Stock Taper 
PINNACLE WEALTH PLANNING SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Adeia Inc. | ADEA | 3.59K | $118.19K |
 Essential Properties Realty Trust, Inc. | EPRT | 3.6K | $107.37K |
 Portland General Electric Company | POR | 3.6K | $186.43K |
 Millrose Properties, Inc. | MRP | 3.64K | $109.44K |
 KB Financial Group Inc. | KB | 3.65K | $383.63K |
 Aflac Incorporated | AFL | 3.66K | $429.37K |
 Fortinet, Inc. | FTNT | 3.66K | $562.86K |
 TC Energy Corporation | TRP | 3.74K | $247.86K |
 Rigetti Computing, Inc. | RGTI | 3.74K | $72.3K |
 GSK plc | GSK | 3.75K | $196.63K |
 Micron Technology, Inc. | MU | 3.77K | $4.35M |
 Exelon Corporation | EXC | 3.78K | $176.18K |
 Ionis Pharmaceuticals, Inc. | IONS | 3.78K | $299.72K |
 Bank OZK | OZK | 3.79K | $197.21K |
 Home Bancshares, Inc. | HOMB | 3.8K | $108.4K |
 Clear Secure, Inc. | YOU | 3.8K | $211.66K |
 FS Credit Opportunities Corp. | FSCO | 3.8K | $18.97K |
 BankUnited, Inc. | BKU | 3.81K | $184.35K |
 Bread Financial Holdings, Inc. | BFH | 3.81K | $413.36K |
 B&G Foods, Inc. | BGS | 3.82K | $15.2K |