Pinnacle Financial Group, LLC / IL

CIK

1905962

Location

Western Springs, IL

Portfolio Value

Micro $36,510,840

Diversification

Diversified

Filing Date

Global Rank

#6,851 / 8,232 ▲ 189

Top Industry

Restaurants 22.6%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed May 13, 2026 · 32d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+68.0%

SPY

+76.3%

Annualised alpha

-1.9%

Max drawdown

−14.3%

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

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

Top Position

25.5%

+0.4 pts

Top 5

69.0%

+0.8 pts

Top 10

82.9%

+1.0 pts

HHI

1,223

Diversified+32

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.3%	$16,184,524	3
Consumer Cyclical	16.1%	$5,874,950	3
Technology	14.6%	$5,316,259	5
Financial Services	11.3%	$4,114,272	5
Energy	4.0%	$1,453,629	3
Industrials	3.8%	$1,388,641	3
Healthcare	2.2%	$818,563	3
Consumer Defensive	1.6%	$586,714	2
Communication Services	1.5%	$545,700	2
Utilities	0.6%	$227,588	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+401	7,407	$1,291,780
QQQ	Invesco Qqq Trust, Series 1	+328	2,142	$1,236,319
SPY	Spdr S&P 500 ETF Trust	+225	14,329	$9,318,721
AMZN	Amazon Com Inc	+225	4,604	$958,875
ABBV	AbbVie Inc.	+202	1,732	$376,692
GOOGL	Alphabet Inc.	+202	1,074	$308,839
AAPL	Apple Inc.	+166	11,088	$2,814,023
EPD	Enterprise Products Partners L.P.	+150	10,132	$383,394
PG	PROCTER & GAMBLE Co	+75	2,459	$355,177
TSLA	Tesla, Inc.	+68	882	$327,883
AVGO	Broadcom Inc.	+66	962	$297,748
CVX	Chevron Corp	+49	1,668	$345,109
BA	Boeing Co	+16	1,390	$276,651
LLY	ELI LILLY & Co	+9	250	$229,942
CEG	Constellation Energy Corp	+8	815	$227,588
MCD	Mcdonalds Corp	+5	14,763	$4,588,192
META	Meta Platforms, Inc.	+4	414	$236,861
GWW	W.W. Grainger, Inc.	+2	229	$249,795
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−1,983	13,083	$5,629,484
XOM	Exxon Mobil Corp	−499	4,274	$725,126
MSFT	Microsoft Corp	−372	1,586	$587,089
CAT	Caterpillar Inc	−240	1,217	$862,195
BRK-B	Berkshire Hathaway Inc	−155	5,915	$2,834,468
JPM	Jpmorgan Chase & Co	−150	1,469	$432,121
MS	Morgan Stanley	−149	1,405	$231,220
PEP	Pepsico Inc	−90	1,491	$231,537
PLTR	Palantir Technologies Inc.	−70	2,226	$325,619
ALL	Allstate Corp	−11	1,952	$404,727
AXP	American Express Co	−4	700	$211,736
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
JNJ	Johnson & Johnson	867	$211,929
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
V	Visa Inc.	624	$218,843
ABT	Abbott Laboratories	1,729	$216,626
IBM	International Business Machines Corp	676	$200,237
XLO	Xilio Therapeutics, Inc.	10,000	$89,600
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $36,510,840 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	14,329	+225	$9,318,721	−3.1%	25.52%
GLD	Spdr Gold Trust	Reduced	13,083	-1,983	$5,629,484	−5.7%	15.42%
MCD	Mcdonalds Corp Consumer Cyclical	Added	14,763	+5	$4,588,192	+1.7%	12.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,915	-155	$2,834,468	−7.1%	7.76%
AAPL	Apple Inc. Technology	Added	11,088	+166	$2,814,023	−5.2%	7.71%
NVDA	Nvidia Corp Technology	Added	7,407	+401	$1,291,780	−1.1%	3.54%
QQQ	Invesco Qqq Trust, Series 1	Added	2,142	+328	$1,236,319	+10.9%	3.39%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,604	+225	$958,875	−5.1%	2.63%
CAT	Caterpillar Inc Industrials	Reduced	1,217	-240	$862,195	+3.3%	2.36%
XOM	Exxon Mobil Corp Energy	Reduced	4,274	-499	$725,126	+26.2%	1.99%
MSFT	Microsoft Corp Technology	Reduced	1,586	-372	$587,089	−38.0%	1.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,469	-150	$432,121	−17.2%	1.18%
ALL	Allstate Corp Financial Services	Reduced	1,952	-11	$404,727	−0.9%	1.11%
EPD	Enterprise Products Partners L.P. Energy	Added	10,132	+150	$383,394	+19.8%	1.05%
ABBV	AbbVie Inc. Healthcare	Added	1,732	+202	$376,692	+7.8%	1.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,459	+75	$355,177	+4.0%	0.97%
CVX	Chevron Corp Energy	Added	1,668	+49	$345,109	+39.9%	0.95%
TSLA	Tesla, Inc. Consumer Cyclical	Added	882	+68	$327,883	−10.4%	0.90%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,226	-70	$325,619	−20.2%	0.89%
GOOGL	Alphabet Inc. Communication Services	Added	1,074	+202	$308,839	+13.2%	0.85%
AVGO	Broadcom Inc. Technology	Added	962	+66	$297,748	−4.0%	0.82%
BA	Boeing Co Industrials	Added	1,390	+16	$276,651	−7.3%	0.76%
GWW	W.W. Grainger, Inc. Industrials	Added	229	+2	$249,795	+9.1%	0.68%
META	Meta Platforms, Inc. Communication Services	Added	414	+4	$236,861	−12.5%	0.65%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,491	-90	$231,537	+2.0%	0.63%
MS	Morgan Stanley Financial Services	Reduced	1,405	-149	$231,220	−16.2%	0.63%
LLY	ELI LILLY & Co Healthcare	Added	250	+9	$229,942	−11.2%	0.63%
CEG	Constellation Energy Corp Utilities	Added	815	+8	$227,588	−20.2%	0.62%
JNJ	Johnson & Johnson Healthcare	NEW	867	NEW	$211,929	NEW	0.58%
AXP	American Express Co Financial Services	Reduced	700	-4	$211,736	−18.7%	0.58%