Stock Taper

PINNACLE WEALTH PLANNING SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CenterspaceCSR808$45.4K
Elevance Health Inc.ELV807$311.9K
SempraSRE806$74.72K
Western Alliance BancorporationWAL806$66.25K
Digi International Inc.DGII803$60.19K
Cimpress plcCMPR796$80.95K
Vipshop Holdings LimitedVIPS795$10.54K
Honeywell International Inc.HON795$178K
Park Hotels & Resorts Inc.PK794$11.31K
AptarGroup, Inc.ATR793$99.33K
Power Integrations, Inc.POWI790$66.17K
DHT Holdings, Inc.DHT789$13.04K
HA Sustainable Infrastructure Capital, Inc.HASI786$30.69K
Orrstown Financial Services, Inc.ORRF782$31.93K
BridgeBio Pharma, Inc.BBIO781$58.17K
Mercury General CorporationMCY781$83.27K
J&J Snack Foods Corp.JJSF780$57.29K
Casella Waste Systems, Inc.CWST779$75.54K
RE/MAX Holdings, Inc.RMAX775$7.64K
Lakeland Financial CorporationLKFN772$47.65K