Pinnacle Wealth Management Group, Inc.

CIK

1868491

Location

PLYMOUTH, MI

Portfolio Value

Micro $62,208,146

Diversification

Diversified

Filing Date

Global Rank

#6,561 / 8,605 ▲ 51 · as of Mar 2026

Top Industry

Gold 22.9%

3Y Alpha vs SPY

-0.1%

Period ended 3 months ago

Filed Apr 14, 2026 · 3mo

20 quarters · since Jun 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.0%

SPY

+76.5%

Annualised alpha

-0.1%

Max drawdown

−14.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

−3.1 pts

Top 5

38.2%

−3.9 pts

Top 10

57.4%

−2.2 pts

HHI

427

Diversified−60

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	26.8%	$16,689,820	10
Technology	18.2%	$11,343,768	10
Financial Services	17.3%	$10,748,513	7
Unclassified	9.0%	$5,614,242	2
Utilities	6.6%	$4,091,851	8
Communication Services	6.2%	$3,864,726	4
Healthcare	4.0%	$2,483,310	5
Consumer Defensive	3.4%	$2,128,597	4
Industrials	2.9%	$1,802,614	2
Consumer Cyclical	2.0%	$1,270,655	1
Real Estate	1.8%	$1,091,789	3
Energy	1.7%	$1,078,261	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
ODV	Osisko Development Corp.	+57,533	238,083	$773,769
SKE	Skeena Resources Ltd	+13,144	58,401	$1,735,677
PPTA	Perpetua Resources Corp.	+8,300	51,610	$1,451,273
AGI	Alamos Gold Inc	+2,405	78,263	$3,477,225
AEM	Agnico Eagle Mines Ltd	+511	26,312	$5,340,809
BRK-B	Berkshire Hathaway Inc	+435	1,339	$641,648
NEM	NEWMONT Corp /DE/	+217	4,347	$470,562
WMT	Walmart Inc.	+187	2,445	$303,864
ABBV	AbbVie Inc.	+180	4,716	$1,025,682
COLD	Americold Realty Trust	+154	17,154	$196,584
XOM	Exxon Mobil Corp	+120	2,219	$376,475
DTE	Dte Energy Co	+91	3,139	$458,984
ABT	Abbott Laboratories	+79	2,293	$235,422
NEE	Nextera Energy Inc	+77	7,845	$728,643
GOOGL	Alphabet Inc.	+69	4,436	$1,275,616
PG	PROCTER & GAMBLE Co	+67	3,534	$510,450
LLY	ELI LILLY & Co	+25	351	$322,839
DTM	DT Midstream, Inc.	+12	2,753	$370,746
WELL	Welltower Inc.	+8	3,284	$649,279
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−3,441	8,951	$5,166,338
BAC	Bank Of America Corp /De/	−1,351	4,184	$203,970
MS	Morgan Stanley	−808	30,193	$4,968,862
PEP	Pepsico Inc	−508	6,756	$1,049,139
AMT	American Tower Corp /Ma/	−475	1,425	$245,926
MSFT	Microsoft Corp	−440	12,977	$4,803,696
TMUS	T-Mobile US, Inc.	−250	3,610	$758,208
NVDA	Nvidia Corp	−203	1,967	$343,044
AMZN	Amazon Com Inc	−190	6,101	$1,270,655
JPM	Jpmorgan Chase & Co	−142	10,851	$3,191,930
JNJ	Johnson & Johnson	−120	2,406	$588,122
V	Visa Inc.	−104	4,089	$1,235,859
MDLZ	Mondelez International, Inc.	−100	4,600	$265,144
VMC	Vulcan Materials CO	−100	800	$217,840
ADP	Automatic Data Processing Inc	−99	1,609	$326,916
DIA	Spdr Dow Jones Industrial Average ETF Trust	−77	967	$447,904
AAPL	Apple Inc.	−51	11,867	$3,011,725
VZ	Verizon Communications Inc	−42	25,854	$1,297,870
NOK	Nokia Corp	−37	18,000	$144,720
BA	Boeing Co	−20	3,272	$651,226
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
CDE	Coeur Mining, Inc.	137,215	$2,575,525
UTG	Reaves Utility Income Fund	5,350	$210,148
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NGD	New Gold Inc. /FI	273,330	$2,380,704
UPS	United Parcel Service Inc	2,570	$254,918
CCI	Crown Castle Inc.	2,558	$227,329
PAYX	Paychex Inc	2,007	$225,145
DVS	DOLLY VARDEN SILVER CORP	50,000	$220,500
BABA	Alibaba Group Holding Ltd	1,414	$207,264
WFC	Wells Fargo & Company/Mn	2,150	$200,380
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $62,208,146 total · as of Mar 31, 2026

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

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	26,312	+511	$5,340,809	+22.1%	8.59%
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,951	-3,441	$5,166,338	−32.1%	8.30%
MS	Morgan Stanley Financial Services	Reduced	30,193	-808	$4,968,862	−9.7%	7.99%
MSFT	Microsoft Corp Technology	Reduced	12,977	-440	$4,803,696	−26.0%	7.72%
AGI	Alamos Gold Inc Basic Materials	Added	78,263	+2,405	$3,477,225	+18.8%	5.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,851	-142	$3,191,930	−9.9%	5.13%
AAPL	Apple Inc. Technology	Reduced	11,867	-51	$3,011,725	−7.0%	4.84%
CDE	Coeur Mining, Inc. Basic Materials	NEW	137,215	NEW	$2,575,525	NEW	4.14%
SKE	Skeena Resources Ltd Basic Materials	Added	58,401	+13,144	$1,735,677	+61.6%	2.79%
PPTA	Perpetua Resources Corp. Basic Materials	Added	51,610	+8,300	$1,451,273	+38.4%	2.33%
VZ	Verizon Communications Inc Communication Services	Reduced	25,854	-42	$1,297,870	+23.1%	2.09%
GOOGL	Alphabet Inc. Communication Services	Added	4,436	+69	$1,275,616	−6.7%	2.05%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,101	-190	$1,270,655	−12.5%	2.04%
V	Visa Inc. Financial Services	Reduced	4,089	-104	$1,235,859	−16.0%	1.99%
RSG	Republic Services, Inc. Industrials	Held	5,257	0	$1,151,388	+3.3%	1.85%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,756	-508	$1,049,139	+0.6%	1.69%
ABBV	AbbVie Inc. Healthcare	Added	4,716	+180	$1,025,682	−1.0%	1.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,750	0	$929,362	+11.2%	1.49%
ODV	Osisko Development Corp. Basic Materials	Added	238,083	+57,533	$773,769	+22.8%	1.24%
NXT	Nextpower Inc. Technology	Held	6,368	0	$767,662	+38.4%	1.23%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	3,610	-250	$758,208	−3.3%	1.22%
NEE	Nextera Energy Inc Utilities	Added	7,845	+77	$728,643	+16.8%	1.17%
BA	Boeing Co Industrials	Reduced	3,272	-20	$651,226	−8.9%	1.05%
WELL	Welltower Inc. Real Estate	Added	3,284	+8	$649,279	+6.8%	1.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,339	+435	$641,648	+41.2%	1.03%
BIPC	Brookfield Infrastructure Corp Utilities	Held	15,319	0	$605,406	−13.0%	0.97%
JNJ	Johnson & Johnson Healthcare	Reduced	2,406	-120	$588,122	+12.5%	0.95%
ORCL	Oracle Corp Technology	Held	3,696	0	$543,718	−24.5%	0.87%
KT	Kt Corp Communication Services	Held	24,850	0	$533,032	+13.1%	0.86%
DUK	Duke Energy CORP Utilities	Held	4,048	0	$530,045	+11.7%	0.85%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,534	+67	$510,450	+2.7%	0.82%
BEPC	Brookfield Renewable Corp Utilities	Held	12,659	0	$504,207	+3.9%	0.81%
SO	Southern Co Utilities	Held	5,104	0	$492,638	+10.7%	0.79%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	4,347	+217	$470,562	+14.1%	0.76%
DTE	Dte Energy Co Utilities	Added	3,139	+91	$458,984	+16.8%	0.74%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	967	-77	$447,904	−10.7%	0.72%
AEE	Ameren Corp Utilities	Held	3,956	0	$434,843	+10.1%	0.70%
XOM	Exxon Mobil Corp Energy	Added	2,219	+120	$376,475	+49.0%	0.61%
DTM	DT Midstream, Inc. Energy	Added	2,753	+12	$370,746	+13.0%	0.60%
NVDA	Nvidia Corp Technology	Reduced	1,967	-203	$343,044	−15.2%	0.55%
CMS	Cms Energy Corp Utilities	Held	4,345	0	$337,085	+10.9%	0.54%
ECL	Ecolab Inc. Basic Materials	Held	1,252	0	$333,057	+1.3%	0.54%
CVX	Chevron Corp Energy	Held	1,600	0	$331,040	+35.8%	0.53%
ADP	Automatic Data Processing Inc Technology	Reduced	1,609	-99	$326,916	−25.6%	0.53%
LLY	ELI LILLY & Co Healthcare	Added	351	+25	$322,839	−7.9%	0.52%
B	Barrick Mining Corp Basic Materials	Held	7,700	0	$314,083	−6.3%	0.50%
VKTX	Viking Therapeutics, Inc. Healthcare	Held	9,565	0	$311,245	−7.5%	0.50%
WMT	Walmart Inc. Consumer Defensive	Added	2,445	+187	$303,864	+20.8%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Held	350	0	$296,096	−3.8%	0.48%
MSI	Motorola Solutions, Inc. Technology	Held	621	0	$269,495	+13.2%	0.43%