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Filers›Hedge Fund›PINNACLE ASSOCIATES LTD
DOSSIER · 13F-HR · Q1 2026

PINNACLE ASSOCIATES LTD

PINNACLE ASSOCIATES's hedge fund based in Omaha, NE — $7.8B in tracked AUM across 960 positions as of Q1 2026.

PA
PINNACLE ASSOCIATES·Omaha, NE·Hedge Fund
CIK 0000743127 · last filed Mar 31, 2026
Total AUM
$7.8B
▲ 13.3%
vs prior
Holdings
960
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
52% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in PINNACLE
haiku-4-5 · 960 positions indexed
Sector mix
  • Tech52%
  • Health Care15%
  • Communications6%
  • Industrials12%
  • Energy6%
  • Other9%
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