Pinnacle Bancorp, Inc.

Q2 2026 13F-HR Holdings

Location
Beatrice, NE
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
921
Total value ($000)
$384,439
Net value change ($000)
+45,602 (13.5%)
New positions
63
Sold out positions
27
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 2,966 15.0%
SPY 2,529 41.2%
AAPL 1,771 19.7%
LLY 1,610 30.8%
VTV 1,595 127.9%
IVV 1,370 20.4%
GOOGL 1,315 22.7%
VUG 1,237 55.2%
IJH 1,051 13.5%
GOOGL 987 22.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -949 -100.0%
CVX -400 -16.4%
COST -296 -6.1%
XOM -241 -21.7%
GLD -226 -14.4%
ACN -201 -40.7%
MCD -163 -10.0%
JPST -157 -63.1%
SLV -143 -21.5%
BRK-B -141 -1.9%
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