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 351–400 of 2,751
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 797 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 944 | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 3K | $100K–$500K | SH |
| BFH | BREAD FINANCIAL HOLDINGS INC | 4K | $100K–$500K | SH |
| KEY | KEYCORP | 13K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 9K | $100K–$500K | SH |
| FTDR | FRONTDOOR INC | 5K | $100K–$500K | SH |
| GDV | GABELLI DIVID & INCOME TR | 10K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 573 | $100K–$500K | SH |
| SIVR | ABRDN SILVER ETF TRUST | 4K | $100K–$500K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| XYZ | BLOCK INC | 4K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 3K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| BYD | BOYD GAMING CORP | 3K | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 915 | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| WIT | WIPRO LTD | 91K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| SHG | SHINHAN FINANCIAL GROUP CO L | 5K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| IBP | INSTALLED BLDG PRODS INC | 994 | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 7K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| SATS | ECHOSTAR CORP | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 659 | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 151 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 422 | $100K–$500K | SH |
| GH | GUARDANT HEALTH INC | 2K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 4K | $100K–$500K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 11K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 20K | $100K–$500K | SH |
| WAB | WABTEC | 1K | $100K–$500K | SH |
| INFY | INFOSYS LTD | 14K | $100K–$500K | SH |
| UFEB | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 863 | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 3K | $100K–$500K | SH |
| PTGX | PROTAGONIST THERAPEUTICS INC | 3K | $100K–$500K | SH |
| KR | KROGER CO | 4K | $100K–$500K | SH |
| HUBB | HUBBELL INC | 562 | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 651 | $100K–$500K | SH |
| SEIE | SEI EXCHANGE TRADED FUNDS | 8K | $100K–$500K | SH |
| DVN | DEVON ENERGY CORP NEW | 7K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 10K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 11K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |