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 551–600 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| LYFT | LYFT INC | 8K | $100K–$500K | SH |
| GSK | GSK PLC | 3K | $100K–$500K | SH |
| FAUG | FIRST TR EXCHNG TRADED FD VI | 3K | $100K–$500K | SH |
| SLB | SLB LIMITED | 4K | $100K–$500K | SH |
| VRSN | VERISIGN INC | 661 | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 3K | $100K–$500K | SH |
| OTTR | OTTER TAIL CORP | 2K | $100K–$500K | SH |
| MIR | MIRION TECHNOLOGIES INC | 7K | $100K–$500K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 2K | $100K–$500K | SH |
| OVV | OVINTIV INC | 4K | $100K–$500K | SH |
| GNOV | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| MKTX | MARKETAXESS HLDGS INC | 871 | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 899 | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 899 | $100K–$500K | SH |
| BOX | BOX INC | 5K | $100K–$500K | SH |
| CALM | CAL MAINE FOODS INC | 2K | $100K–$500K | SH |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 674 | $100K–$500K | SH |
| ABCB | AMERIS BANCORP | 2K | $100K–$500K | SH |
| FFIV | F5 INC | 613 | $100K–$500K | SH |
| DBX | DROPBOX INC | 6K | $100K–$500K | SH |
| AVK | ADVENT CONV & INCOME FD | 12K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 4K | $100K–$500K | SH |
| MT | ARCELORMITTAL SA LUXEMBOURG | 3K | $100K–$500K | SH |
| TME | TENCENT MUSIC ENTMT GROUP | 9K | $100K–$500K | SH |
| HWC | HANCOCK WHITNEY CORPORATION | 2K | $100K–$500K | SH |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 3K | $100K–$500K | SH |
| PHIN | PHINIA INC | 2K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 1K | $100K–$500K | SH |
| HP | HELMERICH & PAYNE INC | 5K | $100K–$500K | SH |
| JQC | NUVEEN CR STRATEGIES INCOME | 30K | $100K–$500K | SH |
| PIPR | PIPER SANDLER COMPANIES | 449 | $100K–$500K | SH |
| SITM | SITIME CORP | 430 | $100K–$500K | SH |
| FUN | SIX FLAGS ENTERTAINMENT CORP | 10K | $100K–$500K | SH |
| FDIS | FIDELITY COVINGTON TRUST | 1K | $100K–$500K | SH |
| WU | WESTERN UN CO | 16K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 3K | $100K–$500K | SH |
| SMAY | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 1K | $100K–$500K | SH |
| SNOV | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| YSEP | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| IT | GARTNER INC | 586 | $100K–$500K | SH |
| SLDE | SLIDE INS HLDGS INC | 8K | $100K–$500K | SH |
| MRCY | MERCURY SYS INC | 2K | $100K–$500K | SH |
| ESNT | ESSENT GROUP LTD | 2K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 2K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 486 | $100K–$500K | SH |
| CVBF | CVB FINL CORP | 8K | $100K–$500K | SH |
| INSM | INSMED INC | 843 | $100K–$500K | SH |