Long-term investor
Pinnacle Financial Group, LLC / Il @pinnaclefinancialgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905962).
Record
- Tracked since 2025-06-30 (473 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +0.7% · 1 year +1.2% · all +1.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V613 · 8.8% · long · since 2025-06-30
- 25434V799 · 8.5% · long · since 2025-06-30
- 25434V708 · 6.2% · long · since 2025-06-30
- 25434V732 · 5.9% · long · since 2025-06-30
- 97717W109 · 5.5% · long · since 2025-06-30
- 921946794 · 4.0% · long · since 2025-06-30
- 921946406 · 3.8% · long · since 2025-06-30
- 922042775 · 3.7% · long · since 2025-06-30
- 464287234 · 2.9% · long · since 2025-06-30
- 78462F103 · 2.7% · long · since 2025-06-30
- 72201R833 · 2.4% · long · since 2026-03-31
- 25434V500 · 2.3% · long · since 2025-06-30