PINNACLE ASSOCIATES LTD

CIK 0000743127 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-03 · Open the SEC source

PINNACLE ASSOCIATES LTD reported 967 positions worth $9.16B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: JNJ (4.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$9.16B
2026 Q2
Positions
967
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.1%
Est. Net Flow (Q)
2026 Q2
10 / 967 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1JNJJOHNSON & JOHNSONSH$420.8M4.59%1,656,912
2AAPLAPPLE INCSH$350.9M3.83%1,212,707
3MUMICRON TECHNOLOGY INCSH$251.1M2.74%217,570
4NVDANVIDIA CORPORATIONSH$191.0M2.09%954,703
5AVGOBROADCOM INCSH$170.6M1.86%451,507
6MSFTMICROSOFT CORPSH$162.5M1.77%435,694
7QQQINVESCO QQQ TRSH$146.0M1.59%198,228
8SPYSTATE STR SPDR S&P 500 ETF TSH$142.7M1.56%191,109
9VBVANGUARD INDEX FDSSH$140.2M1.53%462,685
10VTIVANGUARD INDEX FDSSH$140.0M1.53%378,423

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PINNACLE ASSOCIATES LTD hold as of Q2 2026?

PINNACLE ASSOCIATES LTD reported 967 positions worth $9.16B in its Q2 2026 13F filing. Largest positions: JNJ (4.6%), AAPL (3.8%), MU (2.7%), NVDA (2.1%) and AVGO (1.9%).

What did PINNACLE ASSOCIATES LTD buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PINNACLE ASSOCIATES LTD sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.