Pinnacle Bancorp, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 898Value: $306.7MLatest: 2025Q1

Pinnacle Bancorp, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 898 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  null,
  null,
  "SE",
  "FLEX",
  "VRNS",
  "GRAB",
  "MTCH",
  "JAZZ",
  null,
  "RRX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NTR",
  "PBR-A",
  null,
  "MOS",
  "EXAS",
  "DNB",
  "HUM",
  null,
  "RF",
  "SOBO.TO",
  "ONON",
  "MU",
  "FNDF",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "KSS",
  null,
  null,
  "ATI",
  "VONG",
  "ALL",
  "GOOGL",
  "ASIX",
  null,
  "AXP",
  "ABG",
  "SCHH",
  "AIG",
  "ASML",
  "T",
  "BILI",
  "ENOV",
  "ATHM",
  "BLK",
  null,
  "E",
  null,
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  "AVEM",
  "CP.TO",
  "ARCC",
  "GMAB",
  null,
  "WRB",
  null,
  null,
  "BSX",
  null,
  "IAC",
  null,
  null,
  null,
  "CRTO",
  null,
  null,
  "DBEF",
  "LXP",
  null,
  "CCI",
  "COF",
  "LEN-B",
  null,
  "CMI",
  "PHG",
  "JOYY",
  "LEG",
  null,
  "DUK",
  "COOP",
  "NUV",
  "D",
  "NICE",
  "NNI",
  "TLK",
  null,
  "ERJ",
  "RDFN",
  null,
  null,
  "RYAAY",
  "PII",
  null,
  "ECG",
  null,
  "WTRG",
  null,
  "SKYW",
  "EOG",
  "QFIN",
  null,
  "URBN",
  null,
  "NE",
  "FCX",
  "ADPT",
  null,
  null,
  "FITB",
  null,
  null,
  null,
  null,
  null,
  null,
  "GD",
  null,
  null,
  "GILD",
  null,
  null,
  "GIS",
  "HLT",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "FBIN",
  "FMX",
  null,
  "FE",
  "SNN",
  "UNP",
  "QCOM",
  null,
  "GLPI",
  null,
  "ISRG",
  null,
  "HUBB",
  "PDT",
  "EMXC",
  null,
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  null,
  "BKNG",
  "ICE",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "HZO",
  "VMO",
  "IQI",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "SKYH",
  null,
  null,
  null,
  null,
  null,
  "UHAL",
  null,
  null,
  null,
  "IQV",
  null,
  "BYM",
  null,
  null,
  "KGC",
  "KMI",
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "NXP",
  null,
  "MRVL",
  "MA",
  "MDT",
  "ALE",
  "APA",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "SATS",
  null,
  "EQIX",
  "EVRG",
  "FCNCA",
  "FIS",
  "FLS",
  "FTV",
  "GE",
  "GPC",
  "GRFS",
  "NI",
  "RHI",
  "HIG",
  "HES",
  "HAS",
  "NVS",
  "OXY",
  null,
  null,
  null,
  "OMC",
  "ORLY",
  "ICLR",
  "IX",
  "ADM",
  "ZTO",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  "VHT",
  "DOC",
  null,
  "NNN",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
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  "PEP",
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  null,
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  null,
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  "PGR",
  "IEMG",
  "IJK",
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  null,
  "PHM",
  "DOW",
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  "AAPL",
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  "EFAV",
  null,
  "ECL",
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  "NVDA",
  "GS",
  "HPE",
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  "INTC",
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  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "MGA",
  "LPLA",
  "MKC",
  "NMR",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  null,
  "DGX",
  "PPG",
  "FNDX",
  null,
  "ROK",
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  "SPGI",
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  "SCHX",
  null,
  null,
  "NOW",
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  "SRE",
  "O",
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
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  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "VIV",
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  "TKO",
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  "TD",
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  "TRV",
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  "UBS",
  "UBER",
  "UAL",
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  "BIV",
  "VNQ",
  "VO",
  "MET",
  "UHAL-B",
  "VXF",
  "VV",
  "VOE",
  "OGE",
  "SITE",
  "MRNA",
  "SCHW",
  "MNST",
  "MDU",
  "IVOO",
  null,
  "PNW",
  null,
  "VWO",
  "LKQ",
  "VSS",
  null,
  null,
  null,
  null,
  "HR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  "TRIP",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  "LAD",
  "MRVI",
  "TTE",
  null,
  "NXT",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "GNL",
  "IWN",
  "SNY",
  "IEF",
  "TSM",
  "SMG",
  "GSK",
  "GPN",
  null,
  "RMD",
  null,
  "PR",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "MGC",
  null,
  "EA",
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  "TT",
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  "PRGO",
  "NFG",
  "MSM",
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "THC",
  "VNT",
  "GM",
  "HAL",
  "ACGL",
  null,
  "USFD",
  "SNX",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "AVB",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  "HSIC",
  "MIDD",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "ENIC",
  null,
  "ES",
  "EB",
  "FTRE",
  "HIMX",
  "MOMO",
  null,
  "IPG",
  null,
  "KRNT",
  "KN",
  "KNF",
  "KT",
  null,
  "PEG",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "NEA",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  "PFG",
  "LUV",
  null,
  null,
  "IVZ",
  null,
  "HII",
  "KD",
  "TPL",
  null,
  "AMTM",
  "NWSA",
  "HDB",
  "NTES",
  "OGS",
  "ABEV",
  "HBAN",
  null,
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VNQI",
  "BLV",
  "VYMI",
  "VMI",
  null,
  "MGK",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VSAT",
  "VLTO",
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VIPS",
  null,
  "WBD",
  "WMT",
  "WBA",
  "WERN",
  "WCC",
  "WDC",
  "WU",
  "WFC",
  "WST",
  "WELL",
  "WSM",
  "WIT",
  "WTW",
  "WMB",
  null,
  null,
  null,
  "WIX",
  null,
  null,
  "WDS",
  null,
  "WPP",
  "XEL",
  "WDAY",
  "ZBRA",
  null,
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  "SOLV",
  null,
  null,
  "LNT",
  null,
  "GRMN",
  "GNTX",
  "FNF",
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  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "NSC",
  "MHK",
  "KIM",
  "INFY",
  null,
  "LBRDK",
  "JCI",
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  "NXPI",
  "LH",
  "MFC",
  "MKL",
  "EMBC",
  "SO",
  "TAK",
  "TTD",
  "SJM",
  "SKM",
  "PPL",
  "TRP",
  null,
  "OTIS",
  "ONL",
  "SW",
  "PSX",
  "CRM",
  "RNR",
  "SHG",
  null,
  null,
  null,
  "QTRX",
  "SYY",
  "DIA",
  null,
  "OTEX",
  "SHAK",
  "SPOT",
  null,
  null,
  "DINO",
  null,
  null,
  "JBGS",
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  "LYB",
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  null,
  null,
  "GEV",
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  "ZBH",
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  "MCK",
  null,
  "NVT",
  null,
  "SPYV",
  null,
  null,
  "GWW",
  null,
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  null,
  null,
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  null,
  "NUE",
  null,
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  "FDX",
  null,
  null,
  "ALLY",
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  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BNS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BHP",
  "MUE",
  "BIO",
  "BBY",
  "BA",
  null,
  "MQY",
  "OWL",
  "BHF",
  "BMY",
  "BLDR",
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  "BR",
  "CWT",
  "CAE",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CARR",
  "CE",
  "CDW",
  "CASY",
  "CX",
  "CVE",
  "CNC",
  "CNP",
  "CHX",
  "CRL",
  "CVX",
  "LNG",
  "CIEN",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "CIVI",
  "C",
  "CLVT",
  "CLX",
  "CME",
  null,
  "KO",
  "CCEP",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "CAG",
  "COP",
  "CMP",
  "STZ",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CSGP",
  "BAP",
  "CRH",
  "CRSP",
  "CVS",
  "CCK",
  "CYBR",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "FANG",
  "XRAY",
  "DAL",
  null,
  null,
  "DFAC",
  "DFS",
  "DCI",
  "RSP",
  null,
  "IJT",
  "IJJ",
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  "J",
  "ADI",
  "VMC",
  "VOD",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
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  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 898
Total Value: 306732262
Accession Number: 0001703383-25-000005
Form Type: 13F-HR
CIK: pinnacle-bancorp
Manager Name: Pinnacle-Bancorp

Data Enrichment

73% identified

660 identified238 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

898 positions • $306.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 45

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:36

Value:$28.7M

% of Portfolio:9.4% ($28.7M/$306.7M)

922908363

VOO|922908363

Shares:35.3K

Value:$18.1M

% of Portfolio:5.9% ($18.1M/$306.7M)

MICROSOFT CORP

MSFT|594918104

Shares:22.7K

Value:$8.5M

% of Portfolio:2.8% ($8.5M/$306.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15.2K

Value:$8.1M

% of Portfolio:2.6% ($8.1M/$306.7M)

Apple Inc.

AAPL|037833100

Shares:32.4K

Value:$7.2M

% of Portfolio:2.3% ($7.2M/$306.7M)

464287507

IJH|464287507

Shares:121.0K

Value:$7.1M

% of Portfolio:2.3% ($7.1M/$306.7M)

464287200

IVV|464287200

Shares:9.5K

Value:$5.3M

% of Portfolio:1.7% ($5.3M/$306.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.3K

Value:$5.2M

% of Portfolio:1.7% ($5.2M/$306.7M)

AMAZON COM INC

AMZN|023135106

Shares:27.1K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$306.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.3K

Value:$5.1M

% of Portfolio:1.6% ($5.1M/$306.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.3K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$306.7M)

VISA INC.

V|92826C839

Shares:14.2K

Value:$5.0M

% of Portfolio:1.6% ($5.0M/$306.7M)

464287465

EFA|464287465

Shares:59.2K

Value:$4.8M

% of Portfolio:1.6% ($4.8M/$306.7M)

ELI LILLY & Co

LLY|532457108

Shares:5.3K

Value:$4.4M

% of Portfolio:1.4% ($4.4M/$306.7M)

464287408

IVE|464287408

Shares:22.0K

Value:$4.2M

% of Portfolio:1.4% ($4.2M/$306.7M)

921937835

BND|921937835

Shares:55.4K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$306.7M)

Meta Platforms, Inc.

META|30303M102

Shares:6.5K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$306.7M)

921910840

MGV|921910840

Shares:25.5K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$306.7M)

921910816

MGK|921910816

Shares:10.3K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$306.7M)

921908844

VIG|921908844

Shares:16.4K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$306.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	36	QoQ 0.00% (+0) YoY -73.52% (-100)	All Managers (Combined)	$28.7M	9.4% ($28.7M/$306.7M)	QoQ +17.25% (+$4.2M) YoY -66.68% (-$57.5M)
(VOOcusip922908363)	35.3K	QoQ -0.46% (-166) YoY +3.36% (+1.1K)	All Managers (Combined)	$18.1M	5.9% ($18.1M/$306.7M)	QoQ -5.06% (-$967.7K) YoY +10.50% (+$1.7M)
MICROSOFT CORP(MSFTcusip594918104)	22.7K	QoQ -1.50% (-347) YoY +1.07% (-240)	All Managers (Combined)	$8.5M	2.8% ($8.5M/$306.7M)	QoQ -12.28% (-$1.2M) YoY -9.82% (-$926.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15.2K	QoQ +5.62% (+811) YoY +8.27% (+1.2K)	All Managers (Combined)	$8.1M	2.6% ($8.1M/$306.7M)	QoQ +24.10% (+$1.6M) YoY +37.13% (+$2.2M)
Apple Inc.(AAPLcusip037833100)	32.4K	QoQ -2.04% (-676) YoY -2.89% (-967)	All Managers (Combined)	$7.2M	2.3% ($7.2M/$306.7M)	QoQ -13.10% (-$1.1M) YoY +25.78% (-$1.5M)
(IJHcusip464287507)	121.0K	QoQ -0.99% (-1.2K) YoY +10.57% (+11.6K)	All Managers (Combined)	$7.1M	2.3% ($7.1M/$306.7M)	QoQ -7.28% (-$555.2K) YoY +6.22% (+$413.7K)
(IVVcusip464287200)	9.5K	QoQ +1.73% (-162) YoY +17.66% (+1.4K)	All Managers (Combined)	$5.3M	1.7% ($5.3M/$306.7M)	QoQ -2.89% (-$158.6K) YoY +25.75% (+$1.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	9.3K	QoQ +0.48% (-45) YoY -10.91% (-1.1K)	All Managers (Combined)	$5.2M	1.7% ($5.2M/$306.7M)	QoQ -4.09% (-$223.2K) YoY -4.72% (-$259.3K)
AMAZON COM INC(AMZNcusip023135106)	27.1K	QoQ -0.46% (-127) YoY +10.56% (+2.6K)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$306.7M)	QoQ -13.68% (-$816.0K) YoY +16.61% (+$733.5K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.3K	QoQ -0.96% (-52) YoY +3.50% (+181)	All Managers (Combined)	$5.1M	1.6% ($5.1M/$306.7M)	QoQ +2.22% (-$110.2K) YoY +33.61% (+$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.3K	QoQ -1.05% (-216) YoY +26.47% (+4.2K)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$306.7M)	QoQ +1.25% (-$61.7K) YoY +54.89% (+$1.8M)
VISA INC.(Vcusip92826C839)	14.2K	QoQ -9.87% (-1.6K) YoY -1.10% (-159)	All Managers (Combined)	$5.0M	1.6% ($5.0M/$306.7M)	QoQ -0.06% (-$3.1K) YoY +24.17% (-$967.6K)
(EFAcusip464287465)	59.2K	QoQ +0.41% (+242) YoY +1.13% (+665)	All Managers (Combined)	$4.8M	1.6% ($4.8M/$306.7M)	QoQ +8.53% (+$380.4K) YoY +3.50% (+$163.7K)
ELI LILLY & Co(LLYcusip532457108)	5.3K	QoQ +0.66% (+35) YoY +0.97% (+51)	All Managers (Combined)	$4.4M	1.4% ($4.4M/$306.7M)	QoQ +7.69% (+$313.0K) YoY +7.19% (+$294.0K)
(IVEcusip464287408)	22.0K	QoQ -2.01% (-453) YoY -5.01% (-1.2K)	All Managers (Combined)	$4.2M	1.4% ($4.2M/$306.7M)	QoQ -2.17% (-$93.1K) YoY -3.09% (-$133.8K)
(BNDcusip921937835)	55.4K	QoQ +1.11% (+611) YoY +36.95% (+14.9K)	All Managers (Combined)	$4.1M	1.3% ($4.1M/$306.7M)	QoQ +3.28% (+$129.3K) YoY +38.50% (+$1.1M)
Meta Platforms, Inc.(METAcusip30303M102)	6.5K	QoQ +1.24% (-80) YoY +13.90% (+797)	All Managers (Combined)	$3.8M	1.2% ($3.8M/$306.7M)	QoQ -0.34% (-$12.9K) YoY +35.20% (+$979.6K)
(MGVcusip921910840)	25.5K	QoQ 0.00% (+0) YoY +61.71% (+9.7K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$306.7M)	QoQ +3.14% (+$100.2K) YoY +74.33% (+$1.4M)
(MGKcusip921910816)	10.3K	QoQ -1.17% (-123) YoY +64.94% (+4.1K)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$306.7M)	QoQ -11.11% (-$399.4K) YoY +77.76% (+$1.4M)
(VIGcusip921908844)	16.4K	QoQ -3.11% (-526) YoY +2.69% (+429)	All Managers (Combined)	$3.2M	1.0% ($3.2M/$306.7M)	QoQ -4.02% (-$133.1K) YoY +9.09% (+$264.5K)