PINNACLE BANCORP INC
Q3 2026 Form 13-F
BEATRICE, NEBRASKA
CIK 0001703383
· Institutional investment manager
$374.9M Reported Value Total
Reported value
$374.9M
Quarter over quarter
+0.6%
Holdings
924
Top-10 concentration
30.2%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Jessica Sheldrick
AVP & Trust Operations Officer
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13F Metrics
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 21, 2026 |
| Form | 13F-HR |
| Reported value | $374.9M |
| Positions | 924 |
| Change in reported value | -2.5% |
| New positions | 33 |
| Exited positions | 30 |
| Position turnover | 6.6% |
| Top-10 concentration | 30.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
924 | $374.9M |
|
Q2 2026 13F
Filed Jul 28, 2026
|
921 | $384.4M |
|
Q1 2026 13F
Filed Apr 22, 2026
|
885 | $338.8M |
|
Q4 2025 13F
Filed Jan 22, 2026
|
873 | $341.2M |
|
Q3 2025 13F
Filed Oct 24, 2025
|
910 | $338.6M |
|
Q2 2025 13F
Filed Jul 11, 2025
|
909 | $324.0M |
|
Q1 2025 13F
Filed Apr 23, 2025
|
898 | $306.7M |
|
Q4 2024 13F
Filed Jan 14, 2025
|
881 | $307.5M |
|
Q3 2024 13F
Filed Oct 9, 2024
|
870 | $374.1M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
848 | $338.7M |
|
Q1 2024 13F
Filed Apr 16, 2024
|
822 | $338.1M |
|
Q4 2023 13F
Filed Jan 25, 2024
|
796 | $305.5M |
|
Q3 2023 13F
Filed Oct 18, 2023
|
777 | $281.4M |
|
Q2 2023 13F
Filed Jul 14, 2023
|
764 | $292.5M |
|
Q1 2023 13F
Filed Apr 14, 2023
|
797 | $272.4M |
|
Q4 2022 13F
Filed Jan 24, 2023
|
725 | $259.9M |
|
Q3 2022 13F
Filed Oct 25, 2022
|
719 | $231.6M |
|
Q2 2022 13F
Filed Jul 12, 2022
|
737 | $243.0M |
|
Q1 2022 13F
Filed Apr 14, 2022
|
734 | $288.2M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
703 | $282.9M |
13 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VOO Vanguard 500 Index Fund ETF | $23.2M | 6.19% |
| 2 | BRK-A Berkshire Hathaway Inc Del Cl A | $23.2M | 6.18% |
| 3 | AAPL Apple Computer Inc Com | $12.3M | 3.29% |
| 4 | MSFT Microsoft Corp Com | $9.0M | 2.4% |
| 5 | SPY State Street SPDR S&P 500 ETF Trust | $8.9M | 2.37% |
| 6 | IVV iShares Tr S&P 500 Index | $8.2M | 2.19% |
| 7 | IJH iShares Tr Midcap Index FD | $8.1M | 2.16% |
| 8 | BRK-B Berkshire Hathaway Inc Del Cl B New | $7.1M | 1.9% |
| 9 | GOOGL Alphabet Inc Class A | $6.8M | 1.81% |
| 10 | BND Vanguard Total Bond Mkt | $6.6M | 1.76% |
| 11 | LLY Eli Lilly & Co Com | $6.6M | 1.76% |
| 12 | EFA iShares Tr MSCI Eafe Idx | $6.2M | 1.65% |
| 13 | VIG Vanguard Div Appreciation | $5.4M | 1.45% |
| 14 | JPM JP Morgan Chase & Co Com | $5.4M | 1.44% |
| 15 | AMZN Amazon Com Inc | $5.1M | 1.36% |
| 16 | MGK Vanguard Mega Cap 300 Grwth | $4.6M | 1.24% |
| 17 | IVE iShares S&P 500 Barra Value | $4.4M | 1.19% |
| 18 | JNJ Johnson & Johnson Com | $4.4M | 1.18% |
| 19 | IEFA iShares Core MSCI Eafe ETF | $4.2M | 1.13% |
| 20 | VTI Vanguard Ttl Stk Mkt ETF | $4.2M | 1.12% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.