Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NU NUVALENT INCNUVL73$9.02K
FactSet Research Systems Inc.FDS73$16.8K
Movado Group, Inc.MOV73$2.87K
Flowserve CorporationFLS74$5.49K
OceanFirst Financial Corp.OCFC74$1.45K
Lennar CorporationLEN-B74$6.57K
Zoom Communications, Inc.ZM74$6.39K
Liberty Capital CorporationGLIBK75$1.62K
AMC Global Media Inc.AMCX76$758
Lionsgate Studios Corp.LION76$1.16K
The Clorox CompanyCLX76$7.25K
Cousins Properties IncorporatedCUZ77$2.31K
Aurora Cannabis Inc.ACB77$215
Paylocity Holding CorporationPCTY77$8.05K
Sibanye Stillwater LimitedSBSW77$654
Hyatt Hotels CorporationH77$14.93K
DigitalBridge Group, Inc.DBRG78$1.23K
Magna International Inc.MGA79$5.19K
American Financial Group, Inc.AFG79$11.05K
Intapp, Inc.INTA79$1.99K