Pinnacle Wealth Planning Services, Inc. Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$957.0M

Holdings

2,751

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,751 positions)

#StockSharesValue% PortfolioType
1001
MBCMASTERBRAND INC
4,881$00.00%
1002
NVRIENVIRI CORP
1,627$00.00%
1003
PBTPERMIAN BASIN RTY TR
1,953$00.00%
1004
NCVVIRTUS CONVERTIBLE & INCOME
2,984$00.00%
1005
GPORGULFPORT ENERGY CORP
36$00.00%
1006
RSRELIANCE INC
370$00.00%
1007
FCTFIRST TR SR FLTG RATE INCOME
2,590$00.00%
1008
NTNXNUTANIX INC
105$00.00%
1009
REGNREGENERON PHARMACEUTICALS
466$00.00%
1010
SLBSLB LIMITED
4,185$00.00%
1011
TAPMOLSON COORS BEVERAGE CO
62$00.00%
1012
SRESEMPRA
717$00.00%
1013
AMCAMC ENTMT HLDGS INC
2,377$00.00%
1014
FMCFMC CORP
3,105$00.00%
1015
EXLSEXLSERVICE HOLDINGS INC
1,683$00.00%
1016
ICEINTERCONTINENTAL EXCHANGE IN
4,499$00.00%
1017
QMMYFIRST TR EXCHNG TRADED FD VI
85$00.00%
1018
HLNHALEON PLC
12,098$00.00%
1019
FT2FIRST HORIZON CORPORATION
10,287$00.00%
1020
VPGVISHAY PRECISION GROUP INC
224$00.00%
1021
IOCTINNOVATOR ETFS TRUST
1,174$00.00%
1022
MDYGSPDR SERIES TRUST
185$00.00%
1023
AFGAMERICAN FINL GROUP INC OHIO
66$00.00%
1024
PRUPRUDENTIAL FINL INC
4,832$00.00%
1025
CFLTCONFLUENT INC
50$00.00%
1026
SAJACOMPANHIA DE SANEAMENTO BASI
1,904$00.00%
1027
SESEA LTD
5,341$00.00%
1028
FIVEFIVE BELOW INC
403$00.00%
1029
MTCHMATCH GROUP INC NEW
153$00.00%
1030
DHTDHT HOLDINGS INC
789$00.00%
1031
PNWPINNACLE WEST CAP CORP
433$00.00%
1032
IMXIINTERNATIONAL MNY EXPRESS IN
702$00.00%
1033
BBAIBIGBEAR AI HLDGS INC
5,835$00.00%
1034
CRCRANE COMPANY
9$00.00%
1035
FITBFIFTH THIRD BANCORP
12,251$00.00%
1036
AIRAAR CORP
879$00.00%
1037
FXHFIRST TR EXCHANGE TRADED FD
115$00.00%
1038
ROCKGIBRALTAR INDS INC
110$00.00%
1039
ESTCELASTIC N V
8$00.00%
1040
WSBFWATERSTONE FINL INC MD
1,281$00.00%
1041
RBLXROBLOX CORP
185$00.00%
1042
UFPTUFP TECHNOLOGIES INC
129$00.00%
1043
MCOMOODYS CORP
684$00.00%
1044
CSGSCSG SYS INTL INC
2,206$00.00%
1045
CNNECANNAE HLDGS INC
45$00.00%
1046
VBRVANGUARD INDEX FDS
115$00.00%
1047
VTEBVANGUARD MUN BD FDS
5$00.00%
1048
UPROPROSHARES TR
88$00.00%
1049
PRLBPROTO LABS INC
508$00.00%
1050
BF/ABROWN FORMAN CORP
407$00.00%
1051
CBZCBIZ INC
654$00.00%
1052
CMGCHIPOTLE MEXICAN GRILL INC
10,682$00.00%
1053
DOWDOW INC
5,460$00.00%
1054
LITELUMENTUM HLDGS INC
81$00.00%
1055
WULFTERAWULF INC
114$00.00%
1056
APAMARTISAN PARTNERS ASSET MGMT
1,214$00.00%
1057
CCKCROWN HLDGS INC
139$00.00%
1058
VWOVANGUARD INTL EQUITY INDEX F
4,426$00.00%
1059
KGSKODIAK GAS SVCS INC
1,397$00.00%
1060
HLIHOULIHAN LOKEY INC
72$00.00%
1061
AAMIACADIAN ASSET MANAGEMENT INC
571$00.00%
1062
AQLTISHARES TR
1,805$00.00%
1063
ZSZSCALER INC
61$00.00%
1064
KRNYKEARNY FINL CORP MD
2,279$00.00%
1065
JBTJBT MAREL CORPORATION
852$00.00%
1066
FGF&G ANNUITIES & LIFE INC
1,192$00.00%
1067
FNDFLOOR & DECOR HLDGS INC
318$00.00%
1068
XBOCINNOVATOR ETFS TRUST
1,312$00.00%
1069
WTHWORTHINGTON ENTERPRISES INC
686$00.00%
1070
WSMWILLIAMS SONOMA INC
336$00.00%
1071
AGMFEDERAL AGRIC MTG CORP
2$00.00%
1072
MYGNMYRIAD GENETICS INC
7,520$00.00%
1073
FSSFEDERAL SIGNAL CORP
1,216$00.00%
1074
AGIOAGIOS PHARMACEUTICALS INC
40$00.00%
1075
GTMZOOMINFO TECHNOLOGIES INC
242$00.00%
1076
MHKMOHAWK INDS INC
827$00.00%
1077
LENLENNAR CORP
1,109$00.00%
1078
LUMNLUMEN TECHNOLOGIES INC
22,352$00.00%
1079
SEMSELECT MED HLDGS CORP
2,339$00.00%
1080
INTRINTER & CO INC
575$00.00%
1081
BLBLACKLINE INC
2,004$00.00%
1082
CLFDCLEARFIELD INC
651$00.00%
1083
LENLENNAR CORP
11$00.00%
1084
AVTAVNET INC
1,305$00.00%
1085
TYLTYLER TECHNOLOGIES INC
154$00.00%
1086
SPOTSPOTIFY TECHNOLOGY S A
860$00.00%
1087
VWOBVANGUARD WHITEHALL FDS
757$00.00%
1088
FNXFIRST TR EXCHANGE-TRADED ALP
2,097$00.00%
1089
SMFGSUMITOMO MITSUI FINL GROUP I
37,236$00.00%
1090
XBOEXBLACKROCK ENHANCED GLOBAL DI
8,362$00.00%
1091
BABAALIBABA GROUP HLDG LTD
4,904$00.00%
1092
CBCHUBB LIMITED
1,577$00.00%
1093
REZIRESIDEO TECHNOLOGIES INC
2,749$00.00%
1094
AKAMAKAMAI TECHNOLOGIES INC
127$00.00%
1095
SSBSOUTHSTATE BK CORP
527$00.00%
1096
FULTFULTON FINL CORP PA
4,768$00.00%
1097
SYU1SYNOVUS FINL CORP
90$00.00%
1098
IDEVISHARES TR
168$00.00%
1099
FAUGFIRST TR EXCHNG TRADED FD VI
3,035$00.00%
1100
TDCTERADATA CORP DEL
3,827$00.00%
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