MondegarAI
Pinnacle Holdings, LLC

Q1 2025 · 13F-HR

Pinnacle Holdings, LLCholdings as filed

Filed 2025-05-13 · accession 0001411784-25-000004

$263.1M
Reported value
237
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78467x109SPDR Dow Jones Industrial Average$10.3M3.93%24,626CommonSOLE
682680103OKEONEOK Inc$5.7M2.16%57,164CommonSOLE
03676b102Antero Midstream$5.1M1.93%282,483CommonSOLE
969457100WMBWilliams Companies$4.9M1.85%81,530CommonSOLE
02215l209Kinetik Holdings Inc$4.6M1.76%89,039CommonSOLE
38141g104The Goldman Sachs Group$4.6M1.73%8,345CommonSOLE
87612g101Targa Resources Corp$4.5M1.72%22,827CommonSOLE
91324p102UnitedHealth Group Inc$4.5M1.70%8,521CommonSOLE
55336v100MPLX$4.3M1.64%80,530CommonSOLE
594918104MSFTMicrosoft Corporation$4.1M1.55%10,830CommonSOLE
037833100AAPLApple$4.0M1.52%17,988CommonSOLE
031162100AMGNAmgen$3.9M1.49%12,564CommonSOLE
371927104GELGenesis Energy LP$3.7M1.41%236,600CommonSOLE
428103105HESMHess Midstream Partners LP$3.6M1.35%84,027CommonSOLE
01877r108Alliance Resource Partners$3.5M1.33%128,216CommonSOLE
29273v100Energy Transfer$3.4M1.28%181,626CommonSOLE
72651a207Plains GP Holdings$3.4M1.27%156,917CommonSOLE
437076102HDThe Home Depot$3.3M1.25%8,985CommonSOLE
78408d105SB Financial Group$3.3M1.24%156,897CommonSOLE
67066g104Nvidia Corp$3.0M1.15%27,828CommonSOLE
293792107EPDEnterprise Products Partners$3.0M1.13%87,411CommonSOLE
92826c839Visa$2.9M1.09%8,214CommonSOLE
580135101MCDMcDonald's Corp$2.8M1.08%9,103CommonSOLE
824348106SHWSherwin-Williams Co$2.8M1.07%8,065CommonSOLE
149123101CATCaterpillar Inc$2.8M1.07%8,536CommonSOLE
55303JAB2MGPI 1.875 11/15/41MGP Ingredients$2.7M1.04%2,905,000CommonSOLE
95825r103Western Midstream Partners$2.7M1.04%66,516CommonSOLE
46625h100JPMorgan$2.7M1.03%11,022CommonSOLE
43785u102Homestreet Inc$2.7M1.02%229,373CommonSOLE
10922n103Brighthouse Financial$2.7M1.01%45,885CommonSOLE
y62267102Navios Maritime Partners$2.6M0.99%66,099CommonSOLE
477143AP6JBLU 0.5 04/01/26Jetblue Airways$2.5M0.97%2,710,000CommonSOLE
784730AB9SSRMCN 2.5 04/01/39SSR Mining$2.5M0.96%2,530,000CommonSOLE
909218406UNTCUnit Corp$2.5M0.95%89,040CommonSOLE
12135y108Burke & Herbert Financial Services$2.4M0.92%43,348CommonSOLE
86764p109Sunoco LP$2.4M0.91%41,450CommonSOLE
459200101IBMInternational Business Machines$2.4M0.91%9,597CommonSOLE
313400301FMCCFreddie Mac$2.4M0.90%441,367CommonSOLE
629209305NMIHNMI Holdings Inc$2.3M0.88%63,902CommonSOLE
598511103MOFGMidWest One Financial Group$2.3M0.86%76,635CommonSOLE
89417e109The Travelers Companies$2.2M0.84%8,312CommonSOLE
025816109AXPAmerican Express Company$2.2M0.83%8,135CommonSOLE
166764100CVXChevron Corporation$2.1M0.80%12,572CommonSOLE
79466l302salesforce.com$2.1M0.80%7,812CommonSOLE
172967424CCitigroup$2.1M0.78%28,960CommonSOLE
023135106AMZNAmazon.com$1.9M0.74%10,193CommonSOLE
438516106HONHoneywell International$1.9M0.72%8,907CommonSOLE
64944p307Flagstar Financial$1.9M0.71%50,192CommonSOLE
478160104JNJJohnson & Johnson$1.8M0.68%10,744CommonSOLE
313400640Freddie Mac$1.8M0.67%179,580CommonSOLE
928298AP3Vishay Intertechnology$1.8M0.67%1,805,000CommonSOLE
33741h107First United Corp$1.8M0.67%58,976CommonSOLE
97717PAD6WT 3.25 06/15/26WisdomTree Investments$1.8M0.67%1,705,000CommonSOLE
742718109PGProcter & Gamble$1.7M0.66%10,174CommonSOLE
163072AA9CAKE 0.375 06/15/26The Cheesecake Factory$1.7M0.65%1,745,000CommonSOLE
819047AB7SHAK 0 03/01/28Shake Shack$1.6M0.62%1,760,000CommonSOLE
060505104BACBank of America$1.6M0.61%38,471CommonSOLE
00170F209AMG Capital$1.6M0.61%30,570CommonSOLE
04010e109Argan Inc$1.5M0.58%11,732CommonSOLE
46817M107JXNJackson Financial$1.5M0.58%18,235CommonSOLE
311642AB8FARO Technolgies$1.5M0.58%1,487,000CommonSOLE
097023105BAThe Boeing Company$1.5M0.58%8,892CommonSOLE
29975EAB5EB 5 12/01/25Eventbrite Inc$1.5M0.55%1,480,000CommonSOLE
318916103FBMSUSDFirst Bancshares$1.5M0.55%42,976CommonSOLE
24664t103Delek Logistics Partners$1.4M0.55%33,470CommonSOLE
49456b101Kinder Morgan$1.4M0.55%50,485CommonSOLE
05990k841Banc of California$1.4M0.52%54,734CommonSOLE
420476103HWBKHawthorn Bancshares$1.3M0.51%47,764CommonSOLE
174903104CZWICitizens Community Bancorp$1.3M0.50%91,347CommonSOLE
69608a109Palantir Technologies$1.3M0.50%15,450CommonSOLE
985817105YELPYelp$1.3M0.49%34,649CommonSOLE
00402l107Academy Sports & Outdoors$1.3M0.49%28,034CommonSOLE
060505682BAC 7.25 PERP LBank of America$1.3M0.48%1,022CommonSOLE
302301AE6EZCorp Inc$1.2M0.47%1,246,000CommonSOLE
88579y1013M Co.$1.2M0.46%8,240CommonSOLE
87484t108Talos Energy$1.2M0.46%124,378CommonSOLE
680033107ONBOld National Bancorp$1.2M0.46%56,751CommonSOLE
393222AK0GPRE 2.25 03/15/27Green Plains Inc$1.2M0.44%1,400,000CommonSOLE
64111Q104NTGRNETGEAR Inc$1.2M0.44%47,544CommonSOLE
45781MAD3INVA 2.125 03/15/28Innoviva$1.2M0.44%1,207,000CommonSOLE
501812AB7LCII 1.125 05/15/26LCI Industries$1.2M0.44%1,215,000CommonSOLE
178867107CIVBCivista Bancshares$1.2M0.44%59,030CommonSOLE
477143101JBLUJetblue Airways Corp$1.1M0.44%237,596CommonSOLE
505336107LZBLa-Z-Boy$1.1M0.43%28,642CommonSOLE
29667d104Essa Bancorp Inc$1.1M0.42%58,656CommonSOLE
709789101PEBOPeoples Bancorp Inc$1.1M0.42%36,975CommonSOLE
49428j109Kimball Electronics Inc$1.1M0.41%66,127CommonSOLE
22410j106Cracker Barrel Old Country Store$1.1M0.41%28,000CommonSOLE
319835104FCCOFirst Community Corp$1.1M0.40%46,850CommonSOLE
74467q103PubMatic$1.0M0.40%113,736CommonSOLE
649445400FLGFlagstar Financial Inc$1.0M0.39%88,245CommonSOLE
931142103WMTWal-Mart$1.0M0.39%11,651CommonSOLE
00922RAD7Air Transport Services Group$1.0M0.38%1,012,000CommonSOLE
98980GAB8ZS 0.125 07/01/25Zscaler$992,2500.38%750,000CommonSOLE
084670702BRK/BBerkshire Hathaway Class B$970,3610.37%1,822CommonSOLE
03937c105Arcbest Corp$970,1930.37%13,746CommonSOLE
163851108CCChemours Company$957,4640.36%70,766CommonSOLE
710577107PEBKPeoples Bancorp of NC$950,3760.36%34,889CommonSOLE
700885106PKBKParke Bancorp Inc$940,8880.36%49,941CommonSOLE
687380105ORRFOrrstow Financial Services Inc$937,2200.36%31,230CommonSOLE
71103b102Peoples Financial Corp$936,7990.36%48,476CommonSOLE
960417103WLKPWestlake Chemical Partners$907,8300.35%39,317CommonSOLE
644393100NFENew Fortress Energy$906,9450.34%109,139CommonSOLE
01446u103Alerus Financial$904,5220.34%48,999CommonSOLE
42806j700Hertz Global Holdings$901,8270.34%228,890CommonSOLE
58933y105Merck$888,8040.34%9,902CommonSOLE
23204g100Customers Bancorp$873,7310.33%17,405CommonSOLE
675234108OCFCOceanFirst Financial$871,5920.33%51,240CommonSOLE
185899101CLFCleveland-Cliffs$869,6020.33%105,791CommonSOLE
900450206TBCHTurtle Beach Corp$844,8980.32%59,208CommonSOLE
23804LAB9DDOG 0.125 06/15/25Datadog Inc$838,8750.32%750,000CommonSOLE
05990k106Banc of California$835,9610.32%58,912CommonSOLE
254687106DISWalt Disney$804,5040.31%8,151CommonSOLE
91851c201Vaalco Energy$771,2400.29%205,117CommonSOLE
33744v103First US Bancshares Inc$745,5680.28%55,806CommonSOLE
43940t109Hope Bancorp$741,0670.28%70,780CommonSOLE
17275r102Cisco Systems$722,1300.27%11,702CommonSOLE
313586109FNMAFederal National Mortgage Association$716,6120.27%113,388CommonSOLE
n3144w105Expro Group Holdings NV$693,8040.26%69,799CommonSOLE
909214306UISUnisys Corp$684,6950.26%149,171CommonSOLE
50187t106LGI Homes Inc$677,3290.26%10,190CommonSOLE
74167b109Primis Financial Corp$666,4700.25%68,216CommonSOLE
78464a300SPDR S&P 600 Small Cap Value$665,7730.25%8,492CommonSOLE
191216100KOThe Coca-Cola Company$662,4130.25%9,249CommonSOLE
989701107ZIONZions Bancorp$660,3460.25%13,244CommonSOLE
693149106PAMTPAM Transporation Services$655,3900.25%53,986CommonSOLE
590479135Mesa Air Group Inc$642,8060.24%820,953CommonSOLE
48716p108Kearny Financial Corp$620,8670.24%99,180CommonSOLE
909458101UBOHUnited Bancshares Inc$619,5300.24%22,802CommonSOLE
d18190898Deutsche Bank$593,3670.23%24,900CommonSOLE
89832q109Truist Financial Corp$556,3480.21%13,520CommonSOLE
868168105SSUPSuperior Industries International$543,6360.21%255,228CommonSOLE
65399f101Nextera Energy$530,3280.20%7,481CommonSOLE
654106103NKENike$513,9980.20%8,097CommonSOLE
29975e109Eventbrite$508,4950.19%240,993CommonSOLE
18915MAC1NET 0 08/15/26Cloudfare Inc$502,0000.19%500,000CommonSOLE
30231g102Exxon Mobil Corporation$500,9960.19%4,213CommonSOLE
338307AD3FIVN 0.5 06/01/25Five9$494,4500.19%500,000CommonSOLE
22266LAF3Coupa Software Inc$490,4640.19%500,000CommonSOLE
92343v104Verizon Communications$490,2510.19%10,808CommonSOLE
5168062058LP1Vital Energy$479,0630.18%22,576CommonSOLE
09239BAD1BL 0 03/15/26Blackline Corp$478,1400.18%500,000CommonSOLE
174610105CFGCitizens Financial Group$477,5870.18%11,657CommonSOLE
679295AF2OKTA 0.375 06/15/26Okta Inc$477,0000.18%500,000CommonSOLE
316773100FITBFifth Third Bancorp$455,7000.17%11,625CommonSOLE
090043AD2BILL 0 04/01/27Bill.com Holdings Inc$451,7500.17%500,000CommonSOLE
g16962105Bunge Ltd$444,5350.17%5,817CommonSOLE
26942g100Eagle Bancorp Montana$432,6430.16%25,814CommonSOLE
74348a467ProShares S&P 500 Dividend Aristocrat$416,6410.16%4,078CommonSOLE
203937107CWBCCommunity West Bancshares$404,8230.15%21,906CommonSOLE
320218100THFFThe First Financial Corp$401,1570.15%8,190CommonSOLE
68389x105Oracle Corporation$388,5320.15%2,779CommonSOLE
83607a100Sounds Financial Banc$386,6060.15%7,709CommonSOLE
65341b106XPLR Infrastructure$358,1500.14%37,700CommonSOLE
369604103GEGeneral Electric Company$336,5520.13%1,681CommonSOLE
410120109HWCHancock Whitney Corporation$326,8680.12%6,232CommonSOLE
42806j148Hertz Global Holdings$250,3520.10%110,775CommonSOLE
464287176TIPiShares Barclays TIPS Bond$235,4460.09%2,119CommonSOLE
74386T105PFSProvidient Financial Services$198,5410.08%11,563CommonSOLE
444717102HGTXUHugoton Royalty Trust$192,1140.07%376,694CommonSOLE
949746101WMT2Wells Fargo$184,6440.07%2,572CommonSOLE
02376R102AALAmerican Airlines Group$174,5600.07%16,546CommonSOLE
74727a104QCR Holdings$158,4740.06%2,222CommonSOLE
126600105CVBFCVB Financial$144,0430.05%7,803CommonSOLE
36828a101GE Vernova Inc$129,4390.05%424CommonSOLE
458140100INTCIntel Corporation$119,8410.05%5,277CommonSOLE
46090e103Invesco NASDAQ 100 Trust$115,3540.04%246CommonSOLE
25179m103Devon Energy Corporation$114,1450.04%3,052CommonSOLE
726503105PAAPlains All American Pipeline$111,2000.04%5,560CommonSOLE
31810T101FINVFinVolution Group$102,2420.04%10,617CommonSOLE
302520101FNBF.N.B. Corporation$95,0650.04%7,068CommonSOLE
020764106AMRAlpha Metallurgical Resources$91,9460.03%734CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing$84,4940.03%509CommonSOLE
220014096McDermott International Ltd$79,1350.03%4,796CommonSOLE
y1968p121Danaos Corp$78,8880.03%1,011CommonSOLE
Y27183600GSLGlobal Ship Lease$76,7530.03%3,359CommonSOLE
85208M102SFMSprouts Farmers Market$76,3200.03%500CommonSOLE
313586752Fannie Mae$71,4000.03%6,000CommonSOLE
40609p105Hallador Energy$68,0070.03%5,538CommonSOLE
345370860FFord Motor$67,5500.03%6,735CommonSOLE
y8564w103Teekay Inc$64,5630.02%9,827CommonSOLE
909218125UNTCWUnit Corp. Warrants$63,5770.02%142,869CommonSOLE
y81669106Stealthgas$60,8730.02%10,774CommonSOLE
50077b207Kratos Defense & Security Solutions$59,3800.02%2,000CommonSOLE
046353108AZNNAstrazeneca PLC$58,8000.02%800CommonSOLE
L00849106AGROAdecoagro SA$58,0620.02%5,198CommonSOLE
46817M206Jackson Financial$57,9040.02%2,200CommonSOLE
y8565n102Teekay Tankers Ltd$56,7930.02%1,484CommonSOLE
90353t100Uber Technologies Inc$53,2610.02%731CommonSOLE
80007p869SandRidge Energy$52,9890.02%4,640CommonSOLE
902973304USBU S Bancorp Del New$52,9020.02%1,253CommonSOLE
423403104MOMOHello Group Inc$52,8530.02%8,376CommonSOLE
889478103TOLToll Brothers$49,8380.02%472CommonSOLE
02376RAF9AAL 6.5 07/01/25American Airlines$49,7370.02%50,000CommonSOLE
36266G107GEHCGE Healthcare Technologies Inc$46,8930.02%581CommonSOLE
55616p104Macy's$43,9600.02%3,500CommonSOLE
165167735EXEExpand Energy Corporation$43,6040.02%392CommonSOLE
y2685t131Genco Shipping & Trading Ltd$41,4160.02%3,100CommonSOLE
05945f103BancFirst Corporation$39,5530.02%360CommonSOLE
152006102CGAUCenterra Gold Inc$38,8870.01%6,124CommonSOLE
83212B106Shenandoah Telecommunications$37,9610.01%3,020CommonSOLE
26884l109EQT Corp$37,4170.01%700CommonSOLE
720190206PDMPiedmont Office Realty Trust$34,7720.01%4,718CommonSOLE
69374H857CALFPacer US Small Cap Cash Cows 1$33,6750.01%898CommonSOLE
00162q676Alerian Energy Infrastructure$32,7700.01%1,000CommonSOLE
55826T102SPHRSphere Entertainment Company$31,8040.01%972CommonSOLE
018581108BFHBread Financial Holdings$31,5500.01%630CommonSOLE
y1771g102Costamare Inc$31,1930.01%3,170CommonSOLE
105368203BDNBrandywine Realty Trust$31,1440.01%6,983CommonSOLE
n00985106AerCap Holdings$31,0600.01%304CommonSOLE
06738e204Barclays PLC$30,9040.01%2,012CommonSOLE
72352l106Pinterest Inc$30,5660.01%986CommonSOLE
75282u104Ranger Energy Services$29,2600.01%2,062CommonSOLE
91325v108Uniti Group$29,2320.01%5,800CommonSOLE
165167180EXEELExpand Energy$28,8840.01%287CommonSOLE
46269c102Iridium Communications Inc$28,7130.01%1,051CommonSOLE
75508b104Rayonier Advanced Materials$28,3070.01%4,923CommonSOLE
665531307NOGNorthern Oil and Gas Inc$28,0840.01%929CommonSOLE
08579x101Berry Corp$27,1410.01%8,455CommonSOLE
y0207t100Ardmore Shipping Corp$26,9420.01%2,752CommonSOLE
y7542c130Scorpio Tankers Inc$26,0810.01%694CommonSOLE
26875p101EOG Resources Inc$25,6480.01%200CommonSOLE
923725105VETVermilion Energy$24,7290.01%3,053CommonSOLE
067901108ABXBarrick Gold Corp$24,0860.01%1,239CommonSOLE
m9t951109Zim Integrated Shipping$23,4610.01%1,608CommonSOLE
g87264100Tecnoglass Inc$23,3970.01%327CommonSOLE
651639106NEMNewmont Mining Corp$19,3120.01%400CommonSOLE
37045v100General Motors$18,8120.01%400CommonSOLE
y41053102International Seaways Inc$18,1270.01%546CommonSOLE
197236102COLBColumbia Banking System$14,7640.01%592CommonSOLE
302301106EZPWEZCORP Inc$14,7200.01%1,000CommonSOLE
59001a102Meritage Homes Corporation$14,1760.01%200CommonSOLE
084680107BBTBerkshire Hills Bancorp Inc$14,0890.01%540CommonSOLE
151350109Cenovus Energy Inc$13,1870.01%948CommonSOLE
86887q109SuRo Capital$6,6050.00%1,329CommonSOLE
384313508EAFEURGraftech International$5,4430.00%6,225CommonSOLE
023139884OSGAMBAC Financial$1,6280.00%186CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.