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
| Rank | Stock | Shares | Value | % 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
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 | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 297 | $2.4B | 30.6% |
| Technology | 111 | $1.9B | 23.8% |
| Healthcare | 76 | $801.1M | 10.3% |
| Industrials | 108 | $634.2M | 8.1% |
| Communication Services | 51 | $593.3M | 7.6% |
| Consumer Cyclical | 74 | $464.2M | 6.0% |
| Unknown | 59 | $461.4M | 5.9% |
| Energy | 41 | $224.7M | 2.9% |
| Consumer Defensive | 33 | $202.7M | 2.6% |
| Utilities | 23 | $69.8M | 0.9% |
| Basic Materials | 36 | $69.0M | 0.9% |
| Real Estate | 22 | $32.4M | 0.4% |