Long-term investor

Pinnacle Wealth Management Group, Inc. @pinnaclewealthmanagementj0vg

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001868491).

Record

  • Tracked since 2025-06-30 (478 days), 104 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.3% · 6 months -3.1% · 1 year +4.2% · all +4.2%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 92647N535 · 7.9% · long · since 2025-09-30
  • 921909768 · 5.3% · long · since 2025-09-30
  • 45783Y673 · 4.5% · long · since 2025-09-30
  • 45783Y681 · 4.3% · long · since 2025-09-30
  • 92189F106 · 3.6% · long · since 2025-09-30
  • 92206C771 · 3.0% · long · since 2025-09-30
  • 46090E103 · 2.9% · long · since 2025-09-30
  • MSFT · 2.9% · long · since 2025-09-30
  • 74933W452 · 2.9% · long · since 2025-09-30
  • 464287655 · 2.9% · long · since 2025-09-30
  • 922908629 · 2.8% · long · since 2025-09-30
  • MS · 2.5% · long · since 2025-09-30

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