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Catherine Walker

@Pinnacle Bancorp, Inc.

Latest period2024 - Q4ReportedManaged Assets$307.475MTotal holdings881
Assets growth rate-17.79%Assets growth rate (2-Q avg)-3.67%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Bancorp, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 881 positions.

Assets under management

The assets under management (AUM) of Pinnacle Bancorp, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 307.475M in assets, with a quarterly growth rate of -17.79% and a 2-quarter average growth rate of -3.67%. The portfolio is managed by Catherine Walker, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
Decreased -73.52%
7.98%
$24.513M
36 shares@ $680920.0 avg price
VOOVanguard 500 Index Fund Etf
Recent Activity
Increased 1.34%
6.21%
$19.094M
35,437 shares@ $538.81 avg price
MSFTMicrosoft Corp Com
Recent Activity
Decreased -2.99%
3.16%
$9.698M
23,008 shares@ $421.5 avg price
AAPLApple Computer Inc Com
Recent Activity
Decreased -1.33%
2.7%
$8.284M
33,081 shares@ $250.42 avg price
IJHIshares Tr Midcap Index Fd
Recent Activity
Increased 1.93%
2.48%
$7.617M
122,248 shares@ $62.31 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -4.87%
2.13%
$6.532M
14,411 shares@ $453.27 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -7.04%
1.94%
$5.963M
27,182 shares@ $219.39 avg price
IVVIshares Tr S&p 500 Index
Recent Activity
Increased 0.11%
1.79%
$5.482M
9,312 shares@ $588.68 avg price
SPYSpdr Tr Unit Ser 1
Recent Activity
Decreased -2.82%
1.78%
$5.453M
9,304 shares@ $586.1 avg price
VVisa Inc Class A Shares
Recent Activity
Decreased -5.35%
1.62%
$4.972M
15,734 shares@ $316.04 avg price