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
CMCSAComcast
Recent Activity
Decreased -5.7%
0.08%
$243,323
6,483 shares@ $37.54 avg price
APHAmphenol Corp New Cl A
Recent Activity
Decreased -4.5%
0.08%
$235,713
3,394 shares@ $69.45 avg price
INTCIntel Corp Com
Recent Activity
Decreased -21.68%
0.08%
$232,339
11,588 shares@ $20.05 avg price
CATCaterpillar Inc Del Com
Recent Activity
Decreased -2.31%
0.08%
$229,990
634 shares@ $362.77 avg price
VCITVanguard Intrmdiate-term Bd
Recent Activity
Decreased -1.98%
0.08%
$226,281
2,819 shares@ $80.27 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -2.45%
0.08%
$225,089
1,785 shares@ $126.11 avg price
MASMasco Corp Common
Recent Activity
Decreased -24.04%
0.08%
$217,783
3,001 shares@ $72.58 avg price
CCitigroup Inc Com New
Recent Activity
Decreased -2.01%
0.07%
$205,539
2,920 shares@ $70.4 avg price
AEPAmerican Elec Pwr Inc Com
Recent Activity
Decreased -1.85%
0.07%
$195,620
2,121 shares@ $92.24 avg price
FYCFirst Trust Small Cap Growth Alphadex
Recent Activity
Decreased -45.05%
0.07%
$188,852
2,439 shares@ $77.44 avg price