PINNACLE BANCORP, INC.

Filed: 4/22/2026ACC: 0001703383-26-000002

📋 What this filing means

PINNACLE BANCORP, INC. filed this quarterly 13F‑HR report disclosing 885 equity positions with a total reported market value of $338.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

885

Positions

$338.84M

Total AUM (reported)

2.78M

Total Shares

Allocation by class

COM$110.17M32.5%

CL A$28.02M8.3%

S&P 500 ETF SHS$19.72M5.8%

CORE S&P MCP ETF$7.76M2.3%

CL B NEW$7.41M2.2%

CORE S&P500 ETF$6.73M2.0%

TR UNIT$6.14M1.8%

Portfolio Concentration

Top 3$50.98M15.0%

4–10$47.66M14.1%

11–25$66.29M19.6%

Rest$173.90M51.3%

Top 3 weight

15.0%

Top 10 weight

29.1%

Voting Authority Distribution

Total shares with voting rights: 2.78M

Sole

Full voting authority

2.09M

% of voting shares75.2%

Shared

Joint voting authority

689.79K

% of voting shares24.8%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole885

Shared0

Other0

Dominant voting typeSole · 75.2% of voting shares

Institutional Holdings885

Rows:

Berkshire Hathaway Inc Del Cl A

SOLE

CL A

Shares31.00

TypeSH

Market value$22.26M

6.57%

Sole

0.00

Shared

31.00

None

0.00

Vanguard 500 Index Fund ETF

SOLE

S&P 500 ETF SHS

Shares33K

TypeSH

Market value$19.72M

5.82%

Sole

3.69K

Shared

29.31K

None

0.00

Apple Computer Inc Com

SOLE

COM

Shares35.45K

TypeSH

Market value$9.00M

2.66%

Sole

19.28K

Shared

16.17K

None

0.00

Microsoft Corp Com

SOLE

COM

Shares21.29K

TypeSH

Market value$7.88M

2.33%

Sole

9.12K

Shared

12.17K

None

0.00

iShares Tr Midcap Index FD

SOLE

CORE S&P MCP ETF

Shares114.90K

TypeSH

Market value$7.76M

2.29%

Sole

109.16K

Shared

5.74K

None

0.00

Berkshire Hathaway Inc Del Cl B New

SOLE

CL B NEW

Shares15.46K

TypeSH

Market value$7.41M

2.19%

Sole

7.82K

Shared

7.64K

None

0.00

iShares Tr S&P 500 Index

SOLE

CORE S&P500 ETF

Shares10.30K

TypeSH

Market value$6.73M

1.99%

Sole

8.34K

Shared

1.96K

None

0.00

SPDR Tr Unit Ser 1

SOLE

TR UNIT

Shares9.44K

TypeSH

Market value$6.14M

1.81%

Sole

1.97K

Shared

7.47K

None

0.00

JP Morgan Chase & Co Com

SOLE

COM

Shares20.21K

TypeSH

Market value$5.95M

1.75%

Sole

8.37K

Shared

11.84K

None

0.00

Alphabet Inc Class A

SOLE

CAP STK CL A

Shares20.17K

TypeSH

Market value$5.80M

1.71%

Sole

15.23K

Shared

4.94K

None

0.00

iShares Tr MSCI Eafe Idx

SOLE

MSCI EAFE ETF

Shares58.84K

TypeSH

Market value$5.72M

1.69%

Sole

47.13K

Shared

11.70K

None

0.00

Vanguard Total Bond Mkt

SOLE

TOTAL BND MRKT

Shares77.35K

TypeSH

Market value$5.70M

1.68%

Sole

66.69K

Shared

10.66K

None

0.00

Amazon Com Inc

SOLE

COM

Shares25.60K

TypeSH

Market value$5.33M

1.57%

Sole

11.19K

Shared

14.42K

None

0.00

Eli Lilly & Co Com

SOLE

COM

Shares5.68K

TypeSH

Market value$5.23M

1.54%

Sole

549.00

Shared

5.13K

None

0.00

Vanguard Div Appreciation

SOLE

DIV APP ETF

Shares24.12K

TypeSH

Market value$5.19M

1.53%

Sole

17.92K

Shared

6.19K

None

0.00

Costco Whsl Corp New Com

SOLE

COM

Shares4.90K

TypeSH

Market value$4.88M

1.44%

Sole

336.00

Shared

4.56K

None

0.00

Alphabet Inc Class C

SOLE

CAP STK CL C

Shares15.25K

TypeSH

Market value$4.38M

1.29%

Sole

2.11K

Shared

13.15K

None

0.00

iShares S&P 500 Barra Value

SOLE

S&P 500 VAL ETF

Shares19.47K

TypeSH

Market value$4.11M

1.21%

Sole

19.47K

Shared

0.00

None

0.00

Johnson & Johnson Com

SOLE

COM

Shares16.08K

TypeSH

Market value$3.93M

1.16%

Sole

12.73K

Shared

3.35K

None

0.00

Vanguard Mega Cap 300 Value

SOLE

MEGA CAP VAL ETF

Shares26.77K

TypeSH

Market value$3.88M

1.15%

Sole

25.54K

Shared

1.23K

None

0.00

VISA Inc Class A Shares

SOLE

COM CL A

Shares12.80K

TypeSH

Market value$3.87M

1.14%

Sole

4.42K

Shared

8.37K

None

0.00

Vanguard Mega Cap 300 Grwth

SOLE

MEGA GRWTH IND

Shares10.38K

TypeSH

Market value$3.82M

1.13%

Sole

9.79K

Shared

592.00

None

0.00

Vanguard Ttl Stk Mkt ETF

SOLE

TOTAL STK MKT

Shares11.28K

TypeSH

Market value$3.62M

1.07%

Sole

4.43K

Shared

6.85K

None

0.00

Meta Platforms Inc Ordinary Shares - Class A

SOLE

CL A

Shares6.08K

TypeSH

Market value$3.48M

1.03%

Sole

667.00

Shared

5.41K

None

0.00

iShares Core MSCI Eafe ETF

SOLE

CORE MSCI EAFE

Shares35.15K

TypeSH

Market value$3.18M

0.94%

Sole

23.52K

Shared

11.63K

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared
Berkshire Hathaway Inc Del Cl ASOLE	CL A	31.00	SH	$22.26M 6.57%	0.00	31.00
Vanguard 500 Index Fund ETFSOLE	S&P 500 ETF SHS	33K	SH	$19.72M 5.82%	3.69K	29.31K
Apple Computer Inc ComSOLE	COM	35.45K	SH	$9.00M 2.66%	19.28K	16.17K
Microsoft Corp ComSOLE	COM	21.29K	SH	$7.88M 2.33%	9.12K	12.17K
iShares Tr Midcap Index FDSOLE	CORE S&P MCP ETF	114.90K	SH	$7.76M 2.29%	109.16K	5.74K
Berkshire Hathaway Inc Del Cl B NewSOLE	CL B NEW	15.46K	SH	$7.41M 2.19%	7.82K	7.64K
iShares Tr S&P 500 IndexSOLE	CORE S&P500 ETF	10.30K	SH	$6.73M 1.99%	8.34K	1.96K
SPDR Tr Unit Ser 1SOLE	TR UNIT	9.44K	SH	$6.14M 1.81%	1.97K	7.47K
JP Morgan Chase & Co ComSOLE	COM	20.21K	SH	$5.95M 1.75%	8.37K	11.84K
Alphabet Inc Class ASOLE	CAP STK CL A	20.17K	SH	$5.80M 1.71%	15.23K	4.94K
iShares Tr MSCI Eafe IdxSOLE	MSCI EAFE ETF	58.84K	SH	$5.72M 1.69%	47.13K	11.70K
Vanguard Total Bond MktSOLE	TOTAL BND MRKT	77.35K	SH	$5.70M 1.68%	66.69K	10.66K
Amazon Com IncSOLE	COM	25.60K	SH	$5.33M 1.57%	11.19K	14.42K
Eli Lilly & Co ComSOLE	COM	5.68K	SH	$5.23M 1.54%	549.00	5.13K
Vanguard Div AppreciationSOLE	DIV APP ETF	24.12K	SH	$5.19M 1.53%	17.92K	6.19K
Costco Whsl Corp New ComSOLE	COM	4.90K	SH	$4.88M 1.44%	336.00	4.56K
Alphabet Inc Class CSOLE	CAP STK CL C	15.25K	SH	$4.38M 1.29%	2.11K	13.15K
iShares S&P 500 Barra ValueSOLE	S&P 500 VAL ETF	19.47K	SH	$4.11M 1.21%	19.47K	0.00
Johnson & Johnson ComSOLE	COM	16.08K	SH	$3.93M 1.16%	12.73K	3.35K
Vanguard Mega Cap 300 ValueSOLE	MEGA CAP VAL ETF	26.77K	SH	$3.88M 1.15%	25.54K	1.23K
VISA Inc Class A SharesSOLE	COM CL A	12.80K	SH	$3.87M 1.14%	4.42K	8.37K
Vanguard Mega Cap 300 GrwthSOLE	MEGA GRWTH IND	10.38K	SH	$3.82M 1.13%	9.79K	592.00
Vanguard Ttl Stk Mkt ETFSOLE	TOTAL STK MKT	11.28K	SH	$3.62M 1.07%	4.43K	6.85K
Meta Platforms Inc Ordinary Shares - Class ASOLE	CL A	6.08K	SH	$3.48M 1.03%	667.00	5.41K
iShares Core MSCI Eafe ETFSOLE	CORE MSCI EAFE	35.15K	SH	$3.18M 0.94%	23.52K	11.63K

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