Pinnacle Bancorp, Inc.

Q4 2025 13F-HR Holdings

Location
Beatrice, NE
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
873
Total value ($000)
$341,168
Net value change ($000)
+2,616 (0.8%)
New positions
23
Sold out positions
60
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 1,713 40.6%
VIG 1,333 36.2%
GOOGL 1,319 26.5%
AAPL 1,001 11.5%
GOOGL 871 22.2%
JNJ 309 10.4%
WFC 231 11.6%
DVY 217 13.0%
SLV 211 50.5%
BIV 208 38.2%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,131 -9.9%
BRK-B -735 -3.0%
META -679 -14.7%
VOO -597 -2.8%
COST -583 -12.1%
MDY -310 -100.0%
IWM -263 -20.6%
ORCL -217 -31.8%
iSHARES TRUST -176 -100.0%
BLK -168 -14.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type