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

About Pinnacle Bancorp, Inc.

Investment Activity

Pinnacle Bancorp, Inc. has $307.47 million in total holdings as of December 31, 2024.
Pinnacle Bancorp, Inc. owns shares of 881 different stocks, but just 115 companies or ETFs make up 80% of its holdings.
Approximately 4.47% of the portfolio was purchased this quarter.
About 24.76% of the portfolio was sold this quarter.
This quarter, Pinnacle Bancorp, Inc. has purchased 871 new stocks and bought additional shares in 194 stocks.
Pinnacle Bancorp, Inc. sold shares of 196 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $24,513,120
Vanguard S&P 500 ETF: $19,093,789
Microsoft: $9,697,831
Apple: $8,284,144
iShares Core S&P Mid-Cap ETF: $7,617,269

Largest New Holdings this Quarter

Blackrock Inc New: $1,028,185 Holding
Laboratory Corp of Amer Hldgs: $256,380 Holding
Invesco BulletShares 2029 Corporate Bond ETF: $200,951 Holding
iShares Morningstar Mid-Cap Growth ETF: $170,320 Holding
Dimensional International Core Equity 2 ETF: $158,171 Holding

Largest Purchases this Quarter

Blackrock Inc New: 1,003 shares (about $1.03M)
Schwab US Dividend Equity ETF: 20,898 shares (about $570.93K)
Wells Fargo & Company: 7,822 shares (about $549.42K)
Schwab U.S. TIPS ETF: 19,683 shares (about $508.41K)
Vanguard Tax-Exempt Bond ETF: 7,808 shares (about $391.41K)

Largest Sales this Quarter

Berkshire Hathaway: 100 shares (about $68.09M)
Amazon.com: 2,059 shares (about $451.72K)
Bank of America: 8,365 shares (about $367.64K)
Berkshire Hathaway: 738 shares (about $334.51K)
Microsoft: 711 shares (about $299.69K)

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	$24,513,120	$68,092,000 ▼	-73.5%	36	8.0%	Finance
VOO Vanguard S&P 500 ETF	$19,093,789	$251,624 ▲	1.3%	35,437	6.2%	ETF
MSFT Microsoft	$9,697,831	$299,685 ▼	-3.0%	23,008	3.2%	Computer and Technology
AAPL Apple	$8,284,144	$112,439 ▼	-1.3%	33,081	2.7%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$7,617,269	$143,687 ▲	1.9%	122,248	2.5%	ETF
BRK.B Berkshire Hathaway	$6,532,067	$334,513 ▼	-4.9%	14,411	2.1%	Finance
AMZN Amazon.com	$5,963,377	$451,718 ▼	-7.0%	27,182	1.9%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$5,481,788	$5,887 ▲	0.1%	9,312	1.8%	ETF
SPY SPDR S&P 500 ETF Trust	$5,453,071	$158,247 ▼	-2.8%	9,304	1.8%	Finance
V Visa	$4,972,445	$281,584 ▼	-5.4%	15,734	1.6%	Business Services
COST Costco Wholesale	$4,949,117	$218,087 ▼	-4.2%	5,401	1.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,916,256	$175,469 ▼	-3.4%	20,509	1.6%	Finance
EFA iShares MSCI EAFE ETF	$4,455,319	$6,276 ▼	-0.1%	58,925	1.4%	Finance
IVE iShares S&P 500 Value ETF	$4,282,164	$28,441 ▼	-0.7%	22,434	1.4%	ETF
LLY Eli Lilly and Company	$4,067,668	$35,512 ▲	0.9%	5,269	1.3%	Medical
GOOGL Alphabet	$3,959,588	$183,053 ▼	-4.4%	20,917	1.3%	Computer and Technology
BND Vanguard Total Bond Market ETF	$3,939,949	$289,294 ▲	7.9%	54,790	1.3%	ETF
META Meta Platforms	$3,774,978	$189,715 ▼	-4.8%	6,447	1.2%	Computer and Technology
MGK Vanguard Mega Cap Growth ETF	$3,594,473	$5,151 ▼	-0.1%	10,467	1.2%	ETF
GOOG Alphabet	$3,318,367	$208,529 ▼	-5.9%	17,425	1.1%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$3,306,002	$98,502 ▲	3.1%	16,882	1.1%	ETF
MGV Vanguard Mega Cap Value ETF	$3,185,830	$1,249 ▼	0.0%	25,505	1.0%	ETF
VTI Vanguard Total Stock Market ETF	$2,980,116	$59,991 ▲	2.1%	10,283	1.0%	ETF
PG Procter & Gamble	$2,816,688	$17,268 ▼	-0.6%	16,801	0.9%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$2,662,411	$27,349 ▲	1.0%	60,454	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$2,654,025	$238,625 ▲	9.9%	23,034	0.9%	ETF
JNJ Johnson & Johnson	$2,408,357	$10,123 ▼	-0.4%	16,653	0.8%	Medical
ABBV AbbVie	$2,306,724	$20,436 ▼	-0.9%	12,981	0.8%	Medical
SUB iShares Short-Term National Muni Bond ETF	$2,265,816	$16,455 ▲	0.7%	21,481	0.7%	ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,139,407	$8,122 ▲	0.4%	17,121	0.7%	ETF
VUG Vanguard Growth ETF	$2,088,262	$78,802 ▼	-3.6%	5,088	0.7%	ETF
BAC Bank of America	$2,059,299	$367,638 ▼	-15.1%	46,856	0.7%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$2,040,467	$391,410 ▲	23.7%	40,704	0.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,997,688	$104,154 ▼	-5.0%	28,425	0.6%	ETF
WFC Wells Fargo & Company	$1,987,367	$549,416 ▲	38.2%	28,294	0.6%	Finance
QQQ Invesco QQQ	$1,929,644	$5,112 ▼	-0.3%	3,775	0.6%	Finance
VGSH Vanguard Short-Term Treasury Index ETF	$1,744,411	$29,032 ▲	1.7%	29,983	0.6%	ETF
MCD McDonald's	$1,709,771	$5,798 ▼	-0.3%	5,898	0.6%	Retail/Wholesale
CVX Chevron	$1,695,497	$2,317 ▼	-0.1%	11,706	0.6%	Oils/Energy
IVW iShares S&P 500 Growth ETF	$1,643,872	$16,346 ▼	-1.0%	16,191	0.5%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,589,913		0.0%	15,971	0.5%	ETF
DVY iShares Select Dividend ETF	$1,546,727	$22,976 ▼	-1.5%	11,781	0.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,513,190	$77,326 ▲	5.4%	15,616	0.5%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$1,489,757	$284,893 ▲	23.6%	19,097	0.5%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$1,274,724	$154,512 ▲	13.8%	21,978	0.4%	ETF
DFAS Dimensional U.S. Small Cap ETF	$1,244,899	$11,649 ▲	0.9%	19,129	0.4%	ETF
IWM iShares Russell 2000 ETF	$1,244,668	$13,920 ▼	-1.1%	5,633	0.4%	Finance
ILCG iShares Morningstar Growth ETF	$1,210,048		0.0%	13,505	0.4%	ETF
VOOG Vanguard S&P 500 Growth ETF	$1,194,088		0.0%	3,262	0.4%	ETF
PEP PepsiCo	$1,172,231	$6,387 ▲	0.5%	7,709	0.4%	Consumer Staples
ACN Accenture	$1,138,744		0.0%	3,237	0.4%	Computer and Technology
UNH UnitedHealth Group	$1,137,173	$25,799 ▲	2.3%	2,248	0.4%	Medical
HON Honeywell International	$1,075,236	$35,013 ▼	-3.2%	4,760	0.3%	Multi-Sector Conglomerates
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,073,171		0.0%	25,922	0.3%	ETF
VNQ Vanguard Real Estate ETF	$1,066,424	$124,084 ▲	13.2%	11,972	0.3%	ETF
Blackrock Inc New	$1,028,185	$1,028,185 ▲	New Holding	1,003	0.3%	COM
CSCO Cisco Systems	$1,027,534	$53,813 ▲	5.5%	17,357	0.3%	Computer and Technology
WMT Walmart	$1,024,388	$24,304 ▲	2.4%	11,338	0.3%	Retail/Wholesale
VTV Vanguard Value ETF	$1,001,791	$19,978 ▲	2.0%	5,917	0.3%	ETF
MBB iShares MBS ETF	$969,241	$151,089 ▲	18.5%	10,572	0.3%	ETF
VO Vanguard Mid-Cap ETF	$953,245		0.0%	3,609	0.3%	ETF
MUB iShares National Muni Bond ETF	$947,659	$245,279 ▼	-20.6%	8,894	0.3%	ETF
KO Coca-Cola	$920,576	$4,981 ▼	-0.5%	14,786	0.3%	Consumer Staples
LOW Lowe's Companies	$914,394	$3,702 ▼	-0.4%	3,705	0.3%	Retail/Wholesale
SCHP Schwab U.S. TIPS ETF	$908,570	$508,412 ▲	127.1%	35,175	0.3%	ETF
SCHD Schwab US Dividend Equity ETF	$888,692	$570,933 ▲	179.7%	32,529	0.3%	ETF
ADP Automatic Data Processing	$884,045		0.0%	3,020	0.3%	Business Services
GLD SPDR Gold Shares	$879,416		0.0%	3,632	0.3%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$857,100		0.0%	15,399	0.3%	ETF
EMR Emerson Electric	$839,502	$8,427 ▼	-1.0%	6,774	0.3%	Industrial Products
VEA Vanguard FTSE Developed Markets ETF	$806,532	$146,807 ▲	22.3%	16,866	0.3%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$801,920		0.0%	26,856	0.3%	ETF
TRV Travelers Companies	$799,273	$40,951 ▼	-4.9%	3,318	0.3%	Finance
VOE Vanguard Mid-Cap Value ETF	$793,805	$38,501 ▲	5.1%	4,907	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$788,648	$29,627 ▼	-3.6%	12,857	0.3%	ETF
UNP Union Pacific	$768,039	$31,241 ▲	4.2%	3,368	0.2%	Transportation
CDNS Cadence Design Systems	$758,361		0.0%	2,524	0.2%	Computer and Technology
IEMG iShares Core MSCI Emerging Markets ETF	$742,412	$80,784 ▲	12.2%	14,217	0.2%	ETF
FYT First Trust Small Cap Value AlphaDEX Fund	$737,849	$110,020 ▲	17.5%	13,413	0.2%	ETF
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$727,613	$15,832 ▼	-2.1%	7,767	0.2%	ETF
MRK Merck & Co., Inc.	$725,408	$4,676 ▼	-0.6%	7,292	0.2%	Medical
HD Home Depot	$705,239	$13,615 ▼	-1.9%	1,813	0.2%	Retail/Wholesale
NVDA NVIDIA	$692,265		0.0%	5,155	0.2%	Computer and Technology
ABT Abbott Laboratories	$691,894	$12,442 ▲	1.8%	6,117	0.2%	Medical
XOM Exxon Mobil	$688,233	$5,379 ▼	-0.8%	6,398	0.2%	Oils/Energy
MS Morgan Stanley	$679,139	$11,063 ▼	-1.6%	5,402	0.2%	Finance
ADBE Adobe	$674,580		0.0%	1,517	0.2%	Computer and Technology
SPYV SPDR Portfolio S&P 500 Value ETF	$671,622	$226,346 ▲	50.8%	13,133	0.2%	ETF
IWR iShares Russell Mid-Cap ETF	$660,702	$3,182 ▲	0.5%	7,474	0.2%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$660,320	$298,985 ▲	82.7%	15,367	0.2%	Manufacturing
USB U.S. Bancorp	$658,571	$150,664 ▲	29.7%	13,769	0.2%	Finance
AFL Aflac	$647,741	$12,413 ▲	2.0%	6,262	0.2%	Finance
DIS Walt Disney	$638,704	$9,465 ▲	1.5%	5,736	0.2%	Consumer Discretionary
PAYX Paychex	$614,584	$5,609 ▼	-0.9%	4,383	0.2%	Business Services
VOOV Vanguard S&P 500 Value ETF	$605,562		0.0%	3,282	0.2%	ETF
CMI Cummins	$602,729		0.0%	1,729	0.2%	Auto/Tires/Trucks
GD General Dynamics	$597,859	$11,067 ▼	-1.8%	2,269	0.2%	Aerospace
ZTS Zoetis	$585,733		0.0%	3,595	0.2%	Medical
VOT Vanguard Mid-Cap Growth ETF	$584,133		0.0%	2,302	0.2%	ETF
CRM Salesforce	$580,063	$10,699 ▼	-1.8%	1,735	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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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

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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