PINNACLE ASSOCIATES LTD

CIK: 0000743127SEC EDGAR →

Portfolio Value

$7.8B

Holdings

931

As of

Q4 2025

New Positions

40

Closed Positions

22

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

JOHNSON & JOHNSON

1,660,043$343.5M
4.41%
2

APPLE INC

1,233,646$335.4M
4.30%
3

MICROSOFT CORP

426,940$206.5M
2.65%
4

NVIDIA CORPORATION

1,038,531$193.7M
2.49%
5

BROADCOM INC

457,023$158.2M
2.03%
6

JPMORGAN CHASE & CO.

423,257$136.4M
1.75%
7

SPDR S&P 500 ETF TR

194,995$133.0M
1.71%
8

AMAZON COM INC

526,499$121.5M
1.56%
9

INVESCO QQQ TR

194,598$119.5M
1.53%
10

VANGUARD INDEX FDS

354,860$119.0M
1.53%

Quarterly Changes

Top Buys

JNJ↑ Increased
$35.8M
NVDA↑ Increased
$15.9M
MRK↑ Increased
$9.8M
PRKS↑ Increased
$8.0M
MANU↑ Increased
$6.1M

Top Sells

MU↓ Decreased
$37.9M
GOOGL↓ Decreased
$23.9M
GOOG↓ Decreased
$23.9M
ORCL↓ Decreased
$22.6M
COHR↓ Decreased
$20.7M

New Positions (96)

$4.3M · 52K shares
$3.9M · 123K shares
$2.8M · 180K shares
$2.5M · 170K shares
$2.1M · 33K shares
$1.4M · 17K shares
$1.4M · 28K shares
$884K · 8K shares
$716K · 88K shares
$702K · 44K shares
$672K · 11K shares
$661K · 16K shares
$630K · 4K shares
$614K · 3K shares
$592K · 1K shares
$571K · 7K shares
$567K · 17K shares
$560K · 11K shares
$553K · 7K shares
$526K · 564 shares
$525K · 2K shares
$521K · 3K shares
$516K · 2K shares
$485K · 11K shares
$484K · 2K shares
$473K · 2K shares
$471K · 6K shares
$463K · 9K shares
$460K · 21K shares
$448K · 1K shares
$446K · 25K shares
$425K · 3K shares
$410K · 5K shares
$407K · 7K shares
$398K · 4K shares
$383K · 1K shares
$381K · 3K shares
$375K · 5K shares
$364K · 433 shares
$363K · 6K shares
$346K · 2K shares
$343K · 5K shares
$341K · 3K shares
$337K · 3K shares
$335K · 949 shares
$333K · 1K shares
$327K · 5K shares
$325K · 5K shares
$316K · 2K shares
$316K · 2K shares
$313K · 2K shares
$312K · 2K shares
$309K · 3K shares
$303K · 450 shares
$296K · 7K shares
$291K · 1K shares
$287K · 3K shares
$284K · 2K shares
$280K · 5K shares
$280K · 6K shares
$278K · 2K shares
$273K · 1K shares
$269K · 8K shares
$264K · 10K shares
$263K · 6K shares
$259K · 21K shares
$258K · 855 shares
$256K · 5K shares
$255K · 2K shares
$247K · 2K shares
$245K · 3K shares
$241K · 1K shares
$240K · 2K shares
$237K · 850 shares
$237K · 5K shares
$237K · 6K shares
$236K · 2K shares
$235K · 5K shares
$229K · 512 shares
$227K · 6K shares
$226K · 2K shares
$219K · 1K shares
$218K · 3K shares
$216K · 2K shares
$215K · 7K shares
$209K · 6K shares
$207K · 19K shares
$203K · 23K shares
$203K · 7K shares
$187K · 14K shares
$106K · 12K shares
$87K · 11K shares
$75K · 20K shares
$49K · 12K shares
$25K · 35K shares
$25K · 15K shares

Closed Positions (28)

$7.7M · 989K shares
$5.3M · 56K shares
$2.2M · 38K shares
$1.3M · 79K shares
$1.1M · 18K shares
$950K · 5K shares
$757K · 23K shares
$755K · 63K shares
$714K · 6K shares
$667K · 7K shares
$515K · 2K shares
$473K · 6K shares
$430K · 4K shares
$424K · 9K shares
$345K · 2K shares
$310K · 173 shares
$288K · 5K shares
$275K · 7K shares
$248K · 9K shares
$232K · 8K shares
$222K · 9K shares
$220K · 3K shares
$206K · 9K shares
$205K · 2K shares
$204K · 6K shares
$202K · 2K shares
$115K · 20K shares
$104K · 10K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services297$2.4B30.6%
Technology111$1.9B23.8%
Healthcare76$801.1M10.3%
Industrials108$634.2M8.1%
Communication Services51$593.3M7.6%
Consumer Cyclical74$464.2M6.0%
Unknown59$461.4M5.9%
Energy41$224.7M2.9%
Consumer Defensive33$202.7M2.6%
Utilities23$69.8M0.9%
Basic Materials36$69.0M0.9%
Real Estate22$32.4M0.4%