PINNACLE BANCORP, INC.

Filed: 7/11/2025ACC: 0001703383-25-000006

📋 What this filing means

PINNACLE BANCORP, INC. filed this quarterly 13F‑HR report disclosing 909 equity positions with a total reported market value of $324.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

909

Positions

$324.04M

Total AUM (reported)

2.80M

Total Shares

Allocation by class

COM$105.32M32.5%

CL A$33.49M10.3%

S&P 500 ETF SHS$20.02M6.2%

CORE S&P MCP ETF$7.49M2.3%

CL B NEW$7.38M2.3%

CORE S&P500 ETF$6.15M1.9%

TR UNIT$5.78M1.8%

Portfolio Concentration

Top 3$57.53M17.8%

4–10$45.42M14.0%

11–25$59.96M18.5%

Rest$161.13M49.7%

Top 3 weight

17.8%

Top 10 weight

31.8%

Voting Authority Distribution

Total shares with voting rights: 2.80M

Sole

Full voting authority

2.80M

% 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)

Sole909

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings909

Rows:

Berkshire Hathaway Inc Del Cl A

SOLE

CL A

Shares36.00

TypeSH

Market value$26.24M

8.10%

Sole

36.00

Shared

0.00

None

0.00

Vanguard 500 Index Fund ETF

SOLE

S&P 500 ETF SHS

Shares35.25K

TypeSH

Market value$20.02M

6.18%

Sole

35.25K

Shared

0.00

None

0.00

Microsoft Corp Com

SOLE

COM

Shares22.66K

TypeSH

Market value$11.27M

3.48%

Sole

22.66K

Shared

0.00

None

0.00

iShares Tr Midcap Index FD

SOLE

CORE S&P MCP ETF

Shares120.74K

TypeSH

Market value$7.49M

2.31%

Sole

120.74K

Shared

0.00

None

0.00

Berkshire Hathaway Inc Del Cl B New

SOLE

CL B NEW

Shares15.19K

TypeSH

Market value$7.38M

2.28%

Sole

15.19K

Shared

0.00

None

0.00

Apple Computer Inc Com

SOLE

COM

Shares32.95K

TypeSH

Market value$6.76M

2.09%

Sole

32.95K

Shared

0.00

None

0.00

iShares Tr S&P 500 Index

SOLE

CORE S&P500 ETF

Shares9.91K

TypeSH

Market value$6.15M

1.90%

Sole

9.91K

Shared

0.00

None

0.00

Amazon Com Inc

SOLE

COM

Shares27.64K

TypeSH

Market value$6.06M

1.87%

Sole

27.64K

Shared

0.00

None

0.00

JP Morgan Chase & Co Com

SOLE

COM

Shares20.01K

TypeSH

Market value$5.80M

1.79%

Sole

20.01K

Shared

0.00

None

0.00

SPDR Tr Unit Ser 1

SOLE

TR UNIT

Shares9.35K

TypeSH

Market value$5.78M

1.78%

Sole

9.35K

Shared

0.00

None

0.00

iShares Tr MSCI Eafe Idx

SOLE

MSCI EAFE ETF

Shares59.41K

TypeSH

Market value$5.31M

1.64%

Sole

59.41K

Shared

0.00

None

0.00

Costco Whsl Corp New Com

SOLE

COM

Shares5.36K

TypeSH

Market value$5.31M

1.64%

Sole

5.36K

Shared

0.00

None

0.00

VISA Inc Class A Shares

SOLE

COM CL A

Shares14.24K

TypeSH

Market value$5.05M

1.56%

Sole

14.24K

Shared

0.00

None

0.00

Vanguard Total Bond Mkt

SOLE

TOTAL BND MRKT

Shares67.79K

TypeSH

Market value$4.99M

1.54%

Sole

67.79K

Shared

0.00

None

0.00

Meta Platforms Inc Ordinary Shares - Class A

SOLE

CL A

Shares6.63K

TypeSH

Market value$4.90M

1.51%

Sole

6.63K

Shared

0.00

None

0.00

Eli Lilly & Co Com

SOLE

COM

Shares5.36K

TypeSH

Market value$4.18M

1.29%

Sole

5.36K

Shared

0.00

None

0.00

iShares S&P 500 Barra Value

SOLE

S&P 500 VAL ETF

Shares21.02K

TypeSH

Market value$4.11M

1.27%

Sole

21.02K

Shared

0.00

None

0.00

Vanguard Mega Cap 300 Grwth

SOLE

MEGA GRWTH IND

Shares10.34K

TypeSH

Market value$3.79M

1.17%

Sole

10.34K

Shared

0.00

None

0.00

Alphabet Inc Class A

SOLE

CAP STK CL A

Shares20.24K

TypeSH

Market value$3.57M

1.10%

Sole

20.24K

Shared

0.00

None

0.00

Vanguard Div Appreciation

SOLE

DIV APP ETF

Shares16.57K

TypeSH

Market value$3.39M

1.05%

Sole

16.57K

Shared

0.00

None

0.00

Vanguard Ttl Stk Mkt ETF

SOLE

TOTAL STK MKT

Shares11.13K

TypeSH

Market value$3.38M

1.04%

Sole

11.13K

Shared

0.00

None

0.00

Vanguard Mega Cap 300 Value

SOLE

MEGA CAP VAL ETF

Shares25.50K

TypeSH

Market value$3.35M

1.03%

Sole

25.50K

Shared

0.00

None

0.00

Alphabet Inc Class C

SOLE

CAP STK CL C

Shares17.24K

TypeSH

Market value$3.06M

0.94%

Sole

17.24K

Shared

0.00

None

0.00

Vanguard Emerging Mkts ETF

SOLE

FTSE EMR MKT ETF

Shares59.56K

TypeSH

Market value$2.95M

0.91%

Sole

59.56K

Shared

0.00

None

0.00

Procter & Gamble Co

SOLE

COM

Shares16.46K

TypeSH

Market value$2.62M

0.81%

Sole

16.46K

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	$26.24M 8.10%	36.00
Vanguard 500 Index Fund ETFSOLE	S&P 500 ETF SHS	35.25K	SH	$20.02M 6.18%	35.25K
Microsoft Corp ComSOLE	COM	22.66K	SH	$11.27M 3.48%	22.66K
iShares Tr Midcap Index FDSOLE	CORE S&P MCP ETF	120.74K	SH	$7.49M 2.31%	120.74K
Berkshire Hathaway Inc Del Cl B NewSOLE	CL B NEW	15.19K	SH	$7.38M 2.28%	15.19K
Apple Computer Inc ComSOLE	COM	32.95K	SH	$6.76M 2.09%	32.95K
iShares Tr S&P 500 IndexSOLE	CORE S&P500 ETF	9.91K	SH	$6.15M 1.90%	9.91K
Amazon Com IncSOLE	COM	27.64K	SH	$6.06M 1.87%	27.64K
JP Morgan Chase & Co ComSOLE	COM	20.01K	SH	$5.80M 1.79%	20.01K
SPDR Tr Unit Ser 1SOLE	TR UNIT	9.35K	SH	$5.78M 1.78%	9.35K
iShares Tr MSCI Eafe IdxSOLE	MSCI EAFE ETF	59.41K	SH	$5.31M 1.64%	59.41K
Costco Whsl Corp New ComSOLE	COM	5.36K	SH	$5.31M 1.64%	5.36K
VISA Inc Class A SharesSOLE	COM CL A	14.24K	SH	$5.05M 1.56%	14.24K
Vanguard Total Bond MktSOLE	TOTAL BND MRKT	67.79K	SH	$4.99M 1.54%	67.79K
Meta Platforms Inc Ordinary Shares - Class ASOLE	CL A	6.63K	SH	$4.90M 1.51%	6.63K
Eli Lilly & Co ComSOLE	COM	5.36K	SH	$4.18M 1.29%	5.36K
iShares S&P 500 Barra ValueSOLE	S&P 500 VAL ETF	21.02K	SH	$4.11M 1.27%	21.02K
Vanguard Mega Cap 300 GrwthSOLE	MEGA GRWTH IND	10.34K	SH	$3.79M 1.17%	10.34K
Alphabet Inc Class ASOLE	CAP STK CL A	20.24K	SH	$3.57M 1.10%	20.24K
Vanguard Div AppreciationSOLE	DIV APP ETF	16.57K	SH	$3.39M 1.05%	16.57K
Vanguard Ttl Stk Mkt ETFSOLE	TOTAL STK MKT	11.13K	SH	$3.38M 1.04%	11.13K
Vanguard Mega Cap 300 ValueSOLE	MEGA CAP VAL ETF	25.50K	SH	$3.35M 1.03%	25.50K
Alphabet Inc Class CSOLE	CAP STK CL C	17.24K	SH	$3.06M 0.94%	17.24K
Vanguard Emerging Mkts ETFSOLE	FTSE EMR MKT ETF	59.56K	SH	$2.95M 0.91%	59.56K
Procter & Gamble CoSOLE	COM	16.46K	SH	$2.62M 0.81%	16.46K

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