Stock Taper 
PINNACLE WEALTH PLANNING SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Welltower Inc. | WELL | 4.41K | $1M |
 Innoviva, Inc. | INVA | 4.39K | $99.74K |
 Urban Edge Properties | UE | 4.37K | $100.03K |
 Applied Digital Corp. | APLD | 4.37K | $162.89K |
 Alibaba Group Holding Limited | BABA | 4.33K | $415.88K |
 PIMCO Strategic Income Fund | RCS | 4.33K | $23.6K |
 Pebblebrook Hotel Trust | PEB | 4.33K | $83.97K |
 Alignment Healthcare, Inc. | ALHC | 4.31K | $102.72K |
 XPeng Inc. | XPEV | 4.31K | $57.1K |
 ADMA Biologics, Inc. | ADMA | 4.3K | $35.98K |
 Rapid7, Inc. | RPD | 4.28K | $34.64K |
 PGIM Global High Yield Fund, Inc. | GHY | 4.27K | $51.63K |
 Eli Lilly and Company | LLY | 4.22K | $5.07M |
 The Progressive Corporation | PGR | 4.22K | $921.64K |
 Novavax, Inc. | NVAX | 4.2K | $39.58K |
 Ovintiv Inc. | OVV | 4.2K | $220.87K |
 Citizens Financial Group, Inc. | CFG | 4.18K | $293.1K |
 908 Devices Inc. | MASS | 4.18K | $36.37K |
 Slb N.V. | SLB | 4.17K | $194.05K |
 Target Corporation | TGT | 4.17K | $545.04K |