Position in KARO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$52,531
+$12,810 QoQ
Shares Held
1,054
+20.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KARO Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. KARO ranks #31 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in KARO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,531 | 1,054 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $39,721 | 873 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||