Pinnacle Holdings as of Sept. 30, 2021
Portfolio Holdings for Pinnacle Holdings
Pinnacle Holdings holds 251 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
SPDR Dow Jones Industrial Average ETF (DIA) | 4.7 | $11M | 32k | 338.29 | |
QCR Holdings (QCRH) | 2.0 | $4.6M | 90k | 51.44 | |
UnitedHealth (UNH) | 2.0 | $4.6M | 12k | 390.74 | |
Goldman Sachs (GS) | 1.9 | $4.4M | 12k | 378.03 | |
Alpha Metallurgical Resources (AMR) | 1.9 | $4.3M | 86k | 49.79 | |
Cowen Conv Pref | 1.8 | $4.0M | 3.0k | 1361.69 | |
Home Depot (HD) | 1.7 | $3.9M | 12k | 328.26 | |
Microsoft Corporation (MSFT) | 1.7 | $3.8M | 14k | 281.93 | |
Oneok (OKE) | 1.5 | $3.5M | 61k | 57.99 | |
Amgen (AMGN) | 1.5 | $3.5M | 16k | 212.65 | |
Apple (AAPL) | 1.4 | $3.2M | 23k | 141.50 | |
Williams Companies (WMB) | 1.3 | $3.0M | 116k | 25.94 | |
McDonald's Corporation (MCD) | 1.3 | $3.0M | 12k | 241.11 | |
Antero Midstream Corp antero midstream (AM) | 1.3 | $2.9M | 282k | 10.42 | |
Unit Corp. (UNTC) | 1.3 | $2.9M | 95k | 30.50 | |
salesforce (CRM) | 1.3 | $2.9M | 11k | 271.22 | |
Sb Financial (SBFG) | 1.3 | $2.9M | 157k | 18.18 | |
Boeing Company (BA) | 1.2 | $2.8M | 13k | 219.94 | |
Targa Res Corp (TRGP) | 1.2 | $2.7M | 55k | 49.21 | |
Visa (V) | 1.1 | $2.5M | 11k | 222.75 | |
Honeywell International (HON) | 1.1 | $2.5M | 12k | 212.28 | |
Johnson & Johnson (JNJ) | 1.0 | $2.3M | 15k | 161.50 | |
Summit Financial | 1.0 | $2.3M | 92k | 24.51 | |
Mplx (MPLX) | 1.0 | $2.3M | 79k | 28.47 | |
Caterpillar (CAT) | 1.0 | $2.2M | 12k | 191.97 | |
Altus Midstream (KNTK) | 1.0 | $2.2M | 32k | 69.03 | |
Navios Maritime Partners | 1.0 | $2.2M | 68k | 32.35 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $2.2M | 13k | 163.69 | |
Arcbest (ARCB) | 0.9 | $2.1M | 26k | 81.77 | |
AMG Capital Conv Pref (AATRL) | 0.9 | $2.1M | 36k | 59.50 | |
Cleveland-cliffs (CLF) | 0.9 | $2.1M | 106k | 19.81 | |
Walt Disney Company (DIS) | 0.9 | $2.0M | 12k | 169.16 | |
3M Company (MMM) | 0.9 | $2.0M | 11k | 175.42 | |
Hess Midstream Lp cl a (HESM) | 0.9 | $2.0M | 70k | 28.21 | |
MidWestOne Financial (MOFG) | 0.9 | $2.0M | 65k | 30.16 | |
Greenbriar Conv Bond (Principal) | 0.9 | $2.0M | 1.9M | 1.05 | |
Atlas Air Worldwide Holdings Conv Bond (Principal) | 0.9 | $1.9M | 1.7M | 1.17 | |
Horizon Global Corp. Conv Bond (Principal) | 0.8 | $1.9M | 2.0M | 0.96 | |
Magellan Midstream Partners | 0.8 | $1.9M | 42k | 45.58 | |
Teekay Lng Partners | 0.8 | $1.9M | 122k | 15.55 | |
American Express Company (AXP) | 0.8 | $1.9M | 11k | 167.53 | |
Bunge Conv Pref | 0.8 | $1.9M | 16k | 119.95 | |
Procter & Gamble Company (PG) | 0.8 | $1.8M | 13k | 139.80 | |
Unisys Corporation (UIS) | 0.8 | $1.8M | 72k | 25.14 | |
Wintrust Financial Corporation (WTFC) | 0.8 | $1.8M | 22k | 80.37 | |
First Bancshares (FBMS) | 0.8 | $1.8M | 45k | 38.78 | |
Travelers Companies (TRV) | 0.8 | $1.8M | 12k | 152.01 | |
Enterprise Products Partners (EPD) | 0.8 | $1.7M | 81k | 21.64 | |
Kimball Electronics (KE) | 0.8 | $1.7M | 67k | 25.77 | |
International Business Machines (IBM) | 0.7 | $1.7M | 12k | 138.93 | |
Talos Energy (TALO) | 0.7 | $1.7M | 122k | 13.77 | |
Wal-Mart Stores (WMT) | 0.7 | $1.7M | 12k | 139.38 | |
Heritage Insurance Holdings Conv Bond (Principal) | 0.7 | $1.7M | 1.8M | 0.95 | |
Turtle Beach Corp (HEAR) | 0.7 | $1.7M | 60k | 27.82 | |
Nike (NKE) | 0.7 | $1.6M | 11k | 145.23 | |
Brighthouse Finl (BHF) | 0.7 | $1.6M | 36k | 45.23 | |
Chevron Corporation (CVX) | 0.7 | $1.6M | 16k | 101.45 | |
Enlink Midstream (ENLC) | 0.7 | $1.6M | 231k | 6.82 | |
Nmi Hldgs Inc cl a (NMIH) | 0.7 | $1.6M | 69k | 22.61 | |
Genesis Energy (GEL) | 0.7 | $1.6M | 156k | 9.97 | |
Bank of America Corporation (BAC) | 0.7 | $1.5M | 36k | 42.45 | |
EZCorp Conv Bond (Principal) | 0.6 | $1.5M | 1.6M | 0.92 | |
Equitrans Midstream Corp (ETRN) | 0.6 | $1.4M | 137k | 10.14 | |
M.D.C. Holdings | 0.6 | $1.4M | 30k | 46.72 | |
Citigroup (C) | 0.6 | $1.4M | 19k | 70.18 | |
Citizens Community Ban (CZWI) | 0.6 | $1.4M | 99k | 13.75 | |
Alliance Resource Partners (ARLP) | 0.6 | $1.3M | 122k | 10.87 | |
Civista Bancshares Inc equity (CIVB) | 0.6 | $1.3M | 56k | 23.23 | |
Peoples Ban (PEBO) | 0.6 | $1.3M | 41k | 31.61 | |
Delek Logistics Partners (DKL) | 0.6 | $1.3M | 28k | 45.23 | |
United Bancshares Inc. OH (UBOH) | 0.5 | $1.2M | 40k | 29.95 | |
Energy Transfer Equity (ET) | 0.5 | $1.2M | 123k | 9.58 | |
Yelp Inc cl a (YELP) | 0.5 | $1.2M | 31k | 37.24 | |
WESTERN GAS EQUITY Partners | 0.5 | $1.2M | 55k | 20.96 | |
Contura Energy Inc. Wt Warrant | 0.5 | $1.1M | 64k | 17.95 | |
First united corporation (FUNC) | 0.5 | $1.1M | 61k | 18.60 | |
Peoples Financial Corporation (PFBX) | 0.5 | $1.1M | 69k | 16.00 | |
HMN Financial (HMNF) | 0.5 | $1.1M | 45k | 23.41 | |
Argan (AGX) | 0.5 | $1.0M | 24k | 43.67 | |
Franks Intl N V | 0.5 | $1.0M | 355k | 2.94 | |
La-Z-Boy Incorporated (LZB) | 0.4 | $1.0M | 32k | 32.23 | |
Customers Ban (CUBI) | 0.4 | $1.0M | 24k | 43.02 | |
Old National Ban (ONB) | 0.4 | $1.0M | 60k | 16.95 | |
ESSA Ban (ESSA) | 0.4 | $997k | 61k | 16.49 | |
Merck & Co (MRK) | 0.4 | $996k | 13k | 75.11 | |
Teekay Corp. Conv Bond (Principal) | 0.4 | $993k | 1.0M | 0.99 | |
Peoples Bancorp of North Carolina (PEBK) | 0.4 | $991k | 35k | 28.39 | |
Sprouts Fmrs Mkt (SFM) | 0.4 | $982k | 42k | 23.17 | |
NetGear (NTGR) | 0.4 | $977k | 31k | 31.91 | |
Parke Ban (PKBK) | 0.4 | $967k | 44k | 21.90 | |
Phillips 66 Partners | 0.4 | $966k | 27k | 35.85 | |
First Community Corporation (FCCO) | 0.4 | $961k | 49k | 19.80 | |
Primis Financial Corp (FRST) | 0.4 | $957k | 66k | 14.46 | |
Lgi Homes (LGIH) | 0.4 | $956k | 6.7k | 141.91 | |
Superior Industries International (SUP) | 0.4 | $941k | 133k | 7.05 | |
Kinder Morgan (KMI) | 0.4 | $931k | 56k | 16.73 | |
Hawthorn Bancshares (HWBK) | 0.4 | $928k | 40k | 23.16 | |
Eagle Ban (EBMT) | 0.4 | $875k | 39k | 22.25 | |
Codorus Valley Ban (CVLY) | 0.4 | $833k | 37k | 22.54 | |
Cisco Systems (CSCO) | 0.3 | $774k | 14k | 54.43 | |
Hope Ban (HOPE) | 0.3 | $762k | 53k | 14.44 | |
Dow (DOW) | 0.3 | $759k | 13k | 57.56 | |
PNC Financial Services (PNC) | 0.3 | $746k | 3.8k | 195.64 | |
Verizon Communications (VZ) | 0.3 | $733k | 14k | 54.01 | |
Zions Bancorporation (ZION) | 0.3 | $709k | 12k | 61.89 | |
Mesa Air Group (MESA) | 0.3 | $700k | 91k | 7.66 | |
Bed Bath & Beyond | 0.3 | $695k | 40k | 17.27 | |
Intel Corporation (INTC) | 0.3 | $694k | 13k | 53.28 | |
Homestreet | 0.3 | $680k | 17k | 41.15 | |
PacWest Ban | 0.3 | $671k | 15k | 45.32 | |
Shell Midstream Prtnrs master ltd part | 0.3 | $653k | 55k | 11.77 | |
Coca-Cola Company (KO) | 0.3 | $646k | 12k | 52.47 | |
OceanFirst Financial (OCFC) | 0.3 | $635k | 30k | 21.41 | |
T. Rowe Price (TROW) | 0.3 | $623k | 3.2k | 196.70 | |
Bp Midstream Partners Lp Ltd P ml | 0.3 | $617k | 47k | 13.25 | |
VAALCO Energy (EGY) | 0.3 | $614k | 209k | 2.94 | |
Walgreen Boots Alliance (WBA) | 0.3 | $597k | 13k | 47.05 | |
Snap-on Incorporated (SNA) | 0.3 | $581k | 2.8k | 208.95 | |
Northern Trust Corporation (NTRS) | 0.2 | $564k | 5.2k | 107.81 | |
First Us Bancshares (FUSB) | 0.2 | $560k | 52k | 10.70 | |
Allstate Corporation (ALL) | 0.2 | $559k | 4.4k | 127.31 | |
Reliance Steel & Aluminum (RS) | 0.2 | $555k | 3.9k | 142.42 | |
Union Pacific Corporation (UNP) | 0.2 | $541k | 2.8k | 196.01 | |
Groupon (GRPN) | 0.2 | $536k | 24k | 22.81 | |
Amazon (AMZN) | 0.2 | $522k | 159.00 | 3285.04 | |
Pershing Square Tontine Hldg | 0.2 | $512k | 26k | 19.70 | |
Citizens Financial (CFG) | 0.2 | $494k | 11k | 46.98 | |
Ingredion Incorporated (INGR) | 0.2 | $474k | 5.3k | 89.01 | |
NVIDIA Corporation (NVDA) | 0.2 | $445k | 2.1k | 207.19 | |
Uniti Group Inc Com reit (UNIT) | 0.2 | $430k | 35k | 12.37 | |
Cummins (CMI) | 0.2 | $430k | 1.9k | 224.56 | |
Central Valley Community Ban | 0.2 | $423k | 20k | 21.50 | |
Truist Financial Corp equities (TFC) | 0.2 | $419k | 7.1k | 58.65 | |
Sound Finl Ban (SFBC) | 0.2 | $373k | 8.3k | 44.94 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.2 | $364k | 4.4k | 81.96 | |
Fifth Third Ban (FITB) | 0.2 | $362k | 8.5k | 42.44 | |
EZCorp Conv Bond (Principal) | 0.1 | $340k | 330k | 1.03 | |
First Financial Corporation (THFF) | 0.1 | $339k | 8.1k | 42.05 | |
Sterling Bancorp (SBT) | 0.1 | $337k | 65k | 5.16 | |
American Airls (AAL) | 0.1 | $332k | 16k | 20.52 | |
Westlake Chemical Partners master ltd part (WLKP) | 0.1 | $314k | 13k | 24.34 | |
Hancock Holding Company (HWC) | 0.1 | $296k | 6.3k | 47.12 | |
Freddie Mac Preferred Series I Pref Stk (FMCKI) | 0.1 | $267k | 148k | 1.80 | |
1st Constitution Ban | 0.1 | $246k | 10k | 23.67 | |
Exxon Mobil Corporation (XOM) | 0.1 | $244k | 4.1k | 58.82 | |
Pfizer (PFE) | 0.1 | $240k | 5.6k | 43.01 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $233k | 4.6k | 50.38 | |
Google Inc Class C | 0.1 | $224k | 84.00 | 2665.31 | |
Abbvie (ABBV) | 0.1 | $218k | 2.0k | 107.87 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $215k | 1.7k | 127.72 | |
Oracle Corporation (ORCL) | 0.1 | $214k | 2.5k | 87.13 | |
Federal National Mortgage Association (FNMA) | 0.1 | $213k | 253k | 0.84 | |
Facebook Inc cl a (META) | 0.1 | $210k | 618.00 | 339.39 | |
Deutsche Bank Ag-registered (DB) | 0.1 | $208k | 16k | 12.70 | |
iShares Dow Jones US Financial (IYF) | 0.1 | $202k | 2.5k | 82.55 | |
United Parcel Service (UPS) | 0.1 | $179k | 982.00 | 182.10 | |
Banc Of California (BANC) | 0.1 | $157k | 8.5k | 18.49 | |
McDermott International | 0.1 | $151k | 316k | 0.48 | |
WD-40 Company (WDFC) | 0.1 | $146k | 629.00 | 231.48 | |
Square Inc cl a (SQ) | 0.1 | $143k | 594.00 | 239.84 | |
Roku (ROKU) | 0.1 | $140k | 446.00 | 313.35 | |
MasterCard Incorporated (MA) | 0.1 | $139k | 400.00 | 347.68 | |
Fdx Corp. | 0.1 | $134k | 609.00 | 219.29 | |
Ambarella (AMBA) | 0.1 | $129k | 826.00 | 155.74 | |
Pyxus Intternational (PYYX) | 0.1 | $126k | 57k | 2.21 | |
Pinterest Inc Cl A (PINS) | 0.1 | $122k | 2.4k | 50.95 | |
Sonoco Products Company (SON) | 0.1 | $117k | 2.0k | 59.58 | |
Casey's General Stores (CASY) | 0.1 | $117k | 618.00 | 188.45 | |
Sleep Number Corp (SNBR) | 0.1 | $116k | 1.2k | 93.48 | |
Voyager Digital | 0.1 | $116k | 12k | 10.00 | |
F.N.B. Corporation (FNB) | 0.1 | $115k | 9.9k | 11.62 | |
Altice Usa Inc cl a (ATUS) | 0.0 | $105k | 5.1k | 20.72 | |
Dollar Tree (DLTR) | 0.0 | $105k | 1.1k | 95.72 | |
Caredx (CDNA) | 0.0 | $101k | 1.6k | 63.37 | |
Aberdeen Standard Physical Palladium Shares Etf etf (PALL) | 0.0 | $100k | 561.00 | 178.35 | |
Arcos Dorados Holdings (ARCO) | 0.0 | $98k | 19k | 5.12 | |
BlackRock (BLK) | 0.0 | $97k | 116.00 | 838.66 | |
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $96k | 672.00 | 143.28 | |
Estee Lauder Companies (EL) | 0.0 | $96k | 319.00 | 299.93 | |
Western Union Company (WU) | 0.0 | $95k | 4.7k | 20.22 | |
Goodrx Hldgs (GDRX) | 0.0 | $91k | 2.2k | 41.02 | |
Devon Energy Corporation (DVN) | 0.0 | $90k | 2.5k | 35.51 | |
NAVIOS MARITIME HOLDINGS INC Com Stk | 0.0 | $88k | 19k | 4.77 | |
PowerShares QQQ Trust, Series 1 | 0.0 | $88k | 246.00 | 357.96 | |
Madison Square (SPHR) | 0.0 | $83k | 1.1k | 72.67 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $80k | 3.0k | 26.42 | |
Madison Square Garden Cl A (MSGS) | 0.0 | $78k | 421.00 | 185.95 | |
Sandridge Energy (SD) | 0.0 | $78k | 6.0k | 13.01 | |
American Airlines Conv Bond (Principal) | 0.0 | $77k | 50k | 1.54 | |
Northrop Grumman Corporation (NOC) | 0.0 | $76k | 210.00 | 360.15 | |
Boston Beer Company (SAM) | 0.0 | $72k | 141.00 | 509.75 | |
Ciig Merger Corp Cl A | 0.0 | $68k | 5.1k | 13.15 | |
Newmont Mining Corporation (NEM) | 0.0 | $68k | 1.2k | 54.30 | |
Bright Horizons Fam Sol In D (BFAM) | 0.0 | $66k | 474.00 | 139.42 | |
Lockheed Martin Corporation (LMT) | 0.0 | $66k | 191.00 | 345.10 | |
Digital Realty Trust (DLR) | 0.0 | $66k | 455.00 | 144.45 | |
Roblox Corp (RBLX) | 0.0 | $65k | 862.00 | 75.55 | |
Draftkings Inc Com Cl A | 0.0 | $64k | 1.3k | 48.16 | |
0.0 | $64k | 1.1k | 60.39 | ||
Beyond Meat (BYND) | 0.0 | $64k | 603.00 | 105.26 | |
Iridium Communications (IRDM) | 0.0 | $63k | 1.6k | 39.85 | |
Chesapeake Energy Corp (CHK) | 0.0 | $62k | 1.0k | 61.59 | |
Financial Sector Spdr | 0.0 | $60k | 1.6k | 37.53 | |
Republic Services (RSG) | 0.0 | $58k | 484.00 | 120.06 | |
Gan (GAN) | 0.0 | $57k | 3.8k | 14.87 | |
Berkshire Hills Ban (BHLB) | 0.0 | $56k | 2.1k | 26.98 | |
AstraZeneca (AZN) | 0.0 | $54k | 900.00 | 60.06 | |
Liberty Media Corp Series C Li | 0.0 | $52k | 1.0k | 51.41 | |
Plains All American Pipeline (PAA) | 0.0 | $51k | 5.0k | 10.17 | |
Qualcomm (QCOM) | 0.0 | $48k | 368.00 | 128.98 | |
0.0 | $45k | 17.00 | 2673.53 | ||
Realty Income (O) | 0.0 | $45k | 696.00 | 64.86 | |
Hill-Rom Holdings | 0.0 | $45k | 300.00 | 150.00 | |
Tpg Pace Ben Fin Corp | 0.0 | $44k | 4.2k | 10.55 | |
Teekay Shipping Marshall Isl (TK) | 0.0 | $43k | 12k | 3.66 | |
Bank of America Conv Pref (BAC.PL) | 0.0 | $42k | 29.00 | 1442.41 | |
First Horizon National Corporation (FHN) | 0.0 | $40k | 2.5k | 16.29 | |
Wells Fargo & Company (WFC) | 0.0 | $34k | 732.00 | 46.41 | |
Live Nation Entertainment (LYV) | 0.0 | $33k | 361.00 | 91.13 | |
Enable Midstream | 0.0 | $33k | 4.0k | 8.12 | |
American Tower Reit (AMT) | 0.0 | $31k | 117.00 | 265.41 | |
Dick's Sporting Goods (DKS) | 0.0 | $31k | 257.00 | 119.77 | |
Sutter Rock Cap Corp (SSSS) | 0.0 | $30k | 2.4k | 12.91 | |
Planet Fitness Inc-cl A (PLNT) | 0.0 | $30k | 377.00 | 78.55 | |
Timberland Ban (TSBK) | 0.0 | $29k | 1.0k | 28.95 | |
Palantir Technologies | 0.0 | $29k | 1.2k | 24.04 | |
Federal Agricultural Mortgage (AGM) | 0.0 | $27k | 250.00 | 108.52 | |
Hawaiian Holdings | 0.0 | $27k | 1.2k | 21.66 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $26k | 149.00 | 172.70 | |
Digitalbridge Group Inc Cl A | 0.0 | $25k | 4.1k | 6.03 | |
Ngl Energy Partners Lp Com Uni (NGL) | 0.0 | $23k | 9.9k | 2.37 | |
Delphi Automotive | 0.0 | $23k | 154.00 | 148.97 | |
Barrick Gold Corp (GOLD) | 0.0 | $22k | 1.2k | 18.05 | |
Jp Morgan Alerian Mlp Index | 0.0 | $22k | 1.2k | 18.17 | |
Volkswagen Ag Preferred - Germ (VLKPF) | 0.0 | $21k | 93.00 | 224.30 | |
Umpqua Holdings Corporation | 0.0 | $20k | 1.0k | 20.25 | |
Plains Gp Holdings Lp-cl A (PAGP) | 0.0 | $20k | 1.9k | 10.78 | |
Occidental Petroleum Warrants 8/3/2027 Warrant (OXY.WS) | 0.0 | $18k | 1.5k | 11.85 | |
EOG Resources (EOG) | 0.0 | $16k | 200.00 | 80.27 | |
Fannie Mae Preferred Pref Stk (FNMAS) | 0.0 | $16k | 6.0k | 2.60 | |
Pershing Square $25 Strike Warrant | 0.0 | $13k | 10k | 1.29 | |
Las Vegas Sands (LVS) | 0.0 | $12k | 332.00 | 36.60 | |
Toll Brothers (TOL) | 0.0 | $11k | 200.00 | 55.29 | |
Holly Energy Partners | 0.0 | $9.8k | 534.00 | 18.33 | |
Meritage Homes Corporation (MTH) | 0.0 | $9.7k | 100.00 | 97.00 | |
Ez (EZPW) | 0.0 | $7.6k | 1.0k | 7.57 | |
United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $7.2k | 220.00 | 32.82 | |
Southwestern Energy Company | 0.0 | $5.5k | 1.0k | 5.54 | |
Noodles & Co (NDLS) | 0.0 | $3.0k | 254.00 | 11.80 | |
Sandridge Energy WTS Class B 10/4/2022 Warrant | 0.0 | $165.953600 | 4.0k | 0.04 | |
Unit Corp. Warrants Exp 9/03/27 Warrant (UNTCW) | 0.0 | $96.350000 | 9.6k | 0.01 |