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
1,801Hasbro Inc 11110.4K $
1,802Chord Energy Corp 7310.4K $
1,803Valvoline Inc 30810.4K $
1,804Planet Labs PBC 36910.3K $
1,805EPAM Systems Inc 7610.3K $
1,806Celsius Holdings Inc 29010.3K $
1,807ABM Industries Inc 26710.3K $
1,808Essential Utilities Inc 25510.3K $
1,809NexPoint Residential Trust Inc 41010.3K $
1,810Arrow Electronics Inc 7110.2K $
1,811Penumbra Inc 3110.2K $
1,812VAALCO Energy Inc 1,60510.2K $
1,813IRhythm Holdings Inc 8610.2K $
1,814Franklin Resources Inc 42810.1K $
1,815Postal Realty Trust Inc 54410.1K $
1,816Twilio Inc 8010.1K $
1,817Heritage Commerce Corp 80610.1K $
1,818Park Aerospace Corp 36710K $
1,819American Assets Trust Inc 54210K $
1,820Tenable Holdings Inc 58910K $
1,821Northfield Bancorp Inc 7299.9K $
1,822iShares Ethereum Trust ETF 6239.9K $
1,823Community Financial System Inc 1689.9K $
1,824America Movil SAB de CV 3869.8K $
1,825American Financial Group Inc/OH 779.8K $
1,826State Street SPDR Portfolio S& 1249.8K $
1,827Morgan Stanley Emerging Market 1,9299.8K $
1,828INVESCO AEROSPACE & DEFEN 599.8K $
1,829Ares Commercial Real Estate Corp 2,0299.7K $
1,830American Airlines Group Inc 9069.7K $
1,831Vishay Precision Group Inc 2249.7K $
1,832C3.ai Inc 1,1529.7K $
1,833SPS Commerce Inc 1739.6K $
1,834Mineralys Therapeutics Inc 3559.6K $
1,835National Research Corp 5649.6K $
1,836Markel Group Inc 59.6K $
1,837Ryerson Holding Corp 4259.6K $
1,838Enterprise Products Partners LP 2509.5K $
1,839Albertsons Cos Inc 5549.4K $
1,840Chiron Real Estate Inc 2859.4K $
1,841Knife River Corp 1159.4K $
1,842iShares Morningstar Growth ETF 989.4K $
1,843BioLife Solutions Inc 4899.3K $
1,844Appfolio Inc 599.3K $
1,845First Trust Exchange-Traded Fund VIII 2289.3K $
1,846RBC Bearings Inc 179.2K $
1,847WisdomTree Trust 589.2K $
1,848Rocket Pharmaceuticals Inc 2,5669.2K $
1,849PennyMac Financial Services Inc 1059.2K $
1,850State Street SPDR Dow Jones Global Real Estate ETF 2009.2K $
1,851Timken Co/The 919.2K $
1,852Graphic Packaging Holding Co 9209.1K $
1,853JD.COM INC 3099.1K $
1,854FuelCell Energy Inc 1,3989.1K $
1,855CTS Corp 1919.1K $
1,856Inhibikase Therapeutics Inc 5,4009.1K $
1,857Enovix Corp 1,7519.1K $
1,858Grayscale Bitcoin Mini Trust E 3029.1K $
1,859Atmos Energy Corp 499.1K $
1,860Phreesia Inc 1,0809.1K $
1,861Northpointe Bancshares Inc 5239K $
1,862RBB Bancorp 4209K $
1,863Penske Automotive Group Inc 609K $
1,864Orthofix Medical Inc 7798.9K $
1,865Corbus Pharmaceuticals Holdings Inc 9498.9K $
1,866Hycroft Mining Holding Corp 2538.9K $
1,867FIRST TRUST EXCHANGE-TRADED FUND VIII 4098.9K $
1,868Allient Inc 1508.9K $
1,869Southwest Gas Holdings Inc 1028.9K $
1,870Landstar System Inc 558.8K $
1,871Nelnet Inc 688.8K $
1,872Forestar Group Inc 3568.7K $
1,873NNN REIT Inc 2068.7K $
1,874KB Home 1668.6K $
1,875A10 Networks Inc 3718.6K $
1,876Camping World Holdings Inc 1,2478.5K $
1,877ADT Inc 1,2948.5K $
1,878Towne Bank/Portsmouth VA 2528.5K $
1,879Grocery Outlet Holding Corp 1,2028.5K $
1,880First Financial Corp 1348.5K $
1,881PennyMac Mortgage Investment Trust 7268.5K $
1,882SS&C Technologies Holdings Inc 1258.4K $
1,883First American Financial Corp 1408.4K $
1,884Immersion Corp 1,5398.4K $
1,885Simmons First National Corp 4308.4K $
1,886Kraft Heinz Co/The 3698.3K $
1,887PLDT Inc 3928.2K $
1,888Redwood Trust Inc 1,4698.2K $
1,889ScanSource Inc 2278.2K $
1,890Avantis US Large Cap Value ETF 1028.2K $
1,891Daily Journal Corp 178.2K $
1,892Medifast Inc 8048.2K $
1,893NPK International Inc 5658.2K $
1,894Brown-Forman Corp 3108.2K $
1,895Hut 8 Corp 1748.2K $
1,896Myers Industries Inc 3848.1K $
1,897TriMas Corp 2268.1K $
1,898Construction Partners Inc 738.1K $
1,899Braemar Hotels & Resorts Inc 3,4378.1K $
1,900Guidewire Software Inc 548.1K $