Pinnacle Financial Group, LLC / IL
Pinnacle Financial Group, LLC / IL reported 117 holdings worth US$410M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Pinnacle Financial Group, LLC / IL reported 117 holdings worth US$410M as of Jun 30, 2026. Largest: Mcdonald's Corporation, Apple Inc and Berkshire Hathaway Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 117
- Value as reported
- US$410M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Mcdonald's Corporation | 14,621 | US$3.95M | 0.96% |
| Apple Inc | 10,294 | US$2.98M | 0.73% |
| Berkshire Hathaway Inc. | 5,859 | US$2.93M | 0.72% |
| Nvidia Corporation | 7,448 | US$1.49M | 0.36% |
| Caterpillar, Inc. | 1,195 | US$1.27M | 0.31% |
| Amazon.com, Inc. | 4,643 | US$1.11M | 0.27% |
| Alphabet Inc (google) Class C | 2,260 | US$808K | 0.20% |
| Microsoft Corp. | 1,760 | US$657K | 0.16% |
| Exxon Mobil Corporation | 4,336 | US$593K | 0.14% |
| Jp Morgan Chase & Co. | 1,475 | US$483K | 0.12% |
| Allstate Corporation (the) | 1,981 | US$471K | 0.12% |
| Broadcom Inc. | 1,008 | US$381K | 0.09% |
| Enterprise Products Partners L.p. | 10,275 | US$378K | 0.09% |
| Abbvie Inc. | 1,457 | US$367K | 0.09% |
| Tesla, Inc. | 859 | US$361K | 0.09% |
| Procter & Gamble Company (the) | 2,451 | US$359K | 0.09% |
| Eli Lilly And Company | 255 | US$306K | 0.07% |
| Boeing Company (the) | 1,402 | US$303K | 0.07% |
| Morgan Stanley | 1,417 | US$296K | 0.07% |
| W.w. Grainger, Inc. | 215 | US$292K | 0.07% |
| Chevron Corporation | 1,641 | US$272K | 0.07% |
| Meta Platforms, Inc. | 464 | US$261K | 0.06% |
| Palantir Technologies Inc. | 2,192 | US$256K | 0.06% |
| American Express Company | 712 | US$241K | 0.06% |
| Johnson & Johnson | 931 | US$236K | 0.06% |
| International Business Machines Corporation | 827 | US$232K | 0.06% |
| Constellation Energy Corporation | 860 | US$214K | 0.05% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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