§ 13F · FUND PROFILE
PINNACLE ASSOCIATES LTD.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.5B (13F)Positions · 868Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 1.65M | $404M | 5.2% | ±0% |
| 2 | AAPL | APPLE INC | 1.22M | $311M | 4.0% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 959K | $167M | 2.1% | −8% |
| 4 | MSFT | MICROSOFT CORP | 429K | $159M | 2.0% | +1% |
| 5 | AVGO | BROADCOM INC | 450K | $139M | 1.8% | −2% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 190K | $124M | 1.6% | −3% |
| 7 | JPM | JPMORGAN CHASE & CO | 414K | $122M | 1.6% | −2% |
| 8 | VB | VANGUARD INDEX FDS | 459K | $120M | 1.5% | +1% |
| 9 | VTI | VANGUARD INDEX FDS | 369K | $118M | 1.5% | +4% |
| 10 | QQQ | INVESCO QQQ TR | 196K | $113M | 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 $7.5 billion in assets. The fund runs a broad portfolio of 868 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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