Fund HoldingsPinnacle Holdings, LLC

Total Portfolio Value
$295.99M
Total Bought
$17.21M
Total Sold
$16.49M
Net Transaction
+$725.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
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 Troy067,986+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 Financial076,223+76,22302,9350.99%+2,935
The Goldman Sachs Group(GS)9,1049,011-937,2507,9212.68%+671
Amgen Inc(AMGN)013,190+13,19004,3171.46%+4,317
SB Financial Group156,909156,910+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 Financial044,054+44,05402,8540.96%+2,854
Targa Resources Corp(TRGP)022,554+22,55404,1611.41%+4,161
The Travelers Companies(TRV)9,0319,888+8572,5222,8680.97%+346
Eventbrite0223,264+223,26409940.34%+994
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)010,653+10,65303,1561.07%+3,156
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)080,850+80,85004,3151.46%+4,315
Primis Financial068,216+68,21609490.32%+949
First Northwest BanCorp72,00084,928+12,9285677970.27%+230
Amazon.com(AMZN)011,071+11,07102,5550.86%+2,555
Exxon Mobil Corporation05,844+5,84407030.24%+703
Plains GP Holdings0164,095+164,09503,1411.06%+3,141
salesforce.com08,452+8,45202,2390.76%+2,239
McDermott International09,850+9,85002050.07%+205
3M Co09,920+9,92001,5880.54%+1,588
Peoples Bancorp34,88934,88901,0701,2630.43%+193
Hawthorn Bancshares47,76447,76401,4831,6660.56%+183
Talos Energy125,738125,639-991,2061,3850.47%+179
Parke Bancorp49,94149,94101,0761,2510.42%+174
United Bancshares22,30222,30208259920.34%+168
iShares Convertible Bond
CONV BD ETF
01,663+1,66301640.06%+164
Citizens Community Bancorp91,34791,34701,4681,6280.55%+160
Banc of California56,94256,94209421,0980.37%+156
NMI Holdings(NMIH)064,116+64,11602,6150.88%+2,615
Bank of America1,01611,015+9,9991,3001,4420.49%+142
Bank of America38,44838,548+1001,9842,1200.72%+137
Wells Fargo(WFC)03,772+3,77203520.12%+352
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)011,787+11,78709080.31%+908
AMG29,87027,660-2,2101,9122,0330.69%+121
PubMatic0142,904+142,90401,2680.43%+1,268
Cleveland-Cliffs(CLF)109,624109,547-771,3371,4550.49%+117
Civista Bancshares059,030+59,03001,3120.44%+1,312
Flagstar Financial Inc.(FLG)108,245108,24501,2501,3630.46%+113
First US Bancshares055,806+55,80607800.26%+780
La-Z-Boy(LZB)034,660+34,66001,2920.44%+1,292
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 Inc00004850.16%+485
Kearny Financial0101,080+101,08007490.25%+749
Okta(OKTA)0913+9130790.03%+79
Sunoco(SUN)041,051+41,05102,1510.73%+2,151
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 Holdings00001,6880.57%+1,688
Eagle Bancorp Montana025,814+25,81405140.17%+514
U S Bancorp(USB)01,210+1,2100650.02%+65
Arcbest(ARCB)014,145+14,14501,0490.35%+1,049
Citizens Financial Group(CFG)11,65711,65706206810.23%+61
United Parcel Service(UPS)0945+9450940.03%+94
First Community Corp46,70246,302-4001,3181,3730.46%+55
Barrick Mining Corporation01,239+1,2390540.02%+54
Netflix(NFLX)0546+5460510.02%+51
Innoviva(INVA)00001,2470.42%+1,247
Unit Corp142,869142,938+692863340.11%+49
Truist Financial(TFC)13,52013,52006186650.22%+47
General Motors(GM)01,325+1,32501080.04%+108
Enterprise Products Partners(EPD)088,894+88,89402,8500.96%+2,850
Orrstow Financial Services(ORRF)31,23031,23001,0611,1060.37%+45
Visa(V)08,765+8,76503,0741.04%+3,074
First United Corp58,97658,97602,1692,2080.75%+40
Intel Corporation(INTC)5,2775,865+5881772160.07%+39
MGP Ingredients0002,7692,8060.95%+37
Community West Bancshares021,906+21,90604930.17%+493
Dow Inc(DOW)03,580+3,5800840.03%+84
PAM Transporation Services057,585+57,58506960.24%+696
The Coca-Cola Company(KO)09,743+9,74306810.23%+681
The First Financial Corp(THFF)08,190+8,19004950.17%+495
JOYY Inc(JOYY)0478+4780310.01%+31
BOK Financial(BOKF)0260+2600310.01%+31
Farmland Partners03,173+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
Page 1 of 1