PINNACLE BANCORP, INC.

Filed: 4/23/2025ACC: 0001703383-25-000005

📋 What this filing means

PINNACLE BANCORP, INC. filed this quarterly 13F‑HR report disclosing 898 equity positions with a total reported market value of $306.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

898

Positions

$306.73M

Total AUM (reported)

2.71M

Total Shares

Allocation by class

COM$99.52M32.4%

CL A$34.62M11.3%

S&P 500 ETF SHS$18.13M5.9%

CL B NEW$8.11M2.6%

CORE S&P MCP ETF$7.06M2.3%

CORE S&P500 ETF$5.32M1.7%

TR UNIT$5.23M1.7%

Portfolio Concentration

Top 3$55.38M18.1%

4–10$43.13M14.1%

11–25$55.09M18.0%

Rest$153.13M49.9%

Top 3 weight

18.1%

Top 10 weight

32.1%

Voting Authority Distribution

Total shares with voting rights: 2.71M

Sole

Full voting authority

2.71M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole898

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings898

Rows:

Berkshire Hathaway Inc Del Cl A

SOLE

CL A

Shares36.00

TypeSH

Market value$28.74M

9.37%

Sole

36.00

Shared

0.00

None

0.00

Vanguard 500 Index Fund ETF

SOLE

S&P 500 ETF SHS

Shares35.27K

TypeSH

Market value$18.13M

5.91%

Sole

35.27K

Shared

0.00

None

0.00

Microsoft Corp Com

SOLE

COM

Shares22.66K

TypeSH

Market value$8.51M

2.77%

Sole

22.66K

Shared

0.00

None

0.00

Berkshire Hathaway Inc Del Cl B New

SOLE

CL B NEW

Shares15.22K

TypeSH

Market value$8.11M

2.64%

Sole

15.22K

Shared

0.00

None

0.00

Apple Computer Inc Com

SOLE

COM

Shares32.41K

TypeSH

Market value$7.20M

2.35%

Sole

32.41K

Shared

0.00

None

0.00

iShares Tr Midcap Index FD

SOLE

CORE S&P MCP ETF

Shares121.03K

TypeSH

Market value$7.06M

2.30%

Sole

121.03K

Shared

0.00

None

0.00

iShares Tr S&P 500 Index

SOLE

CORE S&P500 ETF

Shares9.47K

TypeSH

Market value$5.32M

1.74%

Sole

9.47K

Shared

0.00

None

0.00

SPDR Tr Unit Ser 1

SOLE

TR UNIT

Shares9.35K

TypeSH

Market value$5.23M

1.71%

Sole

9.35K

Shared

0.00

None

0.00

Amazon Com Inc

SOLE

COM

Shares27.05K

TypeSH

Market value$5.15M

1.68%

Sole

27.05K

Shared

0.00

None

0.00

Costco Whsl Corp New Com

SOLE

COM

Shares5.35K

TypeSH

Market value$5.06M

1.65%

Sole

5.35K

Shared

0.00

None

0.00

JP Morgan Chase & Co Com

SOLE

COM

Shares20.29K

TypeSH

Market value$4.98M

1.62%

Sole

20.29K

Shared

0.00

None

0.00

VISA Inc Class A Shares

SOLE

COM CL A

Shares14.18K

TypeSH

Market value$4.97M

1.62%

Sole

14.18K

Shared

0.00

None

0.00

iShares Tr MSCI Eafe Idx

SOLE

MSCI EAFE ETF

Shares59.17K

TypeSH

Market value$4.84M

1.58%

Sole

59.17K

Shared

0.00

None

0.00

Eli Lilly & Co Com

SOLE

COM

Shares5.30K

TypeSH

Market value$4.38M

1.43%

Sole

5.30K

Shared

0.00

None

0.00

iShares S&P 500 Barra Value

SOLE

S&P 500 VAL ETF

Shares21.98K

TypeSH

Market value$4.19M

1.37%

Sole

21.98K

Shared

0.00

None

0.00

Vanguard Total Bond Mkt

SOLE

TOTAL BND MRKT

Shares55.40K

TypeSH

Market value$4.07M

1.33%

Sole

55.40K

Shared

0.00

None

0.00

Meta Platforms Inc Ordinary Shares - Class A

SOLE

CL A

Shares6.53K

TypeSH

Market value$3.76M

1.23%

Sole

6.53K

Shared

0.00

None

0.00

Vanguard Mega Cap 300 Value

SOLE

MEGA CAP VAL ETF

Shares25.50K

TypeSH

Market value$3.29M

1.07%

Sole

25.50K

Shared

0.00

None

0.00

Vanguard Mega Cap 300 Grwth

SOLE

MEGA GRWTH IND

Shares10.34K

TypeSH

Market value$3.20M

1.04%

Sole

10.34K

Shared

0.00

None

0.00

Vanguard Div Appreciation

SOLE

DIV APP ETF

Shares16.36K

TypeSH

Market value$3.17M

1.03%

Sole

16.36K

Shared

0.00

None

0.00

Alphabet Inc Class A

SOLE

CAP STK CL A

Shares20.39K

TypeSH

Market value$3.15M

1.03%

Sole

20.39K

Shared

0.00

None

0.00

Vanguard Ttl Stk Mkt ETF

SOLE

TOTAL STK MKT

Shares10.32K

TypeSH

Market value$2.84M

0.92%

Sole

10.32K

Shared

0.00

None

0.00

Procter & Gamble Co

SOLE

COM

Shares16.48K

TypeSH

Market value$2.81M

0.92%

Sole

16.48K

Shared

0.00

None

0.00

Vanguard Emerging Mkts ETF

SOLE

FTSE EMR MKT ETF

Shares60.53K

TypeSH

Market value$2.74M

0.89%

Sole

60.53K

Shared

0.00

None

0.00

Alphabet Inc Class C

SOLE

CAP STK CL C

Shares17.40K

TypeSH

Market value$2.72M

0.89%

Sole

17.40K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
Berkshire Hathaway Inc Del Cl ASOLE	CL A	36.00	SH	$28.74M 9.37%	36.00
Vanguard 500 Index Fund ETFSOLE	S&P 500 ETF SHS	35.27K	SH	$18.13M 5.91%	35.27K
Microsoft Corp ComSOLE	COM	22.66K	SH	$8.51M 2.77%	22.66K
Berkshire Hathaway Inc Del Cl B NewSOLE	CL B NEW	15.22K	SH	$8.11M 2.64%	15.22K
Apple Computer Inc ComSOLE	COM	32.41K	SH	$7.20M 2.35%	32.41K
iShares Tr Midcap Index FDSOLE	CORE S&P MCP ETF	121.03K	SH	$7.06M 2.30%	121.03K
iShares Tr S&P 500 IndexSOLE	CORE S&P500 ETF	9.47K	SH	$5.32M 1.74%	9.47K
SPDR Tr Unit Ser 1SOLE	TR UNIT	9.35K	SH	$5.23M 1.71%	9.35K
Amazon Com IncSOLE	COM	27.05K	SH	$5.15M 1.68%	27.05K
Costco Whsl Corp New ComSOLE	COM	5.35K	SH	$5.06M 1.65%	5.35K
JP Morgan Chase & Co ComSOLE	COM	20.29K	SH	$4.98M 1.62%	20.29K
VISA Inc Class A SharesSOLE	COM CL A	14.18K	SH	$4.97M 1.62%	14.18K
iShares Tr MSCI Eafe IdxSOLE	MSCI EAFE ETF	59.17K	SH	$4.84M 1.58%	59.17K
Eli Lilly & Co ComSOLE	COM	5.30K	SH	$4.38M 1.43%	5.30K
iShares S&P 500 Barra ValueSOLE	S&P 500 VAL ETF	21.98K	SH	$4.19M 1.37%	21.98K
Vanguard Total Bond MktSOLE	TOTAL BND MRKT	55.40K	SH	$4.07M 1.33%	55.40K
Meta Platforms Inc Ordinary Shares - Class ASOLE	CL A	6.53K	SH	$3.76M 1.23%	6.53K
Vanguard Mega Cap 300 ValueSOLE	MEGA CAP VAL ETF	25.50K	SH	$3.29M 1.07%	25.50K
Vanguard Mega Cap 300 GrwthSOLE	MEGA GRWTH IND	10.34K	SH	$3.20M 1.04%	10.34K
Vanguard Div AppreciationSOLE	DIV APP ETF	16.36K	SH	$3.17M 1.03%	16.36K
Alphabet Inc Class ASOLE	CAP STK CL A	20.39K	SH	$3.15M 1.03%	20.39K
Vanguard Ttl Stk Mkt ETFSOLE	TOTAL STK MKT	10.32K	SH	$2.84M 0.92%	10.32K
Procter & Gamble CoSOLE	COM	16.48K	SH	$2.81M 0.92%	16.48K
Vanguard Emerging Mkts ETFSOLE	FTSE EMR MKT ETF	60.53K	SH	$2.74M 0.89%	60.53K
Alphabet Inc Class CSOLE	CAP STK CL C	17.40K	SH	$2.72M 0.89%	17.40K

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