Pinnacle Bancorp, Inc.

CIK

1703383

Location

BEATRICE, NE

Portfolio Value

Small $368,932,354

Diversification

Diversified

Filing Date

Global Rank

#4,527 / 8,818 ▲ 74 · as of Jun 2026

Top Industry

Insurance - Diversified 16.9%

Period ended 29 days ago

Filed Oct 21, 2026 · 8d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.1%, 20.3 effective positions, active share 54.1% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.2 quarters (12+), a floor since 85.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 54.1%; sector active share 41.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

922 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.1%

+0.1 pts

Top 5

41.0%

+1.0 pts

Top 10

53.0%

+1.9 pts

HHI

512

Diversified+19

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.1%	$188,663,090	348
Financial Services	14.3%	$52,597,895	107
Technology	11.6%	$42,750,058	83
Healthcare	5.9%	$21,676,387	65
Communication Services	3.8%	$14,104,235	29
Industrials	3.6%	$13,342,840	74
Consumer Defensive	3.1%	$11,398,966	42
Consumer Cyclical	2.9%	$10,614,523	58
Energy	2.0%	$7,531,418	38
Utilities	0.7%	$2,620,500	29
Basic Materials	0.5%	$1,900,918	30
Real Estate	0.5%	$1,731,524	19

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	+23,788	62,759	$1,857,038
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+13,091	56,349	$3,243,448
PREF	Principal Spectrum Preferred Securities Active ETF	+12,777	20,717	$380,156
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+11,382	58,067	$3,290,076
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+6,579	94,259	$6,612,268
AGG	iShares Core U.S. Aggregate Bond ETF	+6,103	22,679	$2,144,072
MUB	iShares National Muni Bond ETF	+4,914	20,774	$2,100,251
SCMB	Schwab Municipal Bond ETF	+4,664	14,888	$359,694
IEFA	iShares Core MSCI EAFE ETF	+4,397	43,599	$4,223,871
APH	Amphenol Corp	+4,243	8,598	$724,811
FMB	First Trust Managed Municipal ETF	+4,144	16,996	$813,428
IBTJ	iShares iBonds Dec 2029 Term Treasury ETF	+3,759	9,036	$191,789
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+3,686	13,713	$608,994
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	+2,902	6,077	$146,577
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+2,798	4,798	$119,758
TIP	iShares TIPS Bond ETF	+2,756	4,765	$495,750
SMMD	iShares Russell 2500 ETF	+2,081	2,794	$238,942
IBTI	iShares iBonds Dec 2028 Term Treasury ETF	+1,808	17,971	$393,744
SLB	Slb Limited	+1,760	2,723	$132,664
IEMG	iShares Trust	+1,537	26,380	$0
PAAA	PGIM AAA CLO ETF	+1,371	1,583	$81,192
DFAE	Dimensional Emerging Core Equity Market ETF	+1,338	5,199	$204,372
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+1,189	10,017	$612,339
NFLX	Netflix Inc	+998	2,989	$207,974
CGMU	Capital Group Municipal Income ETF	+970	2,826	$73,306
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NUV	Nuveen Municipal Value Fund Inc	−24,000	2,000	$16,580
WFC	Wells Fargo & Company	−11,649	11,536	$923,456
SCHP	Schwab U.S. TIPS ETF	−10,970	15,288	$384,187
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−9,406	14,853	$703,438
BAC	Bank Of America Corp	−8,802	40,909	$2,226,676
GOOG	Alphabet Inc.	−7,141	8,034	$2,737,505
AMZN	Amazon Com Inc	−5,205	20,491	$5,105,332
FSMB	First Trust Short Duration Managed Municipal ETF	−5,114	2,319	$45,127
V	Visa Inc.	−4,581	8,547	$3,071,193
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	−4,490	23,375	$521,730
JPM	Jpmorgan Chase & Co	−3,825	16,359	$5,412,047
MSFT	Microsoft Corp	−3,725	17,553	$9,002,933
META	Meta Platforms, Inc.	−3,041	3,223	$2,337,255
MBB	iShares MBS ETF	−2,951	4,713	$422,379
BUFR	FT Vest Laddered Buffer ETF	−2,755	1,594	$59,727
COST	Costco Wholesale Corp	−2,752	2,148	$1,955,410
T	At&T Inc.	−2,486	8,743	$213,329
FVD	First Trust Value Line Dividend Index Fund	−2,360	4,178	$195,989
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−2,140	1,285	$31,148
IAU	Ishares Gold Trust	−2,106	8,188	$639,482
IJH	iShares Core S&P Mid-Cap ETF	−1,836	112,421	$8,088,690
VZ	Verizon Communications Inc	−1,621	11,547	$529,660
SCHM	Schwab U.S. Mid-Cap ETF	−1,482	14,499	$493,255
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	−1,351	50,132	$4,644,729
BSX	Boston Scientific Corp	−1,307	340	$14,841
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	430	$141,259
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	5,261	$119,372
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	1,432	$90,273
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	2,345	$49,573
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	875	$40,635
PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	1,640	$31,652
FLTR	VanEck IG Floating Rate ETF	782	$20,011
HGER	Harbor Commodity All-Weather Strategy ETF	443	$15,620
DOCU	Docusign, Inc.	192	$12,892
KDP	Keurig Dr Pepper Inc.	403	$12,227
JBS	Jbs N.V.	977	$11,030
FDXF	FedEx Freight Holding Company, Inc.	98	$10,719
DFNM	Dimensional National Municipal Bond ETF	229	$10,540
MTZ	Mastec Inc	46	$9,826
WPM	Wheaton Precious Metals Corp.	72	$9,627
VFQY	VANGUARD U.S. QUALITY FACTOR ETF	56	$9,536
JPIE	JPMorgan Income ETF	195	$8,753
SPCX	Space Exploration Technologies Corp	47	$7,090
BINC		133	$6,755
RING	iShares MSCI Global Gold Miners ETF	86	$6,588
SGI	Somnigroup International Inc.	101	$6,273
EQT	EQT Corp	72	$3,496
RIG	Transocean Ltd.	618	$3,238
MBGL	Mobility Global Inc.	169	$2,898
SFM	Sprouts Farmers Market, Inc.	43	$2,853
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VMO	Invesco Municipal Opportunity Trust	15,000	$148,050
IBTG	iShares iBonds Dec 2026 Term Treasury ETF	4,525	$103,577
PFFD	Global X U.S. Preferred ETF	4,006	$74,872
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	1,334	$68,420
VNLA	Janus Henderson Short Duration Income ETF	1,000	$48,865
KMI	Kinder Morgan, Inc.	1,000	$31,970
BMEZ	BlackRock Health Sciences Term Trust	2,000	$30,700
APP	AppLovin Corp	39	$20,093
ESGE	iShares Trust	260	$14,219
NVT	nVent Electric plc	65	$11,024
PFXF	VanEck Preferred Securities ex Financials ETF	613	$10,935
TKO	TKO Group Holdings, Inc.	54	$10,870
KBWB	Invesco Ltd.	111	$10,320
SKYH	Sky Harbour Group Corp	1,000	$9,840
—		700	$8,197
STX	Seagate Technology Holdings plc	7	$6,755
PPLI	People Inc	130	$6,000
MTCH	Match Group, Inc.	149	$5,669
DINO	HF Sinclair Corp	64	$4,457
DLTR	Dollar Tree, Inc.	27	$3,265
CCK	Crown Holdings, Inc.	27	$3,019
BIO	Bio-Rad Laboratories, Inc.	10	$2,936
DFAR	Dimensional US Real Estate ETF	90	$2,354
AOS	Smith A O Corp	37	$2,320
QTRX	Quanterix Corp	520	$2,246
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

922 tracked positions · $368,932,354 total · filing declares 924 positions · $374,911,205 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 922 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	33,094	+65	$23,194,260	+2.2%	6.29%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	31	0	$23,157,155	−0.2%	6.28%
AAPL	Apple Inc. Technology	Reduced	36,995	-220	$12,320,074	+14.4%	3.34%
MSFT	Microsoft Corp Technology	Reduced	17,553	-3,725	$9,002,933	+13.4%	2.44%
SPY	Spdr S&P 500 ETF Trust	Added	11,635	+28	$8,873,200	+2.4%	2.41%
IVV	iShares Core S&P 500 ETF	Reduced	10,734	-79	$8,220,633	+1.5%	2.23%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	112,421	-1,836	$8,088,690	−8.2%	2.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,316	-213	$7,128,652	−1.9%	1.93%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,736	-172	$6,790,762	−4.6%	1.84%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	94,259	+6,579	$6,612,268	+2.7%	1.79%
LLY	ELI LILLY & Co Healthcare	Added	5,708	+8	$6,604,612	−3.4%	1.79%
EFA	iShares MSCI EAFE ETF	Added	59,410	+185	$6,172,104	+0.3%	1.67%
VIG	Vanguard Specialized Funds	Reduced	23,243	-1,110	$5,422,824	−5.9%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,359	-3,825	$5,412,047	−18.1%	1.47%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,491	-5,205	$5,105,332	−16.6%	1.38%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Reduced	50,132	-1,351	$4,644,729	+2.6%	1.26%
IVE	iShares S&P 500 Value ETF	Held	19,466	0	$4,443,698	+0.5%	1.20%
JNJ	Johnson & Johnson Healthcare	Added	16,749	+1	$4,434,130	+4.2%	1.20%
IEFA	iShares Core MSCI EAFE ETF	Added	43,599	+4,397	$4,223,871	+11.6%	1.14%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	11,196	+14	$4,189,991	+1.3%	1.14%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Reduced	25,870	-900	$4,167,398	−4.8%	1.13%
VUG	VANGUARD GROWTH INDEX FUND	Added	40,568	+203	$3,655,582	+5.1%	0.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,643	-5	$3,434,752	+0.3%	0.93%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	55,519	-17	$3,292,831	−0.7%	0.89%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	58,067	+11,382	$3,290,076	+19.5%	0.89%
ABBV	AbbVie Inc. Healthcare	Reduced	12,519	-161	$3,274,845	+2.6%	0.89%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	56,349	+13,091	$3,243,448	+28.8%	0.88%
V	Visa Inc. Financial Services	Reduced	8,547	-4,581	$3,071,193	−31.8%	0.83%
IJR	iShares Core S&P Small-Cap ETF	Added	22,547	+903	$3,067,293	−4.4%	0.83%
NVDA	Nvidia Corp Technology	Added	13,047	+583	$2,979,673	+19.5%	0.81%
GOOG	Alphabet Inc. Communication Services	Reduced	8,034	-7,141	$2,737,505	−48.9%	0.74%
VTV	VANGUARD VALUE INDEX FUND	Reduced	12,661	-382	$2,735,788	−3.8%	0.74%
CVX	Chevron Corp Energy	Reduced	12,302	-2	$2,512,191	+23.2%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,865	-151	$2,450,147	−1.8%	0.66%
SUB	iShares Short-Term National Muni Bond ETF	Added	22,731	+247	$2,376,298	−0.7%	0.64%
META	Meta Platforms, Inc. Communication Services	Reduced	3,223	-3,041	$2,337,255	−33.8%	0.63%
BAC	Bank Of America Corp Financial Services	Reduced	40,909	-8,802	$2,226,676	−21.4%	0.60%
IVW	iShares S&P 500 Growth ETF	Held	15,270	0	$2,172,310	+3.4%	0.59%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	22,679	+6,103	$2,144,072	+30.7%	0.58%
MUB	iShares National Muni Bond ETF	Added	20,774	+4,914	$2,100,251	+23.0%	0.57%
DVY	iShares Select Dividend ETF	Held	13,382	0	$2,035,000	−2.7%	0.55%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	2,148	-2,752	$1,955,410	−57.3%	0.53%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Held	14,023	0	$1,931,107	−6.8%	0.52%
SPSB	State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF	Added	62,759	+23,788	$1,857,038	+58.8%	0.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,537	-241	$1,779,877	−9.7%	0.48%
KO	Coca Cola Co Consumer Defensive	Reduced	20,307	-43	$1,748,026	+5.7%	0.47%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Held	19,559	0	$1,671,903	+3.5%	0.45%
ILCG	iShares Morningstar Growth ETF	Held	13,502	0	$1,579,328	−0.0%	0.43%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Held	25,719	0	$1,413,259	+0.6%	0.38%
MRK	Merck & Co., Inc. Healthcare	Added	9,707	+141	$1,410,524	+14.7%	0.38%

Showing the top 50 of 922 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.