Institutional Fund
Pinnacle Associates Ltd
New York, NYCIK 7431275 filings on record
Portfolio Value
$7.78B
Q1 2026
Holdings
955
Reported positions
New Buys
68
Opened this quarter
QoQ Change
-0.2%
from $7.79B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Johnson & Johnson5.2%
- Apple Inc4.0%
- Nvidia Corporation2.1%
- Microsoft Corp2.0%
- Broadcom Inc1.8%
- Spdr S&P 500 ETF Tr1.6%
- Other83.2%
Portfolio Holdings
955 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Johnson & Johnson | 1.65M | $403.98M | 5.2% | −7.4K | Reduced |
| 2 | Apple Inc | 1.22M | $310.55M | 4.0% | −10.0K | Reduced |
| 3 | Nvidia Corporation | 958.8K | $167.22M | 2.1% | −79.7K | Reduced |
| 4 | Microsoft Corp | 429.1K | $158.84M | 2.0% | +2.2K | Added |
| 5 | Broadcom Inc | 449.9K | $139.23M | 1.8% | −7.2K | Reduced |
| 6 | Spdr S&P 500 ETF Tr | 190.1K | $123.62M | 1.6% | −4.9K | Reduced |
| 7 | Jpmorgan Chase & Co. | 413.7K | $121.68M | 1.6% | −9.6K | Reduced |
| 8 | Vanguard Index Fds | 458.7K | $120.14M | 1.5% | +5.7K | Added |
| 9 | Vanguard Index Fds | 368.5K | $118.23M | 1.5% | +13.7K | Added |
| 10 | Invesco Qqq Tr | 196.4K | $113.34M | 1.5% | +1.8K | Added |
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