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Latest PINNACLE ASSOCIATES LTD Stock Portfolio

$7.78Billion– No. of Holdings #951

PINNACLE ASSOCIATES LTD Performance:
2026 Q1: 1.08%YTD: 1.08%2025: 22.19%
Performance for 2026 Q1 is 1.08%, and YTD is 1.08%, and 2025 is 22.19%.

About PINNACLE ASSOCIATES LTD and 13F Hedge Fund Stock Holdings

PINNACLE ASSOCIATES LTD is a hedge fund based in New York, NY. On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, PINNACLE ASSOCIATES LTD reported an equity portfolio of $7.8 Billions as of 31 Mar, 2026.

The top stock holdings of PINNACLE ASSOCIATES LTD are JNJ, AAPL, NVDA. The fund has invested 5.2% of it's portfolio in JOHNSON & JOHNSON and 4% of portfolio in APPLE INC.

The fund managers got completely rid off TEGNA INC (TGNA), ALEXANDER & BALDWIN INC NEW (ALEX) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in KENVUE INC, PAYPAL HLDGS INC (PYPL) and FIRST TR EXCHANGE-TRADED FD (BGLD). PINNACLE ASSOCIATES LTD opened new stock positions in RBB FUND TRUST, ANTERO RESOURCES CORP (AR) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to IBEX LTD (IBEX), SCRIPPS E W CO OHIO (SSP) and MASTEC INC (MTZ).
PINNACLE ASSOCIATES LTD Equity Portfolio Value
Last Reported on: 22 Apr, 2026

PINNACLE ASSOCIATES LTD Annual Return Estimates Vs S&P 500

Our best estimate is that PINNACLE ASSOCIATES LTD made a return of 1.08% in the last quarter. In trailing 12 months, it's portfolio return was 28.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rbb fund trust16,690,600
antero resources corp5,251,270
astrazeneca plc3,714,800
spdr index shs fds2,190,560
highwoods pptys inc2,154,960
infleqtion inc1,866,120
ishares tr1,602,430
tema etf trust1,115,640
New stocks bought by PINNACLE ASSOCIATES LTD

Additions

Ticker% Inc.
ibex ltd454
mastec inc397
kinross gold corp376
climb global solutions inc362
terex corp new302
servicenow inc203
tenable hldgs inc160
pimco etf tr120
Additions to existing portfolio by PINNACLE ASSOCIATES LTD

Reductions

Ticker% Reduced
first tr exchange-traded fd-59.72
solaris energy infras inc-42.45
vicor corp-37.63
lumentum hldgs inc-37.23
unitedhealth group inc-36.14
qualcomm inc-33.07
novo-nordisk a s-32.08
booking holdings inc-28.93
PINNACLE ASSOCIATES LTD reduced stake in above stock

Sold off

None of the stocks were completely sold off by PINNACLE ASSOCIATES LTD

Sector Distribution

PINNACLE ASSOCIATES LTD has about 28.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
Sector%
Others28.9
Technology22.6
Healthcare11.4
Industrials9.1
Financial Services8.3
Communication Services5.9
Consumer Cyclical5.6
Energy3
Consumer Defensive2.8

Market Cap. Distribution

PINNACLE ASSOCIATES LTD has about 61.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP39.1
UNALLOCATED29
LARGE-CAP22.2
MID-CAP7.1
SMALL-CAP2.1

Stocks belong to which Index?

About 64.8% of the stocks held by PINNACLE ASSOCIATES LTD either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50055.7
Others35.2
RUSSELL 20009.1
Top 5 Winners (%)%
ICHR
ichor holdings
146.3 %
UCTT
ultra clean hldgs inc
142.3 %
DWSN
dawson geophysical co new
107.8 %
MGNX
macrogenics inc
77.7 %
STTK
shattuck labs inc
75.3 %
Top 5 Winners ($)$
JNJ
johnson & johnson
62.1 M
LITE
lumentum hldgs inc
32.4 M
COHR
coherent corp
16.9 M
UCTT
ultra clean hldgs inc
16.7 M
GLNG
golar lng ltd
16.4 M
Top 5 Losers (%)%
WSTG
climb global solutions inc
-71.8 %
CLGN
collplant biotechnologies lt
-61.3 %
DH
definitive healthcare corp
-57.1 %
LOCL
local bounti corp
-45.8 %
BYRN
byrna technologies inc
-43.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-48.6 M
AAPL
apple inc
-22.2 M
AVGO
broadcom inc
-16.6 M
META
meta platforms inc
-13.9 M
NVDA
nvidia corporation
-12.1 M

PINNACLE ASSOCIATES LTD Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PINNACLE ASSOCIATES LTD

PINNACLE ASSOCIATES LTD has 951 stocks in it's portfolio. About 22.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for PINNACLE ASSOCIATES LTD last quarter.

Last Reported on: 22 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions