PINNACLE ASSOCIATES LTD portfolio
Managed by . 955 reported positions worth $7.8B as of 2026-03-31, filed with the SEC on 2026-04-22. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 22 days old on 2026-04-22, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| COPY | RBB FUND TRUST | $16.7M | 1,216,517 | 0.21% |
| AR | ANTERO RESOURCES CORP | $5.3M | 123,734 | 0.07% |
| AZN | ASTRAZENECA PLC | $3.7M | 18,836 | 0.05% |
| SPDW | SPDR INDEX SHS FDS | $2.2M | 47,986 | 0.03% |
| HIW | HIGHWOODS PPTYS INC | $2.2M | 100,652 | 0.03% |
| INFQ | INFLEQTION INC | $1.9M | 190,226 | 0.02% |
| SMMD | ISHARES TR | $1.6M | 20,988 | 0.02% |
| VOLT | TEMA ETF TRUST | $1.1M | 32,583 | 0.01% |
| FTI | TECHNIPFMC PLC | $1.0M | 14,765 | 0.01% |
| FV | FIRST TR EXCHANGE TRADED FD | $889,640 | 14,720 | 0.01% |
| GILT | GILAT SATELLITE NETWORKS LTD | $815,075 | 54,266 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $632,268 | 7,340 | 0.01% |
| INSP | INSPIRE MED SYS INC | $616,794 | 11,958 | 0.01% |
| HAE | HAEMONETICS CORP MASS | $589,300 | 10,456 | 0.01% |
| VXX | BARCLAYS BANK PLC | $560,490 | 15,700 | 0.01% |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $535,607 | 43,229 | 0.01% |
| VSNT | VERSANT MEDIA GROUP INC | $534,273 | 14,432 | 0.01% |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $493,329 | 6,095 | 0.01% |
| SPMO | INVESCO EXCH TRADED FD TR II | $441,153 | 3,935 | 0.01% |
| FLIN | FRANKLIN TEMPLETON ETF TR | $438,504 | 13,200 | 0.01% |
| SDS | PROSHARES TR | $437,203 | 5,810 | 0.01% |
| RBLX | ROBLOX CORP | $427,477 | 7,558 | 0.01% |
| TIGO | MILLICOM INTL CELLULAR S A | $398,756 | 5,321 | 0.01% |
| SNDK | SANDISK CORP | $382,456 | 602 | 0.00% |
| EWZ | ISHARES INC | $367,776 | 9,580 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| TGNA | TEGNA INC | $7.2M | 371,023 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $3.2M | 153,222 | 0.00% |
| AZNN | ASTRAZENECA PLC | $3.1M | 33,559 | 0.00% |
| INFQ | CHURCHILL CAP CORP X | $2.8M | 179,901 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $1.4M | 3,160 | 0.00% |
| SE | SEA LTD | $1.4M | 10,608 | 0.00% |
| HCKT | HACKETT GROUP INC | $1.1M | 56,913 | 0.00% |
| 1RG | REV GROUP INC | $937,204 | 15,412 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $691,694 | 18,169 | 0.00% |
| TEAM | ATLASSIAN CORPORATION | $630,725 | 3,890 | 0.00% |
| ORI | OLD REP INTL CORP | $491,406 | 10,767 | 0.00% |
| IQV | IQVIA HLDGS INC | $473,586 | 2,101 | 0.00% |
| L | LOEWS CORP | $398,476 | 3,784 | 0.00% |
| AS | AMER SPORTS INC | $387,581 | 10,377 | 0.00% |
| BBY | BEST BUY INC | $343,001 | 5,125 | 0.00% |
| FDS | FACTSET RESH SYS INC | $333,719 | 1,150 | 0.00% |
| NDAQ | NASDAQ INC | $309,553 | 3,187 | 0.00% |
| APP | APPLOVIN CORP | $303,381 | 450 | 0.00% |
| FICO | FAIR ISAAC CORP | $290,787 | 172 | 0.00% |
| EXK | EXACT SCIENCES CORP | $287,923 | 2,835 | 0.00% |
| HCI | HCI GROUP INC | $287,535 | 1,500 | 0.00% |
| NBIX | NEUROCRINE BIOSCIENCES INC | $284,511 | 2,006 | 0.00% |
| COWZ | PACER FDS TR | $280,031 | 4,654 | 0.00% |
| IDCC | INTERDIGITAL INC | $276,991 | 870 | 0.00% |
| VRSK | VERISK ANALYTICS INC | $273,128 | 1,221 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $120.1M | 458,673 | 1.54% | +1% |
| VTI | VANGUARD INDEX FDS | $118.2M | 368,526 | 1.52% | +4% |
| AMZN | AMAZON COM INC | $111.5M | 535,581 | 1.43% | +2% |
| IVV | ISHARES TR | $93.4M | 142,920 | 1.20% | +2% |
| META | META PLATFORMS INC | $93.0M | 162,529 | 1.20% | +6% |
| VYM | VANGUARD WHITEHALL FDS | $81.6M | 550,774 | 1.05% | +1% |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.4M | 1,057,394 | 1.02% | +4% |
| MRK | MERCK & CO INC | $58.4M | 485,756 | 0.75% | +9% |
| SCHD | SCHWAB STRATEGIC TR | $45.1M | 1,469,689 | 0.58% | +1% |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.7M | 717,528 | 0.52% | +5% |
| ABBV | ABBVIE INC | $40.5M | 186,380 | 0.52% | +11% |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.8M | 147,678 | 0.46% | +6% |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.3M | 163,151 | 0.40% | +3% |
| BND | VANGUARD BD INDEX FDS | $30.4M | 412,148 | 0.39% | +6% |
| DGRW | WISDOMTREE TR | $28.0M | 318,370 | 0.36% | +5% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| KVUE | KENVUE INC | $548,727 | 31,829 | 0.01% | -95% |
| PYPL | PAYPAL HLDGS INC | $232,750 | 5,146 | 0.00% | -77% |
| FDN | FIRST TR EXCHANGE-TRADED FD | $7.1M | 30,327 | 0.09% | -60% |
| ROP | ROPER TECHNOLOGIES INC | $306,797 | 867 | 0.00% | -58% |
| SAP | SAP SE | $400,915 | 2,342 | 0.01% | -55% |
| SYY | SYSCO CORP | $387,589 | 5,434 | 0.00% | -54% |
| LYFT | LYFT INC | $390,099 | 29,331 | 0.01% | -53% |
| AGX | ARGAN INC | $1.1M | 1,970 | 0.01% | -53% |
| NET | CLOUDFLARE INC | $277,321 | 1,344 | 0.00% | -51% |
| RITM | RITHM CAPITAL CORP | $95,726 | 10,098 | 0.00% | -47% |
| UAL | UNITED AIRLS HLDGS INC | $572,163 | 6,214 | 0.01% | -47% |
| MELI | MERCADOLIBRE INC | $269,727 | 156 | 0.00% | -45% |
| JEF | JEFFERIES FINANCIAL GROUP IN | $366,521 | 8,881 | 0.00% | -45% |
| CIEN | CIENA CORP | $709,684 | 1,828 | 0.01% | -44% |
| INDA | ISHARES TR | $565,125 | 12,065 | 0.01% | -43% |
Largest 150 of 955 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $404.0M | 1,652,666 | 5.19% | — |
| AAPL | APPLE INC | $310.5M | 1,223,636 | 3.99% | — |
| NVDA | NVIDIA CORPORATION | $167.2M | 958,825 | 2.15% | — |
| MSFT | MICROSOFT CORP | $158.8M | 429,111 | 2.04% | — |
| AVGO | BROADCOM INC | $139.2M | 449,852 | 1.79% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $123.6M | 190,092 | 1.59% | — |
| JPM | JPMORGAN CHASE & CO | $121.7M | 413,660 | 1.56% | — |
| VB | VANGUARD INDEX FDS | $120.1M | 458,673 | 1.54% | — |
| VTI | VANGUARD INDEX FDS | $118.2M | 368,526 | 1.52% | — |
| QQQ | INVESCO QQQ TR | $113.3M | 196,375 | 1.46% | — |
| AMZN | AMAZON COM INC | $111.5M | 535,581 | 1.43% | — |
| GOOGL | ALPHABET INC | $99.9M | 347,384 | 1.28% | — |
| GOOG | ALPHABET INC | $98.2M | 342,387 | 1.26% | — |
| IVV | ISHARES TR | $93.4M | 142,920 | 1.20% | — |
| META | META PLATFORMS INC | $93.0M | 162,529 | 1.20% | — |
| MU | MICRON TECHNOLOGY INC | $88.6M | 262,297 | 1.14% | — |
| QUAL | ISHARES TR | $82.4M | 429,470 | 1.06% | — |
| VYM | VANGUARD WHITEHALL FDS | $81.6M | 550,774 | 1.05% | — |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.4M | 1,057,394 | 1.02% | — |
| CAT | CATERPILLAR INC | $78.7M | 111,072 | 1.01% | — |
| MS | MORGAN STANLEY | $74.0M | 449,474 | 0.95% | — |
| COHR | COHERENT CORP | $69.3M | 290,965 | 0.89% | — |
| REGN | REGENERON PHARMACEUTICALS | $63.8M | 82,512 | 0.82% | — |
| LRCX | LAM RESEARCH CORP | $61.4M | 287,487 | 0.79% | — |
| WMT | WALMART INC | $60.2M | 484,112 | 0.77% | — |
| MRK | MERCK & CO INC | $58.4M | 485,756 | 0.75% | — |
| LLY | ELI LILLY & CO | $57.0M | 61,937 | 0.73% | — |
| CSCO | CISCO SYS INC | $54.8M | 706,683 | 0.70% | — |
| V | VISA INC | $53.3M | 176,369 | 0.69% | — |
| LITE | LUMENTUM HLDGS INC | $52.6M | 74,890 | 0.68% | — |
| GLNG | GOLAR LNG LTD | $50.7M | 936,976 | 0.65% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.1M | 104,478 | 0.64% | — |
| HD | HOME DEPOT INC | $49.8M | 151,546 | 0.64% | — |
| AXP | AMERICAN EXPRESS CO | $48.2M | 159,355 | 0.62% | — |
| SCHD | SCHWAB STRATEGIC TR | $45.1M | 1,469,689 | 0.58% | — |
| ETN | EATON CORP PLC | $44.5M | 124,522 | 0.57% | — |
| RTX | RTX CORPORATION | $44.4M | 230,294 | 0.57% | — |
| BAC | BANK AMERICA CORP | $43.1M | 885,036 | 0.55% | — |
| LASR | NLIGHT INC | $42.7M | 748,299 | 0.55% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $42.3M | 153,882 | 0.54% | — |
| EXMOC | EXXON MOBIL CORP | $41.2M | 242,576 | 0.53% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $40.7M | 717,528 | 0.52% | — |
| ABBV | ABBVIE INC | $40.5M | 186,380 | 0.52% | — |
| CVX | CHEVRON CORPORATION | $39.6M | 191,322 | 0.51% | — |
| VGT | VANGUARD WORLD FD | $39.5M | 56,565 | 0.51% | — |
| BLK | BLACKROCK INC | $39.0M | 40,546 | 0.50% | — |
| C | CITIGROUP INC | $37.8M | 333,255 | 0.49% | — |
| GLW | CORNING INC | $36.9M | 271,440 | 0.47% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.8M | 147,678 | 0.46% | — |
| COST | COSTCO WHOLESALE CORPORATION | $35.8M | 35,904 | 0.46% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.4M | 57,380 | 0.45% | — |
| MKL | MARKEL GROUP INC | $34.4M | 17,948 | 0.44% | — |
| CCJ | CAMECO CORP | $33.1M | 304,364 | 0.42% | — |
| ORCL | ORACLE CORP | $32.8M | 223,083 | 0.42% | — |
| XYL | XYLEM INC | $32.8M | 274,520 | 0.42% | — |
| IONS | IONIS PHARMACEUTICALS INC | $32.8M | 436,457 | 0.42% | — |
| AMAT | APPLIED MATLS INC | $32.4M | 94,850 | 0.42% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.3M | 163,151 | 0.40% | — |
| PG | PROCTER & GAMBLE CO | $31.0M | 214,800 | 0.40% | — |
| GS | GOLDMAN SACHS GROUP INC | $30.9M | 36,484 | 0.40% | — |
| BND | VANGUARD BD INDEX FDS | $30.4M | 412,148 | 0.39% | — |
| IJR | ISHARES TR | $29.6M | 237,785 | 0.38% | — |
| QLTY | GMO ETF TRUST | $29.3M | 810,307 | 0.38% | — |
| PEP | PEPSICO INC | $29.0M | 186,716 | 0.37% | — |
| BE | BLOOM ENERGY CORP | $28.4M | 209,349 | 0.36% | — |
| DGRW | WISDOMTREE TR | $28.0M | 318,370 | 0.36% | — |
| MSGS | MADISON SQUARE GRDN SPRT COR | $27.7M | 86,044 | 0.36% | — |
| QRVO | QORVO INC | $27.5M | 355,566 | 0.35% | — |
| UCTT | ULTRA CLEAN HLDGS INC | $27.5M | 441,659 | 0.35% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $27.4M | 428,358 | 0.35% | — |
| GMOI | GMO ETF TRUST | $27.4M | 757,462 | 0.35% | — |
| HONGBP | HONEYWELL INTL INC | $27.0M | 119,267 | 0.35% | — |
| FDX | FEDEX CORP | $26.8M | 75,191 | 0.34% | — |
| AEIS | ADVANCED ENERGY INDS | $25.7M | 79,632 | 0.33% | — |
| ONESPAWORLD HOLDINGS LIM | ONESPAWORLD HOLDINGS LIMITED | $25.1M | 1,094,618 | 0.32% | — |
| VICR | VICOR CORP | $25.1M | 155,976 | 0.32% | — |
| NEE | NEXTERA ENERGY INC | $24.7M | 266,353 | 0.32% | — |
| ITRI | ITRON INC | $24.6M | 274,193 | 0.32% | — |
| MANU | MANCHESTER UTD PLC NEW | $24.5M | 1,457,170 | 0.31% | — |
| TOTL | SSGA ACTIVE ETF TR | $24.1M | 606,616 | 0.31% | — |
| BYD | BOYD GAMING CORP | $23.9M | 290,911 | 0.31% | — |
| IJH | ISHARES TR | $23.2M | 342,977 | 0.30% | — |
| BX | BLACKSTONE INC | $22.5M | 195,249 | 0.29% | — |
| AMBA | AMBARELLA INC | $22.1M | 430,249 | 0.28% | — |
| CGNX | COGNEX CORP | $22.0M | 449,680 | 0.28% | — |
| AMGN | AMGEN INC | $21.8M | 62,004 | 0.28% | — |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $21.5M | 842,134 | 0.28% | — |
| VLO | VALERO ENERGY CORP | $21.4M | 86,626 | 0.28% | — |
| TSLA | TESLA INC | $21.2M | 56,960 | 0.27% | — |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $21.1M | 336,826 | 0.27% | — |
| WBD | WARNER BROS DISCOVERY INC | $21.0M | 764,119 | 0.27% | — |
| VV | VANGUARD INDEX FDS | $20.9M | 69,905 | 0.27% | — |
| DIA | STATE STR SPDR DOW JONES IND | $20.2M | 43,537 | 0.26% | — |
| MA | MASTERCARD INCORPORATED | $19.6M | 39,266 | 0.25% | — |
| AVAV | AEROVIRONMENT INC | $19.3M | 105,563 | 0.25% | — |
| ICHR | ICHOR HOLDINGS | $19.0M | 408,307 | 0.24% | — |
| FORM | FORMFACTOR INC | $18.4M | 189,562 | 0.24% | — |
| LMT | LOCKHEED MARTIN CORP | $17.8M | 29,527 | 0.23% | — |
| CMI | CUMMINS INC | $17.8M | 33,122 | 0.23% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $17.7M | 224,459 | 0.23% | — |
| IWM | ISHARES TR | $17.6M | 71,049 | 0.23% | — |
| DY | DYCOM INDS INC | $17.6M | 51,819 | 0.23% | — |
| UEC | URANIUM ENERGY CORP | $17.2M | 1,273,817 | 0.22% | — |
| MP | MP MATERIALS CORP | $17.1M | 355,327 | 0.22% | — |
| GVA | GRANITE CONSTR INC | $17.1M | 142,924 | 0.22% | — |
| KLAC | KLA CORP | $16.9M | 11,473 | 0.22% | — |
| WM | WASTE MGMT INC DEL | $16.8M | 73,214 | 0.22% | — |
| PRKS | UNITED PARKS & RESORTS INC | $16.8M | 513,318 | 0.22% | — |
| COPY | RBB FUND TRUST | $16.7M | 1,216,517 | 0.21% | — |
| TRMB | TRIMBLE INC | $16.6M | 254,296 | 0.21% | — |
| MCD | MCDONALDS CORP | $16.2M | 52,074 | 0.21% | — |
| DLR | DIGITAL RLTY TR INC | $15.8M | 87,638 | 0.20% | — |
| IRDM | IRIDIUM COMMUNICATIONS INC | $15.6M | 562,741 | 0.20% | — |
| TPC | TUTOR PERINI CORP | $15.4M | 199,421 | 0.20% | — |
| FCX | FREEPORT MCMORAN INC | $15.4M | 261,726 | 0.20% | — |
| HELO | J P MORGAN EXCHANGE TRADED F | $15.2M | 237,560 | 0.20% | — |
| CMCSA | COMCAST CORP NEW | $15.2M | 528,605 | 0.20% | — |
| LVS | LAS VEGAS SANDS CORP | $15.2M | 281,484 | 0.19% | — |
| RJF | RAYMOND JAMES FINL INC | $15.0M | 103,307 | 0.19% | — |
| ALNT | ALLIENT INC | $14.6M | 247,044 | 0.19% | — |
| PNC | PNC FINL SVCS GROUP INC | $14.6M | 69,997 | 0.19% | — |
| DUHP | DIMENSIONAL ETF TRUST | $14.5M | 395,577 | 0.19% | — |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $14.5M | 840,323 | 0.19% | — |
| GILD | GILEAD SCIENCES INC | $14.3M | 102,797 | 0.18% | — |
| RDVY | FIRST TR EXCHANGE TRADED FD | $14.2M | 208,523 | 0.18% | — |
| WFC | WELLS FARGO & CO | $14.2M | 178,318 | 0.18% | — |
| GD | GENERAL DYNAMICS CORP | $14.1M | 41,100 | 0.18% | — |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $14.1M | 199,459 | 0.18% | — |
| T | AT&T INC | $14.0M | 481,966 | 0.18% | — |
| MRVL | MARVELL TECHNOLOGY INC | $13.9M | 140,826 | 0.18% | — |
| DFAI | DIMENSIONAL ETF TRUST | $13.9M | 357,073 | 0.18% | — |
| BWXT | BWX TECHNOLOGIES INC | $13.8M | 67,638 | 0.18% | — |
| SPHR | SPHERE ENTERTAINMENT CO | $13.7M | 116,798 | 0.18% | — |
| VZ | VERIZON COMMUNICATIONS INC | $13.6M | 271,661 | 0.18% | — |
| VO | VANGUARD INDEX FDS | $13.5M | 46,882 | 0.17% | — |
| XLC | SELECT SECTOR SPDR TR | $13.4M | 121,102 | 0.17% | — |
| KO | COCA COLA CO | $13.2M | 174,102 | 0.17% | — |
| PANW | PALO ALTO NETWORKS INC | $12.8M | 80,136 | 0.17% | — |
| SO | SOUTHERN CO | $12.5M | 129,017 | 0.16% | — |
| VRT | VERTIV HOLDINGS CO | $12.2M | 48,770 | 0.16% | — |
| PWR | QUANTA SVCS INC | $12.1M | 21,982 | 0.16% | — |
| CNI | CANADIAN NATL RY CO | $12.0M | 116,904 | 0.15% | — |
| COP | CONOCOPHILLIPS | $11.9M | 90,167 | 0.15% | — |
| IEF | ISHARES TR | $11.8M | 123,468 | 0.15% | — |
| CYTK | CYTOKINETICS INC | $11.7M | 177,062 | 0.15% | — |
| PFE | PFIZER INC | $11.6M | 413,133 | 0.15% | — |
| ITW | ILLINOIS TOOL WKS INC | $11.4M | 43,745 | 0.15% | — |
| UNP | UNION PAC CORP | $11.2M | 46,350 | 0.14% | — |
| SNOW | SNOWFLAKE INC | $11.2M | 74,465 | 0.14% | — |
| DFSV | DIMENSIONAL ETF TRUST | $11.2M | 318,664 | 0.14% | — |
This table is the 150 largest positions by value, out of 955 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by PINNACLE ASSOCIATES LTD (CIK 743127, accession 0000743127-26-000002). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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