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13F holdings

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.

$7.8B
Book value
955
Positions
23%
Top 10 weight
+68
New this quarter
-44
Exited
134 days
Age today
How old this actually is

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.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (68)
TickerIssuerValueShares% of book
COPYRBB FUND TRUST$16.7M1,216,5170.21%
ARANTERO RESOURCES CORP$5.3M123,7340.07%
AZNASTRAZENECA PLC$3.7M18,8360.05%
SPDWSPDR INDEX SHS FDS$2.2M47,9860.03%
HIWHIGHWOODS PPTYS INC$2.2M100,6520.03%
INFQINFLEQTION INC$1.9M190,2260.02%
SMMDISHARES TR$1.6M20,9880.02%
VOLTTEMA ETF TRUST$1.1M32,5830.01%
FTITECHNIPFMC PLC$1.0M14,7650.01%
FVFIRST TR EXCHANGE TRADED FD$889,64014,7200.01%
GILTGILAT SATELLITE NETWORKS LTD$815,07554,2660.01%
PNFPPINNACLE FINL PARTNERS INC$632,2687,3400.01%
INSPINSPIRE MED SYS INC$616,79411,9580.01%
HAEHAEMONETICS CORP MASS$589,30010,4560.01%
VXXBARCLAYS BANK PLC$560,49015,7000.01%
OTFBLUE OWL TECHNOLOGY FIN CORP$535,60743,2290.01%
VSNTVERSANT MEDIA GROUP INC$534,27314,4320.01%
SQMSOCIEDAD QUIMICA Y MINERA DE$493,3296,0950.01%
SPMOINVESCO EXCH TRADED FD TR II$441,1533,9350.01%
FLINFRANKLIN TEMPLETON ETF TR$438,50413,2000.01%
SDSPROSHARES TR$437,2035,8100.01%
RBLXROBLOX CORP$427,4777,5580.01%
TIGOMILLICOM INTL CELLULAR S A$398,7565,3210.01%
SNDKSANDISK CORP$382,4566020.00%
EWZISHARES INC$367,7769,5800.00%
Closed out (44)
TickerIssuerWas worthShares% of book
TGNATEGNA INC$7.2M371,0230.00%
ALEXALEXANDER & BALDWIN INC NEW$3.2M153,2220.00%
AZNNASTRAZENECA PLC$3.1M33,5590.00%
INFQCHURCHILL CAP CORP X$2.8M179,9010.00%
CYBRCYBERARK SOFTWARE LTD$1.4M3,1600.00%
SESEA LTD$1.4M10,6080.00%
HCKTHACKETT GROUP INC$1.1M56,9130.00%
1RGREV GROUP INC$937,20415,4120.00%
FYBRFRONTIER COMMUNICATIONS PARE$691,69418,1690.00%
TEAMATLASSIAN CORPORATION$630,7253,8900.00%
ORIOLD REP INTL CORP$491,40610,7670.00%
IQVIQVIA HLDGS INC$473,5862,1010.00%
LLOEWS CORP$398,4763,7840.00%
ASAMER SPORTS INC$387,58110,3770.00%
BBYBEST BUY INC$343,0015,1250.00%
FDSFACTSET RESH SYS INC$333,7191,1500.00%
NDAQNASDAQ INC$309,5533,1870.00%
APPAPPLOVIN CORP$303,3814500.00%
FICOFAIR ISAAC CORP$290,7871720.00%
EXKEXACT SCIENCES CORP$287,9232,8350.00%
HCIHCI GROUP INC$287,5351,5000.00%
NBIXNEUROCRINE BIOSCIENCES INC$284,5112,0060.00%
COWZPACER FDS TR$280,0314,6540.00%
IDCCINTERDIGITAL INC$276,9918700.00%
VRSKVERISK ANALYTICS INC$273,1281,2210.00%
Added to (273)
TickerIssuerValueShares% of bookShares Δ
VBVANGUARD INDEX FDS$120.1M458,6731.54%+1%
VTIVANGUARD INDEX FDS$118.2M368,5261.52%+4%
AMZNAMAZON COM INC$111.5M535,5811.43%+2%
IVVISHARES TR$93.4M142,9201.20%+2%
METAMETA PLATFORMS INC$93.0M162,5291.20%+6%
VYMVANGUARD WHITEHALL FDS$81.6M550,7741.05%+1%
VEUVANGUARD INTL EQUITY INDEX F$79.4M1,057,3941.02%+4%
MRKMERCK & CO INC$58.4M485,7560.75%+9%
SCHDSCHWAB STRATEGIC TR$45.1M1,469,6890.58%+1%
JEPIJ P MORGAN EXCHANGE TRADED F$40.7M717,5280.52%+5%
ABBVABBVIE INC$40.5M186,3800.52%+11%
IBMINTERNATIONAL BUSINESS MACHS$35.8M147,6780.46%+6%
RSPINVESCO EXCHANGE TRADED FD T$31.3M163,1510.40%+3%
BNDVANGUARD BD INDEX FDS$30.4M412,1480.39%+6%
DGRWWISDOMTREE TR$28.0M318,3700.36%+5%
Trimmed (367)
TickerIssuerValueShares% of bookShares Δ
KVUEKENVUE INC$548,72731,8290.01%-95%
PYPLPAYPAL HLDGS INC$232,7505,1460.00%-77%
FDNFIRST TR EXCHANGE-TRADED FD$7.1M30,3270.09%-60%
ROPROPER TECHNOLOGIES INC$306,7978670.00%-58%
SAPSAP SE$400,9152,3420.01%-55%
SYYSYSCO CORP$387,5895,4340.00%-54%
LYFTLYFT INC$390,09929,3310.01%-53%
AGXARGAN INC$1.1M1,9700.01%-53%
NETCLOUDFLARE INC$277,3211,3440.00%-51%
RITMRITHM CAPITAL CORP$95,72610,0980.00%-47%
UALUNITED AIRLS HLDGS INC$572,1636,2140.01%-47%
MELIMERCADOLIBRE INC$269,7271560.00%-45%
JEFJEFFERIES FINANCIAL GROUP IN$366,5218,8810.00%-45%
CIENCIENA CORP$709,6841,8280.01%-44%
INDAISHARES TR$565,12512,0650.01%-43%
The book

Largest 150 of 955 holdings

TickerIssuerValueShares% of bookShares Δ
JNJJOHNSON & JOHNSON$404.0M1,652,6665.19%
AAPLAPPLE INC$310.5M1,223,6363.99%
NVDANVIDIA CORPORATION$167.2M958,8252.15%
MSFTMICROSOFT CORP$158.8M429,1112.04%
AVGOBROADCOM INC$139.2M449,8521.79%
SPYSTATE STR SPDR S&P 500 ETF T$123.6M190,0921.59%
JPMJPMORGAN CHASE & CO$121.7M413,6601.56%
VBVANGUARD INDEX FDS$120.1M458,6731.54%
VTIVANGUARD INDEX FDS$118.2M368,5261.52%
QQQINVESCO QQQ TR$113.3M196,3751.46%
AMZNAMAZON COM INC$111.5M535,5811.43%
GOOGLALPHABET INC$99.9M347,3841.28%
GOOGALPHABET INC$98.2M342,3871.26%
IVVISHARES TR$93.4M142,9201.20%
METAMETA PLATFORMS INC$93.0M162,5291.20%
MUMICRON TECHNOLOGY INC$88.6M262,2971.14%
QUALISHARES TR$82.4M429,4701.06%
VYMVANGUARD WHITEHALL FDS$81.6M550,7741.05%
VEUVANGUARD INTL EQUITY INDEX F$79.4M1,057,3941.02%
CATCATERPILLAR INC$78.7M111,0721.01%
MSMORGAN STANLEY$74.0M449,4740.95%
COHRCOHERENT CORP$69.3M290,9650.89%
REGNREGENERON PHARMACEUTICALS$63.8M82,5120.82%
LRCXLAM RESEARCH CORP$61.4M287,4870.79%
WMTWALMART INC$60.2M484,1120.77%
MRKMERCK & CO INC$58.4M485,7560.75%
LLYELI LILLY & CO$57.0M61,9370.73%
CSCOCISCO SYS INC$54.8M706,6830.70%
VVISA INC$53.3M176,3690.69%
LITELUMENTUM HLDGS INC$52.6M74,8900.68%
GLNGGOLAR LNG LTD$50.7M936,9760.65%
BRK/BBERKSHIRE HATHAWAY INC DEL$50.1M104,4780.64%
HDHOME DEPOT INC$49.8M151,5460.64%
AXPAMERICAN EXPRESS CO$48.2M159,3550.62%
SCHDSCHWAB STRATEGIC TR$45.1M1,469,6890.58%
ETNEATON CORP PLC$44.5M124,5220.57%
RTXRTX CORPORATION$44.4M230,2940.57%
BACBANK AMERICA CORP$43.1M885,0360.55%
LASRNLIGHT INC$42.7M748,2990.55%
ROYAL CARIBBEAN GROUPROYAL CARIBBEAN GROUP$42.3M153,8820.54%
EXMOCEXXON MOBIL CORP$41.2M242,5760.53%
JEPIJ P MORGAN EXCHANGE TRADED F$40.7M717,5280.52%
ABBVABBVIE INC$40.5M186,3800.52%
CVXCHEVRON CORPORATION$39.6M191,3220.51%
VGTVANGUARD WORLD FD$39.5M56,5650.51%
BLKBLACKROCK INC$39.0M40,5460.50%
CCITIGROUP INC$37.8M333,2550.49%
GLWCORNING INC$36.9M271,4400.47%
IBMINTERNATIONAL BUSINESS MACHS$35.8M147,6780.46%
COSTCOSTCO WHOLESALE CORPORATION$35.8M35,9040.46%
MDYSTATE STR SPDR S&P MIDCAP 40$35.4M57,3800.45%
MKLMARKEL GROUP INC$34.4M17,9480.44%
CCJCAMECO CORP$33.1M304,3640.42%
ORCLORACLE CORP$32.8M223,0830.42%
XYLXYLEM INC$32.8M274,5200.42%
IONSIONIS PHARMACEUTICALS INC$32.8M436,4570.42%
AMATAPPLIED MATLS INC$32.4M94,8500.42%
RSPINVESCO EXCHANGE TRADED FD T$31.3M163,1510.40%
PGPROCTER & GAMBLE CO$31.0M214,8000.40%
GSGOLDMAN SACHS GROUP INC$30.9M36,4840.40%
BNDVANGUARD BD INDEX FDS$30.4M412,1480.39%
IJRISHARES TR$29.6M237,7850.38%
QLTYGMO ETF TRUST$29.3M810,3070.38%
PEPPEPSICO INC$29.0M186,7160.37%
BEBLOOM ENERGY CORP$28.4M209,3490.36%
DGRWWISDOMTREE TR$28.0M318,3700.36%
MSGSMADISON SQUARE GRDN SPRT COR$27.7M86,0440.36%
QRVOQORVO INC$27.5M355,5660.35%
UCTTULTRA CLEAN HLDGS INC$27.5M441,6590.35%
VEAVANGUARD TAX-MANAGED FDS$27.4M428,3580.35%
GMOIGMO ETF TRUST$27.4M757,4620.35%
HONGBPHONEYWELL INTL INC$27.0M119,2670.35%
FDXFEDEX CORP$26.8M75,1910.34%
AEISADVANCED ENERGY INDS$25.7M79,6320.33%
ONESPAWORLD HOLDINGS LIMONESPAWORLD HOLDINGS LIMITED$25.1M1,094,6180.32%
VICRVICOR CORP$25.1M155,9760.32%
NEENEXTERA ENERGY INC$24.7M266,3530.32%
ITRIITRON INC$24.6M274,1930.32%
MANUMANCHESTER UTD PLC NEW$24.5M1,457,1700.31%
TOTLSSGA ACTIVE ETF TR$24.1M606,6160.31%
BYDBOYD GAMING CORP$23.9M290,9110.31%
IJHISHARES TR$23.2M342,9770.30%
BXBLACKSTONE INC$22.5M195,2490.29%
AMBAAMBARELLA INC$22.1M430,2490.28%
CGNXCOGNEX CORP$22.0M449,6800.28%
AMGNAMGEN INC$21.8M62,0040.28%
RDVIFIRST TR EXCHANGE-TRADED FD$21.5M842,1340.28%
VLOVALERO ENERGY CORP$21.4M86,6260.28%
TSLATESLA INC$21.2M56,9600.27%
CIBRFIRST TR EXCHANGE-TRADED FD$21.1M336,8260.27%
WBDWARNER BROS DISCOVERY INC$21.0M764,1190.27%
VVVANGUARD INDEX FDS$20.9M69,9050.27%
DIASTATE STR SPDR DOW JONES IND$20.2M43,5370.26%
MAMASTERCARD INCORPORATED$19.6M39,2660.25%
AVAVAEROVIRONMENT INC$19.3M105,5630.25%
ICHRICHOR HOLDINGS$19.0M408,3070.24%
FORMFORMFACTOR INC$18.4M189,5620.24%
LMTLOCKHEED MARTIN CORP$17.8M29,5270.23%
CMICUMMINS INC$17.8M33,1220.23%
CPCANADIAN PACIFIC KANSAS CITY$17.7M224,4590.23%
IWMISHARES TR$17.6M71,0490.23%
DYDYCOM INDS INC$17.6M51,8190.23%
UECURANIUM ENERGY CORP$17.2M1,273,8170.22%
MPMP MATERIALS CORP$17.1M355,3270.22%
GVAGRANITE CONSTR INC$17.1M142,9240.22%
KLACKLA CORP$16.9M11,4730.22%
WMWASTE MGMT INC DEL$16.8M73,2140.22%
PRKSUNITED PARKS & RESORTS INC$16.8M513,3180.22%
COPYRBB FUND TRUST$16.7M1,216,5170.21%
TRMBTRIMBLE INC$16.6M254,2960.21%
MCDMCDONALDS CORP$16.2M52,0740.21%
DLRDIGITAL RLTY TR INC$15.8M87,6380.20%
IRDMIRIDIUM COMMUNICATIONS INC$15.6M562,7410.20%
TPCTUTOR PERINI CORP$15.4M199,4210.20%
FCXFREEPORT MCMORAN INC$15.4M261,7260.20%
HELOJ P MORGAN EXCHANGE TRADED F$15.2M237,5600.20%
CMCSACOMCAST CORP NEW$15.2M528,6050.20%
LVSLAS VEGAS SANDS CORP$15.2M281,4840.19%
RJFRAYMOND JAMES FINL INC$15.0M103,3070.19%
ALNTALLIENT INC$14.6M247,0440.19%
PNCPNC FINL SVCS GROUP INC$14.6M69,9970.19%
DUHPDIMENSIONAL ETF TRUST$14.5M395,5770.19%
LINDLINDBLAD EXPEDITIONS HLDGS I$14.5M840,3230.19%
GILDGILEAD SCIENCES INC$14.3M102,7970.18%
RDVYFIRST TR EXCHANGE TRADED FD$14.2M208,5230.18%
WFCWELLS FARGO & CO$14.2M178,3180.18%
GDGENERAL DYNAMICS CORP$14.1M41,1000.18%
KTOSKRATOS DEFENSE & SEC SOLUTIO$14.1M199,4590.18%
TAT&T INC$14.0M481,9660.18%
MRVLMARVELL TECHNOLOGY INC$13.9M140,8260.18%
DFAIDIMENSIONAL ETF TRUST$13.9M357,0730.18%
BWXTBWX TECHNOLOGIES INC$13.8M67,6380.18%
SPHRSPHERE ENTERTAINMENT CO$13.7M116,7980.18%
VZVERIZON COMMUNICATIONS INC$13.6M271,6610.18%
VOVANGUARD INDEX FDS$13.5M46,8820.17%
XLCSELECT SECTOR SPDR TR$13.4M121,1020.17%
KOCOCA COLA CO$13.2M174,1020.17%
PANWPALO ALTO NETWORKS INC$12.8M80,1360.17%
SOSOUTHERN CO$12.5M129,0170.16%
VRTVERTIV HOLDINGS CO$12.2M48,7700.16%
PWRQUANTA SVCS INC$12.1M21,9820.16%
CNICANADIAN NATL RY CO$12.0M116,9040.15%
COPCONOCOPHILLIPS$11.9M90,1670.15%
IEFISHARES TR$11.8M123,4680.15%
CYTKCYTOKINETICS INC$11.7M177,0620.15%
PFEPFIZER INC$11.6M413,1330.15%
ITWILLINOIS TOOL WKS INC$11.4M43,7450.15%
UNPUNION PAC CORP$11.2M46,3500.14%
SNOWSNOWFLAKE INC$11.2M74,4650.14%
DFSVDIMENSIONAL ETF TRUST$11.2M318,6640.14%

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.

Read the original

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

What a 13F cannot show you

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.

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