Fund Holdings

Pinnacle Holdings, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
SSR Mining630141,653+141,02313,8134,164,598+4,150,785
Sunococorp LLC044,838+44,83802,764,263+2,764,263
Caterpillar9,65710,920+1,2635,532,2067,736,383+2,204,177
Amphastar Pharmaceutical00001,852,233+1,852,233
Antero Midstream Corp280,072279,484-5884,982,4756,372,246+1,389,771
Targa Resources22,55422,046-5084,161,1595,527,703+1,366,544
Kinetik Holdings94,37193,925-4463,402,0614,546,929+1,144,868
Chevron Corporation13,97315,202+1,2292,129,6253,145,294+1,015,669
Williams Companies79,04378,450-5934,751,2845,709,618+958,334
Navios Maritime Partners65,53964,801-7383,436,2074,372,768+936,561
Concentrix Corp033,380+33,3800913,277+913,277
Plains GP Holdings164,095163,928-1673,140,7793,980,173+839,394
Chemours Company80,09379,903-190944,2961,760,263+815,967
Goldman Sachs9,01110,311+1,3007,920,6698,723,003+802,334
ONEOK58,41056,298-2,1124,293,1045,088,799+795,695
Amgen Inc.13,19014,475+1,2854,317,2195,093,029+775,810
Johnson & Johnson11,31012,576+1,2662,340,6043,074,077+733,473
SPDR S&P 600 Small Cap Value ETF07,311+7,3110691,436+691,436
SPDR S&P 500 Trust0959+9590623,697+623,697
Talos Energy125,639124,501-1,1381,384,5421,962,136+577,594
Honeywell International9,61710,809+1,1921,876,1812,443,158+566,977
Alliance Resource Partners129,423129,109-3143,006,4943,569,861+563,367
Vaalco Energy206,817206,8170752,8141,311,220+558,406
Genesis Energy237,847237,84703,710,4134,240,812+530,399
Winnebago Industries0001,087,5921,616,783+529,191
Energy Transfer185,133185,073-603,052,8463,571,913+519,067
Enterprise Products Partners88,89488,799-952,849,9423,360,154+510,212
McDonald's9,67110,930+1,2592,955,7483,396,935+441,187
Hess Midstream Partners89,62590,483+8583,092,0473,517,093+425,046
Sherwin-Williams8,5539,892+1,3392,771,4293,170,881+399,452
Travelers9,88811,166+1,2782,868,1133,256,899+388,786
Mechanics Bancorp230,329253,114+22,7853,369,7133,733,432+363,719
Wal-Mart12,01713,690+1,6731,338,8261,701,444+362,618
Arcbest Corp14,14514,131-141,049,4181,389,925+340,507
Unit Corp89,04089,04002,746,8843,076,332+329,448
Merck10,78312,053+1,2701,135,0191,449,855+314,836
WisdomTree Investments0001,991,8792,303,977+312,098
Nvidia Corp15,03117,746+2,7152,803,2303,094,965+291,735
Expro Group Holdings72,43572,011-424967,0091,253,714+286,705
Home Depot10,10611,417+1,3113,477,4753,754,937+277,462
Kinder Morgan50,15949,316-8431,378,8611,653,575+274,714
Exxon Mobil5,8445,577-267703,235946,194+242,959
SPDR Dow Jones Industrial Average25,34026,807+1,46712,177,82812,416,715+238,887
McDermott Int09,148+9,1480237,852+237,852
Unit Corp142,938142,9380334,475571,752+237,277
MPLX80,85079,676-1,1744,314,9494,547,093+232,144
Crescent Energy Company44,91944,960+41376,870606,960+230,090
A T & T06,846+6,8460198,466+198,466
Procter & Gamble10,49811,679+1,1811,504,4681,686,915+182,447
Citizens Community Bancorp91,34791,34701,627,8041,808,671+180,867
Delek Logistics Partners33,04433,04401,474,4231,644,269+169,846
Academy Sports & Outdoors29,34228,946-3961,465,9261,634,002+168,076
Parke Bancorp49,94149,94101,250,5231,418,324+167,801
Verizon Communications Inc.12,17513,155+980495,888660,381+164,493
The Coca-Cola Company9,74310,998+1,255681,133836,398+155,265
Western Midstream Partners66,89667,846+9502,642,3922,793,220+150,828
CNB Financial Corp50,12450,12401,311,7541,451,601+139,847
Westlake Chemical Partners38,94238,9420739,898860,229+120,331
Peoples Bancorp36,97736,97701,110,4131,215,427+105,014
Peoples Bancorp34,88934,88901,262,9821,366,253+103,271
Cisco Systems11,78712,986+1,199907,9531,007,584+99,631
The Boeing Company9,68810,978+1,2902,103,4592,184,951+81,492
Innoviva0001,246,9141,325,700+78,786
Cracker Barrel Old Country Store31,26331,003-260794,080871,494+77,414
Spectrum Brands Holdings0001,688,1621,761,451+73,289
Republic Services0288+288063,078+63,078
Carnival Corp02,377+2,377061,517+61,517
Dow Inc3,5803,472-10883,700144,609+60,909
Schwab Large Cap Growth02,068+2,068060,241+60,241
JPMorgan11,41212,703+1,2913,677,1753,736,714+59,539
Alerus Financial48,99948,99901,103,4571,161,766+58,309
Devon Energy Corporation3,0213,281+260110,659165,100+54,441
CIA De Minas Buenventur01,376+1,376049,591+49,591
Veracyte Inc01,510+1,510048,637+48,637
Nabors Industries0555+555047,763+47,763
Green Plains0001,338,5481,385,777+47,229
3M Co9,92011,242+1,3221,588,1921,632,676+44,484
Jetblue Airways252,321269,801+17,4801,148,0611,192,520+44,459
Intel Corporation5,8655,8650216,419258,822+42,403
Renasant Corp42,97642,97601,513,6151,552,723+39,108
Direxion Daily MSFT Bull01,638+1,638037,690+37,690
Tri Pointe Homes2,4672,467077,636115,283+37,647
Uber Technologies5801,180+60047,39284,877+37,485
Adecoagro SA4,8804,880038,69873,298+34,600
Civista Bancshares59,03059,03001,311,6471,345,294+33,647
Nexxen International04,647+4,647030,298+30,298
First US Bancshares55,80652,872-2,934779,610808,942+29,332
RAYONIER INC01,413+1,413029,136+29,136
Oportun Financial Corp05,727+5,727026,401+26,401
Amazon.com11,07112,394+1,3232,555,4082,581,298+25,890
Plains All American Pipeline5,5605,560099,858124,155+24,297
PubMatic142,904157,884+14,9801,267,5581,291,491+23,933
The First Financial Corp8,1908,1900494,853517,621+22,768
LCI Industries0001,180,7291,201,387+20,658
Orrstown Financial31,23031,23001,106,1751,126,787+20,612
Commercial Vehicle Group10,29710,297014,82835,113+20,285
Citizens Financial Group11,65711,6570680,885699,070+18,185
Community West Bancshares21,90621,9060492,885510,410+17,525
Nicolet Bankshares0117+117017,389+17,389
Scorpio Tankers694694035,27651,814+16,538
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