Fund Holdings — Pinnacle Holdings, LLC

Total Portfolio Value
$295.99M
Total Bought
$17.21M
Total Sold
$16.49M
Net Transaction
+$725.3K
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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Republic Airways(RJET)0110,673+110,67302,0330.69%+2,033
Americold Realty Trust(COLD)0126,601+126,60101,6280.55%+1,628
Helen of Troy(HELE)067,986+67,98601,4450.49%+1,445
Whirlpool Corp(WHR)017,816+17,81601,2850.43%+1,285
Caterpillar(CAT)9,2509,657+4074,4145,5321.87%+1,119
Winnebago Industries(WGO)00001,0880.37%+1,088
Jetblue Airways(JBLU)00009680.33%+968
MidWest One Financial76,74376,223-5202,1712,9350.99%+764
The Goldman Sachs Group(GS)9,1049,011-937,2507,9212.68%+671
Amgen Inc(AMGN)13,28313,190-933,7484,3171.46%+569
SB Financial Group(SBFG)156,909156,910+13,0273,4941.18%+468
Citigroup(C)28,93229,032+1002,9373,3881.14%+451
Navios Maritime Partners(NMM)66,35465,539-8152,9893,4361.16%+447
Apple(AAPL)19,84219,984+1425,0525,4331.84%+380
Crescent Energy Company044,919+44,91903770.13%+377
Brighthouse Financial46,86744,054-2,8132,4882,8540.96%+367
Targa Resources Corp(TRGP)22,75122,554-1973,8124,1611.41%+350
The Travelers Companies(TRV)9,0319,888+8572,5222,8680.97%+346
Eventbrite270,599223,264-47,3356829940.34%+312
Mechanics Bancorp(MCHB)230,379230,329-503,0663,3701.14%+303
American Express Company(AXP)8,8458,752-932,9383,2381.09%+300
International Business Machines(IBM)10,15110,653+5022,8643,1561.07%+291
SPDR Dow Jones Industrial Average(DIA)25,63825,340-29811,88912,1784.11%+289
Johnson & Johnson(JNJ)11,21411,310+962,0792,3410.79%+261
Merck(MRK)10,48610,783+2978801,1350.38%+255
MPLX(MPLX)81,42380,850-5734,0674,3151.46%+248
Primis Financial(FRST)68,21668,21607179490.32%+232
First Northwest BanCorp(FNWB)72,00084,928+12,9285677970.27%+230
Amazon.com(AMZN)10,59211,071+4792,3262,5550.86%+230
Exxon Mobil Corporation4,2245,844+1,6204767030.24%+227
Plains GP Holdings160,073164,095+4,0222,9203,1411.06%+221
salesforce.com8,5678,452-1152,0302,2390.76%+209
McDermott International09,850+9,85002050.07%+205
3M Co8,9419,920+9791,3871,5880.54%+201
Peoples Bancorp(PEBK)34,88934,88901,0701,2630.43%+193
Hawthorn Bancshares(HWBK)47,76447,76401,4831,6660.56%+183
Talos Energy125,738125,639-991,2061,3850.47%+179
Parke Bancorp(PKBK)49,94149,94101,0761,2510.42%+174
United Bancshares(UBOH)22,30222,30208259920.34%+168
iShares Convertible Bond
CONV BD ETF
01,663+1,66301640.06%+164
Citizens Community Bancorp(CZWI)91,34791,34701,4681,6280.55%+160
Banc of California56,94256,94209421,0980.37%+156
NMI Holdings(NMIH)64,15964,116-432,4602,6150.88%+155
Bank of America1,01611,015+9,9991,3001,4420.49%+142
Bank of America38,44838,548+1001,9842,1200.72%+137
Wells Fargo(WFC)2,5723,772+1,2002163520.12%+136
Customers Bancorp(CUBB)17,40517,40501,1381,2730.43%+135
Pfizer(PFE)04,929+4,92901230.04%+123
Talen Energy Corporation250609+3591062280.08%+122
Cisco Systems(CSCO)11,50011,787+2877879080.31%+121
AMG29,87027,660-2,2101,9122,0330.69%+121
PubMatic(PUBM)138,822142,904+4,0821,1491,2680.43%+118
Cleveland-Cliffs(CLF)109,624109,547-771,3371,4550.49%+117
Civista Bancshares(CIVB)59,03059,03001,1991,3120.44%+113
Flagstar Financial Inc.(FLG)108,245108,24501,2501,3630.46%+113
First US Bancshares(FUSB)55,80655,80606717800.26%+109
La-Z-Boy(LZB)34,49034,660+1701,1841,2920.44%+108
Jackson Financial(JXN)18,23518,285+501,8461,9500.66%+104
Expro Group Holdings73,04972,435-6148689670.33%+99
CNB Financial(CCNE)50,12550,124-11,2131,3120.44%+99
Chevron Corporation(CVX)13,12513,973+8482,0382,1300.72%+91
Wal-Mart Stores(WMT)12,12612,017-1091,2501,3390.45%+89
Coupa Software Inc0004004850.16%+85
Kearny Financial(KRNY)101,080101,08006647490.25%+85
Okta(OKTA)0913+9130790.03%+79
Sunoco(SUN)41,45041,051-3992,0732,1510.73%+79
Deutsche Bank24,90024,90008829600.32%+78
Unit Corp89,04089,04002,6702,7470.93%+77
Green Brick Partners(GRBK)01,099+1,0990690.02%+69
Spectrum Brands Holdings0001,6201,6880.57%+69
Eagle Bancorp Montana(EBMT)25,81425,81404465140.17%+68
U S Bancorp(USB)01,210+1,2100650.02%+65
Arcbest(ARCB)14,10914,145+369861,0490.35%+64
Citizens Financial Group(CFG)11,65711,65706206810.23%+61
United Parcel Service(UPS)445945+50037940.03%+57
First Community Corp(FCCO)46,70246,302-4001,3181,3730.46%+55
Barrick Mining Corporation01,239+1,2390540.02%+54
Netflix(NFLX)0546+5460510.02%+51
Innoviva(INVA)0001,1981,2470.42%+49
Unit Corp142,869142,938+692863340.11%+49
Truist Financial(TFC)13,52013,52006186650.22%+47
General Motors(GM)9951,325+330611080.04%+47
Enterprise Products Partners(EPD)89,68888,894-7942,8052,8500.96%+45
Orrstow Financial Services(ORRF)31,23031,23001,0611,1060.37%+45
Visa(V)8,8748,765-1093,0293,0741.04%+45
First United Corp(FUNC)58,97658,97602,1692,2080.75%+40
Intel Corporation(INTC)5,2775,865+5881772160.07%+39
MGP Ingredients(MGPI)0002,7692,8060.95%+37
Community West Bancshares(CWBC)21,90621,90604574930.17%+36
Dow Inc(DOW)2,0843,580+1,49648840.03%+36
PAM Transporation Services(PAMT)57,91557,585-3306606960.24%+35
The Coca-Cola Company(KO)9,7429,743+16466810.23%+35
The First Financial Corp(THFF)8,1908,19004624950.17%+33
JOYY Inc(JOYY)0478+4780310.01%+31
BOK Financial(BOKF)0260+2600310.01%+31
Farmland Partners(FPI)03,173+3,1730310.01%+31
Cal-Maine Foods(CALM)0382+3820300.01%+30
Costamare(CMRE)01,924+1,9240300.01%+30
Harley-Davidson(HOG)01,468+1,4680300.01%+30
The Boeing Company(BA)9,6119,688+772,0742,1030.71%+29
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Pinnacle Holdings, LLC — 13F Holdings — Q4 2025 | TickerTrail