Q3 2026 13F · SEC CIK 1703383

Pinnacle Bancorp, Inc.

Bank & trustFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $374.9M
Reported positions: 924
Top holdings a year, 3 yrs: +19.8%
Average holding period: 7.6 yrs

Pinnacle Bancorp, Inc. is a bank & trust that reported 924 positions worth $374.9M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Vanguard Index Fds (VOO, 6.2%), Berkshire Hathaway Inc Del (BRK-A, 6.2%), Apple Inc (AAPL, 3.3%). A portfolio copying its top holdings returned 19.8% a year over the last 3 years, against 22.3% for the S&P 500.

Pinnacle Bancorp, Inc. holdings largest 50 of 924 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pinnacle Bancorp, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	6.2%	5.9%	33,094	+0.2%	$23.2M
BRK-ABerkshire Hathaway Inc Del	6.2%	6.0%	31	+0.0%	$23.2M
AAPLApple Inc	3.3%	2.8%	36,995	-0.6%	$12.3M
MSFTMicrosoft Corp	2.4%	2.1%	17,553	-17.5%	$9.0M
SPYState Str Spdr S&p 500 ETF T	2.4%	2.3%	11,635	+0.2%	$8.9M
IVVIshares Tr	2.2%	2.1%	10,734	-0.7%	$8.2M
IJHIshares Tr	2.2%	2.3%	112,421	-1.6%	$8.1M
BRK-BBerkshire Hathaway Inc Del	1.9%	1.9%	14,316	-1.5%	$7.1M
GOOGLAlphabet Inc	1.8%	1.9%	19,736	-0.9%	$6.8M
BNDVanguard Bd Index Fds	1.8%	1.7%	94,259	+7.5%	$6.6M
LLYEli Lilly & Co	1.8%	1.8%	5,708	+0.1%	$6.6M
EFAIshares Tr	1.6%	1.6%	59,410	+0.3%	$6.2M
VIGVanguard Specialized Funds	1.4%	1.5%	23,243	-4.6%	$5.4M
JPMJpmorgan Chase & Co	1.4%	1.7%	16,359	-19.0%	$5.4M
AMZNAmazon Com Inc	1.4%	1.6%	20,491	-20.3%	$5.1M
MGKVanguard World Fd	1.2%	1.2%	50,132	-2.6%	$4.6M
IVEIshares Tr	1.2%	1.1%	19,466	+0.0%	$4.4M
JNJJohnson & Johnson	1.2%	1.1%	16,749	+0.0%	$4.4M
IEFAIshares Tr	1.1%	1.0%	43,599	+11.2%	$4.2M
VTIVanguard Index Fds	1.1%	1.1%	11,196	+0.1%	$4.2M
MGVVanguard World Fd	1.1%	1.1%	25,870	-3.4%	$4.2M
VUGVanguard Index Fds	1.0%	0.9%	40,568	+0.5%	$3.7M
QQQInvesco Qqq Tr	0.9%	0.9%	4,643	-0.1%	$3.4M
VWOVanguard Intl Equity Index F	0.9%	0.9%	55,519	-0.0%	$3.3M
VGITVanguard Scottsdale Fds	0.9%	0.7%	58,067	+24.4%	$3.3M
ABBVAbbvie Inc	0.9%	0.8%	12,519	-1.3%	$3.3M
VGSHVanguard Scottsdale Fds	0.9%	0.7%	56,349	+30.3%	$3.2M
VVisa Inc	0.8%	1.2%	8,547	-34.9%	$3.1M
IJRIshares Tr	0.8%	0.8%	22,547	+4.2%	$3.1M
NVDANvidia Corporation	0.8%	0.6%	13,047	+4.7%	$3.0M
GOOGAlphabet Inc	0.7%	1.4%	8,034	-47.1%	$2.7M
VTVVanguard Index Fds	0.7%	0.7%	12,661	-2.9%	$2.7M
CVXChevron Corporation	0.7%	0.5%	12,302	-0.0%	$2.5M
PGProcter & Gamble Co	0.7%	0.6%	16,865	-0.9%	$2.5M
SUBIshares Tr	0.6%	0.6%	22,731	+1.1%	$2.4M
METAMeta Platforms Inc	0.6%	0.9%	3,223	-48.5%	$2.3M
BACBank of Amer Corp	0.6%	0.7%	40,909	-17.7%	$2.2M
IVWIshares Tr	0.6%	0.5%	15,270	+0.0%	$2.2M
AGGIshares Tr	0.6%	0.4%	22,679	+36.8%	$2.1M
IEMGIshares Inc	0.6%	0.5%	26,380	+6.2%	$2.1M
MUBIshares Tr	0.6%	0.4%	20,774	+31.0%	$2.1M
DVYIshares Tr	0.5%	0.5%	13,382	+0.0%	$2.0M
COSTCostco Wholesale Corporation	0.5%	1.2%	2,148	-56.2%	$2.0M
IJJIshares Tr	0.5%	0.5%	14,023	+0.0%	$1.9M
SPSBSpdr Series Trust	0.5%	—	62,759	—	$1.9M
CSCOCisco Sys Inc	0.5%	0.5%	16,537	-1.4%	$1.8M
KOCoca Cola Co	0.5%	0.4%	20,307	-0.2%	$1.7M
VOOGVanguard Admiral Fds Inc	0.4%	0.4%	19,559	+0.0%	$1.7M
JKEIshares Tr	0.4%	0.4%	13,502	+0.0%	$1.6M
DBEFDbx ETF Tr	0.4%	—	25,719	—	$1.4M

What Pinnacle Bancorp, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.0% /yr; S&P 500 +11.7%
3 years: +19.8% /yr; S&P 500 +22.3%
5 years: +11.9% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$374.9M	924
Q2 2026	$384.4M	921
Q1 2026	$338.8M	885
Q4 2025	$341.2M	873
Q3 2025	$338.6M	910
Q2 2025	$324.0M	909
Q1 2025	$306.7M	898
Q4 2024	$307.5M	881
Q3 2024	$374.1M	871
Q2 2024	$338.7M	848
Q1 2024	$338.1M	822
Q4 2023	$305.5M	796

Questions about Pinnacle Bancorp, Inc.'s portfolio

What stocks does Pinnacle Bancorp, Inc. own?

Pinnacle Bancorp, Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 924 positions worth $374.9M. The largest are Vanguard Index Fds (VOO) at 6.2%, Berkshire Hathaway Inc Del (BRK-A) at 6.2%, Apple Inc (AAPL) at 3.3%, Microsoft Corp (MSFT) at 2.4% and State Str Spdr S&p 500 ETF T (SPY) at 2.4%.

What did Pinnacle Bancorp, Inc. buy last quarter?

In Q3 2026, Pinnacle Bancorp, Inc. added Ishares Tr (AGG) (+36.8% shares), Ishares Tr (MUB) (+31.0% shares) and Vanguard Scottsdale Fds (VGSH) (+30.3% shares), compared with its Q2 2026 filing.

What did Pinnacle Bancorp, Inc. sell last quarter?

In Q3 2026, Pinnacle Bancorp, Inc. cut from its top 50 Wells Fargo & Co (WFC), cut from its top 50 Mcdonalds Corp (MCD), Costco Wholesale Corporation (COST) (-56.2% shares), Meta Platforms Inc (META) (-48.5% shares) and Alphabet Inc (GOOG) (-47.1% shares), compared with its Q2 2026 filing.

How has Pinnacle Bancorp, Inc.'s portfolio performed?

A portfolio copying Pinnacle Bancorp, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.8% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +13.0% against +11.7%. Over 5 years: +11.9% a year against +10.6%.

When is Pinnacle Bancorp, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Pinnacle Bancorp, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.