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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
PAYXPaychex Inc Com
Recent Activity
Decreased -0.9%
0.2%
$614,584
4,383 shares@ $140.22 avg price
GDGeneral Dynamics Corp Com
Recent Activity
Decreased -1.81%
0.2%
$597,859
2,269 shares@ $263.5 avg price
CRMSalesforce Com Inc
Recent Activity
Decreased -1.81%
0.19%
$580,063
1,735 shares@ $334.34 avg price
VZVerizon Communications Com
Recent Activity
Decreased -10.47%
0.19%
$569,242
14,235 shares@ $39.99 avg price
IWSIshares Tr Russell Mcp Vl
Recent Activity
Decreased -0.09%
0.18%
$550,083
4,253 shares@ $129.34 avg price
SBUXStarbucks Corp Com
Recent Activity
Decreased -3.49%
0.18%
$529,524
5,803 shares@ $91.26 avg price
TXNTexas Instruments Inc
Recent Activity
Decreased -19.26%
0.18%
$525,591
2,803 shares@ $187.52 avg price
PFEPfizer Inc Com
Recent Activity
Decreased -25.93%
0.17%
$522,508
19,695 shares@ $26.53 avg price
IAUIshares Gold Trust Etf
Recent Activity
Decreased -14.45%
0.17%
$512,775
10,357 shares@ $49.51 avg price
IBMInternational Business Machscom
Recent Activity
Decreased -0.6%
0.16%
$465,820
2,119 shares@ $219.84 avg price