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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
KOCoca Cola Co Com
Recent Activity
Decreased -0.53%
0.3%
$920,576
14,786 shares@ $62.26 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -0.4%
0.3%
$914,394
3,705 shares@ $246.8 avg price
EMREmerson Elec Co Com
Recent Activity
Decreased -0.99%
0.28%
$839,502
6,774 shares@ $123.94 avg price
TRVTravelers Cos (st Paul Cos)
Recent Activity
Decreased -4.87%
0.26%
$799,273
3,318 shares@ $240.89 avg price
DGROBlackrock Institutional Trust Company N.a. Ishares Core Dividend Growth Etf
Recent Activity
Decreased -3.62%
0.26%
$788,648
12,857 shares@ $61.34 avg price
HYSPimco Trust 0-5 Yr Exchange
Recent Activity
Decreased -2.12%
0.24%
$727,613
7,767 shares@ $93.69 avg price
MRKMerck & Co Inc New Com
Recent Activity
Decreased -0.64%
0.24%
$725,408
7,292 shares@ $99.48 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -1.89%
0.23%
$705,239
1,813 shares@ $389.0 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -0.77%
0.23%
$688,233
6,398 shares@ $107.58 avg price
MSMorgan Stanley
Recent Activity
Decreased -1.6%
0.23%
$679,139
5,402 shares@ $125.72 avg price