PINNACLE ASSOCIATES LTD

CIK
0000743127
City
NEW YORK
State / Country
NY

Top Portfolio Positions

635 positions · $5,908,996,267 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
JNJ
Johnson & Johnson
Healthcare
1,660,043 $343,545,898 5.81%
AAPL
Apple Inc.
Technology
1,233,646 $335,379,001 5.68%
MSFT
Microsoft Corp
Technology
426,940 $206,476,722 3.49%
NVDA
Nvidia Corp
Technology
1,038,531 $193,686,031 3.28%
AVGO
Broadcom Inc.
Technology
457,023 $158,175,660 2.68%
JPM
Jpmorgan Chase & Co
Financial Services
423,257 $136,381,870 2.31%
SPY
Spdr S&P 500 Etf Trust
194,995 $132,970,990 2.25%
AMZN
Amazon Com Inc
Consumer Cyclical
526,499 $121,526,499 2.06%
QQQ
Invesco Qqq Trust, Series 1
194,598 $119,543,497 2.02%
GOOGL
Alphabet Inc.
Communication Services
352,294 $110,268,022 1.87%

Portfolio Trend

25 quarters · across all stocks

Holdings in ITRI

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2025-12-31 $21,057,305 226,764
2025-09-30 $29,122,875 233,806
2025-06-30 $32,141,018 244,177
2025-03-31 $32,275,717 308,092
2024-12-31 $34,548,310 318,183
2024-09-30 $42,550,113 398,372
2024-06-30 $36,056,867 364,358
2024-03-31 $36,839,891 398,183
2023-12-31 $30,081,069 398,372
2023-09-30 $24,066,071 397,261
2023-06-30 $22,922,104 317,921
2023-03-31 $16,664,166 300,526
2022-12-31 $14,750,293 291,220
2022-09-30 $11,547,825 274,230
2022-06-30 $1,160,863 23,485
2022-03-31 $1,374,157 26,085