Titelia

Holdings of Pinnacle Wealth Planning Services, Inc.

2447 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.8 % of the equity sleeve

Sector breakdown

  • Technology 11.5 %
  • Financials 5.6 %
  • Funds 4.4 %
  • Consumer discretionary 4.2 %
  • Communication 3.4 %
  • Health care 3.1 %
  • Industrials 3.1 %
  • Consumer staples 2.0 %
  • Energy 1.4 %
  • Materials 0.7 %
  • Utilities 0.6 %
  • Real estate 0.4 %
  • Unattributed 59.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.3 %
  • GB 0.6 %
  • TW 0.4 %
  • NL 0.4 %
  • JP 0.2 %
  • KR 0.2 %
  • IN 0.1 %
  • DE 0.1 %
  • ES 0.1 %
  • AU 0.1 %
  • DK 0.1 %
  • LU 0.0 %
  • Other countries 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2,336895.4M $97.31 %
2GB175.6M $0.61 %
3TW34M $0.44 %
4NL53.7M $0.40 %
5JP62M $0.21 %
6KR81.5M $0.16 %
7IN51.2M $0.13 %
8DE11.2M $0.13 %
9ES3976.4K $0.11 %
10AU3703K $0.08 %
11DK2674.6K $0.07 %
12LU2442.3K $0.05 %

Positions

RankCompanySharesValueWeight
1,501Terawulf Inc 1,56422.6K $
1,502IDEX Corp 11922.6K $
1,503Vanguard World Fund 7222.5K $
1,504Trimble Inc 34422.4K $
1,505Edgewell Personal Care Co 1,05022.4K $
1,506One Liberty Properties Inc 1,04122.3K $
1,507Sensient Technologies Corp 25822.3K $
1,508Kimberly-Clark Corp 23122.3K $
1,509RiverNorth Opportunities Fund 2,00022.2K $
1,510MFS Charter Income Trust 3,66222.2K $
1,511Under Armour Inc 3,74522.1K $
1,512Sierra Bancorp 65222.1K $
1,513CF Industries Holdings Inc 17022.1K $
1,514Ssga Active Trust 55221.9K $
1,515New Oriental Education & Technology Group Inc 38521.8K $
1,516Chewy Inc 80321.7K $
1,517Douglas Dynamics Inc 51521.7K $
1,518MP Materials Corp 44821.6K $
1,519H&R Block Inc 68021.6K $
1,520John Wiley & Sons Inc 56621.6K $
1,521Cipher Digital Inc 1,66821.5K $
1,522Ishares Inc 53921.4K $
1,523SPX Technologies Inc 10721.4K $
1,524AMN Healthcare Services Inc 1,16621.4K $
1,525Fresenius Medical Care AG 93721.1K $
1,526Grid Dynamics Holdings Inc 3,70821.1K $
1,527Assurant Inc 9721.1K $
1,528Simpson Manufacturing Co Inc 12321.1K $
1,529SEI Investments Co 26921.1K $
1,530Jack Henry & Associates Inc 13421.1K $
1,531Old Second Bancorp Inc 1,04521.1K $
1,532Selective Insurance Group Inc 27921K $
1,533SoundHound AI Inc 3,06021K $
1,534iShares Trust 21021K $
1,535National Presto Industries Inc 15321K $
1,536ALLIANCEBERNSTEIN NATL MUN INCOME FD INC 1,93220.7K $
1,537NiSource Inc 44220.6K $
1,538Tenet Healthcare Corp 10920.6K $
1,539Ultrapar Participacoes SA 3,73220.6K $
1,540Schneider National Inc 77920.5K $
1,541Duolingo Inc 20820.5K $
1,542Stifel Financial Corp 27720.5K $
1,543Maravai LifeSciences Holdings Inc 7,22020.4K $
1,544Ashland Inc 36720.4K $
1,545NETGEAR Inc 92820.3K $
1,546Chart Industries Inc 9820.3K $
1,547Clean Harbors Inc 7120.2K $
1,548Vishay Intertechnology Inc 1,11920.1K $
1,549PIMCO Enhanced Short Maturity 20020.1K $
1,550UFP Industries Inc 21820.1K $
1,551Iron Mountain Inc 19620K $
1,552TriCo Bancshares 42020K $
1,553Sila Realty Trust Inc 83719.8K $
1,554Eversource Energy 28619.8K $
1,555Mister Car Wash Inc 2,84119.8K $
1,556Morningstar Inc 11719.8K $
1,557BlackRock ESG Capital Allocation Term Trust 1,45119.7K $
1,558Akamai Technologies Inc 17119.6K $
1,559Marriott Vacations Worldwide Corp 30119.6K $
1,560Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 26019.6K $
1,561Yext Inc 5,09719.6K $
1,562RMR Group Inc/The 1,26019.5K $
1,563Waterstone Financial Inc 1,08019.5K $
1,564NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 1,73219.5K $
1,565Grifols SA 2,42219.4K $
1,566Churchill Downs Inc 21619.4K $
1,567SiTime Corp 5619.3K $
1,568PPG Industries Inc 18019.2K $
1,569Highwoods Properties Inc 88819K $
1,570Sprinklr Inc 3,16319K $
1,571eXp World Holdings Inc 3,15418.9K $
1,572Cytek Biosciences Inc 4,31318.8K $
1,573Zscaler Inc 13418.8K $
1,574Cohen & Steers Limited Duratio 93918.8K $
1,575World Kinect Corp 81218.7K $
1,576Simply Good Foods Co/The 1,30518.7K $
1,577Trip.com Group Ltd 37618.7K $
1,578Bridgewater Bancshares Inc 1,05718.7K $
1,579United Bankshares Inc/WV 45118.7K $
1,580Dynex Capital Inc 1,45318.5K $
1,581NeoGenomics Inc 2,49718.5K $
1,582AnaptysBio Inc 33418.5K $
1,583World Acceptance Corp 13718.5K $
1,584Haverty Furniture Cos Inc 87318.5K $
1,585BrandywineGLOBAL-Global Income Opportunities Fund Inc 2,40418.4K $
1,586Adamas Trust Inc 2,49918.4K $
1,587HEICO Corp 6718.4K $
1,588Southside Bancshares Inc 59018.3K $
1,589PJT Partners Inc 13118.3K $
1,590First Trust Senior Floating Rate Income Fund II 1,89318.2K $
1,591Casey's General Stores Inc 2518.2K $
1,592iShares Core MSCI Total International Stock ETF 21018.2K $
1,593Bristow Group Inc 38818.2K $
1,594Pimco Corporate & Income Opportunity Fund 1,50018.1K $
1,595TAL Education Group 1,59118.1K $
1,596Ishares Inc 33318.1K $
1,597Macy's Inc 99918.1K $
1,598Corpay Inc 6218K $
1,599Incyte Corp 19118K $
1,600Azenta Inc 84917.9K $