| Pinnacle Bancorp, Inc. | |
| Last update 2025-04-23 | 899 Stocks (65 new) |
| Value $307.00 Mil | Turnover 2 % |
Pinnacle Bancorp, Inc. Top Holdings of 2025-03-31
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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 | 28,743.9 | 0% | 9.370 | 0% | 0.000 | -8.44% | +6.83% | 1,046,283.1 | Insurance | |
VOO | Vanguard S&P 500 ETF | 35,271 | 18,126.1 | -0.47% | 5.910 | -0.03% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
MSFT | Microsoft Corp | 22,661 | 8,506.6 | -1.51% | 2.770 | -0.05% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
BRK.B | Berkshire Hathaway Inc | 15,222 | 8,106.8 | +5.63% | 2.640 | +0.14% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
AAPL | Apple Inc | 32,405 | 7,198.1 | -2.04% | 2.350 | -0.05% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IJH | iShares Core S&P Mid-Cap ETF | 121,029 | 7,062.0 | -1.00% | 2.300 | -0.02% | 0.010 | +15.11% | +2.98% | 97,529.5 | ||
IVV | iShares Core S&P 500 ETF | 9,474 | 5,323.2 | +1.74% | 1.740 | +0.03% | 0.000 | +16.68% | +7.37% | 623,772.3 | ||
SPY | SPDR S&P 500 ETF Trust | 9,349 | 5,229.9 | +0.48% | 1.710 | +0.01% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
AMZN | Amazon.com Inc | 27,055 | 5,147.4 | -0.47% | 1.680 | -0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 5,349 | 5,059.3 | -0.96% | 1.650 | -0.02% | 0.000 | +2.19% | +7.98% | 437,720.8 | Retail - Defensive |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -0.49% | 97.38 ($101.55) 104.52 | $102.92 | 1.35% | Reduce -94.99% | 800 | -15,171 | |
AMT | American Tower Corp | 2025-03-31 | Add Add | +0.16% | 173.46 ($196.17) 217.6 | $221.75 | 13.04% | Add 245.93% | 3,231 | 2,297 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -0.16% | 306.92 ($338.38) 362.71 | $358.86 | 6.05% | Reduce -9.88% | 14,180 | -1,554 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.14% | 442.66 ($486.15) 534.52 | $485.00 | -0.24% | Add 5.63% | 15,222 | 811 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.14% | 58.07 ($58.36) 58.69 | $58.45 | 0.15% | Add 23.55% | 37,043 | 7,060 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.11% | 73.78 ($75.44) 76.59 | $76.73 | 1.71% | Add 177.17% | 6,713 | 4,291 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.08% | 21.23 ($22.75) 23.75 | $24.14 | 6.11% | Add 73.89% | 25,432 | 10,807 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.08% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | Add 17.77% | 25,883 | 3,905 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.08% | 251.87 ($268.43) 277.95 | $283.63 | 5.66% | Reduce -27.1% | 2,631 | -978 | |
AVEM | Avantis Emerging Markets Equity ETF | 2025-03-31 | New Buy New Buy | +0.07% | 57.11 ($60.13) 62.4 | $69.42 | 15.45% | New holding | 3,725 | 3,725 |
Pinnacle Bancorp, Inc. Total Holding History ($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 2025-03-31
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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