Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Procter & Gamble CompanyPG15.72K$2.31M
ADT Inc.ADT15.74K$102.31K
Annaly Capital Management, Inc.NLY15.78K$352.73K
Adaptive Biotechnologies CorporationADPT16.09K$345.17K
Transocean Ltd.RIG16.11K$78.77K
CSX CorporationCSX16.47K$782.93K
The Gorman-Rupp CompanyGRC17.17K$1.57M
Sony Group CorporationSONY17.22K$345.35K
Rithm Capital Corp.RITM17.3K$162.44K
Nu Holdings Ltd.NU17.34K$231.72K
Fifth Third BancorpFITB17.36K$978.73K
Valley National BancorpVLY17.37K$254.5K
Alphabet Inc.GOOG17.67K$6.24M
Wells Fargo & CompanyWFC17.8K$1.47M
Verizon Communications Inc.VZ17.91K$758.41K
Infosys LimitedINFY18.65K$195.63K
Novo Nordisk A/SNVO18.95K$908.49K
KKR & Co. Inc.KKR19.21K$1.76M
ICICI Bank LimitedIBN19.21K$557.58K
Lululemon Athletica Inc.LULU20.21K$2.31M