§ 13F · FUND PROFILE
PINNACLE ASSOCIATES LTD.
AUM · $9.2B (13F)Positions · 972Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 1.66M | $421M | 4.6% | ±0% |
| 2 | AAPL | APPLE INC | 1.21M | $351M | 3.8% | −1% |
| 3 | MU | MICRON TECHNOLOGY INC | 218K | $251M | 2.7% | −17% |
| 4 | NVDA | NVIDIA CORPORATION | 955K | $191M | 2.1% | ±0% |
| 5 | AVGO | BROADCOM INC | 452K | $171M | 1.9% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 436K | $163M | 1.8% | +2% |
| 7 | QQQ | INVESCO QQQ TR | 198K | $146M | 1.6% | +1% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 191K | $143M | 1.6% | +1% |
| 9 | VB | VANGUARD INDEX FDS | 463K | $140M | 1.5% | +1% |
| 10 | VTI | VANGUARD INDEX FDS | 378K | $140M | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNACLE SIGNAL
AC read
PINNACLE ASSOCIATES LTD is a Other fund managing $9.2 billion in assets. The fund runs a broad portfolio of 972 positions.
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