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 801–850 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SRLN | SSGA ACTIVE ETF TR | 2K | $50K–$100K | SH |
| REZI | RESIDEO TECHNOLOGIES INC | 3K | $50K–$100K | SH |
| ENB | ENBRIDGE INC | 2K | $50K–$100K | SH |
| TNGX | TANGO THERAPEUTICS INC | 11K | $50K–$100K | SH |
| XPEV | XPENG INC | 5K | $50K–$100K | SH |
| JOE | ST JOE CO | 2K | $50K–$100K | SH |
| RKLB | ROCKET LAB CORP | 1K | $50K–$100K | SH |
| LNG | CHENIERE ENERGY INC | 487 | $50K–$100K | SH |
| CWT | CALIFORNIA WTR SVC GROUP | 2K | $50K–$100K | SH |
| WIW | WESTERN AST INFL LKD OPP & I | 11K | $50K–$100K | SH |
| STLD | STEEL DYNAMICS INC | 555 | $50K–$100K | SH |
| CLSK | CLEANSPARK INC | 9K | $50K–$100K | SH |
| STAG | STAG INDL INC | 3K | $50K–$100K | SH |
| TMDX | TRANSMEDICS GROUP INC | 772 | $50K–$100K | SH |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | 1K | $50K–$100K | SH |
| RHP | RYMAN HOSPITALITY PPTYS INC | 991 | $50K–$100K | SH |
| CNX | CNX RES CORP | 3K | $50K–$100K | SH |
| VSCO | VICTORIAS SECRET AND CO | 2K | $50K–$100K | SH |
| GNRC | GENERAC HLDGS INC | 685 | $50K–$100K | SH |
| ELVR | ELEVRA LITHIUM LTD | 2K | $50K–$100K | SH |
| AU | ANGLOGOLD ASHANTI PLC | 1K | $50K–$100K | SH |
| AVA | AVISTA CORP | 2K | $50K–$100K | SH |
| APD | AIR PRODS & CHEMS INC | 375 | $50K–$100K | SH |
| VSAT | VIASAT INC | 3K | $50K–$100K | SH |
| ECG | EVERUS CONSTR GROUP | 1K | $50K–$100K | SH |
| EWBC | EAST WEST BANCORP INC | 821 | $50K–$100K | SH |
| FULT | FULTON FINL CORP PA | 5K | $50K–$100K | SH |
| CVCO | CAVCO INDS INC DEL | 156 | $50K–$100K | SH |
| NBTB | NBT BANCORP INC | 2K | $50K–$100K | SH |
| EHC | ENCOMPASS HEALTH CORP | 868 | $50K–$100K | SH |
| AN | AUTONATION INC | 446 | $50K–$100K | SH |
| EMLC | VANECK ETF TRUST | 4K | $50K–$100K | SH |
| ENVA | ENOVA INTL INC | 583 | $50K–$100K | SH |
| ENTG | ENTEGRIS INC | 1K | $50K–$100K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| IGR | CBRE GBL REAL ESTATE INC FD | 21K | $50K–$100K | SH |
| ACIW | ACI WORLDWIDE INC | 2K | $50K–$100K | SH |
| CWCO | CONSOLIDATED WATER CO INC | 3K | $50K–$100K | SH |
| MHK | MOHAWK INDS INC | 827 | $50K–$100K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 2K | $50K–$100K | SH |
| XYL | XYLEM INC | 660 | $50K–$100K | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 2K | $50K–$100K | SH |
| MGEE | MGE ENERGY INC | 1K | $50K–$100K | SH |
| VRTS | VIRTUS INVT PARTNERS INC | 544 | $50K–$100K | SH |
| MRNA | MODERNA INC | 3K | $50K–$100K | SH |
| CPK | CHESAPEAKE UTILS CORP | 709 | $50K–$100K | SH |
| MTH | MERITAGE HOMES CORP | 1K | $50K–$100K | SH |
| MMU | WESTERN ASSET MANAGED MUNS F | 8K | $50K–$100K | SH |
| ALB | ALBEMARLE CORP | 624 | $50K–$100K | SH |
| FUTU | FUTU HLDGS LTD | 537 | $50K–$100K | SH |