Pinnacle Holdings, LLC - Portfolio overview

Pinnacle Holdings, LLC has 125 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

  1. CAT - Caterpillar, 5.21%
  2. WMB - Williams Companies, 3.85%
  3. AMGN - Amgen Inc., 3.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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