Pinnacle Holdings, LLC
Annual return '25
+0.9%
SPY '25
+17.7%
Alpha
-16.8ptsvs SPY
Invested
$309.3M
Holdings
222
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DIA
SPDR Dow Jones Industrial Average
Q4 2025: Exited (was 25.6k shares)
4.2%
02
$GS
Goldman Sachs
Q4 2025: Exited (was 9.1k shares)
3.0%
03
$CAT
Caterpillar
Q4 2025: Exited (was 9.3k shares)
2.6%
04
$AM
Antero Midstream Corp
Q4 2025: Exited (was 281.0k shares)
2.2%
05
$WMB
Williams Companies
Q4 2025: Exited (was 79.6k shares)
1.9%
06
$TRGP
Targa Resources
Q4 2025: Exited (was 22.8k shares)
1.9%
07
$AMGN
Amgen Inc.
Q4 2025: Exited (was 13.3k shares)
1.7%
08
$OKE
ONEOK
Q4 2025: Exited (was 58.5k shares)
1.7%
09
$KNTK
Kinetik Holdings
Q4 2025: Exited (was 91.1k shares)
1.5%
10
$MPLX
MPLX
Q4 2025: Exited (was 81.4k shares)
1.5%
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 15:04 UTC.