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Jessica Sheldrick

Pinnacle Bancorp, Inc.

Assets Managed
$338.837M
Holdings
885
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
-0.68%(2Q avg: 0.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Bancorp, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 885 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 2026 - Q1, they manage 338.837M in assets, with a quarterly growth rate of -0.68% and a 2-quarter average growth rate of 0.05%. The portfolio is managed by Jessica Sheldrick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
6.58%
$22.262M
31 shares@ $718140.0 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.08%
5.82%
$19.719M
32,999 shares@ $597.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.36%
2.66%
$8.998M
35,454 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.31%
2.33%
$7.88M
21,288 shares@ $370.17 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.3%
2.29%
$7.759M
114,898 shares@ $67.53 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.37%
2.19%
$7.411M
15,465 shares@ $479.2 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.75%
1.99%
$6.727M
10,299 shares@ $653.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.66%
1.82%
$6.139M
9,440 shares@ $650.37 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.21%
1.76%
$5.945M
20,211 shares@ $294.16 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.3%
1.72%
$5.8M
20,169 shares@ $287.57 avg price

1-10 of 885