Fund HoldingsPinnacle Holdings, LLC

Total Portfolio Value
$256.10M
Total Bought
$11.28M
Total Sold
$22.97M
Net Transaction
-$11.69M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FARO Technolgies00001,4630.57%+1,463
Orrstown Financial Services(ORRF)031,368+31,36801,1280.44%+1,128
SB Financial Group157,393157,212-1812,2043,2321.26%+1,029
Air Transport Services Group00009810.38%+981
Homestreet Inc0220,345+220,34503,4731.36%+3,473
QCR Holdings(QCRH)076,064+76,06405,6312.20%+5,631
SPDR Dow Jones Industrial Average(DIA)026,715+26,715011,3044.41%+11,304
Navios Maritime Partners(NMM)65,55466,343+7893,3454,1551.62%+810
Nike(NKE)09,016+9,01607970.31%+797
Arthur J Gallagher(AJG)02,570+2,57007230.28%+723
UnitedHealth Group(UNH)9,6069,524-824,8925,5682.17%+677
The Home Depot(HD)09,962+9,96204,0371.58%+4,037
First United Corp059,206+59,20601,7670.69%+1,767
Caterpillar Inc(CAT)09,468+9,46803,7031.45%+3,703
Bunge Ltd05,972+5,97205770.23%+577
McDonald's(MCD)010,214+10,21403,1101.21%+3,110
International Business Machines(IBM)010,638+10,63802,3520.92%+2,352
ONEOK(OKE)59,46058,143-1,3174,8495,2992.07%+450
Burke & Herbert Financial Services(BHRB)43,27843,384+1062,2062,6461.03%+440
Delek Logistics Partners(DKL)034,212+34,21201,4960.58%+1,496
NMI Holdings(NMIH)60,64560,408-2372,0642,4880.97%+424
MidWest One Financial078,108+78,10802,2280.87%+2,228
Targa Resources Corp(TRGP)39,42136,920-2,5015,0775,4652.13%+388
The Goldman Sachs Group(GS)9,3349,271-634,2224,5901.79%+368
Kinetik Holdings100,30199,476-8254,1564,5021.76%+346
American Express Company(AXP)09,048+9,04802,4540.96%+2,454
Palantir Technologies(PLTR)7,60014,200+6,6001935280.21%+336
SPDR S&P 500 Trust0565+56503240.13%+324
New York Community Bancorp047,438+47,43801,8370.72%+1,837
3M09,143+9,14301,2500.49%+1,250
Enterprise Products Partners(EPD)091,197+91,19702,6551.04%+2,655
Apple(AAPL)15,61015,280-3303,2883,5821.40%+294
Williams Companies(WMB)82,70783,008+3013,5153,7891.48%+274
The Travelers Companies(TRV)09,211+9,21102,1560.84%+2,156
First Bancshares043,151+43,15101,3860.54%+1,386
LGI Homes(LGIH)08,818+8,81801,0450.41%+1,045
Hawthorn Bancshares047,764+47,76401,1960.47%+1,196
MPLX(MPLX)81,41583,580+2,1653,4673,7161.45%+249
Citizens Community Bancorp091,527+91,52701,2970.51%+1,297
EnLink Midstream149,078157,508+8,4302,0512,2850.89%+234
Brighthouse Financial046,106+46,10602,0760.81%+2,076
Unisys Corp0144,945+144,94508230.32%+823
NETGEAR51,03549,349-1,6867819900.39%+209
HMN Financial39,20039,20008971,0940.43%+196
First Community Corp046,850+46,85001,0040.39%+1,004
Parke Bancorp50,19250,19208731,0490.41%+176
Zillow Group(Z)00001,8350.72%+1,835
ConocoPhillips(COP)01,537+1,53701620.06%+162
La-Z-Boy(LZB)028,899+28,89901,2410.48%+1,241
Kinder Morgan48,89751,127+2,2309721,1290.44%+158
Shake Shack(SHAK)00001,6780.66%+1,678
Academy Sports & Outdoors(ASO)028,820+28,82001,6820.66%+1,682
Wal-Mart(WMT)13,32412,955-3699021,0460.41%+144
Jetblue Airways(JBLU)0234,914+234,91401,5410.60%+1,541
OceanFirst Financial(OCFC)051,432+51,43209560.37%+956
Civista Bancshares59,03059,03009141,0520.41%+138
Hope Bancorp070,932+70,93208910.35%+891
Amgen Inc.(AMGN)13,31613,302-144,1614,2861.67%+125
Johnson & Johnson(JNJ)011,963+11,96301,9390.76%+1,939
salesforce.com08,451+8,45102,3130.90%+2,313
Primis Financial068,459+68,45908340.33%+834
Broadcom(AVGO)0673+67301160.05%+116
Visa(V)09,351+9,35102,5711.00%+2,571
Eli Lilly(LLY)0127+12701130.04%+113
Jetblue Airways(JBLU)00002,5090.98%+2,509
Meta Platforms(META)0190+19001090.04%+109
AMG Capital029,060+29,06001,5710.61%+1,571
First US Bancshares056,031+56,03106190.24%+619
Essa Bancorp058,656+58,65601,1270.44%+1,127
Alliance Resource Partners131,825132,670+8453,2243,3171.30%+92
LCI Industries(LCII)00001,2340.48%+1,234
Old National Bancorp(ONB)056,751+56,75101,0590.41%+1,059
The Coca-Cola Company(KO)10,64610,583-636787600.30%+83
Antero Midstream(AM)288,893288,296-5974,2584,3391.69%+81
Oracle Corporation(ORCL)3,4233,303-1204835630.22%+80
Bank of America01,031+1,03101,3120.51%+1,312
Innoviva(INVA)0001,1041,1830.46%+78
Genesis Energy(GEL)208,934229,409+20,4752,9903,0671.20%+77
Sounds Financial7,7097,70903354120.16%+77
Fifth Third Bancorp(FITB)011,625+11,62504980.19%+498
JPMorgan(JPM)012,248+12,24802,5831.01%+2,583
FinVolution Group(FINV)010,749+10,7490660.03%+66
Eagle Bancorp Montana25,98425,954-303454100.16%+65
Hello Group(MOMO)08,451+8,4510640.03%+64
Jackson Financial(JXN)21,58518,235-3,3501,6031,6640.65%+61
Citizens Financial Group(CFG)011,787+11,78704840.19%+484
Turtle Beach059,981+59,98109200.36%+920
Adecoagro
COM
05,205+5,2050580.02%+58
Cisco Systems(CSCO)013,658+13,65807270.28%+727
The First Financial Corp.(THFF)08,190+8,19003590.14%+359
Uber Technologies(UBER)0754+7540570.02%+57
New York Community Bancorp042,786+42,78604800.19%+480
Banc of California(BANC)054,484+54,48401,3080.51%+1,308
Truist Financial Corp(TFC)013,520+13,52005780.23%+578
General Electric Company(GE)1,7701,769-12813340.13%+52
PAM Transporation Services51,19050,851-3398899410.37%+52
Zions Bancorp(ZION)013,244+13,24406250.24%+625
SPDR S&P 600 Small Cap Value ETF07,551+7,55106560.26%+656
Providient Financial Services(PFS)11,56211,563+11662150.08%+49
Banc of California024,379+24,37903590.14%+359
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