Long-term investor

Pinnacle Holdings, LLC @pinnacleholdingsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001411784).

Record

  • Tracked since 2025-06-30 (472 days), 70 trades recorded
  • Returns: week n/a · month n/a · 90 days -8.4% · 6 months +6.4% · 1 year +14.0% · all +14.0%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DIA · 4.2% · long · since 2025-06-30
  • CAT · 3.4% · long · since 2025-06-30
  • GS · 3.1% · long · since 2025-06-30
  • TRGP · 1.8% · long · since 2025-06-30
  • WMB · 1.7% · long · since 2025-06-30
  • AM · 1.6% · long · since 2025-06-30
  • AMGN · 1.6% · long · since 2025-06-30
  • OKE · 1.5% · long · since 2025-06-30
  • SUNC · 1.4% · long · since 2026-03-31
  • Y62267102 · 1.4% · long · since 2025-06-30
  • KNTK · 1.4% · long · since 2025-06-30
  • MPLX · 1.4% · long · since 2025-06-30

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