Pinnacle Holdings, LLC

CIK

1411784

City

TULSA

State / Country

Stock

LZB — La-Z-Boy Inc

Top Portfolio Positions

189 positions · $264,125,328 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
DIA	Spdr Dow Jones Industrial Average ETF Trust	26,807	$12,416,734	4.70%
GS	Goldman Sachs Group Inc Financial Services	10,311	$8,723,002	3.30%
CAT	Caterpillar Inc Industrials	10,920	$7,736,383	2.93%
AM	Antero Midstream Corp Energy	279,484	$6,372,235	2.41%
WMB	Williams Companies, Inc. Energy	78,450	$5,709,591	2.16%
TRGP	Targa Resources Corp. Energy	22,046	$5,527,593	2.09%
AMGN	Amgen Inc Healthcare	14,475	$5,093,028	1.93%
OKE	Oneok Inc /New/ Energy	56,298	$5,088,776	1.93%
MPLX	Mplx LP Energy	79,676	$4,547,109	1.72%
KNTK	Kinetik Holdings Inc. Energy	93,925	$4,546,909	1.72%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,107,447	34,457	-0.6%	Shares	Sole	2026-05-08
2025-12-31	$1,291,778	34,660	+0.5%	Shares	Sole	2026-02-12
2025-09-30	$1,183,696	34,490	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$1,233,151	33,176	+15.8%	Shares	Sole	2025-08-07
2025-03-31	$1,119,615	28,642	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$1,259,129	28,899	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,240,634	28,899	-0.3%	Shares	Sole	2024-11-12
2024-06-30	$1,080,859	28,993	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$1,097,187	29,165	-3.8%	Shares	Sole	2024-05-09
2023-12-31	$1,119,451	30,321	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$938,041	30,377	-9.1%	Shares	Sole	2023-11-14
2023-06-30	$957,406	33,429	+0.8%	Shares	Sole	2023-08-11
2023-03-31	$964,641	33,172	-1.0%	Shares	Sole	2023-05-12
2022-12-31	$764,287	33,492	+1.5%	Shares	Sole	2023-02-13
2022-09-30	$744,629	32,992	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$784,397	33,083	+1.0%	Shares	Sole	2022-08-11
2022-03-31	$864,144	32,770	+1.9%	Shares	Sole	2022-05-13
2021-12-31	$1,167,729	32,160	+2.0%	Shares	Sole	2022-02-14
2021-09-30	$1,016,566	31,541	+2.5%	Shares	Sole	2021-11-12
2021-06-30	$1,140,313	30,786	+3.1%	Shares	Sole	2021-08-13
2021-03-31	$1,268,197	29,854	0.0%	Shares	Sole	2021-05-12
2020-12-31	$1,189,383	29,854	-2.7%	Shares	Sole	2021-02-12
2020-09-30	$970,092	30,670	-5.0%	Shares	Sole	2020-11-13
2020-06-30	$873,902	32,295	+2.4%	Shares	Sole	2020-08-13
2020-03-31	$648,352	31,550	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.