Pinnacle Investment Management

Latest statistics and disclosures from Pinnacle Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are KO, GOOG, DECK, TSM, META, and represent 95.34% of Pinnacle Investment Management's stock portfolio.
  • Added to shares of these 4 stocks: KO (+$20M), DECK, TSM, NVDA.
  • Started 3 new stock positions in DECK, TSM, KO.
  • Reduced shares in these 10 stocks: GOOG (-$8.3M), UBER, SAIL, META, ELF, SG, IBM, , INOD, TEM.
  • Sold out of its positions in ELF, INOD, IBM, ORCL, SAIL, SG, TEM, TSLA, UBER.
  • Pinnacle Investment Management was a net buyer of stock by $8.3M.
  • Pinnacle Investment Management has $29M in assets under management (AUM), dropping by 66.82%.
  • Central Index Key (CIK): 0002056734

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Portfolio Holdings for Pinnacle Investment Management

Pinnacle Investment Management holds 8 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coca-Cola Company (KO) 69.6 $20M NEW 303k 66.32
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Alphabet Cap Stk Cl C (GOOG) 11.4 $3.3M -71% 14k 243.55
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Deckers Outdoor Corporation (DECK) 7.0 $2.0M NEW 20k 101.37
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.8 $1.4M NEW 5.0k 279.29
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Meta Platforms Cl A (META) 2.5 $734k -66% 1.0k 734.38
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NVIDIA Corporation (NVDA) 1.8 $522k +9% 2.8k 186.58
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $420k 700.00 600.37
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $402k 4.5k 89.37
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Past Filings by Pinnacle Investment Management

SEC 13F filings are viewable for Pinnacle Investment Management going back to 2024