§ 13F · FUND PROFILE
PINNACLE ASSOCIATES LTD.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6907.0T (13F)Positions · 850Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$191.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 1.66M | $343.5T | 4.4% | ±0% |
| 2 | AAPL | APPLE INC | 1.23M | $335.4T | 4.3% | −2% |
| 3 | MSFT | MICROSOFT CORP | 427K | $206.5T | 2.6% | −1% |
| 4 | NVDA | NVIDIA CORPORATION | 1.04M | $193.7T | 2.5% | +9% |
| 5 | AVGO | BROADCOM INC | 457K | $158.2T | 2.0% | −2% |
| 6 | JPM | JPMORGAN CHASE & CO. | 423K | $136.4T | 1.7% | −1% |
| 7 | SPY | SPDR S&P 500 ETF TR | 195K | $132.9T | 1.7% | — |
| 8 | AMZN | AMAZON COM INC | 526K | $121.5T | 1.6% | ±0% |
| 9 | QQQ | INVESCO QQQ TR | 195K | $119.5T | 1.5% | NEW |
| 10 | VTI | VANGUARD INDEX FDS | 355K | $119.0T | 1.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNACLE SIGNAL
AC read
PINNACLE ASSOCIATES LTD is a Other fund managing $6907027.4 trillion in assets. The fund runs a broad portfolio of 850 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed