Long-term investor
Pinnacle Bancorp, Inc. @pinnaclebancorpinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001703383).
Record
- Tracked since 2025-06-30 (434 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +7.8% · 1 year +13.9% · all +13.9%
- Max drawdown -2.7% · Sharpe 0.84 · win rate 46% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BRKA · 6.0% · long · since 2025-06-30
- VOO · 5.9% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- IJH · 2.3% · long · since 2025-06-30
- SPY · 2.3% · long · since 2025-06-30
- IVV · 2.1% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- BRK-B · 1.9% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- LLY · 1.8% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30
- BND · 1.7% · long · since 2025-06-30