Pinnacle Wealth Planning Services, Inc.

CIK

1726752

City

MANSFIELD

State / Country

OH

Stock

MCR — Mfs Charter Income Trust

Top Portfolio Positions

2,359 positions · $514,308,970 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
ET	Energy Transfer LP Energy	3,074,597	$59,339,722	11.54%
AAPL	Apple Inc. Technology	92,065	$23,365,176	4.54%
NVDA	Nvidia Corp Technology	120,821	$21,071,182	4.10%
MSFT	Microsoft Corp Technology	36,471	$13,500,470	2.62%
AMZN	Amazon Com Inc Consumer Cyclical	54,318	$11,312,809	2.20%
GOOGL	Alphabet Inc. Communication Services	31,752	$9,130,605	1.78%
META	Meta Platforms, Inc. Communication Services	15,042	$8,605,979	1.67%
TSLA	Tesla, Inc. Consumer Cyclical	20,777	$7,723,849	1.50%
JPM	Jpmorgan Chase & Co Financial Services	26,079	$7,671,398	1.49%
SPY	Spdr S&P 500 ETF Trust	11,348	$7,380,058	1.43%

Portfolio Trend

25 quarters · across all stocks

Holdings in MCR

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,191	3,662	-22.2%	Shares	Sole	2026-05-11
2025-12-31	$29,500	4,705	-54.2%	Shares	Sole	2026-02-13
2022-12-31	$63,129	10,265	-29.8%	Shares	Sole	2023-02-13
2022-09-30	$86,989	14,620	-0.2%	Shares	Sole	2022-11-09
2022-06-30	$92,307	14,652	-0.1%	Shares	Sole	2022-08-03
2022-03-31	$107,663	14,668	-0.5%	Shares	Sole	2022-04-20
2021-12-31	$125,618	14,744	-0.3%	Shares	Sole	2022-01-21
2021-09-30	$127,194	14,790	-0.0%	Shares	Sole	2021-10-29
2021-06-30	$129,282	14,792	-0.3%	Shares	Sole	2021-08-02
2021-03-31	$126,742	14,841	-0.0%	Shares	Sole	2021-04-29
2020-12-31	$130,164	14,842	+3.8%	Shares	Sole	2021-02-12
2020-09-30	$114,575	14,304	-3.6%	Shares	Sole	2020-11-03
2020-06-30	$117,946	14,836	+20.1%	Shares	Sole	2020-07-27
2020-03-31	$91,427	12,355	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.