Top 50 Pinnacle Holdings, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | Caterpillar | 2.5% | 10.9K | $7.7M | +13.08%(+1.26K) | $211.32(+355.96%) | 2026-03-31 | |
| WMB | Williams Companies | 1.85% | 78.5K | $5.7M | -0.75%(-593) | $11665.90(-99.37%) | 2026-03-31 | |
| AMGN | Amgen Inc. | 1.65% | 14.5K | $5.1M | +9.74%(+1.28K) | $249.42(+50.01%) | 2026-03-31 | |
| OKE | ONEOK | 1.65% | 56.3K | $5.1M | -3.62%(-2.11K) | $38242.74(-99.77%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 1.46% | 12.2K | $4.5M | +14.50%(+1.54K) | $133.30(+192.94%) | 2026-03-31 | |
| GEL | Genesis Energy | 1.37% | 237.8K | $4.2M | +0.00%(+0) | $15689.32(-99.91%) | 2026-03-31 | |
| SSRM | SSR Mining | 1.35% | 141.7K | $4.2M | +22384.60%(+141.02K) | $6.32(+384.26%) | 2026-03-31 | |
| HD | Home Depot | 1.21% | 11.4K | $3.8M | +12.97%(+1.31K) | $186.01(+92.40%) | 2026-03-31 | |
| AAPL | Apple | 1.19% | 14.5K | $3.7M | -27.50%(-5.50K) | $107.15(+188.03%) | 2026-03-31 | |
| FMCC | Freddie Mac | 1.16% | 560.8K | $3.6M | +0.42%(+2.34K) | $2.02(+181.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.29% | +45.40% |
| Top 20 Holdings Unweighted | +13.45% | +46.02% |
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