| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP | 11 | Q4 2015 | 27.5% |
| MAIN STREET CAPITAL CORP | 11 | Q4 2015 | 10.6% |
| SPDR S&P 500 ETF TR | 11 | Q4 2015 | 6.0% |
| MEMORIAL PRODTN PARTNERS LP | 11 | Q4 2015 | 3.8% |
| APPLE INC | 11 | Q4 2015 | 2.4% |
| ENTERPRISE PRODS PARTNERS L | 11 | Q4 2015 | 2.1% |
| MCDONALDS CORP | 11 | Q4 2015 | 2.0% |
| CHEVRON CORP NEW | 11 | Q4 2015 | 1.6% |
| ISHARES TR | 11 | Q4 2015 | 2.2% |
| SELECT SECTOR SPDR TR | 11 | Q4 2015 | 2.2% |
View Pinnacle Summer Investments, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-02-16 |
| 13F-HR/A | 2015-11-30 |
| 13F-HR | 2015-11-02 |
| 13F-HR | 2015-07-28 |
| 13F-HR | 2015-05-19 |
| 13F-HR | 2015-02-18 |
| 13F-HR | 2014-11-13 |
| 13F-HR | 2014-08-08 |
| 13F-HR | 2014-05-16 |
| 13F-HR | 2014-02-12 |
View Pinnacle Summer Investments, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.