PINNACLE HOLDINGS, LLC

PrivateCIK: 1411784
Location

TULSA, OK

233
Positions
$309.29M
Total AUM (reported)
30.57M
Total Shares

Allocation by class

TOTAL AUM$309.29M233 positions
COM$278.33M90.0%
CONV BOND$21.72M7.0%
PREF STK$5.33M1.7%
CONV PREF$3.09M1.0%
WARRANT$825.5K0.3%

Portfolio Concentration

Top 39.3%4–1011.9%11–2518.5%Rest60.3%TOP 1021.3%0%100%
Top 3$28.88M9.3%
4–10$36.89M11.9%
11–25$57.17M18.5%
Rest$186.36M60.3%

Top 3 weight

9.3%

Top 10 weight

21.3%

Voting Authority Distribution

Total shares with voting rights: 30.57M

Sole

Full voting authority

30.57M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole233
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings233
Rows:

SPDR Dow Jones Industrial Average

SOLE
COM
Shares26.81K
TypeSH
Market value$12.42M
4.01%
Sole
26.81K
Shared
0.00
None
0.00

Goldman Sachs

SOLE
COM
Shares10.31K
TypeSH
Market value$8.72M
2.82%
Sole
10.31K
Shared
0.00
None
0.00

Caterpillar

SOLE
COM
Shares10.92K
TypeSH
Market value$7.74M
2.50%
Sole
10.92K
Shared
0.00
None
0.00

Antero Midstream Corp

SOLE
COM
Shares279.48K
TypeSH
Market value$6.37M
2.06%
Sole
279.48K
Shared
0.00
None
0.00

Williams Companies

SOLE
COM
Shares78.45K
TypeSH
Market value$5.71M
1.85%
Sole
78.45K
Shared
0.00
None
0.00

Targa Resources

SOLE
COM
Shares22.05K
TypeSH
Market value$5.53M
1.79%
Sole
22.05K
Shared
0.00
None
0.00

Amgen Inc.

SOLE
COM
Shares14.47K
TypeSH
Market value$5.09M
1.65%
Sole
14.47K
Shared
0.00
None
0.00

ONEOK

SOLE
COM
Shares56.30K
TypeSH
Market value$5.09M
1.65%
Sole
56.30K
Shared
0.00
None
0.00

MPLX

SOLE
COM
Shares79.68K
TypeSH
Market value$4.55M
1.47%
Sole
79.68K
Shared
0.00
None
0.00

Kinetik Holdings

SOLE
COM
Shares93.92K
TypeSH
Market value$4.55M
1.47%
Sole
93.92K
Shared
0.00
None
0.00

Microsoft Corporation

SOLE
COM
Shares12.17K
TypeSH
Market value$4.50M
1.46%
Sole
12.17K
Shared
0.00
None
0.00

Navios Maritime Partners

SOLE
COM
Shares64.80K
TypeSH
Market value$4.37M
1.41%
Sole
64.80K
Shared
0.00
None
0.00

Genesis Energy

SOLE
COM
Shares237.85K
TypeSH
Market value$4.24M
1.37%
Sole
237.85K
Shared
0.00
None
0.00

SSR Mining

SOLE
COM
Shares141.65K
TypeSH
Market value$4.16M
1.35%
Sole
141.65K
Shared
0.00
None
0.00

Plains GP Holdings

SOLE
COM
Shares163.93K
TypeSH
Market value$3.98M
1.29%
Sole
163.93K
Shared
0.00
None
0.00

Home Depot

SOLE
COM
Shares11.42K
TypeSH
Market value$3.75M
1.21%
Sole
11.42K
Shared
0.00
None
0.00

JPMorgan

SOLE
COM
Shares12.70K
TypeSH
Market value$3.74M
1.21%
Sole
12.70K
Shared
0.00
None
0.00

Mechanics Bancorp

SOLE
COM
Shares253.11K
TypeSH
Market value$3.73M
1.21%
Sole
253.11K
Shared
0.00
None
0.00

Apple

SOLE
COM
Shares14.49K
TypeSH
Market value$3.68M
1.19%
Sole
14.49K
Shared
0.00
None
0.00

Freddie Mac

SOLE
COM
Shares560.84K
TypeSH
Market value$3.59M
1.16%
Sole
560.84K
Shared
0.00
None
0.00

Energy Transfer

SOLE
COM
Shares185.07K
TypeSH
Market value$3.57M
1.15%
Sole
185.07K
Shared
0.00
None
0.00

Alliance Resource Partners

SOLE
COM
Shares129.11K
TypeSH
Market value$3.57M
1.15%
Sole
129.11K
Shared
0.00
None
0.00

Hess Midstream Partners

SOLE
COM
Shares90.48K
TypeSH
Market value$3.52M
1.14%
Sole
90.48K
Shared
0.00
None
0.00

McDonald's

SOLE
COM
Shares10.93K
TypeSH
Market value$3.40M
1.10%
Sole
10.93K
Shared
0.00
None
0.00

Enterprise Products Partners

SOLE
COM
Shares88.80K
TypeSH
Market value$3.36M
1.09%
Sole
88.80K
Shared
0.00
None
0.00
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