PINNACLE ASSOCIATES LTD 13F Holdings

CIK 0000743127 · NEW YORK, NY

As of Sep 30, 2025, PINNACLE ASSOCIATES LTD reported 868 positions worth $6.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology1,253,616$319.2M4.95%
JOHNSON & JOHNSONJNJHealthcare1,659,970$307.8M4.77%
MICROSOFT CORPMSFTTechnology429,680$222.6M3.45%
NVIDIA CORPNVDATechnology952,998 77.8M2.76%
BROADCOM INCAVGOTechnology466,332 53.8M2.39%
JPMORGAN CHASE & COJPMFinancial Services429,700 35.5M2.10%
SPDR S&P 500 ETF TRUSTSPY—198,939 32.5M2.05%
VANGUARD TOTAL STOCK MKT ETFVTI—359,510 18.0M1.83%
INVESCO QQQ TRUST SERIES 1QQQ—194,337 16.7M1.81%
AMAZON.COM INCAMZNEquity528,355 16.0M1.80%
META PLATFORMS INCMETACommunication Services157,181 15.4M1.79%
VANGUARD SMALL-CAP INDEX FUNDVB—451,808 14.9M1.78%
ISHARES CORE S&P 500 ETFIVV—139,479$93.4M1.45%
ALPHABET INCGOOGLEquity355,128$86.3M1.34%
ALPHABET INCGOOGEquity349,916$85.2M1.32%
ISHARES MSCI USA QUALITY FACTOR ETFQUAL—428,191$83.3M1.29%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—537,726$75.8M1.18%
MORGAN STANLEYMSFinancial Services453,796$72.1M1.12%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—993,120$70.9M1.10%
ORACLE CORPORCLTechnology235,393$66.2M1.03%
HOME DEPOT INCHDConsumer Cyclical159,339$64.6M1.00%
VISA INC-CLASS A SHARESVFinancial Services182,782$62.4M0.97%
MICRON TECHNOLOGY INCMUTechnology351,352$58.8M0.91%
LAM RESEARCH CORPLRCXTechnology424,777$56.9M0.88%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials170,725$55.2M0.86%