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Home > Institutional Investor > Pinnacle Summer Investments, Inc. > Profile

Instuitional Investor - Pinnacle Summer Investments, Inc.

Fund Profile
Filing Period:
Fund Name: Pinnacle Summer Investments, Inc.
Portfolio Value $678,246,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Exxon Mobil Corp
 XOM 2,392,242 $186,471,000 27.54%
2.
Main Street Capital Corp
 MAIN 2,477,811 $72,055,000 10.64%
3.
Sector Spdr Trust
 XLB 325,152 $16,416,000 2.42%
4.
Ishares Trust
 IEF 140,204 $15,111,000 2.23%
5.
Ishares Trust
 IEF 142,638 $15,062,000 2.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)