PB
Pinnacle Bancorp Portfolio holdings
AUM
$324M
1-Year Return
16.36%
This Quarter Return
+10.46%
1 Year Return
+16.36%
3 Year Return
+63.04%
5 Year Return
+112.46%
10 Year Return
–
AUM
$338M
AUM Growth
+$32.6M
(+11%)
Cap. Flow
+$2.79M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
45.79%
Holding
844
New
49
Increased
149
Reduced
175
Closed
23
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$634K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$327K |
| 3 |
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
|
$295K |
| 4 |
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
|
$295K |
| 5 |
Archer Daniels Midland
ADM
|
$278K |
Top Sells
Sector Composition
| 1 | Financials | 34.8% |
| 2 | Technology | 7.9% |
| 3 | Healthcare | 5.23% |
| 4 | Consumer Staples | 3.78% |
| 5 | Communication Services | 3.13% |
