Pinnacle Financial Group, LLC / IL reported 33 positions worth $30.84M for the quarter ended Sep 30, 2026, up 15.8% on the prior quarter. It opened 4 new positions, added to 19, trimmed 8 and exited 1. Its largest holding is Spdr Gold Trust at 16.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CAT Caterpillar Inc | +1,912 | +160.0% | $1.55M | 8.17% |
| NVDA Nvidia Corp | +3,857 | +51.8% | $880.87K | 8.37% |
| TSLA Tesla, Inc. | +1,742 | +202.8% | $618.08K | 2.99% |
| MRK Merck & Co., Inc. | +1,812 | – | $263.35K | 0.854% |
| VZ Verizon Communications Inc | +4,594 | – | $210.71K | 0.683% |
| ABT Abbott Laboratories | +2,039 | – | $201.55K | 0.654% |
| ABBV AbbVie Inc. | +477 | +32.7% | $124.78K | 1.64% |
| META Meta Platforms, Inc. | +87 | +18.8% | $63.05K | 1.29% |
| GLD Spdr Gold Trust | +146 | +1.1% | $55.60K | 16.42% |
| AMZN Amazon Com Inc | +136 | +2.9% | $33.88K | 3.86% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -827 | -100.0% | $232.49K | Exited |
| GOOGL Alphabet Inc. | -151 | -11.4% | $51.96K | 1.31% |
| MCD Mcdonalds Corp | -198 | -1.4% | $45.73K | 10.8% |
| BRK-B Berkshire Hathaway Inc | -55 | -0.9% | $27.39K | 9.37% |
| BA Boeing Co | -120 | -8.6% | $22.33K | 0.773% |
| AXP American Express Co | -27 | -3.8% | $8.21K | 0.676% |
| DJP Barclays Bank Plc | -100 | -1.5% | $5.15K | 1.11% |
| GOOG Alphabet Inc. | -10 | -1.1% | $3.41K | 1.04% |
| CEG Constellation Energy Corp | -9 | -1.0% | $2.29K | 0.701% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBM International Business Machines Corp | -827 | $232.49K | 0.873% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLD Spdr Gold Trust | Financial Services | 13.3K | $5.06M | 16.42% | +146 | +1.1% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 10.4K | $3.45M | 11.19% | +72 | +0.7% | Added | 0% |
| 3 | MCD Mcdonalds Corp | Consumer Discretionary | 14.4K | $3.33M | 10.8% | -198 | -1.4% | Reduced | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,804 | $2.89M | 9.37% | -55 | -0.9% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 11.3K | $2.58M | 8.37% | +3,857 | +51.8% | Added | 0% |
| 6 | CAT Caterpillar Inc | Industrials | 3,107 | $2.52M | 8.17% | +1,912 | +160.0% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 4,779 | $1.19M | 3.86% | +136 | +2.9% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 1,812 | $929.40K | 3.01% | +52 | +3.0% | Added | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 2,601 | $922.86K | 2.99% | +1,742 | +202.8% | Added | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 4,346 | $707.36K | 2.29% | +10 | +0.2% | Added | 0% |
| 11 | ABBV AbbVie Inc. | Healthcare | 1,934 | $505.92K | 1.64% | +477 | +32.7% | Added | 0% |
| 12 | JPM Jpmorgan Chase & Co | Financial Services | 1,521 | $503.21K | 1.63% | +46 | +3.1% | Added | 0% |
| 13 | ALL Allstate Corp | Financial Services | 1,981 | $439.51K | 1.43% | 0 | 0.0% | Unchanged | 0% |
| 14 | PLTR Palantir Technologies Inc. | Technology | 2,248 | $420.49K | 1.36% | +56 | +2.6% | Added | 0% |
| 15 | GOOGL Alphabet Inc. | Technology | 1,171 | $402.92K | 1.31% | -151 | -11.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Pinnacle Financial.
As of its Q3 2026 13F filing, Pinnacle Financial Group, LLC / IL’s five largest positions were Spdr Gold Trust (GLD) at 16.4%, Apple Inc. (AAPL) at 11.2%, Mcdonalds Corp (MCD) at 10.8%, Berkshire Hathaway Inc (BRK-B) at 9.4%, Nvidia Corp (NVDA) at 8.4% of the reported portfolio.
Pinnacle Financial Group, LLC / IL reported a 13F portfolio worth $30.84M across 33 positions for Q3 2026. That is up 15.8% from the previous quarter.
Its largest purchases by value were Caterpillar Inc ($1.55M), Nvidia Corp ($880.87K), Tesla, Inc. ($618.08K). It opened 4 new positions.
Its largest sales by value were International Business Machines Corp ($232.49K), Alphabet Inc. ($51.96K), Mcdonalds Corp ($45.73K). It exited 1 positions entirely.
From the Form 13F-HR reports Pinnacle Financial Group, LLC / IL files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.