Fund Holdings

Pinnacle Bancorp, Inc.

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 934 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
Eli Lilly & Co Com05,518+5,51805,930,084+5,930,084
Vanguard Div Appreciation022,832+22,83205,018,017+5,018,017
Alphabet Inc Class A20,46420,109-3554,974,7986,294,117+1,319,319
Apple Computer Inc Com34,06235,585+1,5238,673,2079,674,147+1,000,940
Alphabet Inc Class C16,07515,253-8223,915,0074,786,400+871,393
Johnson & Johnson Com015,912+15,91203,292,988+3,292,988
Wells Fargo & Co New Com023,804+23,80402,218,575+2,218,575
iShares Dow Jones Sel Index013,382+13,38201,888,735+1,888,735
I Shares Silver Trust09,771+9,7710629,448+629,448
Vanguard Intermediate09,661+9,6610752,432+752,432
Vanguard Total Bond Mkt069,322+69,32205,134,681+5,134,681
SPDR Tr Unit Ser 109,379+9,37906,395,940+6,395,940
iShares Tr S&P 500 Index010,377+10,37707,107,298+7,107,298
iShares US Aggregate Bd Fund ETF017,087+17,08701,706,650+1,706,650
iShares Tr Midcap Index FD0116,415+116,41507,683,386+7,683,386
Ishares Gold Trust ETF010,294+10,2940835,564+835,564
Merck & Co Inc New Com07,199+7,1990757,767+757,767
Cummins Inc Com01,685+1,6850860,108+860,108
SPDR Gold Trust Gold Shs03,669+3,66901,454,061+1,454,061
Cisco Sys Inc Com016,958+16,95801,306,294+1,306,294
Advisors Series Trust Scharf Etf02,296+2,2960126,282+126,282
Apollo Global Management Inc Class A0807+8070116,821+116,821
Schwab Strategic Trust International Dividend Equity Etf03,875+3,8750115,072+115,072
Invesco Qqq Trust Series 1 Invsc Srs Etf04,626+4,62602,841,570+2,841,570
iShares S&P 500 Barra Value019,466+19,46604,128,113+4,128,113
Applied Matls Inc Com2,0632,055-8422,379528,114+105,735
Vaneck Vectors Gold Miners Etf01,203+1,2030103,181+103,181
Vanguard Mega Cap 300 Grwth010,324+10,32404,261,438+4,261,438
Morgan Stanley04,995+4,9950886,762+886,762
Vanguard Intermediate Term Treas Index037,811+37,81102,266,013+2,266,013
Vanguard Mega Cap 300 Value025,485+25,48503,597,463+3,597,463
Blackstone Group INC CLASS A CORP COMMON01,216+1,2160187,434+187,434
iShares Tr MSCI Eafe Idx058,751+58,75105,641,859+5,641,859
First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf05,316+5,3160369,303+369,303
Thermo Electron Corp Com0694+6940402,138+402,138
First Trust TCW Unconstrained Plus Bond ETF04,860+4,8600122,326+122,326
iShares MSCI USA Minimum Volatility ETF0805+805075,799+75,799
First Tr Exchange Traded Fd Viii Ft Vest Us Equity Moderate Buffer ETF01,926+1,926075,673+75,673
Wal Mart Stores Inc Com09,392+9,39201,046,363+1,046,363
First Trust NASDAQ Clean Edge Smart Grid Index0554+554084,773+84,773
US Bancorp Inc013,985+13,9850746,240+746,240
General Mtrs Co Com03,365+3,3650273,642+273,642
First Trust Morningstar03,173+3,1730140,691+140,691
Ishares Trust S & P 1500 Total US Stock Market Etf01,370+1,3700203,705+203,705
First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf07,112+7,1120349,555+349,555
SPDR Barclarys Short-Term Corporate Bond FD038,109+38,10901,150,892+1,150,892
Caterpillar Inc Del Com0579+5790331,692+331,692
First Trust Nasdaq Cybersecurity Etf Cybrscrty02,802+2,8020200,203+200,203
Coca Cola Co Com015,029+15,02901,050,677+1,050,677
Amphenol Corp New Cl A3,6333,711+78449,584501,505+51,921
Raytheon Technologies Corp COMMON04,418+4,4180810,261+810,261
First Trust Exchange-Traded Fund Iv Long Duration Opportunities Etf03,026+3,026066,058+66,058
Exxon Mobil Corp Com06,553+6,5530788,588+788,588
Micron Technology Inc0413+4130117,874+117,874
iShares S&P 500/Barra Grwth015,806+15,80601,948,248+1,948,248
Marriott Intl Inc New Cl A0895+8950277,665+277,665
Deutsche X-Trackers MSCI Eafe Hedged Equity ETF025,922+25,92201,247,107+1,247,107
Vanguard FTSE Developed Markets017,359+17,35901,084,417+1,084,417
Vanguard Ttl Stk Mkt ETF011,157+11,15703,740,607+3,740,607
Toronto Dominion Bank02,890+2,8900272,238+272,238
Dollar General Corp01,305+1,3050173,265+173,265
Ryanair Holdings PLC01,425+1,4250102,871+102,871
Legg Mason Etf Investment Trust Franklin International Low Volatility High Dividend Index01,000+1,000036,820+36,820
Broadcom Inc02,666+2,6660922,703+922,703
First Trust High Yield Long/Short ETF01,090+1,090050,009+50,009
iShares Core MSCI Emerging Markets ETF017,957+17,95701,207,070+1,207,070
First Trust Capital Strength ETF01,297+1,2970119,988+119,988
International Business MacHscom02,437+2,4370721,864+721,864
Principal Spectrum Prefered Securites ETF07,940+7,9400151,416+151,416
Citigroup Inc Com New02,453+2,4530286,241+286,241
DFA Tax-Mng US Sml Cap ETF017,607+17,60701,226,662+1,226,662
iShares Tr S&P Smallcap 600 Index Fund020,982+20,98202,521,667+2,521,667
First Trust Managed ETF03,352+3,3520171,405+171,405
Prologis INC Reit02,414+2,4140308,171+308,171
iShares S&P Nat Muni Bond Fund013,116+13,11601,404,858+1,404,858
Vanguard 500 Grwth Index Fund #334103,262+3,26201,450,253+1,450,253
Intel Corp Com07,268+7,2680268,189+268,189
SPDR Ser Tr S&P Divid ETF01,400+1,4000194,824+194,824
iShares Tr MSCI Eafe Value Index FD08,176+8,1760583,848+583,848
First Tr Value Line Divid06,561+6,5610302,331+302,331
iShares 400/Barra Value014,124+14,12401,858,543+1,858,543
Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf023,882+23,88201,201,001+1,201,001
Amgen Inc Com5545540156,339181,330+24,991
Invesco Capital Management LLC S&p 500 Equal Weight Etf02,875+2,8750550,735+550,735
Ishares Tr U S Technology ETF0121+121024,161+24,161
Progressive Corp OH0797+7970181,493+181,493
First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf03,750+3,7500187,463+187,463
Nextera Energy Inc FPL04,805+4,8050385,745+385,745
Rocket Cos Inc01,503+1,503029,098+29,098
Pepsico Inc Com07,323+7,32301,050,997+1,050,997
Keysight Technologies Inc0686+6860139,388+139,388
Cardinal Health Inc Com0491+4910100,901+100,901
Accenture PLC Ireland Shs Class A2,8622,712-150705,769727,630+21,861
iShares-Trks MSCI Mkt X012,935+12,9350707,674+707,674
Vanguard Small Cap02,461+2,4610634,815+634,815
Freeport-McMoran Copper01,864+1,864094,673+94,673
Invesco Capital Management LLC S&p 500 Pure Value Etf05,441+5,4410562,382+562,382
Novartis A G Sponsored ADR03,293+3,2930454,006+454,006
Tcw Etf TRUST. Flexible Income0668+668026,453+26,453
DFA Tax Managed US Targeted Value Fund ETF013,902+13,9020827,716+827,716
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