Pinnacle Wealth Planning Services, Inc.
Position in CDNS — Cadence Design Systems Inc
CIK 1726752
MANSFIELD, OH
Position in CDNS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$465,021
+$124,353 QoQ
Shares Held
1,239
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#978
of 1,505 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDNS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $7,820,349 across 83 Software - Application names. CDNS ranks #5 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,799 | $893,683 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,896 | $714,095 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,542 | $550,209 | |
| 4 | DDOG |
Datadog, Inc.
|
1,894 | $493,121 | |
| 5 | CDNS |
Cadence Design Systems Inc
This page
|
1,239 | $465,021 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,542 | $345,330 | |
| 7 | SHOP |
Shopify Inc.
|
2,441 | $278,713 | |
| 8 | IDCC |
InterDigital, Inc.
|
943 | $266,991 |
All Filings in CDNS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,021 | 1,239 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $340,668 | 1,226 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $398,226 | 1,274 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $447,856 | 1,275 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $400,903 | 1,301 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $312,571 | 1,229 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $363,256 | 1,209 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $413,591 | 1,526 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $476,704 | 1,549 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $383,185 | 1,231 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $335,287 | 1,231 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $292,640 | 1,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $291,039 | 1,241 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $260,720 | 1,241 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $201,281 | 1,253 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $274,812 | 1,671 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $215,978 | 1,159 | Shares | Sole | 2022-01-21 | |
| 2020-12-31 | $116,101 | 851 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||