Fund HoldingsPinnacle Holdings, LLC

Total Portfolio Value
$324.42M
Total Bought
$19.26M
Total Sold
$35.86M
Net Transaction
-$16.60M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Google09,680+9,68003,4591.07%+3,459
Caterpillar(CAT)10,92010,494-4267,73611,1753.44%+3,439
Arko Petroleum Corp0156,978+156,97802,9590.91%+2,959
RAYONIER094,813+94,81302,0180.62%+2,018
Sunococorp(SUNC)44,83867,423+22,5852,7644,5631.41%+1,798
UnitedHealth Group(UNH)010,102+10,10204,1991.29%+4,199
The Goldman Sachs Group(GS)10,3119,889-4228,72310,0013.08%+1,278
SPDR Dow Jones Industrial Average(DIA)26,80726,046-76112,41713,6064.19%+1,189
Helen of Troy080,606+80,60602,3430.72%+2,343
Berkshire Hathaway02,015+2,01501,0080.31%+1,008
PubMatic157,884158,250+3661,2912,0760.64%+785
Cracker Barrel Old Country Store(CBRL)31,00330,757-2468711,6390.51%+768
Citigroup(C)029,004+29,00404,0591.25%+4,059
SB Financial Group0156,598+156,59803,9571.22%+3,957
Americold Realty Trust(COLD)0130,869+130,86902,0570.63%+2,057
McDermott International Ltd023,790+23,79005230.16%+523
LGI Homes(LGIH)014,712+14,71209370.29%+937
Apple(AAPL)014,333+14,33304,1471.28%+4,147
First United Corp058,916+58,91602,5990.80%+2,599
Republic Airways(RJET)0116,737+116,73702,4530.76%+2,453
Burke & Herbert Financial Services(BHRB)043,156+43,15603,1010.96%+3,101
Cisco Systems(CSCO)12,98612,046-9401,0081,4150.44%+407
Unisys Corp0243,847+243,84708920.28%+892
Alerus Financial(ALRS)48,99949,149+1501,1621,5290.47%+367
Jetblue Airways(JBLU)269,801270,638+8371,1931,5510.48%+358
Invesco NASDAQ 100 Trust0486+48603580.11%+358
Nvidia(NVDA)17,74617,239-5073,0953,4491.06%+354
Google0987+98703490.11%+349
International Business Machines(IBM)011,507+11,50703,2361.00%+3,236
Citizens Community Bancorp91,34791,262-851,8092,1350.66%+326
Intel Corporation(INTC)5,8654,161-1,7042595810.18%+322
Civista Bancshares59,03058,920-1101,3451,6630.51%+317
Bank of America038,548+38,54802,1960.68%+2,196
PAM Transporation Services055,870+55,87007830.24%+783
Mechanics Bancorp(MCHB)253,114253,348+2343,7334,0281.24%+295
The Travelers Companies(TRV)11,16610,754-4123,2573,5501.09%+293
JPMorgan Chase(JPM)12,70312,269-4343,7374,0161.24%+279
Renasant Corp42,97642,911-651,5531,8250.56%+273
Visa(V)09,636+9,63603,3061.02%+3,306
La-Z-Boy(LZB)034,204+34,20401,3720.42%+1,372
Hawthorn Bancshares046,073+46,07301,8110.56%+1,811
Targa Resources Corp(TRGP)22,04621,569-4775,5285,7841.78%+256
CNB Financial Corp(CCNE)50,12450,12401,4521,6900.52%+238
Parke Bancorp49,94149,94101,4181,6560.51%+238
Amazon.com(AMZN)12,39411,743-6512,5812,7990.86%+218
Old National Bancorp(ONB)056,569+56,56901,4650.45%+1,465
Primis Financial068,048+68,04801,1140.34%+1,114
NMI Holdings(NMIH)062,842+62,84202,5820.80%+2,582
American Express Company(AXP)09,599+9,59903,2471.00%+3,247
Peoples Bancorp(PEBO)36,97736,888-891,2151,4170.44%+201
Flagstar Financial(FLG)0103,920+103,92001,5530.48%+1,553
Kearny Financial095,575+95,57509040.28%+904
Western Midstream Partners(WES)67,84667,84602,7932,9690.92%+176
First Northwest BanCorp079,872+79,87208630.27%+863
Hope Bancorp067,965+67,96509300.29%+930
BANK OF AMERica010,000+10,00001680.05%+168
Customers Bancorp(CUBB)017,370+17,37001,3740.42%+1,374
Banc of California054,203+54,20301,1070.34%+1,107
NETGEAR056,084+56,08401,3100.40%+1,310
First Community Corp046,087+46,08701,5060.46%+1,506
Zions Bancorp(ZION)013,189+13,18909130.28%+913
Orrstow Financial Services(ORRF)31,23031,140-901,1271,2710.39%+145
Turtle Beach Corp064,061+64,06107980.25%+798
Jetblue Airways(JBLU)00001,1050.34%+1,105
Navios Maritime Partners(NMM)64,80164,429-3724,3734,5151.39%+142
Peoples Bancorp of NC34,88934,88901,3661,5030.46%+137
Brighthouse Financial043,518+43,51802,7550.85%+2,755
3M11,24210,825-4171,6331,7530.54%+120
General Electric Company(GE)0317+31701190.04%+119
SPDR S&P 600 Small Cap Value7,3117,414+1036918090.25%+118
Kimball Electronics066,552+66,55201,7040.53%+1,704
Fifth Third Bancorp(FITB)011,625+11,62506550.20%+655
The First Financial Corp(THFF)8,1908,128-625186290.19%+112
Citizens Financial Group(CFG)11,65711,550-1076998090.25%+110
The Home Depot(HD)11,41710,943-4743,7553,8591.19%+104
The Boeing Company(BA)10,97810,566-4122,1852,2870.71%+102
Deutsche Bank024,900+24,90008410.26%+841
Cleveland-Cliffs(CLF)0108,643+108,64301,0200.31%+1,020
Green Brick Partners(GRBK)01,099+1,0990880.03%+88
Flagstar Financial047,892+47,89201,9650.61%+1,965
Winnebago Industries(WGO)0001,6171,6960.52%+80
Eagle Bancorp Montana023,973+23,97305740.18%+574
Spectrum Brands Holdings0001,7611,8400.57%+78
Community West Bancshares21,90621,90605105880.18%+78
Expand Energy Corporation(EXE)0806+8060730.02%+73
United Parcel Service(UPS)01,545+1,54501660.05%+166
Taiwan Semiconductor Manufacturing(TSM)0516+51602460.08%+246
GE Vernova(GEV)061+610720.02%+72
OceanFirst Financial(OCFC)047,749+47,74909330.29%+933
Hancock Whitney Corporation(HWC)06,206+6,20604640.14%+464
Sherwin-Williams(SHW)9,8929,400-4923,1713,2371.00%+66
First US Bancshares52,87252,737-1358098730.27%+64
Teekay Inc06,214+6,2140620.02%+62
Delek Logistics Partners(DKL)33,04433,04401,6441,7030.52%+59
Apollo Global Management0492+4920580.02%+58
CVB Financial(CVBF)017,783+17,78304010.12%+401
CACI International(CACI)0121+1210560.02%+56
BW LPG Limited03,003+3,0030520.02%+52
CBOE GLOBAL MKTS0215+2150520.02%+52
Truist Financial Corp(TFC)013,520+13,52006740.21%+674
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