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
GOLDBarrick Gold Recent Activity New Position	0.01%	$24,644 1,239 shares@ $19.9 avg price	New Position
BRK.BBerkshire Hathaway Recent Activity New Position	0.01%	$23,473 51 shares@ $460.26 avg price	New Position
WBAWalgreens Boots Alliance Recent Activity New Position	0.01%	$14,596 1,629 shares@ $8.97 avg price	New Position
FANGDiamondback Energy Recent Activity New Position	0.01%	$12,240 71 shares@ $172.4 avg price	New Position
6952⤦Pacwest Bancorp Recent Activity New Position	0.01%	$6,000 250 shares@ $24.0 avg price	New Position
SOUHYSouth32 Ltd Recent Activity New Position	0.01%	$2,966 231 shares@ $12.84 avg price	New Position
AMRCAmeresco Inc Recent Activity New Position	0.01%	$2,238 59 shares@ $37.94 avg price	New Position
MCDBFMcdermott Recent Activity New Position	0.01%	$72 72,441 shares@ $0.01 avg price	New Position
MCDTFMcdermott Recent Activity New Position	0.01%	$65 65,197 shares@ $0.01 avg price	New Position