CIK 1726752
Pinnacle Wealth Planning Services, Inc.
Institutional 13F holdings & portfolio
Holdings
2,751
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OZK | BANK OZK LITTLE ROCK ARK | 4K | $100K–$500K | SH |
| CVNA | CARVANA CO | 427 | $100K–$500K | SH |
| BIIB | BIOGEN INC | 1K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 4K | $100K–$500K | SH |
| INDB | INDEPENDENT BK CORP MASS | 2K | $100K–$500K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 2K | $100K–$500K | SH |
| TSSI | TSS INC DEL | 25K | $100K–$500K | SH |
| TXNM | TXNM ENERGY INC | 3K | $100K–$500K | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 684 | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 287 | $100K–$500K | SH |
| TER | TERADYNE INC | 905 | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 13K | $100K–$500K | SH |
| IR | INGERSOLL RAND INC | 2K | $100K–$500K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 192 | $100K–$500K | SH |
| ATI | ATI INC | 2K | $100K–$500K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 22K | $100K–$500K | SH |
| WWW | WOLVERINE WORLD WIDE INC | 10K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 302 | $100K–$500K | SH |
| GWX | SPDR INDEX SHS FDS | 4K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 843 | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 521 | $100K–$500K | SH |
| MOG.A | MOOG INC | 701 | $100K–$500K | SH |
| RUN | SUNRUN INC | 9K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 3K | $100K–$500K | SH |
| CRH | CRH PLC | 1K | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 5K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 3K | $100K–$500K | SH |
| OSIS | OSI SYSTEMS INC | 665 | $100K–$500K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| CSGS | CSG SYS INTL INC | 2K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 2K | $100K–$500K | SH |
| CX | CEMEX SAB DE CV | 15K | $100K–$500K | SH |
| SFM | SPROUTS FMRS MKT INC | 2K | $100K–$500K | SH |
| NTR | NUTRIEN LTD | 3K | $100K–$500K | SH |
| SANM | SANMINA CORPORATION | 1K | $100K–$500K | SH |
| AEIS | ADVANCED ENERGY INDS | 801 | $100K–$500K | SH |
| W | WAYFAIR INC | 2K | $100K–$500K | SH |
| KBE | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 14K | $100K–$500K | SH |
| BKU | BANKUNITED INC | 4K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| ACWI | ISHARES TR | 1K | $100K–$500K | SH |
| MSCI | MSCI INC | 287 | $100K–$500K | SH |
| EXC | EXELON CORP | 4K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 1K | $100K–$500K | SH |
| BTU | PEABODY ENERGY CORP | 5K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 878 | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW | 644 | $100K–$500K | SH |
| DJUN | FIRST TR EXCHNG TRADED FD VI | 3K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 1K | $100K–$500K | SH |