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 2351–2400 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IIM | INVESCO VALUE MUN INCOME TR | 300 | $1K–$15K | SH |
| FDMO | FIDELITY COVINGTON TRUST | 44 | $1K–$15K | SH |
| CPRI | CAPRI HOLDINGS LIMITED | 150 | $1K–$15K | SH |
| PIN | INVESCO INDIA EXCHANGE-TRADE | 150 | $1K–$15K | SH |
| INTA | INTAPP INC | 79 | $1K–$15K | SH |
| PPC | PILGRIMS PRIDE CORP | 92 | $1K–$15K | SH |
| ISD | PGIM HIGH YIELD BOND FUND IN | 247 | $1K–$15K | SH |
| ACI | ALBERTSONS COS INC | 207 | $1K–$15K | SH |
| ZLAB | ZAI LAB LTD | 201 | $1K–$15K | SH |
| ALGN | ALIGN TECHNOLOGY INC | 23 | $1K–$15K | SH |
| ICHR | ICHOR HOLDINGS | 188 | $1K–$15K | SH |
| IGIB | ISHARES TR | 64 | $1K–$15K | SH |
| BOKF | BOK FINL CORP | 29 | $1K–$15K | SH |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 66 | $1K–$15K | SH |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 41 | $1K–$15K | SH |
| KMPR | KEMPER CORP | 84 | $1K–$15K | SH |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | 206 | $1K–$15K | SH |
| EWJ | ISHARES INC | 42 | $1K–$15K | SH |
| HUN | HUNTSMAN CORP | 337 | $1K–$15K | SH |
| RYAN | RYAN SPECIALTY HOLDINGS INC | 65 | $1K–$15K | SH |
| WNC | WABASH NATL CORP | 387 | $1K–$15K | SH |
| GIB | CGI INC | 36 | $1K–$15K | SH |
| UI | UBIQUITI INC | 6 | $1K–$15K | SH |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 144 | $1K–$15K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 46 | $1K–$15K | SH |
| IVR | INVESCO MORTGAGE CAPITAL INC | 389 | $1K–$15K | SH |
| SARO | STANDARDAERO INC | 114 | $1K–$15K | SH |
| LEA | LEAR CORP | 29 | $1K–$15K | SH |
| BYND | BEYOND MEAT INC | 4K | $1K–$15K | SH |
| MASI | MASIMO CORP | 25 | $1K–$15K | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 33 | $1K–$15K | SH |
| EARN | ELLINGTON CREDIT COMPANY | 611 | $1K–$15K | SH |
| GLOB | GLOBANT S A | 49 | $1K–$15K | SH |
| FLEX | FLEX LTD | 53 | $1K–$15K | SH |
| ARKF | ARK ETF TR | 67 | $1K–$15K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 120 | $1K–$15K | SH |
| NRO | NEUBERGER REAL ESTATE | 1K | $1K–$15K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 48 | $1K–$15K | SH |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 31 | $1K–$15K | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | 37 | $1K–$15K | SH |
| ALV | AUTOLIV INC | 26 | $1K–$15K | SH |
| PTON | PELOTON INTERACTIVE INC | 500 | $1K–$15K | SH |
| NVST | ENVISTA HOLDINGS CORPORATION | 141 | $1K–$15K | SH |
| ERC | ALLSPRING MULTI SECTOR INCOM | 329 | $1K–$15K | SH |
| CHRD | CHORD ENERGY CORPORATION | 33 | $1K–$15K | SH |
| SSTK | SHUTTERSTOCK INC | 160 | $1K–$15K | SH |
| CBU | COMMUNITY FINANCIAL SYSTEM I | 53 | $1K–$15K | SH |
| CMCL | CALEDONIA MNG CORP PLC | 116 | $1K–$15K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 52 | $1K–$15K | SH |
| WWD | WOODWARD INC | 10 | $1K–$15K | SH |