Institutional Manager · CIK 0001703383
Pinnacle Bancorp, Inc.
BEATRICE, NE · File #028-18006
Latest AUM
$341.2M
Positions
873
Top-10 Concentration
47.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025873 pos · $341.2M
- 13F HOLDINGS REPORTQ/E Sep 2025910 pos · $338.6M
- 13F HOLDINGS REPORTQ/E Jun 2025909 pos · $324.0M
- 13F HOLDINGS REPORTQ/E Mar 2025898 pos · $306.7M
- 13F HOLDINGS REPORTQ/E Dec 2024881 pos · $307.5M
- 13F HOLDINGS REPORTQ/E Sep 2024871 pos · $374.1M
- 13F HOLDINGS REPORTQ/E Jun 2024848 pos · $338.7M
- 13F HOLDINGS REPORTQ/E Mar 2024822 pos · $338.1M
- 13F HOLDINGS REPORTQ/E Dec 2023777 pos · $281.4M
- 13F HOLDINGS REPORTQ/E Sep 2023764 pos · $292.5M
- 13F HOLDINGS REPORTQ/E Jun 2023797 pos · $272.4M
- 13F HOLDINGS REPORTQ/E Mar 2023739 pos · $259,948
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del Cl A | BRK-A | 31 | $23.4M | 10.55% |
| 2 | Vanguard 500 Index Fund ETF | 922908363 | 33,027 | $20.7M | 9.34% |
| 3 | Microsoft Corp Com | MSFT | 21,224 | $10.3M | 4.63% |
| 4 | Apple Computer Inc Com | AAPL | 35,585 | $9.7M | 4.36% |
| 5 | Berkshire Hathaway Inc Del Cl B New | BRK-A | 15,523 | $7.8M | 3.52% |
| 6 | iShares Tr Midcap Index FD | 464287507 | 116,415 | $7.7M | 3.46% |
| 7 | iShares Tr S&P 500 Index | 464287200 | 10,377 | $7.1M | 3.20% |
| 8 | JP Morgan Chase & Co Com | VYLD | 20,170 | $6.5M | 2.93% |
| 9 | SPDR Tr Unit Ser 1 | SPY | 9,379 | $6.4M | 2.88% |
| 10 | Alphabet Inc Class A | GOOG | 20,109 | $6.3M | 2.84% |
| 11 | Eli Lilly & Co Com | LLY | 5,518 | $5.9M | 2.67% |
| 12 | Amazon Com Inc | AMZN | 24,896 | $5.7M | 2.59% |
| 13 | iShares Tr MSCI Eafe Idx | 464287465 | 58,751 | $5.6M | 2.54% |
| 14 | Vanguard Total Bond Mkt | 921937835 | 69,322 | $5.1M | 2.31% |
| 15 | Vanguard Div Appreciation | 921908844 | 22,832 | $5.0M | 2.26% |
| 16 | Alphabet Inc Class C | GOOG | 15,253 | $4.8M | 2.16% |
| 17 | VISA Inc Class A Shares | V | 12,614 | $4.4M | 1.99% |
| 18 | Vanguard Mega Cap 300 Grwth | 921910816 | 10,324 | $4.3M | 1.92% |
| 19 | Costco Whsl Corp New Com | 22160K105 | 4,890 | $4.2M | 1.90% |
| 20 | iShares S&P 500 Barra Value | 464287408 | 19,466 | $4.1M | 1.86% |