13F Insight
DOSSIER · 13F-HR · Q1 2026

PINNACLE ASSOCIATES LTD

$7.8B in tracked AUM across 960 positions as of Q1 2026.

PA
CIK 0000743127 · last filed Mar 31, 2026
Total AUM
$7.8B
as of Q1 2026
Holdings
960
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

PINNACLE ASSOCIATES LTD filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JNJ
JOHNSON & JOHNSON
$404M1.7M5.2%02
AAPL
APPLE INC
$311M1.2M4.0%03
NVDA
NVIDIA CORPORATION
$167M959K2.1%04
MSFT
MICROSOFT CORP
$159M429K2.0%05
AVGO
BROADCOM INC
$139M450K1.8%06
SPY
STATE STR SPDR S&P 500 ETF T
$124M190K1.6%07
JPM
JPMORGAN CHASE & CO
$122M414K1.6%08
VB
VANGUARD INDEX FDS
$120M459K1.5%09
VTI
VANGUARD INDEX FDS
$118M369K1.5%10
QQQ
INVESCO QQQ TR
$113M196K1.5%

Filing history

2026Q1Mar 31
$7.8B▼ 0.2%
960 positionsView →2025Q4Dec 31
$7.8B▲ 3.4%
936 positionsView →2025Q3Sep 30
$7.5B▲ 9.1%
868 positionsView →2025Q2Jun 30
$6.9B▲ 1.2%
850 positionsLocked2025Q1Mar 31
$6.8B▼ 7.4%
828 positionsLocked2024Q4Dec 31
$7.4B▲ 25.3%
837 positionsLocked2024Q3Sep 30
$5.9B▼ 7.9%
836 positionsLocked2024Q2Jun 30
$6.4B▲ 0.7%
818 positionsLocked2024Q1Mar 31
$6.3B▲ 6.8%
840 positionsLocked2023Q4Dec 31
$5.9B▲ 10.5%
854 positionsLocked2023Q3Sep 30
$5.4B▼ 6.7%
849 positionsLocked2023Q2Jun 30
$5.8B▲ 17.9%
852 positionsLocked
Showing 12 of 100