PINNACLE BANCORP, INC.

PrivateCIK: 1703383
Location

BEATRICE, NE

885
Positions
$338.84M
Total AUM (reported)
2.78M
Total Shares

Allocation by class

TOTAL AUM$338.84M885 positions
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 315.0%4–1014.1%11–2519.6%Rest51.3%TOP 1029.1%0%100%
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

shares

% of voting shares75.2%
Shared

Joint voting authority

689.79K

shares

% of voting shares24.8%
None

No voting authority

0.00

shares

% 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
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