Gail Mannix
Latest statistics and disclosures from Pinnacle Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JNJ, AAPL, MSFT, NVDA, AVGO, and represent 15.87% of Pinnacle Associates's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$16M), NFLX (+$8.2M), BYRN (+$5.9M), MANU (+$5.2M), LLYVA, AIOT, PRCT, XLY, XLK, BND.
- Started 96 new stock positions in TER, BMRN, VRSK, XXI, FTNY, BAI, MLI, PB, GLRE, SOLS.
- Reduced shares in these 10 stocks: LITE (-$27M), COHR (-$8.9M), BE (-$8.4M), LRCX (-$7.9M), VMEO (-$7.7M), SEI (-$6.5M), NBIS (-$5.6M), AAPL (-$5.4M), Liberty Media Corp-Liberty Live (-$5.3M), AVAV.
- Sold out of its positions in ANGI, A, VXX, BHK, EMN, FBTC, FCNCA, HPQ, HWKN, HPE.
- Pinnacle Associates was a net seller of stock by $-47M.
- Pinnacle Associates has $7.8B in assets under management (AUM), dropping by 3.42%.
- Central Index Key (CIK): 0000743127
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Portfolio Holdings for Pinnacle Associates
Pinnacle Associates holds 931 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Pinnacle Associates has 931 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Pinnacle Associates Dec. 31, 2025 positions
- Download the Pinnacle Associates December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 4.4 | $344M | 1.7M | 206.95 |
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| Apple (AAPL) | 4.3 | $335M | 1.2M | 271.86 |
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| Microsoft Corporation (MSFT) | 2.6 | $207M | 427k | 483.62 |
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| NVIDIA Corporation (NVDA) | 2.5 | $194M | +8% | 1.0M | 186.50 |
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| Broadcom (AVGO) | 2.0 | $158M | 457k | 346.10 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $136M | 423k | 322.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $133M | -2% | 195k | 681.91 |
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| Amazon (AMZN) | 1.6 | $122M | 527k | 230.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $120M | 195k | 614.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $119M | 355k | 335.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $117M | 453k | 257.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $110M | 352k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $109M | 348k | 313.80 |
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| Meta Platforms Cl A (META) | 1.3 | $102M | -2% | 154k | 660.09 |
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| Micron Technology (MU) | 1.2 | $97M | -3% | 339k | 285.41 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $96M | 141k | 684.94 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $85M | 427k | 198.62 |
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| Morgan Stanley Com New (MS) | 1.0 | $80M | 452k | 177.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $78M | 544k | 143.52 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.0 | $75M | +2% | 1.0M | 73.56 |
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| Eli Lilly & Co. (LLY) | 0.9 | $67M | -2% | 62k | 1074.68 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $65M | -10% | 379k | 171.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.8 | $65M | 84k | 771.87 |
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| Caterpillar (CAT) | 0.8 | $64M | 112k | 572.87 |
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| Coherent Corp (COHR) | 0.8 | $62M | -12% | 337k | 184.57 |
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| Visa Com Cl A (V) | 0.8 | $62M | -4% | 175k | 350.71 |
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| American Express Company (AXP) | 0.8 | $60M | -2% | 161k | 369.95 |
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| Cisco Systems (CSCO) | 0.7 | $55M | 712k | 77.03 |
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| Wal-Mart Stores (WMT) | 0.7 | $54M | 487k | 111.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $54M | 108k | 502.65 |
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| Home Depot (HD) | 0.7 | $52M | -5% | 151k | 344.10 |
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| Bank of America Corporation (BAC) | 0.6 | $50M | 899k | 55.00 |
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| Merck & Co (MRK) | 0.6 | $47M | 446k | 105.26 |
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| Royal Caribbean Cruises (RCL) | 0.6 | $46M | -3% | 165k | 278.92 |
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| Lumentum Hldgs (LITE) | 0.6 | $44M | -38% | 119k | 368.59 |
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| Blackrock (BLK) | 0.6 | $44M | 41k | 1070.34 |
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| Oracle Corporation (ORCL) | 0.6 | $44M | -4% | 224k | 194.91 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $43M | 57k | 753.78 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $42M | 231k | 183.40 |
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| International Business Machines (IBM) | 0.5 | $41M | 140k | 296.21 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $40M | 1.5M | 27.43 |
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| Eaton Corp SHS (ETN) | 0.5 | $40M | +6% | 125k | 318.51 |
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| Xylem (XYL) | 0.5 | $39M | -3% | 289k | 136.18 |
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| Markel Corporation (MKL) | 0.5 | $39M | 18k | 2149.60 |
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| Citigroup Com New (C) | 0.5 | $39M | 336k | 116.69 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $39M | 681k | 57.24 |
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| Abbvie (ABBV) | 0.5 | $39M | 169k | 228.49 |
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| Golar Lng SHS (GLNG) | 0.5 | $37M | -3% | 1.0M | 37.21 |
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| Ionis Pharmaceuticals (IONS) | 0.5 | $37M | -4% | 462k | 79.11 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $35M | 58k | 603.28 |
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| Nlight (LASR) | 0.4 | $33M | -5% | 876k | 37.51 |
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| Goldman Sachs (GS) | 0.4 | $33M | 37k | 878.99 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.4 | $32M | 838k | 38.46 |
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| Procter & Gamble Company (PG) | 0.4 | $32M | 221k | 143.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $32M | 262k | 120.18 |
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| Costco Wholesale Corporation (COST) | 0.4 | $31M | 36k | 862.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $30M | 159k | 191.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $30M | -4% | 196k | 154.14 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $30M | 475k | 62.47 |
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| Chevron Corporation (CVX) | 0.4 | $30M | -2% | 193k | 152.41 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $29M | 243k | 120.34 |
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| Cameco Corporation (CCJ) | 0.4 | $29M | -10% | 316k | 91.49 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $29M | +11% | 390k | 74.07 |
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| Vicor Corporation (VICR) | 0.4 | $27M | -4% | 250k | 109.60 |
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| Pepsi (PEP) | 0.3 | $27M | +8% | 189k | 143.52 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $27M | +5% | 302k | 89.43 |
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| Boyd Gaming Corporation (BYD) | 0.3 | $27M | -5% | 316k | 85.24 |
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| Ambarella SHS (AMBA) | 0.3 | $25M | -4% | 359k | 70.84 |
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| Corning Incorporated (GLW) | 0.3 | $25M | -2% | 289k | 87.56 |
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| Applied Materials (AMAT) | 0.3 | $25M | 98k | 256.99 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.3 | $24M | -4% | 1.2M | 20.74 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $24M | 42k | 570.88 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.3 | $24M | -2% | 92k | 258.65 |
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| Honeywell International (HON) | 0.3 | $23M | 120k | 195.09 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $23M | -14% | 811k | 28.82 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.3 | $23M | +3% | 326k | 71.45 |
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| Ssga Active Etf Tr State Street Dou (TOTL) | 0.3 | $23M | +7% | 578k | 40.25 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $23M | 350k | 66.00 |
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| Qorvo (QRVO) | 0.3 | $23M | -4% | 273k | 84.51 |
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| Tesla Motors (TSLA) | 0.3 | $23M | 51k | 449.72 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $23M | -8% | 47k | 480.67 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $23M | 71k | 314.80 |
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| Manchester Utd Ord Cl A (MANU) | 0.3 | $22M | +30% | 1.4M | 15.92 |
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| FedEx Corporation (FDX) | 0.3 | $22M | -6% | 76k | 288.86 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 0.3 | $22M | +4% | 836k | 26.24 |
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| Trimble Navigation (TRMB) | 0.3 | $22M | -5% | 278k | 78.35 |
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| Nextera Energy (NEE) | 0.3 | $21M | 265k | 80.28 |
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| Gmo Etf Trust Gmo Intl Value (GMOI) | 0.3 | $21M | 634k | 33.58 |
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| Itron (ITRI) | 0.3 | $21M | -3% | 227k | 92.86 |
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| Amgen (AMGN) | 0.3 | $21M | 63k | 327.31 |
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| Bloom Energy Corp Com Cl A (BE) | 0.3 | $21M | -28% | 236k | 86.89 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $20M | 75k | 269.18 |
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| Las Vegas Sands (LVS) | 0.3 | $20M | 300k | 65.09 |
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| Seaworld Entertainment (PRKS) | 0.2 | $19M | 524k | 36.30 |
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| Advanced Energy Industries (AEIS) | 0.2 | $19M | -6% | 90k | 209.37 |
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| Raymond James Financial (RJF) | 0.2 | $19M | -6% | 116k | 160.59 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $18M | 74k | 246.16 |
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| AeroVironment (AVAV) | 0.2 | $18M | -18% | 75k | 241.89 |
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| Dycom Industries (DY) | 0.2 | $18M | -2% | 53k | 337.90 |
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| Cognex Corporation (CGNX) | 0.2 | $18M | -4% | 486k | 35.98 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $17M | -3% | 236k | 73.63 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $17M | -5% | 342k | 50.52 |
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| CommVault Systems (CVLT) | 0.2 | $17M | +13% | 138k | 125.36 |
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| Kratos Defense & Sec Solutio Com New (KTOS) | 0.2 | $17M | -4% | 224k | 75.91 |
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| Cummins (CMI) | 0.2 | $17M | 33k | 510.45 |
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| Granite Construction (GVA) | 0.2 | $17M | 147k | 115.35 |
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| Wells Fargo & Company (WFC) | 0.2 | $17M | 180k | 93.20 |
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| Waste Management (WM) | 0.2 | $17M | +3% | 76k | 219.71 |
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| Uranium Energy (UEC) | 0.2 | $16M | -4% | 1.4M | 11.68 |
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| Digital Realty Trust (DLR) | 0.2 | $16M | -3% | 103k | 154.71 |
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| McDonald's Corporation (MCD) | 0.2 | $16M | 52k | 305.63 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $15M | -7% | 515k | 29.89 |
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| Allied Motion Technologies (ALNT) | 0.2 | $15M | -2% | 286k | 53.75 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $15M | 398k | 38.03 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $15M | 392k | 38.11 |
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| Tutor Perini Corporation (TPC) | 0.2 | $15M | -5% | 222k | 67.02 |
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| Kla Corp Com New (KLAC) | 0.2 | $15M | -2% | 12k | 1215.07 |
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| PNC Financial Services (PNC) | 0.2 | $15M | +4% | 71k | 208.73 |
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| Truist Financial Corp equities (TFC) | 0.2 | $15M | -8% | 296k | 49.21 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $15M | 123k | 117.72 |
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| Valero Energy Corporation (VLO) | 0.2 | $14M | 89k | 162.79 |
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| Snowflake Com Shs (SNOW) | 0.2 | $14M | +4% | 66k | 219.36 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $14M | +2% | 30k | 483.67 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $14M | +2% | 205k | 69.47 |
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| General Dynamics Corporation (GD) | 0.2 | $14M | 41k | 336.66 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $14M | 47k | 290.22 |
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| Abbott Laboratories (ABT) | 0.2 | $13M | -2% | 107k | 125.29 |
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| FormFactor (FORM) | 0.2 | $13M | -6% | 240k | 55.78 |
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| Palo Alto Networks (PANW) | 0.2 | $13M | 72k | 184.20 |
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| Walt Disney Company (DIS) | 0.2 | $13M | -8% | 116k | 113.77 |
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| Lindblad Expeditions Hldgs I (LIND) | 0.2 | $13M | -5% | 910k | 14.42 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $13M | -5% | 192k | 66.39 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $13M | -10% | 22k | 579.45 |
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| Coca-Cola Company (KO) | 0.2 | $13M | 179k | 69.91 |
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| Marvell Technology (MRVL) | 0.2 | $13M | -3% | 147k | 84.98 |
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| Qualcomm (QCOM) | 0.2 | $12M | 72k | 171.05 |
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| At&t (T) | 0.2 | $12M | 497k | 24.84 |
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| Gilead Sciences (GILD) | 0.2 | $12M | -3% | 100k | 122.74 |
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| Cytokinetics Com New (CYTK) | 0.2 | $12M | -5% | 191k | 63.54 |
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| Bwx Technologies (BWXT) | 0.2 | $12M | -3% | 70k | 172.84 |
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| Capital One Financial (COF) | 0.2 | $12M | +6% | 49k | 242.36 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $12M | +2% | 123k | 96.16 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $12M | +3% | 231k | 50.79 |
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| Ultra Clean Holdings (UCTT) | 0.2 | $12M | +17% | 462k | 25.33 |
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| Powerfleet (AIOT) | 0.1 | $12M | +56% | 2.2M | 5.32 |
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| Canadian Natl Ry (CNI) | 0.1 | $12M | -2% | 117k | 98.85 |
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| Sphere Entertainment Cl A (SPHR) | 0.1 | $12M | -2% | 121k | 95.08 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $11M | 25k | 453.37 |
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| Verizon Communications (VZ) | 0.1 | $11M | -15% | 279k | 40.73 |
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| Medtronic SHS (MDT) | 0.1 | $11M | -3% | 117k | 96.06 |
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| Southern Company (SO) | 0.1 | $11M | +2% | 128k | 87.20 |
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| Union Pacific Corporation (UNP) | 0.1 | $11M | +7% | 48k | 231.32 |
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| UnitedHealth (UNH) | 0.1 | $11M | 34k | 330.11 |
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| Boeing Company (BA) | 0.1 | $11M | 51k | 217.12 |
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| Lowe's Companies (LOW) | 0.1 | $11M | 46k | 241.16 |
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| Pfizer (PFE) | 0.1 | $11M | -16% | 444k | 24.90 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $11M | 17k | 627.13 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $11M | 50k | 217.06 |
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| Kenvue (KVUE) | 0.1 | $11M | -2% | 628k | 17.25 |
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| Illinois Tool Works (ITW) | 0.1 | $11M | -4% | 44k | 246.30 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $11M | 329k | 32.89 |
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| Iridium Communications (IRDM) | 0.1 | $11M | 606k | 17.38 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $11M | +3% | 50k | 209.00 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $11M | -34% | 126k | 83.70 |
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| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $10M | 117k | 89.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $10M | 22k | 468.76 |
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| Philip Morris International (PM) | 0.1 | $10M | 64k | 160.40 |
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| Rbc Cad (RY) | 0.1 | $10M | 60k | 170.49 |
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| Telos Corp Md (TLS) | 0.1 | $9.9M | -8% | 1.9M | 5.10 |
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| Solaris Energy Infras Com Cl A (SEI) | 0.1 | $9.8M | -39% | 213k | 45.97 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $9.7M | +8% | 253k | 38.32 |
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| Sinclair Cl A (SBGI) | 0.1 | $9.7M | -5% | 632k | 15.30 |
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| Advanced Micro Devices (AMD) | 0.1 | $9.7M | -2% | 45k | 214.16 |
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| Welltower Inc Com reit (WELL) | 0.1 | $9.6M | 52k | 185.61 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $9.5M | 328k | 29.00 |
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| salesforce (CRM) | 0.1 | $9.5M | 36k | 264.91 |
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| Zscaler Incorporated (ZS) | 0.1 | $9.5M | +7% | 42k | 224.92 |
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| Kkr & Co (KKR) | 0.1 | $9.4M | 74k | 127.48 |
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| Uber Technologies (UBER) | 0.1 | $9.3M | 114k | 81.71 |
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| Quanta Services (PWR) | 0.1 | $9.3M | -2% | 22k | 422.05 |
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| Hexcel Corporation (HXL) | 0.1 | $9.3M | -5% | 126k | 73.90 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $9.3M | 49k | 190.99 |
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| Netflix (NFLX) | 0.1 | $9.1M | +955% | 97k | 93.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $9.1M | +8% | 34k | 268.30 |
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| Atlantic Union B (AUB) | 0.1 | $9.0M | -2% | 256k | 35.30 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $8.9M | -5% | 25k | 349.98 |
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| GDS HLDGS Sponsored Ads (GDS) | 0.1 | $8.8M | 253k | 34.90 |
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| Telephone & Data Sys Com New (TDS) | 0.1 | $8.8M | -2% | 214k | 41.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $8.5M | +6% | 39k | 219.78 |
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| ConocoPhillips (COP) | 0.1 | $8.3M | -3% | 89k | 93.61 |
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| Ichor Holdings SHS (ICHR) | 0.1 | $8.2M | +11% | 447k | 18.43 |
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| Automatic Data Processing (ADP) | 0.1 | $8.1M | 32k | 257.23 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $8.0M | +8% | 49k | 162.01 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $7.9M | 57k | 137.87 |
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| L3harris Technologies (LHX) | 0.1 | $7.9M | 27k | 293.57 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $7.9M | 147k | 53.76 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $7.9M | 39k | 203.05 |
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| MetLife (MET) | 0.1 | $7.8M | 99k | 78.94 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.1 | $7.7M | +53% | 116k | 66.43 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $7.6M | +7% | 208k | 36.23 |
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| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.1 | $7.5M | +21% | 582k | 12.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $7.5M | 16k | 473.31 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $7.4M | +97% | 62k | 119.41 |
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| Ge Aerospace Com New (GE) | 0.1 | $7.4M | +3% | 24k | 308.04 |
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| Ge Vernova (GEV) | 0.1 | $7.4M | +2% | 11k | 653.56 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $7.4M | 162k | 45.54 |
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| Evercore Class A (EVR) | 0.1 | $7.4M | 22k | 340.25 |
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| Byrna Technologies Com New (BYRN) | 0.1 | $7.4M | +401% | 438k | 16.79 |
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| Emerson Electric (EMR) | 0.1 | $7.3M | 55k | 132.72 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $7.2M | +2% | 62k | 116.09 |
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| Tegna (TGNA) | 0.1 | $7.2M | -4% | 371k | 19.41 |
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| Match Group (MTCH) | 0.1 | $7.1M | -5% | 221k | 32.29 |
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| Werner Enterprises (WERN) | 0.1 | $7.1M | -4% | 237k | 30.01 |
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| ResMed (RMD) | 0.1 | $7.1M | 30k | 240.87 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $7.1M | 217k | 32.57 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $7.0M | 25k | 287.25 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $6.9M | 95k | 73.48 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $6.9M | +4% | 39k | 177.75 |
|
| Helmerich & Payne (HP) | 0.1 | $6.7M | +65% | 235k | 28.68 |
|
| Incyte Corporation (INCY) | 0.1 | $6.7M | +4% | 68k | 98.77 |
|
| TJX Companies (TJX) | 0.1 | $6.6M | +11% | 43k | 153.61 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $6.5M | +98% | 45k | 143.97 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $6.4M | +9% | 118k | 53.94 |
|
| Ptc Therapeutics I (PTCT) | 0.1 | $6.3M | -5% | 83k | 75.96 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $6.2M | -4% | 36k | 173.49 |
|
| Danaher Corporation (DHR) | 0.1 | $6.2M | 27k | 228.92 |
|
|
| Tidewater (TDW) | 0.1 | $6.2M | 123k | 50.51 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $6.2M | +3% | 40k | 155.12 |
|
| Travelers Companies (TRV) | 0.1 | $6.2M | 21k | 290.06 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $6.1M | +14% | 105k | 58.12 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.1M | +20% | 15k | 396.31 |
|
| Prologis (PLD) | 0.1 | $6.0M | 47k | 127.66 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $5.9M | 36k | 162.63 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $5.9M | 74k | 79.02 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $5.8M | -4% | 37k | 154.80 |
|
| Stratasys SHS (SSYS) | 0.1 | $5.8M | -10% | 664k | 8.68 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $5.8M | 83k | 69.40 |
|
|
| Diamondback Energy (FANG) | 0.1 | $5.7M | -9% | 38k | 150.33 |
|
| Rogers Corporation (ROG) | 0.1 | $5.6M | -5% | 62k | 91.57 |
|
| Oxford Industries (OXM) | 0.1 | $5.6M | +92% | 163k | 34.20 |
|
| Uniti Group Com Shs (UNIT) | 0.1 | $5.4M | -3% | 770k | 7.01 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.3M | 71k | 75.44 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $5.3M | +5% | 37k | 141.44 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $5.2M | +94% | 117k | 44.71 |
|
| Becton, Dickinson and (BDX) | 0.1 | $5.2M | -5% | 27k | 194.07 |
|
| Evolus (EOLS) | 0.1 | $5.2M | +15% | 782k | 6.65 |
|
| Energy Recovery (ERII) | 0.1 | $5.1M | -4% | 380k | 13.49 |
|
| Chubb (CB) | 0.1 | $5.1M | +14% | 16k | 312.13 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $5.1M | -4% | 36k | 141.49 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.0M | -3% | 72k | 69.42 |
|
Past Filings by Pinnacle Associates
SEC 13F filings are viewable for Pinnacle Associates going back to 2010
- Pinnacle Associates 2025 Q4 filed Feb. 5, 2026
- Pinnacle Associates 2025 Q3 filed Nov. 13, 2025
- Pinnacle Associates 2025 Q2 filed Aug. 4, 2025
- Pinnacle Associates 2025 Q1 filed May 6, 2025
- Pinnacle Associates 2024 Q4 filed Feb. 14, 2025
- Pinnacle Associates 2024 Q3 filed Oct. 25, 2024
- Pinnacle Associates 2024 Q2 filed July 30, 2024
- Pinnacle Associates 2024 Q1 filed April 26, 2024
- Pinnacle Associates 2023 Q4 filed Jan. 19, 2024
- Pinnacle Associates 2023 Q3 filed Oct. 24, 2023
- Pinnacle Associates 2023 Q2 filed July 27, 2023
- Pinnacle Associates 2023 Q1 filed May 5, 2023
- Pinnacle Associates 2022 Q4 restated filed Feb. 1, 2023
- Pinnacle Associates 2022 Q4 filed Jan. 25, 2023
- Pinnacle Associates 2022 Q3 filed Nov. 1, 2022
- Pinnacle Associates 2022 Q2 filed Aug. 2, 2022