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 OSW
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,121,483 | 1,094,618 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,065,451 | 1,160,340 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $25,618,149 | 1,211,833 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,997,555 | 1,275,015 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,092,142 | 1,613,588 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $33,893,341 | 1,703,183 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,210,573 | 2,374,959 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $35,233,281 | 2,292,341 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $31,450,594 | 2,377,218 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $33,486,921 | 2,374,959 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $26,601,621 | 2,370,911 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $28,878,549 | 2,386,657 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $29,221,896 | 2,437,189 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $23,139,333 | 2,480,100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $19,604,407 | 2,333,858 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $13,695,603 | 1,910,126 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $19,701,412 | 1,931,511 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $17,101,174 | 1,706,704 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $17,097,084 | 1,714,853 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $16,170,216 | 1,668,753 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $9,304,745 | 873,685 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,199,156 | 118,260 | Shares | Sole | 2021-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||