PINNACLE ASSOCIATES LTD
Institutional InvestorSimilar funds →SEC EDGAR: CIK 743127
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$9.2B
Holdings
967
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PINNACLE ASSOCIATES LTD disclosed 967 positions worth $9.2B in its Form 13F-HR for Q2 2026, led by $JNJ (JOHNSON & JOHNSON) at 4.6% of the equity portfolio, followed by $AAPL and $MU. During the quarter the fund opened 68 new positions and exited 57 — including a new stake in $HONA and a full exit from $INTU. The portfolio is most concentrated in Technology (30.9% of disclosed assets). All figures are sourced directly from PINNACLE ASSOCIATES LTD’s Form 13F-HR filing with the SEC under CIK 743127.
AI Fund Analysis
Stable
$JNJ4.6% weight
Held 7 quarters
$AAPL3.8% weight
Held 7 quarters
$MU2.7% weight
Held 7 quarters
$NVDA2.1% weight
Held 7 quarters
$AVGO1.9% weight
Held 7 quarters
VANGUARD INTL EQUITY INDEX
7 quarters accumulating
VANGUARD BD INDEX FDS - TO
7 quarters accumulating
$WT7 quarters accumulating
FIRST TR EXCHANGE-TRADED F
7 quarters accumulating
SSGA ACTIVE ETF TR - ST ST
7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 69.0#285
Quality
$420.8M1,656,912 sh - 76.4#84
Quality
$350.9M1,212,707 sh - 86.2#4
Quality
$251.1M217,570 sh - 85.9
Quality
$191.0M954,703 sh - 84.5
Quality
$170.6M451,507 sh - 79.8
Quality
$162.5M435,694 sh - —
Quality
$146.0M198,228 sh - —
Quality
$142.7M191,109 sh VANGUARD INDEX FDS - SMALL CP ETF
—Quality
$140.2M462,685 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$140.0M378,423 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| JOHNSON & JOHNSON$JNJ | 69.0#285 | $420.8M | 1,656,912 |
| Apple Inc.$AAPL | 76.4#84 | $350.9M | 1,212,707 |
| MICRON TECHNOLOGY INC$MU | 86.2#4 | $251.1M | 217,570 |
| NVIDIA CORP$NVDA | 85.9 | $191.0M | 954,703 |
| Broadcom Inc.$AVGO | 84.5 | $170.6M | 451,507 |
 MICROSOFT CORP$MSFT | 79.8 | $162.5M | 435,694 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $146.0M | 198,228 |
 SPDR S&P 500 ETF TRUST$SPY | — | $142.7M | 191,109 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $140.2M | 462,685 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $140.0M | 378,423 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PINNACLE ASSOCIATES LTD's 967 positions.
Showing top 10 of 967 holdings.
Sector Allocation
Technology
$2.8B
Other
$2.0B
Financials
$955.5M
Healthcare
$937.8M
Industrials
$933.9M
Consumer Discretionary
$450.2M
Communication Services
$321.0M
Energy
$225.3M
Top Holdings — PINNACLE ASSOCIATES LTD (Q2 2026)
Top 150 of 967 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $JNJ | JOHNSON & JOHNSON | $420.8M | 4.6% | +0% | 69 |
| 2 | $AAPL | Apple Inc. | $350.9M | 3.8% | -1% | 76.4 |
| 3 | $MU | MICRON TECHNOLOGY INC | $251.1M | 2.7% | -17% | 86.2 |
| 4 | $NVDA | NVIDIA CORP | $191.0M | 2.1% | -0% | 85.9 |
| 5 | $AVGO | Broadcom Inc. | $170.6M | 1.9% | +0% | 84.5 |
| 6 | $MSFT | MICROSOFT CORP | $162.5M | 1.8% | +2% | 79.8 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $146.0M | 1.6% | +1% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $142.7M | 1.6% | +1% | — |
| 9 | — | VANGUARD INDEX FDS - SMALL CP ETF | $140.2M | 1.5% | +1% | — |
| 10 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $140.0M | 1.5% | +3% | — |
| 11 |  $JPM | JPMORGAN CHASE & CO | $135.5M | 1.5% | +0% | 70.7 |
| 12 |  $AMZN | AMAZON COM INC | $129.9M | 1.4% | +2% | 68.7 |
| 13 |  $GOOG | Alphabet Inc. | $122.0M | 1.3% | -2% | 78.2 |
| 14 |  $GOOGL | Alphabet Inc. | $120.2M | 1.3% | -1% | 78.2 |
| 15 |  $CAT | CATERPILLAR INC | $117.2M | 1.3% | -1% | 66.5 |
| 16 |  $META | Meta Platforms, Inc. | $114.8M | 1.3% | +25% | 79.6 |
| 17 |  $LRCX | LAM RESEARCH CORP | $110.8M | 1.2% | -11% | 79.4 |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $106.7M | 1.2% | -0% | — |
| 19 |  $COHR | COHERENT CORP. | $98.6M | 1.1% | -14% | 58.5 |
| 20 | — | ISHARES TR - MSCI USA QLT FCT | $95.3M | 1.0% | +1% | — |
| 21 |  $MS | MORGAN STANLEY | $93.5M | 1.0% | -0% | 75.8 |
| 22 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $90.5M | 1.0% | +2% | — |
| 23 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $87.9M | 1.0% | +1% | — |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $82.8M | 0.9% | -0% | 70.3 |
| 25 |  $LLY | ELI LILLY & Co | $74.4M | 0.8% | +0% | 87.5 |
| 26 |  $AMAT | APPLIED MATERIALS INC /DE | $67.0M | 0.7% | -2% | 72.3 |
| 27 |  $GLW | CORNING INC /NY | $66.4M | 0.7% | -4% | 73.7 |
| 28 |  $MRK | Merck & Co., Inc. | $62.6M | 0.7% | +0% | 59.9 |
| 29 |  $V | VISA INC. | $60.8M | 0.7% | +0% | 82.9 |
| 30 |  $UCTT | Ultra Clean Holdings, Inc. | $57.0M | 0.6% | -9% | 40.1 |
| 31 |  $HD | HOME DEPOT, INC. | $54.8M | 0.6% | +3% | 60.3 |
| 32 |  $WMT | Walmart Inc. | $54.8M | 0.6% | -0% | 60.2 |
| 33 |  $AXP | AMERICAN EXPRESS CO | $54.7M | 0.6% | +1% | 69.4 |
| 34 | — | VANGUARD WORLD FD - INF TECH ETF | $53.7M | 0.6% | +695% | — |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $53.4M | 0.6% | +2% | 73.8 |
| 36 |  $ETN | Eaton Corp plc | $53.2M | 0.6% | +0% | — |
| 37 |  $BE | Bloom Energy Corp | $53.1M | 0.6% | -16% | 66.2 |
| 38 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $50.7M | 0.6% | -2% | 71 |
| 39 |  $BAC | BANK OF AMERICA CORP /DE/ | $50.0M | 0.6% | -1% | 67.6 |
| 40 |  $LASR | NLIGHT, INC. | $49.6M | 0.5% | -5% | 54.1 |
| 41 |  $VICR | VICOR CORP | $49.6M | 0.5% | -16% | 58.1 |
| 42 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $48.4M | 0.5% | +4% | — |
| 43 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $48.3M | 0.5% | -1% | — |
| 44 |  $ABBV | AbbVie Inc. | $46.9M | 0.5% | +0% | 72.6 |
| 45 |  $C | CITIGROUP INC | $46.5M | 0.5% | -0% | 65 |
| 46 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $45.2M | 0.5% | +9% | 70 |
| 47 |  $GLNG | GOLAR LNG LTD | $44.6M | 0.5% | -4% | — |
| 48 |  $LITE | Lumentum Holdings Inc. | $44.4M | 0.5% | -31% | 44.3 |
| 49 |  $RTX | RTX Corp | $43.3M | 0.5% | -1% | 73.2 |
| 50 |  $ICHR | ICHOR HOLDINGS, LTD. | $42.6M | 0.5% | -7% | — |
| 51 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $41.2M | 0.5% | +2% | — |
| 52 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $39.5M | 0.4% | -2% | — |
| 53 |  $BLK | BlackRock, Inc. | $38.9M | 0.4% | -0% | 70 |
| 54 |  $GS | GOLDMAN SACHS GROUP INC | $37.1M | 0.4% | +0% | 73.5 |
| 55 |  $AMBA | AMBARELLA INC | $35.1M | 0.4% | -5% | 42.5 |
| 56 |  $IVZ | Invesco Ltd. | $34.9M | 0.4% | +1% | — |
| 57 |  $XOM.R34088 | EXXON MOBIL CORP | $34.2M | 0.4% | +3% | 57.9 |
| 58 | — | ISHARES TR - CORE S&P SCP ETF | $34.0M | 0.4% | -3% | — |
| 59 |  $MSGS | Madison Square Garden Sports Corp. | $33.8M | 0.4% | -2% | 50.3 |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $33.7M | 0.4% | +0% | 66.2 |
| 61 | — | GMO ETF TRUST - US QUALITY ETF | $33.5M | 0.4% | -1% | — |
| 62 |  $MANU | Manchester United plc | $33.3M | 0.4% | -0% | — |
| 63 |  $IONS | IONIS PHARMACEUTICALS INC | $33.3M | 0.4% | -4% | 23.4 |
| 64 |  $KLAC | KLA CORP | $33.2M | 0.4% | +859% | 78.6 |
| 65 |  $ORCL | ORACLE CORP | $33.2M | 0.4% | +2% | 66.2 |
| 66 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $33.1M | 0.4% | +9% | — |
| 67 |  $QRVO | Qorvo, Inc. | $31.9M | 0.3% | -4% | 59.1 |
| 68 | $WT | WisdomTree, Inc. | $31.9M | 0.3% | +5% | 59.9 |
| 69 |  $PG | PROCTER & GAMBLE Co | $31.4M | 0.3% | -0% | 64.6 |
| 70 |  $XYL | Xylem Inc. | $31.3M | 0.3% | -3% | 65.8 |
| 71 |  $CCJ | CAMECO CORP | $30.9M | 0.3% | -0% | — |
| 72 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $30.6M | 0.3% | +1% | — |
| 73 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $30.6M | 0.3% | +0% | — |
| 74 |  $MKL | MARKEL GROUP INC. | $30.2M | 0.3% | -14% | 60.2 |
| 75 |  $CGNX | COGNEX CORP | $30.2M | 0.3% | -7% | 66.9 |
| 76 |  $CVX | CHEVRON CORP | $29.2M | 0.3% | -8% | 62.8 |
| 77 | — | GMO ETF TRUST - GMO INTL VALUE | $28.4M | 0.3% | +0% | — |
| 78 |  $OSW | ONESPAWORLD HOLDINGS Ltd | $28.3M | 0.3% | -9% | — |
| 79 |  $FORM | FORMFACTOR INC | $28.2M | 0.3% | -7% | 60 |
| 80 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $27.6M | 0.3% | -7% | 61.7 |
| 81 |  $PANW | Palo Alto Networks Inc | $27.2M | 0.3% | -0% | 65.5 |
| 82 |  $PRKS | United Parks & Resorts Inc. | $26.9M | 0.3% | +10% | 46 |
| 83 | — | ISHARES TR - CORE S&P MCP ETF | $26.1M | 0.3% | -1% | — |
| 84 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $25.7M | 0.3% | +60% | — |
| 85 |  $DY | DYCOM INDUSTRIES INC | $25.3M | 0.3% | -3% | 56.3 |
| 86 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $25.1M | 0.3% | +5% | — |
| 87 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $25.1M | 0.3% | +1% | — |
| 88 |  $PEP | PEPSICO INC | $25.0M | 0.3% | -1% | 63.4 |
| 89 |  $AMD | ADVANCED MICRO DEVICES INC | $24.4M | 0.3% | -5% | 79.8 |
| 90 |  $AVAV | AeroVironment Inc | $24.4M | 0.3% | +40% | 42 |
| 91 |  $TSLA | Tesla, Inc. | $24.2M | 0.3% | +1% | 53.9 |
| 92 |  $BYD | BOYD GAMING CORP | $24.1M | 0.3% | -6% | 61.4 |
| 93 |  $ITRI | ITRON, INC. | $23.8M | 0.3% | +0% | 55.8 |
| 94 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $23.8M | 0.3% | -1% | — |
| 95 |  $CMI | CUMMINS INC | $23.7M | 0.3% | +0% | 58.1 |
| 96 |  $BX | Blackstone Inc. | $23.6M | 0.3% | +3% | 74.4 |
| 97 |  $NEE | NEXTERA ENERGY INC | $23.4M | 0.3% | +0% | 64.6 |
| 98 |  $FDX | FEDEX CORP | $23.3M | 0.3% | -1% | 60.3 |
| 99 |  $LIND | LINDBLAD EXPEDITIONS HOLDINGS, INC. | $22.6M | 0.3% | -5% | 56.9 |
| 100 |  $VLO | VALERO ENERGY CORP/TX | $22.5M | 0.3% | -0% | 57.8 |
| 101 |  $AMGN | AMGEN INC | $22.5M | 0.3% | +0% | 79.2 |
| 102 |  $GVA | GRANITE CONSTRUCTION INC | $22.4M | 0.2% | -1% | 54.4 |
| 103 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $22.1M | 0.2% | -3% | — |
| 104 |  $MRVL | Marvell Technology, Inc. | $21.8M | 0.2% | -48% | 76.5 |
| 105 |  $IRDM | Iridium Communications Inc. | $21.6M | 0.2% | -30% | 61.1 |
| 106 |  $NBIS | Nebius Group N.V. | $21.2M | 0.2% | -23% | — |
| 107 | — | ISHARES TR - RUSSELL 2000 ETF | $21.0M | 0.2% | -2% | — |
| 108 |  $MA | Mastercard Inc | $20.2M | 0.2% | +0% | 85.1 |
| 109 | — | RBB FUND TRUST - TWEEDY BROWNE | $20.2M | 0.2% | +12% | — |
| 110 |  $MP | MP Materials Corp. / DE | $19.8M | 0.2% | -1% | 34.2 |
| 111 |  $SPHR | Sphere Entertainment Co. | $19.7M | 0.2% | -2% | 53.7 |
| 112 |  $WBD | Warner Bros. Discovery, Inc. | $19.6M | 0.2% | -4% | 41.4 |
| 113 |  $CRWD | CrowdStrike Holdings, Inc. | $19.6M | 0.2% | +13% | 67.7 |
| 114 |  $SNOW | Snowflake Inc. | $19.0M | 0.2% | +1% | 54.9 |
| 115 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $19.0M | 0.2% | -2% | 69.7 |
| 116 |  $TENB | Tenable Holdings, Inc. | $18.5M | 0.2% | +20% | 57.1 |
| 117 |  $CVLT | COMMVAULT SYSTEMS INC | $18.1M | 0.2% | -4% | 62.3 |
| 118 |  $FCX | FREEPORT-MCMORAN INC | $17.3M | 0.2% | +5% | 62 |
| 119 |  $CYTK | CYTOKINETICS INC | $17.2M | 0.2% | +14% | 28.1 |
| 120 |  $UEC | URANIUM ENERGY CORP | $17.2M | 0.2% | +27% | 13.3 |
| 121 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $17.2M | 0.2% | +2% | — |
| 122 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $17.0M | 0.2% | -1% | 73.7 |
| 123 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $16.7M | 0.2% | +1% | — |
| 124 |  $VRT | Vertiv Holdings Co | $16.7M | 0.2% | +2% | 81 |
| 125 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $16.2M | 0.2% | +63% | 44.6 |
| 126 |  $TPC | TUTOR PERINI CORP | $15.8M | 0.2% | -5% | 66.2 |
| 127 |  $PWR | QUANTA SERVICES, INC. | $15.7M | 0.2% | -1% | 72.1 |
| 128 |  $WM | WASTE MANAGEMENT INC | $15.3M | 0.2% | -6% | 67.6 |
| 129 |  $AIOT | Powerfleet, Inc. | $15.3M | 0.2% | +27% | 42.5 |
| 130 |  $DLR | DIGITAL REALTY TRUST, INC. | $15.0M | 0.2% | -5% | 72.8 |
| 131 | — | VANGUARD INDEX FDS - MID CAP ETF | $15.0M | 0.2% | +298% | — |
| 132 |  $RJF | RAYMOND JAMES FINANCIAL INC | $15.0M | 0.2% | -5% | 66.3 |
| 133 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $14.8M | 0.2% | +0% | — |
| 134 |  $LMT | LOCKHEED MARTIN CORP | $14.5M | 0.2% | -3% | 65.6 |
| 135 |  $WFC | WELLS FARGO & COMPANY/MN | $14.5M | 0.2% | -1% | 61.8 |
| 136 |  $KO | COCA COLA CO | $14.3M | 0.2% | +1% | 69.5 |
| 137 |  $NXPI | NXP Semiconductors N.V. | $14.1M | 0.1% | -0% | — |
| 138 |  $MCD | MCDONALDS CORP | $14.1M | 0.1% | -0% | 69 |
| 139 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $13.9M | 0.1% | -0% | — |
| 140 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $13.9M | 0.1% | -3% | 38.7 |
| 141 |  $GEV | GE Vernova Inc. | $13.7M | 0.1% | +1% | 81.1 |
| 142 |  $GD | GENERAL DYNAMICS CORP | $13.6M | 0.1% | -6% | 68.7 |
| 143 |  $BWXT | BWX Technologies, Inc. | $13.6M | 0.1% | +3% | 63.8 |
| 144 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $13.2M | 0.1% | +10% | — |
| 145 |  $HON | HONEYWELL INTERNATIONAL INC | $13.2M | 0.1% | -51% | 65 |
| 146 |  $GILD | GILEAD SCIENCES, INC. | $13.1M | 0.1% | +1% | 57.4 |
| 147 |  $HONA | Honeywell Aerospace Inc. | $13.0M | 0.1% | NEW | — |
| 148 |  $STTK | Shattuck Labs, Inc. | $13.0M | 0.1% | +37% | — |
| 149 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $12.9M | 0.1% | -0% | — |
| 150 |  $TRMB | TRIMBLE INC. | $12.8M | 0.1% | -2% | 49.3 |
New Positions (68)
$HONA Honeywell Aerospace Inc.$13.0M
$FDXF FedEx Freight Holding Company, Inc.$5.4M
$VG Venture Global, Inc.$3.9M
$JKHY JACK HENRY & ASSOCIATES INC$1.4M
$WKC WORLD KINECT CORP$1.3M
$BLKB BLACKBAUD INC$1.0M
$ALAB Astera Labs, Inc.$877,179 ALPS ETF TR - ALERIAN MLP$708,548
$STUB StubHub Holdings, Inc.$613,899
$MKSI MKS INC$608,042
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$543,506
$UTI UNIVERSAL TECHNICAL INSTITUTE INC$526,413
$PGC PEAPACK GLADSTONE FINANCIAL CORP$475,808
$AVO Mission Produce, Inc.$448,739
$HPE Hewlett Packard Enterprise Co$364,669Exited Positions (57)
$INTU INTUIT INC.
$CTRA Coterra Energy Inc.
$INSP Inspire Medical Systems, Inc.
$SPOT Spotify Technology S.A.
$CVGW CALAVO GROWERS INC
$HII HUNTINGTON INGALLS INDUSTRIES, INC. PROSHARES TR
$LULU lululemon athletica inc.
$BMRN BIOMARIN PHARMACEUTICAL INC
$HUM HUMANA INC
$GFI GOLD FIELDS LTD
$GATX GATX CORP
$MKTX MARKETAXESS HOLDINGS INC
$SF STIFEL FINANCIAL CORP
$MASI MASIMO CORPBrowse Top Institutional Investors
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