Fund Holdings — Pinnacle Holdings, LLC

Total Portfolio Value
$286.85M
Total Bought
$12.40M
Total Sold
$22.20M
Net Transaction
-$9.80M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Mechanics Bancorp(MCHB)0230,379+230,37903,0661.07%+3,066
Hovnanian0105,000+105,00002,1820.76%+2,182
Freddie Mac(FMCC)571,192566,538-4,6544,7076,6682.32%+1,962
CNB Financial Corp(CCNE)050,125+50,12501,2130.42%+1,213
Apple(AAPL)19,84519,842-34,0725,0521.76%+981
Mesa Air Group Inc1,235,2581,628,136+392,8781,1492,1170.74%+968
SSR Mining0002,6163,5611.24%+945
Caterpillar(CAT)9,2889,250-383,6064,4141.54%+808
The Goldman Sachs Group(GS)9,1529,104-486,4777,2502.53%+773
Palantir Technologies(PLTR)16,59816,503-952,2633,0101.05%+748
Kimball Electronics Inc(KE)67,54667,344-2021,2992,0110.70%+712
SPDR Dow Jones Industrial Average(DIA)25,56525,638+7311,26511,8894.14%+624
Cleveland-Cliffs(CLF)109,728109,624-1048341,3370.47%+503
Navios Maritime Partners(NMM)66,47266,354-1182,5052,9891.04%+485
Citigroup(C)28,93228,93202,4632,9371.02%+474
Nvidia(NVDA)15,29915,063-2362,4172,8100.98%+393
Federal Home Loan Mortgage Corp(FMCC)179,580179,58002,0862,4780.86%+392
Johnson & Johnson(JNJ)11,16011,214+541,7052,0790.72%+375
The Home Depot(HD)9,7429,696-463,5723,9291.37%+357
Unit Corp89,04089,04002,3252,6700.93%+345
First United Corp(FUNC)58,97658,97601,8292,1690.76%+340
Chemours Company(CC)74,99574,891-1048591,1860.41%+328
Flagstar Financial(FLG)88,245108,245+20,0009351,2500.44%+315
Meta Platforms(META)0428+42803140.11%+314
WisdomTree Investments(WT)0001,9132,2250.78%+312
AMG Capital29,87029,87001,6141,9120.67%+298
UnitedHealth Group(UNH)9,2799,231-482,8953,1871.11%+293
Federal National Mortgage Association(FNMA)113,388113,38801,0821,3660.48%+285
JPMorgan Chase & Co.(JPM)11,62611,578-483,3703,6521.27%+282
Expro Group Holdings73,17073,049-1216298680.30%+239
Jackson Financial(JXN)18,23518,23501,6191,8460.64%+227
Unit Corp142,869142,8690682860.10%+218
Citizens Community Bancorp(CZWI)91,34791,34701,2611,4680.51%+207
United Bancshares(UBOH)22,30222,30206198250.29%+206
First Northwest BanCorp(FNWB)47,00072,000+25,0003625670.20%+205
First Community Corp(FCCO)46,70246,70201,1391,3180.46%+179
Jetblue Airways Corp(JBLU)242,466242,096-3701,0261,1910.42%+165
Bank of America38,44838,44801,8191,9840.69%+164
NETGEAR(NTGR)48,03147,909-1221,3961,5520.54%+156
Deutsche Bank24,90024,90007298820.31%+153
Chevron Corporation(CVX)13,17313,125-481,8862,0380.71%+152
Academy Sports & Outdoors(ASO)29,41429,363-511,3181,4690.51%+151
Green Plains(GPRE)0001,1801,3280.46%+148
Talos Energy125,895125,738-1571,0681,2060.42%+138
Turtle Beach Corp(TBCH)65,15565,039-1169011,0340.36%+133
Antero Midstream(AM)281,471281,034-4375,3345,4631.90%+129
Customers Bancorp(CUBB)17,40517,40501,0221,1380.40%+115
Banc of California58,91256,942-1,9708289420.33%+115
Talen Energy Corporation0250+25001060.04%+106
Microsoft Corporation(MSFT)10,96210,730-2325,4525,5571.94%+105
American Express Company(AXP)8,8938,845-482,8372,9381.02%+101
McDonald's Corp(MCD)9,8189,770-482,8692,9691.04%+100
Citizens Financial Group(CFG)11,65711,65705226200.22%+98
The Travelers Companies(TRV)9,0799,031-482,4292,5220.88%+93
Hawthorn Bancshares(HWBK)47,76447,76401,3921,4830.52%+91
Kratos Defense & Security Solutions2,0002,0000931830.06%+90
Delek Logistics Partners(DKL)33,35033,35001,4321,5190.53%+86
Vaalco Energy(EGY)204,967204,817-1507408230.29%+83
Oracle Corporation(ORCL)2,6672,367-3005836660.23%+83
Burke & Herbert Financial Services(BHRB)43,34943,289-602,5892,6700.93%+81
Ford(F)06,755+6,7550810.03%+81
Flagstar Financial50,49250,692+2001,9422,0210.70%+79
SPDR S&P 600 Small Cap Value ETF8,0728,105+336447180.25%+75
XPLR Infrastructure(XIFR)37,88637,88603113850.13%+75
CIA De Minas Buenventur(BVN)02,887+2,8870700.02%+70
Bank of America1,0161,01601,2321,3000.45%+68
Orrstow Financial Services(ORRF)31,23031,23009941,0610.37%+67
General Electric Company(GE)1,5011,506+53864530.16%+67
Tri Pointe Homes01,877+1,8770640.02%+64
Peoples Bancorp of NC(PEBK)34,88934,88901,0071,0700.37%+63
Zions Bancorp(ZION)13,24413,24406887490.26%+61
Wal-Mart Stores(WMT)12,17312,126-471,1901,2500.44%+59
Parke Bancorp(PKBK)49,94149,94101,0171,0760.38%+59
Intel Corporation(INTC)5,2775,27701181770.06%+59
S&P Global Inc(SPGI)0115+1150560.02%+56
McDermott International4,7965,422+626531080.04%+55
Peoples Financial48,47648,47609701,0230.36%+53
The Boeing Company(BA)9,6599,611-482,0242,0740.72%+50
Western Midstream Partners(WES)67,20167,451+2502,6012,6500.92%+49
Banc of California(BANC)54,48454,48401,3131,3620.47%+49
Wingstop(WING)0187+1870470.02%+47
Merck(MRK)10,53410,486-488348800.31%+46
BancFirst Corporation(BANF)0360+3600460.02%+46
BW LPG Limited03,028+3,0280430.02%+43
The Trade Desk0882+8820430.02%+43
Renasant Corp42,97642,97601,5441,5850.55%+41
TransDigm Group(TDG)031+310410.01%+41
Fifth Third Bancorp(FITB)11,62511,62504785180.18%+40
Macy's6,1996,1990721110.04%+39
MGP Ingredients(MGPI)0002,7312,7690.97%+39
EQT Corp(EQT)0700+7000380.01%+38
Truist Financial Corp(TFC)13,52013,52005816180.22%+37
Old National Bancorp(ONB)56,75156,75101,2111,2460.43%+35
Hancock Whitney Corporation(HWC)6,2326,23203583900.14%+32
Star Bulk Carriers(SBLK)01,738+1,7380320.01%+32
Stifel Financial Corp(SF)0284+2840320.01%+32
Taylor Morrison Home Corporation0483+4830320.01%+32
Mercedes-Benz Group AG02,000+2,0000310.01%+31
Alpha Metallurgical Resources734690-44831130.04%+31
SB Financial Group(SBFG)156,909156,90902,9973,0271.06%+30
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Pinnacle Holdings, LLC — 13F Holdings — Q3 2025 | TickerTrail