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Portfolio (Quarterly) Guide ↗

Pinnacle Wealth Management Advisory Group, LLC

· CIK 0001631864
13F Portfolio $1.5B AUM 528 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 134 New 217 Added 93 Reduced 10 Exited
Page 4 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK State Street Technology Select 14,846.0 $2.1M 0.15% +7K +102.0% $143.97 +22.4%
62 NEE Nextera Energy Inc Utilities 26,123.0 $2.1M 0.14% +862.0 +3.4% $80.28 +10.5%
63 LOW Lowe's Companies Inc Consumer Cyclical 8,616.0 $2.1M 0.14% +47.0 +0.6% $241.15 -8.8%
64 USFR WisdomTree Bloomberg Fl Rate T 37,845.0 $1.9M 0.13% +4K +11.2% $50.32 +0.3%
65 GWW WW Grainger INC Industrials 1,795.0 $1.8M 0.12% +107.0 +6.3% $1009.08 +23.8%
66 VUG Vanguard Growth ETF 3,647.0 $1.8M 0.12% +533.0 +17.1% $487.87 -82.2%
67 REGN Regeneron Pharmaceuticals Healthcare 2,237.0 $1.7M 0.12% +710.0 +46.5% $771.90 -16.7%
68 GE GE Aerospace Industrials 5,507.0 $1.7M 0.12% +1K +28.2% $308.03 -3.1%
69 ACN Accenture PLC Cl A Technology 6,314.0 $1.7M 0.12% +2K +51.0% $268.32 -33.4%
70 BMY Bristol-Myers Squibb Co Healthcare 29,946.0 $1.6M 0.11% +14K +90.8% $53.94 +8.1%
71 TJX TJX Companies Inc Consumer Cyclical 10,470.0 $1.6M 0.11% +4K +61.3% $153.61 +4.0%
72 Cliffwater Enhanced Lending Fu 144,258.0 $1.6M 0.11% +22K +18.4% $10.81
73 MUB iShares S&P National AMT Free 14,547.0 $1.6M 0.11% +5K +53.6% $107.11 -1.1%
74 PHM PulteGroup Inc Consumer Cyclical 12,886.0 $1.5M 0.10% +692.0 +5.7% $117.26 -1.9%
75 GLD SPDR Gold Trust Financial Services 3,735.0 $1.5M 0.10% +1K +42.2% $396.31 +5.0%
76 PM Philip Morris Intl Consumer Defensive 9,014.0 $1.4M 0.10% +2K +24.8% $160.40 +16.8%
77 MTUM iShares Edge MSCI USA Momentum 5,494.0 $1.4M 0.10% +574.0 +11.7% $250.31 +19.3%
78 BKNG Booking Holdings Inc Consumer Cyclical 245.0 $1.3M 0.09% +96.0 +64.4% $5355.33 -97.1%
79 PH Parker Hannifin Corp Com Industrials 1,487.0 $1.3M 0.09% +170.0 +12.9% $878.96 -2.5%
80 COF Capital One Financial Corp Financial Services 5,348.0 $1.3M 0.09% +3K +88.6% $242.36 -23.3%
Page 4 of 11  ·  217 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.9%
Financial Services 24.9%
Healthcare 9.1%
Industrials 8.4%
Communication Services 8.0%
Consumer Cyclical 7.8%
Consumer Defensive 6.3%
Energy 2.0%
Utilities 1.6%
Real Estate 1.3%