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 651–700 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BOOT | BOOT BARN HLDGS INC | 736 | $100K–$500K | SH |
| SHOO | MADDEN STEVEN LTD | 3K | $100K–$500K | SH |
| QTWO | Q2 HLDGS INC | 2K | $100K–$500K | SH |
| APG | API GROUP CORP | 3K | $100K–$500K | SH |
| CNP | CENTERPOINT ENERGY INC | 3K | $100K–$500K | SH |
| CG | CARLYLE GROUP INC | 2K | $100K–$500K | SH |
| TNK | TEEKAY TANKERS LTD | 2K | $100K–$500K | SH |
| JBTM | JBT MAREL CORPORATION | 852 | $100K–$500K | SH |
| DOW | DOW INC | 5K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| MKSI | MKS INC. | 795 | $100K–$500K | SH |
| AROW | ARROW FINL CORP | 4K | $100K–$500K | SH |
| LOGI | LOGITECH INTL S A | 1K | $100K–$500K | SH |
| CTVA | CORTEVA INC | 2K | $100K–$500K | SH |
| FMX | FOMENTO ECONOMICO MEXICANO S | 1K | $100K–$500K | SH |
| CE | CELANESE CORP DEL | 3K | $100K–$500K | SH |
| SLF | SUN LIFE FINANCIAL INC. | 2K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 323 | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 3K | $100K–$500K | SH |
| AL | AIR LEASE CORP | 2K | $100K–$500K | SH |
| HRI | HERC HLDGS INC | 842 | $100K–$500K | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 2K | $100K–$500K | SH |
| PATK | PATRICK INDS INC | 1K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 675 | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 3K | $100K–$500K | SH |
| RHI | ROBERT HALF INC. | 5K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 1K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| HLN | HALEON PLC | 12K | $100K–$500K | SH |
| BJ | BJS WHSL CLUB HLDGS INC | 1K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 752 | $100K–$500K | SH |
| BBT | BEACON FINANCIAL CORP. | 5K | $100K–$500K | SH |
| CORT | CORCEPT THERAPEUTICS INC | 3K | $100K–$500K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 437 | $100K–$500K | SH |
| VLTO | VERALTO CORP | 1K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 1K | $100K–$500K | SH |
| RPM | RPM INTL INC | 1K | $100K–$500K | SH |
| PRK | PARK NATL CORP | 787 | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 15K | $100K–$500K | SH |
| WRBY | WARBY PARKER INC | 5K | $100K–$500K | SH |
| NATR | NATURES SUNSHINE PRODS INC | 5K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 3K | $100K–$500K | SH |
| ENSG | ENSIGN GROUP INC | 673 | $100K–$500K | SH |
| JNK | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| RAL | RALLIANT CORP | 2K | $100K–$500K | SH |
| AOS | SMITH A O CORP | 2K | $100K–$500K | SH |
| KURA | KURA ONCOLOGY INC | 11K | $100K–$500K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 7K | $100K–$500K | SH |
| TDC | TERADATA CORP DEL | 4K | $100K–$500K | SH |
| JBHT | HUNT J B TRANS SVCS INC | 599 | $100K–$500K | SH |