PINNACLE ASSOCIATES LTD
Top Portfolio Positions
732 positions ·
$6,145,992,591 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
1,652,666 | $403,977,677 | 6.57% | |
| AAPL |
Apple Inc.
Technology
|
1,223,636 | $310,546,580 | 5.05% | |
| NVDA |
Nvidia Corp
Technology
|
958,825 | $167,219,080 | 2.72% | |
| MSFT |
Microsoft Corp
Technology
|
429,111 | $158,844,018 | 2.58% | |
| AVGO |
Broadcom Inc.
Technology
|
449,852 | $139,233,692 | 2.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
190,092 | $123,624,430 | 2.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
413,660 | $121,682,225 | 1.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
196,375 | $113,343,722 | 1.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
535,581 | $111,545,454 | 1.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
347,384 | $99,893,743 | 1.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FWONA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,400,910 | 120,401 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,412,412 | 116,496 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,141,787 | 117,011 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,108,895 | 116,985 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,487,018 | 116,448 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,793,853 | 116,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,530,249 | 105,274 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,113,793 | 110,755 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,369,178 | 108,430 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,103,786 | 105,274 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,282,090 | 58,049 | Shares | Sole | 2023-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||