Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
W. R. Berkley CorporationWRB765$53.95K
Zoetis Inc.ZTS768$55.19K
PTC Inc.PTC770$87.48K
Glacier Bancorp, Inc.GBCI770$39.72K
ABM Industries Inc.ABM771$34.11K
Lakeland Financial CorporationLKFN772$47.65K
Universal Technical Institute, Inc.UTI772$33.02K
USA Rare Earth IncUSAR772$16.66K
RE/MAX Holdings, Inc.RMAX775$7.64K
Casella Waste Systems, Inc.CWST779$75.54K
J&J Snack Foods Corp.JJSF780$57.29K
BridgeBio Pharma, Inc.BBIO781$58.17K
Mercury General CorporationMCY781$83.27K
Orrstown Financial Services, Inc.ORRF782$31.93K
HA Sustainable Infrastructure Capital, Inc.HASI786$30.69K
DHT Holdings, Inc.DHT789$13.04K
Power Integrations, Inc.POWI790$66.17K
AptarGroup, Inc.ATR793$99.33K
Park Hotels & Resorts Inc.PK794$11.31K
Honeywell International Inc.HON795$178K