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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
FVDFirst Tr Value Line Divid
Recent Activity
Increased 2.17%
0.08%
$226,666
5,194 shares@ $43.64 avg price
VHTVanguard Health Care Etf
Recent Activity
Increased 22.15%
0.08%
$219,696
866 shares@ $253.7 avg price
ETNEaton Corp Plc Shs
Recent Activity
Increased 18.94%
0.07%
$214,720
647 shares@ $331.88 avg price
SYYSysco Corp Com
Recent Activity
Increased 4.91%
0.07%
$209,118
2,735 shares@ $76.46 avg price
TSLATesla Inc
Recent Activity
Increased 92.31%
0.07%
$201,920
500 shares@ $403.84 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 38.54%
0.07%
$192,092
737 shares@ $260.65 avg price
AMLPAlerian Mlp Etf
Recent Activity
Increased 40.8%
0.07%
$191,966
3,986 shares@ $48.17 avg price
KNGFirst Trust Exchange-traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf
Recent Activity
Increased 7872.35%
0.07%
$188,137
3,747 shares@ $50.22 avg price
COWZPacer Funds Trust Us Cash Cows 100 Etf
Recent Activity
Increased 46.77%
0.06%
$181,717
3,217 shares@ $56.49 avg price
BIVVanguard Intermediate
Recent Activity
Increased 20.08%
0.06%
$180,996
2,422 shares@ $74.73 avg price