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Latest PINNACLE ASSOCIATES LTD Stock Portfolio

$8.92Billion | No. of Holdings #953

PINNACLE ASSOCIATES LTD Performance

2026 Q3-2.67%
YTD+13.36%
2025+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 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, PINNACLE ASSOCIATES LTD reported an equity portfolio of $8.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of PINNACLE ASSOCIATES LTD are JNJ, AAPL, MSFT. The fund has invested 4.9% of it's portfolio in JOHNSON & JOHNSON and 4.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), DIMENSIONAL ETF TRUST (DFAC) and SIX FLAGS ENTERTAINMENT CORP stocks. They significantly reduced their stock positions in SOFI TECHNOLOGIES INC (SOFI), CANADIAN IMPERIAL BANK OF CO (CM) and BANK OF MONTREAL (BMO). PINNACLE ASSOCIATES LTD opened new stock positions in EXXONMOBIL HOLDINGS CORP, GULFPORT ENERGY CORP (GPOR) and PROGYNY INC (PGNY). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN TOWER CORP (AMT), WEYERHAEUSER CO (WY) and 3D SYS CORP DEL (DDD).
PINNACLE ASSOCIATES LTD Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$8.92Billion
  as of Oct 20, 2026

PINNACLE ASSOCIATES LTD Annual Return Estimates Vs S&P 500

Our best estimate is that PINNACLE ASSOCIATES LTD made a return of -2.67% in the last quarter. In trailing 12 months, it's portfolio return was 18.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp40,095,500
dfa invt dimensions group in17,114,700
dfa invt dimensions group in11,701,200
disc medicine inc2,310,150
gulfport energy corp1,271,410
New stocks bought by PINNACLE ASSOCIATES LTD

Additions

Ticker% Inc.
american tower corp1,376
weyerhaeuser co1,219
3d sys corp del561
space exploration techn corp269
vanguard whitehall fds237
macrogenics inc154
first tr exchange-traded fd113
amphenol corp108
Additions to existing portfolio by PINNACLE ASSOCIATES LTD

Reductions

Ticker% Reduced
bank of montreal-62.5
telephone & data sys inc-57.2
royal bk cda-52.4
toronto dominion bk ont-38.21
crowdstrike hldgs inc-36.42
lennar corp-27.63
nebius group n.v.-25.79
united parcel svcs inc-25.58
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 29.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
Sector%
Others29.1
Technology26.1
Healthcare10.9
Industrials8
Financial Services7.8
Communication Services6.4
Consumer Cyclical5
Energy2.3
Consumer Defensive2.2

Market Cap. Distribution

PINNACLE ASSOCIATES LTD has about 60% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP41.1
UNALLOCATED29
LARGE-CAP18.9
MID-CAP8.5
SMALL-CAP2

Stocks belong to which Index?

About 65% 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
RUSSELL 20009.3
Top 5 Winners (%)%
TXG
10x genomics inc
107.0 %
RNG
ringcentral inc
81.9 %
TEAM
atlassian corporation
76.2 %
PSTG
everpure inc
65.3 %
PLTR
palantir technologies inc
59.8 %
Top 5 Winners ($)$
MSFT
microsoft corp
61.5 M
AAPL
apple inc
52.8 M
META
meta platforms inc
34.6 M
NVDA
nvidia corporation
26.9 M
JNJ
johnson & johnson
17.8 M
Top 5 Losers (%)%
UTI
universal technical inst inc
-56.3 %
stubhub hldgs inc
-54.7 %
RARE
ultragenyx pharmaceutical in
-53.1 %
AGX
argan inc
-52.7 %
MNST
monster beverage corp new
-49.4 %
Top 5 Losers ($)$
CAT
caterpillar inc
-27.1 M
LRCX
lam research corp
-26.6 M
GLW
corning inc
-26.3 M
COHR
coherent corp
-25.7 M
UCTT
ultra clean hldgs inc
-22.4 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 953 stocks in it's portfolio. About 25.1% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for PINNACLE ASSOCIATES LTD last quarter.

$8.71BTotal Value
500Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of PINNACLE ASSOCIATES LTD, last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.09%48,239
$7.66M
0.09%
increased 12.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.06%47,249
$5.36M
0.06%
increased 6.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.04%39,453
$3.33M
0.04%
decreased 2.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.02%15,881
$1.61M
0.02%
decreased 6.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.02%28,960
$1.48M
0.02%
increased 1.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.01%11,053
$1.32M
0.01%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.01%14,660
$1.28M
0.01%
decreased 0.68 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.01%14,842
$1.12M
0.01%
decreased 0.15 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
PINNACLE ASSOCIATES LTD's holding in Ishares Tr over time
0.06%72,716
$5.48M
0.06%
decreased 1.83 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PINNACLE ASSOCIATES LTD's holding in Vaneck Etf Trust over time
0.09%13,238
$8.06M
0.09%
decreased 4.56 percentreduced