PINNACLE ASSOCIATES LTD
Top Portfolio Positions
732 positions ·
$6,152,391,909 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 | 2.26% | |
| 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 | 1.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UFI
Shares Held
Position Value (USD)
26 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,053,927 | 855,442 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,947,969 | 842,277 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,564,678 | 958,966 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,087,793 | 974,673 | Shares | Sole | 2025-08-04 | |
| 2025-05-20 | $4,629,240 | 1,002,000 | Shares | Sole | 2025-05-21 | |
| 2025-03-31 | $4,831,952 | 1,004,564 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,988,518 | 958,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,826,469 | 793,797 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,299,651 | 899,771 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,880,544 | 814,782 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,286,688 | 793,797 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,003,249 | 704,683 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,686,816 | 704,686 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,177,182 | 511,283 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,611,335 | 419,435 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,613,881 | 485,161 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $6,502,328 | 462,470 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,449,405 | 466,818 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,582,957 | 284,361 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,253,514 | 285,158 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,318,328 | 300,424 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,317,525 | 301,797 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,916,786 | 333,528 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,527,255 | 352,590 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,476,109 | 347,524 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,942,349 | 341,329 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||