Pinnacle Bancorp, Inc.

Q1 2026 13F-HR Holdings

Location
Beatrice, NE
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
885
Total value ($000)
$338,837
Net value change ($000)
-2,331 (-0.7%)
New positions
41
Sold out positions
29
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 663 15.7%
CVX 656 36.8%
JNJ 637 19.3%
BND 561 10.9%
VGIT 474 20.9%
FMB 455 266.1%
XOM 323 40.9%
IEFA 323 11.3%
MGV 283 7.9%
MUB 280 19.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,384 -23.2%
BRK-B -1,137 -4.9%
VOO -993 -4.8%
LLY -703 -11.9%
AAPL -676 -7.0%
V -556 -12.6%
JPM -554 -8.5%
GOOGL -494 -7.8%
META -457 -11.6%
MGK -446 -10.5%
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.
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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