test

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
MMM3m Co
Recent Activity
Decreased -3.99%
0.15%
$447,168
3,464 shares@ $129.1 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -0.78%
0.15%
$441,096
2,647 shares@ $166.64 avg price
IWFIshares Tr Russell1000grw
Recent Activity
Decreased -1.36%
0.15%
$435,313
1,084 shares@ $401.59 avg price
SCHHSchwab U.s. Reit Etf
Recent Activity
Decreased -0.01%
0.13%
$386,914
18,372 shares@ $21.06 avg price
AMATApplied Matls Inc Com
Recent Activity
Decreased -1.98%
0.13%
$376,651
2,316 shares@ $162.63 avg price
MOAltria Group Inc Com
Recent Activity
Decreased -0.56%
0.12%
$367,024
7,019 shares@ $52.3 avg price
NVSNovartis A G Sponsored Adr
Recent Activity
Decreased -0.66%
0.12%
$361,215
3,712 shares@ $97.32 avg price
GWWGrainger W W Inc Com
Recent Activity
Decreased -1.49%
0.12%
$347,837
330 shares@ $1054.06 avg price
SOSouthern Co Com
Recent Activity
Decreased -2.67%
0.11%
$329,198
3,999 shares@ $82.33 avg price
VMIValmont Inds Inc Com
Recent Activity
Decreased -15.78%
0.11%
$327,217
1,067 shares@ $306.68 avg price