David M Poarch

@Pinnacle Holdings, Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$256.101M

Total holdings237

Assets growth rate4.09%

Assets growth rate (2-Q avg)1.48%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Holdings, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 237 positions.

Assets under management

The assets under management (AUM) of Pinnacle Holdings, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 256.101M in assets, with a quarterly growth rate of 4.09% and a 2-quarter average growth rate of 1.48%. The portfolio is managed by David M Poarch, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FINVFinvolution Group Recent Activity New Position	0.03%	$66,429 10,749 shares@ $6.19 avg price	New Position
MOMOHello Group Recent Activity New Position	0.03%	$64,312 8,451 shares@ $7.61 avg price	New Position
AGROAdecoagro Recent Activity New Position	0.03%	$57,619 5,205 shares@ $11.07 avg price	New Position
UBERUber Technologies Recent Activity New Position	0.03%	$56,671 754 shares@ $75.17 avg price	New Position
GSLGlobal Ship Lease Recent Activity New Position	0.02%	$47,410 1,779 shares@ $26.65 avg price	New Position
SPHRSphere Entertainment Company Recent Activity New Position	0.02%	$43,473 984 shares@ $44.18 avg price	New Position
8321⤦Shenandoah Telecommunications Company Recent Activity New Position	0.02%	$42,612 3,020 shares@ $14.11 avg price	New Position
NVDANvidia Recent Activity New Position	0.02%	$33,639 277 shares@ $121.45 avg price	New Position
EQTEqt Corp Recent Activity New Position	0.02%	$30,202 824 shares@ $36.66 avg price	New Position
BPBp Recent Activity New Position	0.02%	$26,305 838 shares@ $31.4 avg price	New Position