CIK 1726752
Pinnacle Wealth Planning Services, Inc.
Institutional 13F holdings & portfolio
Holdings
2,751
Portfolio Value
$957.77M
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1501–1550 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BLDR | BUILDERS FIRSTSOURCE INC | 300 | $31K | SH |
| CVLT | COMMVAULT SYS INC | 246 | $31K | SH |
| FBRT | FRANKLIN BSP RLTY TR INC | 3K | $31K | SH |
| CLS | CELESTICA INC | 104 | $31K | SH |
| SSD | SIMPSON MFG INC | 189 | $31K | SH |
| NEO | NEOGENOMICS INC | 3K | $30K | SH |
| AVAV | AEROVIRONMENT INC | 126 | $30K | SH |
| PAVE | GLOBAL X FDS | 637 | $30K | SH |
| CARE | CARTER BANKSHARES INC | 2K | $30K | SH |
| BKH | BLACK HILLS CORP | 438 | $30K | SH |
| WINA | WINMARK CORP | 75 | $30K | SH |
| MOS | MOSAIC CO NEW | 1K | $30K | SH |
| PMT | PENNYMAC MTG INVT TR | 2K | $30K | SH |
| M | MACYS INC | 1K | $30K | SH |
| OCTJ | INNOVATOR ETFS TRUST | 1K | $30K | SH |
| KDP | KEURIG DR PEPPER INC | 1K | $30K | SH |
| IART | INTEGRA LIFESCIENCES HLDGS C | 2K | $30K | SH |
| REYN | REYNOLDS CONSUMER PRODS INC | 1K | $30K | SH |
| ELF | E L F BEAUTY INC | 394 | $30K | SH |
| WY | WEYERHAEUSER CO MTN BE | 1K | $30K | SH |
| LITE | LUMENTUM HLDGS INC | 81 | $30K | SH |
| HNI | HNI CORP | 710 | $30K | SH |
| SH | PROSHARES TR | 827 | $30K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 2K | $30K | SH |
| COLL | COLLEGIUM PHARMACEUTICAL INC | 642 | $30K | SH |
| BUSE | FIRST BUSEY CORP | 1K | $30K | SH |
| STVN | STEVANATO GROUP S P A | 1K | $30K | SH |
| MCR | MFS CHARTER INCOME TR | 5K | $30K | SH |
| OXM | OXFORD INDS INC | 861 | $29K | SH |
| CSL | CARLISLE COS INC | 92 | $29K | SH |
| MCRI | MONARCH CASINO & RESORT INC | 307 | $29K | SH |
| KW | KENNEDY-WILSON HOLDINGS INC | 3K | $29K | SH |
| BRT | BRT APARTMENTS CORP | 2K | $29K | SH |
| TRUP | TRUPANION INC | 781 | $29K | SH |
| NVRI | ENVIRI CORP | 2K | $29K | SH |
| FIZZ | NATIONAL BEVERAGE CORP | 913 | $29K | SH |
| CVE | CENOVUS ENERGY INC | 2K | $29K | SH |
| ALGT | ALLEGIANT TRAVEL CO | 340 | $29K | SH |
| GSHD | GOOSEHEAD INS INC | 393 | $29K | SH |
| HQL | ABRDN LIFE SCIENCES INVESTOR | 2K | $29K | SH |
| EZPW | EZCORP INC | 1K | $29K | SH |
| UFPT | UFP TECHNOLOGIES INC | 129 | $29K | SH |
| STZ | CONSTELLATION BRANDS INC | 207 | $28K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 2K | $28K | SH |
| AHCO | ADAPTHEALTH CORP | 3K | $28K | SH |
| HOPE | HOPE BANCORP INC | 3K | $28K | SH |
| LPG | DORIAN LPG LTD | 1K | $28K | SH |
| TEI | TEMPLETON EMERGING MKTS INCO | 4K | $28K | SH |
| LEG | LEGGETT & PLATT INC | 3K | $28K | SH |
| DOLE | DOLE PLC | 2K | $28K | SH |