Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Mama's Creations, Inc.MAMA927$16.55K
Shift4 Payments, Inc.FOUR925$44.99K
Ventas, Inc.VTR924$82.05K
Bloom Energy CorporationBE923$279.39K
BrightSpire Capital, Inc.BRSP920$5.01K
Goosehead Insurance, IncGSHD920$44.62K
The Bancorp, Inc.TBBK915$57.32K
LiveRamp Holdings, Inc.RAMP915$34.44K
IDACORP, Inc.IDA914$138.29K
FB Financial CorporationFBK913$50.53K
SoundHound AI, Inc.SOUN910$5.89K
Brookfield Asset Management Ltd.BAM905$40.59K
Archer Aviation Inc.ACHR900$4.26K
Minerals Technologies Inc.MTX899$66.5K
The Travelers Companies, Inc.TRV894$295.13K
Douglas Dynamics, Inc.PLOW893$48.18K
Grifols, S.A.GRFS893$6.32K
Applied Optoelectronics, Inc.AAOI893$132.31K
Progress Software CorporationPRGS892$29.95K
Vaxcyte, Inc.PCVX890$51.74K