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PINNACLE ASSOCIATES LTD 13F portfolio summary

PINNACLE ASSOCIATES LTD of PINNACLE ASSOCIATES LTD has 967 current stock holdings with a reported portfolio value of $9.16B. The portfolio 1 year return is +40.52%. Top holdings include JNJ (4.59%), AAPL (3.83%), MU (2.74%), NVDA (2.09%), AVGO (1.86%).

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PINNACLE ASSOCIATES LTD

PINNACLE ASSOCIATES LTD
Latest filing: 2026-06-30

PINNACLE ASSOCIATES LTD runs PINNACLE ASSOCIATES LTD and currently holds 967 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $9.16B. Their top holdings are JNJ, AAPL, MU, NVDA, AVGO. The top five represent 15.1% of reported portfolio weight. PINNACLE ASSOCIATES LTD ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 47 existing positions. They trimmed 53 positions. Their current best-performing preview position is PENG with returns of +331.88%.

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Top 5 Holdings
JNJ4.6%
AAPL3.8%
MU2.7%
NVDA2.1%
AVGO1.9%
Top 5: 15.1%
Portfolio Returns
1 Year
+40.52%
#0/1000
3 Year
+79.93%
#0/1000
5 Year
+68.58%
#0/1000

Portfolio Value

$9.16B

Alpha Score

61.5

#0 of 1000

Holdings

967

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967 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
JNJ
JOHNSON & JOHNSON
4.59%$143.81$270.30+87.95%
Added
+0.26%
AAPL
APPLE INC
3.83%$56.13$309.35+451.13%
Trimmed
-0.89%
MU
MICRON TECHNOLOGY INC
2.74%$61.79$966.78+1,464.62%
Trimmed
-17.05%
NVDA
NVIDIA CORPORATION
2.09%$127.84$214.76+67.99%
Trimmed
-0.43%
AVGO
BROADCOM INC
1.86%$207.55$368.45+77.52%
Added
+0.37%
MSFT
MICROSOFT CORP
1.77%$125.18$483.24+286.04%
Added
+1.53%
QQQ
INVESCO QQQ TR
1.59%$305.32$713.44+133.67%
Added
+0.94%
SPY
STATE STR SPDR S&P 500 ETF T
1.56%$282.63$765.62+170.89%
Added
+0.54%
VB
VANGUARD INDEX FDS
1.53%$153.47$304.74+98.57%
Added
+0.87%
VTI
VANGUARD INDEX FDS
1.53%$227.73$378.25+66.10%
Added
+2.69%

Showing 1-10 of 967