Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Pinnacle Holdings, LLC (CIK 1411784) reported $309.3M across 222 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DIA ($12.4M, 4.01%), GS ($8.7M, 2.82%), CAT ($7.7M, 2.50%), AM ($6.4M, 2.06%), WMB ($5.7M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DIA | SPDR Dow Jones Industrial Average | $12.4M | 4.01% | 26,807 | Added |
| 2 | GS | Goldman Sachs | $8.7M | 2.82% | 10,311 | Added |
| 3 | CAT | Caterpillar | $7.7M | 2.50% | 10,920 | Added |
| 4 | AM | Antero Midstream Corp | $6.4M | 2.06% | 279,484 | Trimmed |
| 5 | WMB | Williams Companies | $5.7M | 1.85% | 78,450 | Trimmed |
| 6 | TRGP | Targa Resources | $5.5M | 1.79% | 22,046 | Trimmed |
| 7 | OKE | ONEOK | $5.1M | 1.65% | 56,298 | Trimmed |
| 8 | AMGN | Amgen Inc. | $5.1M | 1.65% | 14,475 | Added |
| 9 | MPLX | MPLX | $4.5M | 1.47% | 79,676 | Trimmed |
| 10 | KNTK | Kinetik Holdings | $4.5M | 1.47% | 93,925 | Trimmed |
| 11 | MSFT | Microsoft Corporation | $4.5M | 1.46% | 12,170 | Added |
| 12 | NMM | Navios Maritime Partners | $4.4M | 1.41% | 64,801 | Trimmed |
| 13 | GEL | Genesis Energy | $4.2M | 1.37% | 237,847 | Hold |
| 14 | SSRM | SSR Mining | $4.2M | 1.35% | 141,653 | Added |
| 15 | PAGP | Plains GP Holdings | $4.0M | 1.29% | 163,928 | Trimmed |
| 16 | JPM | JPMorgan | $3.7M | 1.21% | 12,703 | Added |
| 17 | MCHB | Mechanics Bancorp | $3.7M | 1.21% | 253,114 | Added |
| 18 | HD | Home Depot | $3.8M | 1.21% | 11,417 | Added |
| 19 | AAPL | Apple | $3.7M | 1.19% | 14,489 | Trimmed |
| 20 | FMCC | Freddie Mac | $3.6M | 1.16% | 560,843 | Added |
| 21 | ET | Energy Transfer | $3.6M | 1.15% | 185,073 | Trimmed |
| 22 | ARLP | Alliance Resource Partners | $3.6M | 1.15% | 129,109 | Trimmed |
| 23 | HESM | Hess Midstream Partners | $3.5M | 1.14% | 90,483 | Added |
| 24 | MCD | McDonald's | $3.4M | 1.10% | 10,930 | Added |
| 25 | EPD | Enterprise Products Partners | $3.4M | 1.09% | 88,799 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31