Pinnacle Bancorp, Inc. Top Holdings and 13F Report (2025)

About Pinnacle Bancorp, Inc.

Investment Activity

Pinnacle Bancorp, Inc. has $306.73 million in total holdings as of March 31, 2025.
Pinnacle Bancorp, Inc. owns shares of 898 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
Approximately 2.33% of the portfolio was purchased this quarter.
About 2.83% of the portfolio was sold this quarter.
This quarter, Pinnacle Bancorp, Inc. has purchased 881 new stocks and bought additional shares in 169 stocks.
Pinnacle Bancorp, Inc. sold shares of 228 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $28,743,898
Vanguard S&P 500 ETF: $18,126,100
Microsoft: $8,506,611
Berkshire Hathaway: $8,106,755
Apple: $7,198,123

Largest New Holdings this Quarter

025072885 - Avantis U.S. Equity ETF: $226,331 Holding
025072604 - Avantis Emerging Markets Equity ETF: $224,133 Holding
92647N527 - VictoryShares Core Intermediate Bond ETF: $144,763 Holding
72201R882 - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund: $71,057 Holding
G0450A105 - Arch Capital Group: $59,439 Holding

Largest Purchases this Quarter

American Tower: 2,297 shares (about $499.83K)
Berkshire Hathaway: 811 shares (about $431.91K)
Vanguard Short-Term Treasury Index ETF: 7,060 shares (about $414.35K)
Vanguard Intermediate-Term Bond ETF: 4,291 shares (about $328.57K)
Schwab US Broad Market ETF: 10,807 shares (about $232.67K)

Largest Sales this Quarter

ProShares S&P 500 Aristocrats ETF: 15,171 shares (about $1.55M)
Visa: 1,554 shares (about $544.60K)
Vanguard Mid-Cap ETF: 978 shares (about $252.93K)
Wells Fargo & Company: 2,588 shares (about $185.79K)
Vanguard Real Estate ETF: 1,954 shares (about $176.91K)

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	$28,743,898		0.0%	36	9.4%	Finance
VOO Vanguard S&P 500 ETF	$18,126,100	$85,309 ▼	-0.5%	35,271	5.9%	ETF
MSFT Microsoft	$8,506,611	$130,259 ▼	-1.5%	22,661	2.8%	Computer and Technology
BRK.B Berkshire Hathaway	$8,106,755	$431,913 ▲	5.6%	15,222	2.6%	Finance
AAPL Apple	$7,198,123	$150,160 ▼	-2.0%	32,405	2.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$7,062,039	$71,129 ▼	-1.0%	121,029	2.3%	ETF
IVV iShares Core S&P 500 ETF	$5,323,228	$91,024 ▲	1.7%	9,474	1.7%	ETF
SPY SPDR S&P 500 ETF Trust	$5,229,911	$25,173 ▲	0.5%	9,349	1.7%	Finance
AMZN Amazon.com	$5,147,414	$24,163 ▼	-0.5%	27,055	1.7%	Retail/Wholesale
COST Costco Wholesale	$5,059,331	$49,184 ▼	-1.0%	5,349	1.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,977,918	$52,985 ▼	-1.1%	20,293	1.6%	Finance
V Visa	$4,969,380	$544,599 ▼	-9.9%	14,180	1.6%	Business Services
EFA iShares MSCI EAFE ETF	$4,835,719	$19,779 ▲	0.4%	59,167	1.6%	Finance
LLY Eli Lilly and Company	$4,380,627	$28,907 ▲	0.7%	5,304	1.4%	Medical
IVE iShares S&P 500 Value ETF	$4,189,101	$86,332 ▼	-2.0%	21,981	1.4%	ETF
BND Vanguard Total Bond Market ETF	$4,069,203	$44,878 ▲	1.1%	55,401	1.3%	ETF
META Meta Platforms	$3,762,094	$46,111 ▲	1.2%	6,527	1.2%	Computer and Technology
MGV Vanguard Mega Cap Value ETF	$3,286,064		0.0%	25,505	1.1%	ETF
MGK Vanguard Mega Cap Growth ETF	$3,195,055	$37,992 ▼	-1.2%	10,344	1.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,172,900	$102,039 ▼	-3.1%	16,356	1.0%	ETF
GOOGL Alphabet	$3,153,883	$80,722 ▼	-2.5%	20,395	1.0%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,835,799	$9,619 ▲	0.3%	10,318	0.9%	ETF
PG Procter & Gamble	$2,808,351	$54,875 ▼	-1.9%	16,479	0.9%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$2,739,385	$3,259 ▲	0.1%	60,526	0.9%	ETF
GOOG Alphabet	$2,718,986	$3,281 ▼	-0.1%	17,404	0.9%	Computer and Technology
JNJ Johnson & Johnson	$2,713,806	$47,928 ▼	-1.7%	16,364	0.9%	Medical
ABBV AbbVie	$2,613,552	$106,227 ▼	-3.9%	12,474	0.9%	Medical
IJR iShares Core S&P Small-Cap ETF	$2,372,318	$36,391 ▼	-1.5%	22,686	0.8%	ETF
SUB iShares Short-Term National Muni Bond ETF	$2,249,702	$18,691 ▼	-0.8%	21,304	0.7%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$2,174,054	$414,351 ▲	23.5%	37,043	0.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$2,125,381	$24,964 ▼	-1.2%	28,095	0.7%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,014,426	$35,440 ▼	-1.7%	16,825	0.7%	ETF
MCD McDonald's	$1,967,306	$124,948 ▲	6.8%	6,298	0.6%	Retail/Wholesale
CVX Chevron	$1,944,914	$13,383 ▼	-0.7%	11,626	0.6%	Energy
VUG Vanguard Growth ETF	$1,930,867	$44,128 ▲	2.3%	5,207	0.6%	ETF
BAC Bank of America	$1,898,193	$57,086 ▼	-2.9%	45,488	0.6%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$1,863,591	$156,155 ▼	-7.7%	37,557	0.6%	ETF
WFC Wells Fargo & Company	$1,845,430	$185,792 ▼	-9.1%	25,706	0.6%	Finance
QQQ Invesco QQQ	$1,769,944		0.0%	3,775	0.6%	Finance
DVY iShares Select Dividend ETF	$1,582,070		0.0%	11,781	0.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,563,431	$18,696 ▲	1.2%	15,805	0.5%	Finance
VGIT Vanguard Intermediate-Term Treasury Index ETF	$1,537,450	$231,957 ▲	17.8%	25,883	0.5%	ETF
IVW iShares S&P 500 Growth ETF	$1,496,327	$6,684 ▼	-0.4%	16,119	0.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$1,364,636	$142,881 ▼	-9.5%	17,287	0.4%	ETF
UNH UnitedHealth Group	$1,173,724	$3,666 ▼	-0.3%	2,241	0.4%	Medical
MUB iShares National Muni Bond ETF	$1,164,693	$226,907 ▲	24.2%	11,046	0.4%	ETF
DFAS Dimensional U.S. Small Cap ETF	$1,142,942		0.0%	19,129	0.4%	ETF
PEP PepsiCo	$1,131,747	$24,140 ▼	-2.1%	7,548	0.4%	Consumer Staples
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,122,423		0.0%	25,922	0.4%	ETF
IWM iShares Russell 2000 ETF	$1,101,185	$22,542 ▼	-2.0%	5,520	0.4%	Finance
ILCG iShares Morningstar Growth ETF	$1,093,770		0.0%	13,505	0.4%	ETF
VOOG Vanguard S&P 500 Growth ETF	$1,091,074		0.0%	3,262	0.4%	ETF
KO Coca-Cola	$1,077,451	$18,478 ▲	1.7%	15,044	0.4%	Consumer Staples
CSCO Cisco Systems	$1,067,521	$3,579 ▼	-0.3%	17,299	0.3%	Computer and Technology
GLD SPDR Gold Shares	$1,059,203	$12,678 ▲	1.2%	3,676	0.3%	Finance
VTV Vanguard Value ETF	$1,052,178	$30,057 ▲	2.9%	6,091	0.3%	ETF
HON Honeywell International	$990,567	$17,364 ▼	-1.7%	4,678	0.3%	Multi-Sector Conglomerates
ACN Accenture	$985,734	$24,339 ▼	-2.4%	3,159	0.3%	Computer and Technology
SCHP Schwab U.S. TIPS ETF	$943,920	$1,936 ▼	-0.2%	35,103	0.3%	ETF
MBB iShares MBS ETF	$922,889	$68,553 ▼	-6.9%	9,841	0.3%	ETF
Blackrock Inc New	$914,300	$35,020 ▼	-3.7%	966	0.3%	COM
ADP Automatic Data Processing	$913,535	$9,166 ▼	-1.0%	2,990	0.3%	Business Services
SCHD Schwab US Dividend Equity ETF	$909,511		0.0%	32,529	0.3%	ETF
VNQ Vanguard Real Estate ETF	$906,988	$176,907 ▼	-16.3%	10,018	0.3%	ETF
WMT Walmart	$901,954	$93,409 ▼	-9.4%	10,274	0.3%	Retail/Wholesale
TRV Travelers Companies	$864,255	$13,223 ▼	-1.5%	3,268	0.3%	Finance
LOW Lowe's Companies	$864,117		0.0%	3,705	0.3%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$854,249	$3,050 ▼	-0.4%	16,806	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$840,475	$46,151 ▲	5.8%	13,604	0.3%	ETF
VOE Vanguard Mid-Cap Value ETF	$821,137	$33,391 ▲	4.2%	5,115	0.3%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$810,021	$1,655 ▲	0.2%	26,911	0.3%	ETF
UNP Union Pacific	$798,019	$2,362 ▲	0.3%	3,378	0.3%	Transportation
ABT Abbott Laboratories	$797,890	$13,530 ▼	-1.7%	6,015	0.3%	Medical
DFAT Dimensional U.S. Targeted Value ETF	$792,887		0.0%	15,399	0.3%	ETF
XOM Exxon Mobil	$765,909	$4,995 ▲	0.7%	6,440	0.2%	Energy
IEMG iShares Core MSCI Emerging Markets ETF	$757,199	$10,092 ▼	-1.3%	14,030	0.2%	ETF
EMR Emerson Electric	$749,718	$7,017 ▲	0.9%	6,838	0.2%	Industrials
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$733,451	$5,994 ▲	0.8%	7,831	0.2%	ETF
AMT American Tower	$703,066	$499,827 ▲	245.9%	3,231	0.2%	Finance
AFL Aflac	$696,272		0.0%	6,262	0.2%	Finance
HD Home Depot	$683,137	$18,691 ▲	2.8%	1,864	0.2%	Retail/Wholesale
VO Vanguard Mid-Cap ETF	$680,429	$252,930 ▼	-27.1%	2,631	0.2%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$673,076	$614 ▼	-0.1%	15,353	0.2%	Manufacturing
FYT First Trust Small Cap Value AlphaDEX Fund	$667,028		0.0%	13,413	0.2%	ETF
CDNS Cadence Design Systems	$666,599	$24,670 ▲	3.8%	2,621	0.2%	Computer and Technology
PAYX Paychex	$660,781	$15,428 ▼	-2.3%	4,283	0.2%	Business Services
MRK Merck & Co., Inc.	$645,823	$8,707 ▼	-1.3%	7,195	0.2%	Medical
IWR iShares Russell Mid-Cap ETF	$637,600	$1,786 ▲	0.3%	7,495	0.2%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$628,825	$41,877 ▼	-6.2%	12,313	0.2%	ETF
Linde Plc CORP COMMON	$623,958	$15,832 ▲	2.6%	1,340	0.2%	SHS
NVDA NVIDIA	$623,727	$65,028 ▲	11.6%	5,755	0.2%	Computer and Technology
GD General Dynamics	$618,211	$273 ▼	0.0%	2,268	0.2%	Aerospace
VOT Vanguard Mid-Cap Growth ETF	$616,895	$53,813 ▲	9.6%	2,522	0.2%	ETF
IAU iShares Gold Trust	$610,649		0.0%	10,357	0.2%	Finance
IBTH iShares iBonds Dec 2027 Term Treasury ETF	$609,757	$181,311 ▲	42.3%	27,197	0.2%	Manufacturing
VZ Verizon Communications	$606,445	$39,235 ▼	-6.1%	13,370	0.2%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$604,512		0.0%	3,282	0.2%	ETF
VTC Vanguard Total Corporate Bond Fund	$587,520		0.0%	7,650	0.2%	ETF
IBTG iShares iBonds Dec 2026 Term Treasury ETF	$582,584	$100,271 ▲	20.8%	25,396	0.2%	Manufacturing
MS Morgan Stanley	$577,166	$53,085 ▼	-8.4%	4,947	0.2%	Finance

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 (2025)

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 (2025)

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