Pinnacle Bancorp, Inc.

Q3 2025 13F-HR Holdings

Location
Beatrice, NE
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
910
Total value ($000)
$338,552
Net value change ($000)
+14,510 (4.5%)
New positions
30
Sold out positions
29
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 1,912 28.3%
GOOGL 1,408 39.5%
VOO 1,287 6.4%
GOOGL 856 28.0%
IVV 790 12.8%
JPM 781 13.5%
QQQ 640 30.7%
JNJ 552 22.7%
NVDA 524 46.1%
ABBV 518 23.0%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -2,103 -8.0%
COST -510 -9.6%
V -497 -9.8%
BIL -391 -75.6%
iSHARES TRUST -349 -66.5%
VGSH -287 -11.3%
META -284 -5.8%
AMZN -203 -3.3%
ACN -198 -21.9%
TXN -177 -34.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type