Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dnow Inc.DNOW5K$64.9K
Ready Capital CorporationRC5.04K$8.82K
Organon & Co.OGN5.07K$68.58K
Lam Research CorporationLRCX5.14K$2.23M
Shinhan Financial Group Co., Ltd.SHG5.14K$325.36K
Coursera, Inc.COUR5.22K$29.44K
LENZ Therapeutics, Inc.LENZ5.25K$29.82K
First BanCorp.FBP5.26K$137.15K
AMN Healthcare Services, Inc.AMN5.26K$170.33K
Morgan StanleyMS5.27K$1.1M
Palo Alto Networks, Inc.PANW5.29K$1.8M
Crescent Energy CompanyCRGY5.32K$52.2K
BorgWarner Inc.BWA5.32K$353.12K
Campbell Soup CompanyCPB5.38K$119.88K
Emerson Electric Co.EMR5.39K$770.99K
Mirion Technologies, Inc.MIR5.43K$97.34K
Rocket Companies, Inc.RKT5.43K$85.54K
Citigroup Inc.C5.45K$763.06K
Helmerich & Payne, Inc.HP5.46K$178.6K
Healthpeak Properties, Inc.DOC5.47K$117.04K