Pinnacle Holdings, LLC
Pinnacle Holdings, LLC is an institutional investment management firm headquartered in Tulsa, Oklahoma. It primarily manages investment portfolios with a recent reported value over $263 million, acting as a registered investment adviser and handling assets for a wide array of clients including individual and institutional investors. The firm files regular SEC reports and manages hundreds of holdings across equities and other asset classes. While the specific founding year is not disclosed in recent filings, the company is registered with the SEC and has a documented industry presence.
Investment Strategy
Pinnacle Holdings, LLC employs a broad-based investment strategy focused on diversified portfolio management of public equities and select alternative assets. The firm seeks returns through exposure to large-cap ETFs, energy infrastructure companies, and a range of publicly traded securities, with allocations reflecting both sector trends and tactical opportunities. Their portfolios typically balance discretionary and non-discretionary mandates to meet client risk preferences and investment objectives.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DIA | SPDR Dow Jones Industrial Average | 4.06% | $11.3M | 25,565 | $201.99 | $440.65 | +$925.2K |
G GS | The Goldman Sachs Group | 2.34% | $6.5M | 9,152 | $244.17 | $707.75 | +$1.9M |
M MSFT | Microsoft Corporation | 1.97% | $5.5M | 10,962 | $97.61 | $497.41 | +$1.4M |
A AM | Antero Midstream Corp | 1.92% | $5.3M | 281,471 | $3.75 | $18.95 | +$249.2K |
W WMB | Williams Companies | 1.82% | $5.0M | 80,154 | $30.05 | $62.81 | +$162.3K |