PB

Pinnacle Bancorp, Inc.

13F
Pinnacle Bancorp, Inc.
Last update 2024-10-09 869 Stocks (42 new)
Value $374.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.A(25.14%)VOO(4.93%)MSFT(2.73%)AAPL(2.09%)IJH(2.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
Pinnacle Bancorp, Inc. Top Holdings of 2024-09-30 View Full List
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
136
94000.480
0%
25.140
0%
0.010
+7.52%
+22.86%
959232.641
Insurance
VOO 		Vanguard S&P 500 ETF
34,970
18452.680
-0.79%
4.930
-0.04%
0.000
+11.55%
+21.36%
493529.541
 
MSFT 		Microsoft Corp
23,719
10206.470
+6.45%
2.730
+0.17%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
33,530
7812.490
+1.00%
2.090
+0.02%
0.000
+6.90%
+16.50%
3377630.649
Hardware
IJH 		iShares Core S&P Mid-Cap ETF
119,942
7474.780
+8.55%
2.000
+0.16%
0.010
+10.08%
+13.84%
93198.127
 
BRK.B 		Berkshire Hathaway Inc
15,149
6972.250
+9.35%
1.860
+0.16%
0.000
+7.58%
+24.79%
959232.641
Insurance
SPY 		S&P 500 ETF TRUST ETF
9,574
5493.360
+0.46%
1.470
+0.01%
0.000
+11.47%
+21.33%
596470.496
 
AMZN 		Amazon.com Inc
29,241
5448.480
+19.25%
1.460
+0.24%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
IVV 		iShares Core S&P 500 ETF
9,302
5365.580
+15.74%
1.430
+0.19%
0.000
+11.40%
+21.33%
545905.122
 
COST 		Costco Wholesale Corp
5,639
4998.840
+12.60%
1.340
+0.15%
0.000
+11.16%
+35.65%
394410.770
Retail - Defensive

Pinnacle Bancorp, Inc.'s Historical Top Holdings Breakdowns

Pinnacle Bancorp, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BAC 		Bank of America Corp2024-09-30Reduce
-2.43%
●
36.65 ($40.08) 44.13
$41.88
4.49%
Reduce -78.93%
55,221
-206,923
MGK 		Vanguard Mega Cap Growth ETF2024-09-30Add
+0.36%
●
285.48 ($311.85) 330.24
$325.67
4.43%
Add 65.17%
10,482
4,136
MGV 		Vanguard Mega Cap Value ETF2024-09-30Add
+0.34%
●
118 ($123.46) 128.32
$127.61
3.36%
Add 63.75%
25,515
9,933
JPM 		JPMorgan Chase & Co2024-09-30Add
+0.29%
●
194.9 ($210.63) 224.8
$221.49
5.16%
Add 32.42%
21,241
5,200
JKE 		BTC iShares Morningstar Large-Cap Growth ETF2024-09-30Add
+0.28%
●
74.17 ($80.73) 85.07
$283.81
251.55%
Add 1111.21%
13,505
12,390
VOOG 		Vanguard S&P 500 Growth ETF2024-09-30Add
+0.27%
●
305.34 ($332.95) 350.41
$349.26
4.90%
Add 1069.18%
3,262
2,983
AMZN 		Amazon.com Inc2024-09-30Add
+0.24%
●
161.02 ($182.46) 200
$199.50
9.34%
Add 19.25%
29,241
4,721
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.19%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 15.74%
9,302
1,265
IVW 		iShares S&P 500 Growth ETF2024-09-30Add
+0.19%
●
84.77 ($92.32) 97.13
$96.83
4.89%
Add 80.88%
16,352
7,312
V 		Visa Inc2024-09-30Add
+0.18%
●
253.74 ($270.36) 291.56
$293.29
8.48%
Add 16.86%
16,625
2,398

Pinnacle Bancorp, Inc. Total Holding History ($B)

To

Pinnacle Bancorp, Inc.'s Asset Allocation

To

Pinnacle Bancorp, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pinnacle Bancorp, Inc.'s Hypothetical Growth since 2024-09-30

Pinnacle Bancorp, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Pinnacle Bancorp, Inc.'s Holdings Heat Map

Size field:

Pinnacle Bancorp, Inc.'s Holdings Bubble Chart

Pinnacle Bancorp, Inc. News

  • 1

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