Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
BXP, Inc.BXP281$18.63K
SmartFinancial, Inc.SMBK282$13.23K
Addus HomeCare CorporationADUS282$28.33K
Northrop Grumman CorporationNOC283$144.13K
Otis Worldwide CorporationOTIS284$20.33K
Stifel Financial CorpSF284$19.82K
Texas Roadhouse, Inc.TXRH285$55.07K
Axalta Coating Systems Ltd.AXTA287$9.82K
ICU Medical, Inc.ICUI287$42.07K
Agilysys, Inc.AGYS289$30.2K
Sweetgreen, Inc.SG289$2.55K
Essential Utilities, Inc.WTRG290$11.11K
Gevo, Inc.GEVO290$435
Federal Realty Investment TrustFRT294$36.29K
Valvoline Inc.VVV295$11.66K
ESAB CorporationESAB295$29.1K
Destiny Tech100 Inc.DXYZ295$7.6K
Eversource EnergyES296$21.39K
Sensata Technologies Holding plcST297$14.18K
Mid-America Apartment Communities, Inc.MAA298$41.34K