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 2051–2100 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFG | AMERICAN FINL GROUP INC OHIO | 66 | $1K–$15K | SH |
| RCKT | ROCKET PHARMACEUTICALS INC | 3K | $1K–$15K | SH |
| SEPN | SEPTERNA INC | 322 | $1K–$15K | SH |
| RPD | RAPID7 INC | 590 | $1K–$15K | SH |
| QS | QUANTUMSCAPE CORP | 849 | $1K–$15K | SH |
| KIO | KKR INCOME OPPORTUNITIES FD | 763 | $1K–$15K | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 846 | $1K–$15K | SH |
| OWL | BLUE OWL CAPITAL INC | 588 | $1K–$15K | SH |
| NPB | NORTHPOINTE BANCSHARES INC. | 523 | $1K–$15K | SH |
| FOR | FORESTAR GROUP INC | 356 | $1K–$15K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 98 | $1K–$15K | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 55 | $1K–$15K | SH |
| FFIN | FIRST FINL BANKSHARES INC | 291 | $1K–$15K | SH |
| BOW | BOWHEAD SPECIALTY HLDGS INC | 304 | $1K–$15K | SH |
| RBB | RBB BANCORP | 420 | $1K–$15K | SH |
| TQQQ | PROSHARES TR | 164 | $1K–$15K | SH |
| PENN | PENN ENTERTAINMENT INC | 585 | $1K–$15K | SH |
| VPG | VISHAY PRECISION GROUP INC | 224 | $1K–$15K | SH |
| SB | SAFE BULKERS INC | 2K | $1K–$15K | SH |
| MKL | MARKEL GROUP INC | 4 | $1K–$15K | SH |
| PSTL | POSTAL REALTY TRUST INC | 532 | $1K–$15K | SH |
| WRLD | WORLD ACCEP CORPORATION | 61 | $1K–$15K | SH |
| EIX | EDISON INTL | 143 | $1K–$15K | SH |
| PHI | PLDT INC | 392 | $1K–$15K | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 586 | $1K–$15K | SH |
| ACHR | ARCHER AVIATION INC | 1K | $1K–$15K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 161 | $1K–$15K | SH |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | 1K | $1K–$15K | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 252 | $1K–$15K | SH |
| DXJ | WISDOMTREE TR | 58 | $1K–$15K | SH |
| RRC | RANGE RES CORP | 237 | $1K–$15K | SH |
| EXPO | EXPONENT INC | 120 | $1K–$15K | SH |
| PPT | PUTNAM PREMIER INCOME TR | 2K | $1K–$15K | SH |
| WTM | WHITE MTNS INS GROUP LTD | 4 | $1K–$15K | SH |
| RGP | RESOURCES CONNECTION INC | 2K | $1K–$15K | SH |
| SPYX | SPDR SERIES TRUST | 147 | $1K–$15K | SH |
| SWX | SOUTHWEST GAS HLDGS INC | 102 | $1K–$15K | SH |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 338 | $1K–$15K | SH |
| TLH | ISHARES TR | 80 | $1K–$15K | SH |
| PRDO | PERDOCEO ED CORP | 277 | $1K–$15K | SH |
| ETD | ETHAN ALLEN INTERIORS INC | 355 | $1K–$15K | SH |
| THFF | FIRST FINANCIAL CORPORATION | 134 | $1K–$15K | SH |
| ALNT | ALLIENT INC | 150 | $1K–$15K | SH |
| DFH | DREAM FINDERS HOMES INC | 470 | $1K–$15K | SH |
| CRBG | COREBRIDGE FINL INC | 266 | $1K–$15K | SH |
| EXAS | EXACT SCIENCES CORP | 79 | $1K–$15K | SH |
| TRS | TRIMAS CORP | 226 | $1K–$15K | SH |
| XLC | SELECT SECTOR SPDR TR | 68 | $1K–$15K | SH |
| AMX | AMERICA MOVIL SAB DE CV | 386 | $1K–$15K | SH |
| KNF | KNIFE RIVER CORP | 113 | $1K–$15K | SH |