Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Trimble Inc.TRMB104$5.32K
Paysafe LimitedPSFE104$777
RhRH104$17.13K
Liberty Global plcLBTYK105$1.16K
Advanced Energy Industries, Inc.AEIS105$39.15K
PennyMac Financial Services, Inc.PFSI105$9.15K
James Hardie Industries plcJHX105$2.75K
Safety Insurance Group, Inc.SAFT105$7.86K
BeOne Medicines AGONC106$30.21K
Bank of MontrealBMO107$18.91K
Infinity Natural Resources, Inc.INR107$1.36K
Tenet Healthcare CorporationTHC107$20.02K
Pan American Silver Corp.PAAS108$4.84K
Brunswick CorporationBC109$9.18K
Community Healthcare Trust IncorporatedCHCT109$1.99K
Cohen & Steers Select Preferred and Income Fund, Inc.PSF109$2.19K
Millicom International Cellular S.A.TIGO109$9.89K
QXO, Inc.QXO109$1.88K
monday.com Ltd.MNDY109$7.89K
Tetra Tech, Inc.TTEK110$3.18K