Pinnacle Bancorp, Inc.
Annual return '25
+11.7%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$338.8M
Holdings
884
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/A
Berkshire Hathaway Inc Del Cl A
Held since at least Q1 2024
6.6%
02
$VOO
Vanguard 500 Index Fund ETF
Q4 2025: New position (9.3k shares)
5.8%
03
$AAPL
Apple Computer Inc Com
Q1 2026: Increased +1.5% (82.1k → 83.3k shares)
2.7%
04
$MSFT
Microsoft Corp Com
Q1 2026: Increased +2.5% (57.7k → 59.2k shares)
2.3%
05
$IJH
iShares Tr Midcap Index FD
Q4 2025: New position (3.5k shares)
2.3%
06
$BRK/B
Berkshire Hathaway Inc Del Cl B New
Held since at least Q1 2024
2.2%
07
$IVV
iShares Tr S&P 500 Index
Q1 2026: Sold 10.4% (40.9k → 36.6k shares)
2.0%
08
$SPY
SPDR Tr Unit Ser 1
Q1 2026: Sold 4.3% (14.5k → 13.9k shares)
1.8%
09
$JPM
JP Morgan Chase & Co Com
Q1 2026: Increased +1.9% (25.9k → 26.3k shares)
1.8%
10
$GOOGL
Alphabet Inc Class A
Q1 2026: Sold 1.7% (7.1k → 7.0k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.