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 1851–1900 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 1K | $1K–$15K | SH |
| BG | BUNGE GLOBAL SA | 166 | $1K–$15K | SH |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | 395 | $1K–$15K | SH |
| SDY | SPDR SERIES TRUST | 106 | $1K–$15K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 2K | $1K–$15K | SH |
| NNOX | NANO X IMAGING LTD | 5K | $1K–$15K | SH |
| SNCY | SUN CTRY AIRLS HLDGS INC | 1K | $1K–$15K | SH |
| SDGR | SCHRODINGER INC | 812 | $1K–$15K | SH |
| OTEX | OPEN TEXT CORP | 444 | $1K–$15K | SH |
| SMR | NUSCALE PWR CORP | 1K | $1K–$15K | SH |
| SMP | STANDARD MTR PRODS INC | 392 | $1K–$15K | SH |
| ITT | ITT INC | 83 | $1K–$15K | SH |
| BLKB | BLACKBAUD INC | 227 | $1K–$15K | SH |
| BSV | VANGUARD BD INDEX FDS | 182 | $1K–$15K | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 1K | $1K–$15K | SH |
| CCK | CROWN HLDGS INC | 139 | $1K–$15K | SH |
| MMI | MARCUS & MILLICHAP INC | 524 | $1K–$15K | SH |
| DTF | DTF TAX-FREE INCOME 2028 TER | 1K | $1K–$15K | SH |
| CADE | CADENCE BANK | 333 | $1K–$15K | SH |
| INVX | INNOVEX INTERNATIONAL INC | 650 | $1K–$15K | SH |
| SPB | SPECTRUM BRANDS HLDGS INC NE | 240 | $1K–$15K | SH |
| FOLD | AMICUS THERAPEUTICS INC | 994 | $1K–$15K | SH |
| IRM | IRON MTN INC DEL | 170 | $1K–$15K | SH |
| ENIC | ENEL CHILE S.A. | 4K | $1K–$15K | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 143 | $1K–$15K | SH |
| UGP | ULTRAPAR PARTICIPACOES SA | 4K | $1K–$15K | SH |
| VIPS | VIPSHOP HLDGS LTD | 795 | $1K–$15K | SH |
| UFCS | UNITED FIRE GROUP INC | 384 | $1K–$15K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 220 | $1K–$15K | SH |
| WKC | WORLD KINECT CORPORATION | 595 | $1K–$15K | SH |
| LULU | LULULEMON ATHLETICA INC | 67 | $1K–$15K | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 1K | $1K–$15K | SH |
| BMO | BANK MONTREAL QUE | 107 | $1K–$15K | SH |
| IDEV | ISHARES TR | 168 | $1K–$15K | SH |
| SLM | SLM CORP | 512 | $1K–$15K | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW | 105 | $1K–$15K | SH |
| HL | HECLA MNG CO | 719 | $1K–$15K | SH |
| KMB | KIMBERLY-CLARK CORP | 136 | $1K–$15K | SH |
| ZS | ZSCALER INC | 61 | $1K–$15K | SH |
| FHI | FEDERATED HERMES INC | 262 | $1K–$15K | SH |
| INGN | INOGEN INC | 2K | $1K–$15K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 40 | $1K–$15K | SH |
| ORA | ORMAT TECHNOLOGIES INC | 123 | $1K–$15K | SH |
| PRAA | PRA GROUP INC | 766 | $1K–$15K | SH |
| FSV | FIRSTSERVICE CORP NEW | 87 | $1K–$15K | SH |
| CBAN | COLONY BANKCORP INC | 757 | $1K–$15K | SH |
| TBI | TRUEBLUE INC | 3K | $1K–$15K | SH |
| IMO | IMPERIAL OIL LTD | 155 | $1K–$15K | SH |
| LDP | COHEN & STEERS LTD DURATION | 627 | $1K–$15K | SH |
| CW | CURTISS WRIGHT CORP | 24 | $1K–$15K | SH |