Stock Taper 
PINNACLE WEALTH PLANNING SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fortinet, Inc. | FTNT | 3.66K | $562.86K |
 Aflac Incorporated | AFL | 3.66K | $429.37K |
 KB Financial Group Inc. | KB | 3.65K | $383.63K |
 Millrose Properties, Inc. | MRP | 3.64K | $109.44K |
 Portland General Electric Company | POR | 3.6K | $186.43K |
 Essential Properties Realty Trust, Inc. | EPRT | 3.6K | $107.37K |
 Adeia Inc. | ADEA | 3.59K | $118.19K |
 American Eagle Outfitters, Inc. | AEO | 3.58K | $61.59K |
 Enphase Energy, Inc. | ENPH | 3.57K | $175.69K |
 Box, Inc. | BOX | 3.56K | $94.61K |
 EQT Corporation | EQT | 3.56K | $189.34K |
 US Foods Holding Corp. | USFD | 3.56K | $364.11K |
 Unilever PLC | UL | 3.56K | $214.03K |
 Johnson Controls International plc | JCI | 3.56K | $520K |
 Occidental Petroleum Corporation | OXY | 3.55K | $172.33K |
 Under Armour, Inc. | UAA | 3.54K | $22.63K |
 Healthcare Realty Trust Incorporated | HR | 3.54K | $71.4K |
 Outfront Media Inc. | OUT | 3.54K | $115.91K |
 Eaton Corporation plc | ETN | 3.54K | $1.51M |
 Avnet, Inc. | AVT | 3.54K | $313.98K |