Catherine Walker

@Pinnacle Bancorp, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$307.475M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHGSchwab Strategic Trust U.s. Large-cap Growth Etf Recent Activity Increased 356.17%	0.1%	$300,160 10,770 shares@ $27.88 avg price	Increased 356.17%
TIPIshares Tr Us Treas Inflatio Recent Activity Increased 14.1%	0.1%	$295,889 2,777 shares@ $106.55 avg price	Increased 14.1%
PSXPhillips 66 Com Recent Activity Increased 3.9%	0.1%	$288,813 2,535 shares@ $113.94 avg price	Increased 3.9%
JPSTJ.p.morgan Investment Management Inc. Jpmorgan Ultra-short Income Etf Recent Activity Increased 57.15%	0.1%	$277,035 5,500 shares@ $50.37 avg price	Increased 57.15%
TGTTarget Corp Recent Activity Increased 10.96%	0.09%	$273,875 2,026 shares@ $135.19 avg price	Increased 10.96%
NKENike Inc Cl B Recent Activity Increased 0.44%	0.09%	$264,467 3,495 shares@ $75.68 avg price	Increased 0.44%
BSVVanguard Short Term Bond Recent Activity Increased 35.06%	0.09%	$252,132 3,263 shares@ $77.27 avg price	Increased 35.06%
DUKDuke Energy Corp New Com New Recent Activity Increased 3.11%	0.09%	$246,940 2,292 shares@ $107.74 avg price	Increased 3.11%
DUHPDimensional Etf Trust Us High Profitability Recent Activity Increased 23.62%	0.08%	$235,956 6,983 shares@ $33.8 avg price	Increased 23.62%
SCHWSchwab Charles Corp New Com Recent Activity Increased 12.85%	0.08%	$227,581 3,075 shares@ $74.02 avg price	Increased 12.85%