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 301–350 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 4K | $100K–$500K | SH |
| MTZ | MASTEC INC | 1K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 4K | $100K–$500K | SH |
| PUK | PRUDENTIAL PLC | 10K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| NTB | BANK OF NT BUTTERFIELD&SON L | 6K | $100K–$500K | SH |
| DB | DEUTSCHE BANK A G | 8K | $100K–$500K | SH |
| GVA | GRANITE CONSTR INC | 3K | $100K–$500K | SH |
| U | UNITY SOFTWARE INC | 7K | $100K–$500K | SH |
| AOR | ISHARES TR | 5K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 1K | $100K–$500K | SH |
| IONS | IONIS PHARMACEUTICALS INC | 4K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 628 | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| CMA | COMERICA INC | 3K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 20K | $100K–$500K | SH |
| NWG | NATWEST GROUP PLC | 17K | $100K–$500K | SH |
| FN | FABRINET | 661 | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 2K | $100K–$500K | SH |
| NU | NU HLDGS LTD | 18K | $100K–$500K | SH |
| GDEC | FIRST TR EXCHNG TRADED FD VI | 8K | $100K–$500K | SH |
| IX | ORIX CORP | 10K | $100K–$500K | SH |
| KEP | KOREA ELEC PWR CORP | 18K | $100K–$500K | SH |
| ACAD | ACADIA PHARMACEUTICALS INC | 11K | $100K–$500K | SH |
| QJUN | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| JBL | JABIL INC | 1K | $100K–$500K | SH |
| WF | WOORI FINL GROUP INC | 5K | $100K–$500K | SH |
| EALT | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| IGSB | ISHARES TR | 6K | $100K–$500K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 1K | $100K–$500K | SH |
| MFC | MANULIFE FINL CORP | 8K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 86 | $100K–$500K | SH |
| KB | KB FINL GROUP INC | 3K | $100K–$500K | SH |
| IDYA | IDEAYA BIOSCIENCES INC | 8K | $100K–$500K | SH |
| WT | WISDOMTREE INC | 24K | $100K–$500K | SH |
| DOCT | FIRST TR EXCHNG TRADED FD VI | 7K | $100K–$500K | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1K | $100K–$500K | SH |
| HCC | WARRIOR MET COAL INC | 3K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 425 | $100K–$500K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 2K | $100K–$500K | SH |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 18K | $100K–$500K | SH |
| USFD | US FOODS HLDG CORP | 4K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 12K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 785 | $100K–$500K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 923 | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |