Pinnacle Financial Group, LLC / IL
CIK
1905962
Location
Western Springs, IL
Portfolio Value
Micro
$5,316,259
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Unclassified | 44.3% | $16,184,524 |
| Consumer Cyclical | 16.1% | $5,874,950 |
| Technology | 14.6% | $5,316,259 |
| Financial Services | 11.3% | $4,114,272 |
| Energy | 4.0% | $1,453,629 |
| Industrials | 3.8% | $1,388,641 |
| Healthcare | 2.2% | $818,563 |
| Consumer Defensive | 1.6% | $586,714 |
| Communication Services | 1.5% | $545,700 |
| Utilities | 0.6% | $227,588 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | ||||
5 positions ·
$5,316,259 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 11,088 | $2,814,023 | 52.93% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,407 | $1,291,780 | 24.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,586 | $587,089 | 11.04% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 2,226 | $325,619 | 6.12% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 962 | $297,748 | 5.60% |