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Gail Mannix

Latest statistics and disclosures from Pinnacle Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are JNJ, AAPL, NVDA, MSFT, AVGO, and represent 15.16% of Pinnacle Associates's stock portfolio.
Added to shares of these 10 stocks: COPY (+$17M), HELO (+$7.8M), QRVO (+$6.4M), AVAV (+$5.7M), AR (+$5.3M), META, ZS, MRK, GMOI, VTI.
Started 68 new stock positions in ARW, TXG, FTI, JMIA, STM, CBOE, PNFP, WEC, NWG, SPDW.
Reduced shares in these 10 stocks: LITE (-$31M), MU (-$26M), LRCX (-$20M), VICR (-$15M), NVDA (-$14M), COHR (-$11M), FDN (-$11M), KVUE (-$10M), LASR (-$7.3M), Tegna (-$7.2M).
Sold out of its positions in ALEX, APP, ALAB, AstraZeneca, TEAM, BBY, Confluent, EXACT Sciences Corporation, FDS, FICO.
Pinnacle Associates was a net seller of stock by $-130M.
Pinnacle Associates has $7.8B in assets under management (AUM), dropping by -0.16%.
Central Index Key (CIK): 0000743127

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Portfolio Holdings for Pinnacle Associates

Pinnacle Associates holds 955 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Pinnacle Associates has 955 total positions. Only the first 250 positions are shown.

Sign up to view all of the Pinnacle Associates March 31, 2026 positions
Download the Pinnacle Associates March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Johnson & Johnson (JNJ)	5.2	$404M		1.7M	244.44	View chart
Apple (AAPL)	4.0	$311M		1.2M	253.79	View chart
NVIDIA Corporation (NVDA)	2.1	$167M	-7%	959k	174.40	View chart
Microsoft Corporation (MSFT)	2.0	$159M		429k	370.17	View chart
Broadcom (AVGO)	1.8	$139M		450k	309.51	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$124M	-2%	190k	650.33	View chart
JPMorgan Chase & Co. (JPM)	1.6	$122M	-2%	414k	294.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$120M		459k	261.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.5	$118M	+3%	369k	320.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$113M		196k	577.14	View chart
Amazon (AMZN)	1.4	$112M		536k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$100M		347k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$98M		342k	286.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$93M		143k	653.21	View chart
Meta Platforms Cl A (META)	1.2	$93M	+5%	163k	572.13	View chart
Micron Technology (MU)	1.1	$89M	-22%	262k	337.84	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$82M		430k	191.81	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$82M		551k	148.10	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.0	$79M	+3%	1.1M	75.10	View chart
Caterpillar (CAT)	1.0	$79M		111k	708.46	View chart
Morgan Stanley Com New (MS)	1.0	$74M		450k	164.57	View chart
Coherent Corp (COHR)	0.9	$69M	-13%	291k	238.21	View chart
Regeneron Pharmaceuticals (REGN)	0.8	$64M		83k	772.64	View chart
Lam Research Corp Com New (LRCX)	0.8	$61M	-24%	288k	213.66	View chart
Wal-Mart Stores (WMT)	0.8	$60M		484k	124.28	View chart
Merck & Co (MRK)	0.8	$58M	+8%	486k	120.29	View chart
Eli Lilly & Co. (LLY)	0.7	$57M		62k	919.78	View chart
Cisco Systems (CSCO)	0.7	$55M		707k	77.59	View chart
Visa Com Cl A (V)	0.7	$53M		176k	302.24	View chart
Lumentum Hldgs (LITE)	0.7	$53M	-37%	75k	702.76	View chart
Golar Lng SHS (GLNG)	0.7	$51M	-6%	937k	54.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$50M	-2%	105k	479.20	View chart
Home Depot (HD)	0.6	$50M		152k	328.89	View chart
American Express Company (AXP)	0.6	$48M		159k	302.48	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$45M		1.5M	30.68	View chart
Eaton Corp SHS (ETN)	0.6	$45M		125k	357.67	View chart
Raytheon Technologies Corp (RTX)	0.6	$44M		230k	192.90	View chart
Bank of America Corporation (BAC)	0.6	$43M		885k	48.75	View chart
Nlight (LASR)	0.5	$43M	-14%	748k	57.02	View chart
Royal Caribbean Cruises (RCL)	0.5	$42M	-6%	154k	275.18	View chart
Exxon Mobil Corporation (XOM)	0.5	$41M		243k	169.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$41M	+5%	718k	56.68	View chart
Abbvie (ABBV)	0.5	$41M	+10%	186k	217.49	View chart
Chevron Corporation (CVX)	0.5	$40M		191k	206.90	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$40M		57k	697.72	View chart
Blackrock (BLK)	0.5	$39M		41k	961.71	View chart
Citigroup Com New (C)	0.5	$38M		333k	113.41	View chart
Corning Incorporated (GLW)	0.5	$37M	-6%	271k	135.97	View chart
International Business Machines (IBM)	0.5	$36M	+5%	148k	242.39	View chart
Costco Wholesale Corporation (COST)	0.5	$36M		36k	996.42	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$35M		57k	616.76	View chart
Markel Corporation (MKL)	0.4	$34M		18k	1914.03	View chart
Cameco Corporation (CCJ)	0.4	$33M	-3%	304k	108.61	View chart
Oracle Corporation (ORCL)	0.4	$33M		223k	147.11	View chart
Xylem (XYL)	0.4	$33M	-4%	275k	119.50	View chart
Ionis Pharmaceuticals (IONS)	0.4	$33M	-5%	437k	75.09	View chart
Applied Materials (AMAT)	0.4	$32M	-2%	95k	341.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$31M	+2%	163k	191.92	View chart
Procter & Gamble Company (PG)	0.4	$31M	-2%	215k	144.44	View chart
Goldman Sachs (GS)	0.4	$31M	-2%	37k	845.99	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$30M	+5%	412k	73.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$30M	-9%	238k	124.31	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.4	$29M	-3%	810k	36.18	View chart
Pepsi (PEP)	0.4	$29M		187k	155.29	View chart
Bloom Energy Corp Com Cl A (BE)	0.4	$28M	-11%	209k	135.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$28M	+5%	318k	87.84	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.4	$28M	-5%	86k	321.40	View chart
Qorvo (QRVO)	0.4	$28M	+30%	356k	77.40	View chart
Ultra Clean Holdings (UCTT)	0.4	$28M	-4%	442k	62.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$27M	-9%	428k	64.08	View chart
Gmo Etf Trust Gmo Intl Value (GMOI)	0.4	$27M	+19%	758k	36.23	View chart
Honeywell International (HON)	0.3	$27M		119k	226.03	View chart
FedEx Corporation (FDX)	0.3	$27M		75k	356.18	View chart
Advanced Energy Industries (AEIS)	0.3	$26M	-11%	80k	322.71	View chart
Onespaworld Holdings Ltd onespaworld hold (OSW)	0.3	$25M	-5%	1.1M	22.95	View chart
Vicor Corporation (VICR)	0.3	$25M	-37%	156k	161.00	View chart
Nextera Energy (NEE)	0.3	$25M		266k	92.88	View chart
Itron (ITRI)	0.3	$25M	+20%	274k	89.63	View chart
Manchester Utd Ord Cl A (MANU)	0.3	$25M	+3%	1.5M	16.82	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$24M	+5%	607k	39.73	View chart
Boyd Gaming Corporation (BYD)	0.3	$24M	-7%	291k	82.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$23M		343k	67.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$23M		195k	114.99	View chart
Ambarella SHS (AMBA)	0.3	$22M	+19%	430k	51.48	View chart
Cognex Corporation (CGNX)	0.3	$22M	-7%	450k	48.99	View chart
Amgen (AMGN)	0.3	$22M		62k	351.85	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$22M		842k	25.55	View chart
Valero Energy Corporation (VLO)	0.3	$21M	-2%	87k	247.08	View chart
Tesla Motors (TSLA)	0.3	$21M	+12%	57k	371.75	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$21M	+3%	337k	62.68	View chart
Warner Bros Discovery Com Ser A (WBD)	0.3	$21M	-5%	764k	27.46	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$21M	-2%	70k	298.85	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$20M	-6%	44k	463.19	View chart
Mastercard Incorporated Cl A (MA)	0.3	$20M	-5%	39k	499.67	View chart
AeroVironment (AVAV)	0.2	$19M	+41%	106k	183.05	View chart
Ichor Holdings SHS (ICHR)	0.2	$19M	-8%	408k	46.61	View chart
FormFactor (FORM)	0.2	$18M	-20%	190k	96.99	View chart
Lockheed Martin Corporation (LMT)	0.2	$18M		30k	604.40	View chart
Cummins (CMI)	0.2	$18M		33k	538.03	View chart
Canadian Pacific Kansas City (CP)	0.2	$18M	-4%	225k	78.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$18M	-3%	71k	248.00	View chart
Dycom Industries (DY)	0.2	$18M		52k	338.82	View chart
Uranium Energy (UEC)	0.2	$17M	-8%	1.3M	13.50	View chart
Mp Materials Corp Com Cl A (MP)	0.2	$17M	+4%	355k	48.26	View chart
Granite Construction (GVA)	0.2	$17M	-2%	143k	119.88	View chart
Kla Corp Com New (KLAC)	0.2	$17M	-5%	12k	1472.36	View chart
Waste Management (WM)	0.2	$17M	-3%	73k	229.79	View chart
Seaworld Entertainment (PRKS)	0.2	$17M	-2%	513k	32.66	View chart
Rbb Fund Trust Tweedy Browne (COPY)	0.2	$17M	NEW	1.2M	13.72	View chart
Trimble Navigation (TRMB)	0.2	$17M	-8%	254k	65.23	View chart
McDonald's Corporation (MCD)	0.2	$16M		52k	310.79	View chart
Digital Realty Trust (DLR)	0.2	$16M	-14%	88k	180.21	View chart
Iridium Communications (IRDM)	0.2	$16M	-7%	563k	27.74	View chart
Tutor Perini Corporation (TPC)	0.2	$15M	-10%	199k	77.19	View chart
Freeport Mcmoran CL B (FCX)	0.2	$15M	+13%	262k	58.78	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$15M	+105%	238k	63.91	View chart
Comcast Corp Cl A (CMCSA)	0.2	$15M	+2%	529k	28.71	View chart
Las Vegas Sands (LVS)	0.2	$15M	-6%	282k	53.88	View chart
Raymond James Financial (RJF)	0.2	$15M	-10%	103k	144.79	View chart
Allied Motion Technologies (ALNT)	0.2	$15M	-13%	247k	59.09	View chart
PNC Financial Services (PNC)	0.2	$15M		70k	208.09	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$15M		396k	36.76	View chart
Lindblad Expeditions Hldgs I (LIND)	0.2	$15M	-7%	840k	17.30	View chart
Gilead Sciences (GILD)	0.2	$14M	+3%	103k	139.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$14M		209k	68.28	View chart
Wells Fargo & Company (WFC)	0.2	$14M		178k	79.61	View chart
General Dynamics Corporation (GD)	0.2	$14M		41k	343.22	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.2	$14M	-10%	200k	70.51	View chart
At&t (T)	0.2	$14M	-2%	482k	28.99	View chart
Marvell Technology (MRVL)	0.2	$14M	-4%	141k	99.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$14M	-8%	357k	38.96	View chart
Bwx Technologies (BWXT)	0.2	$14M	-3%	68k	204.49	View chart
Sphere Entertainment Cl A (SPHR)	0.2	$14M	-3%	117k	117.40	View chart
Verizon Communications (VZ)	0.2	$14M	-2%	272k	50.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$14M		47k	287.18	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$13M		121k	110.86	View chart
Coca-Cola Company (KO)	0.2	$13M	-2%	174k	76.05	View chart
Palo Alto Networks (PANW)	0.2	$13M	+10%	80k	160.32	View chart
Southern Company (SO)	0.2	$13M		129k	96.52	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$12M		49k	250.58	View chart
Quanta Services (PWR)	0.2	$12M		22k	549.02	View chart
Canadian Natl Ry (CNI)	0.2	$12M		117k	102.77	View chart
ConocoPhillips (COP)	0.2	$12M		90k	132.00	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$12M		124k	95.44	View chart
Cytokinetics Com New (CYTK)	0.1	$12M	-7%	177k	65.91	View chart
Pfizer (PFE)	0.1	$12M	-7%	413k	28.08	View chart
Illinois Tool Works (ITW)	0.1	$11M		44k	260.29	View chart
Union Pacific Corporation (UNP)	0.1	$11M	-4%	46k	242.62	View chart
Snowflake Com Shs (SNOW)	0.1	$11M	+13%	75k	150.82	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$11M	-3%	319k	35.04	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$11M	+10%	280k	39.43	View chart
Arrowhead Pharmaceuticals (ARWR)	0.1	$11M	-8%	176k	62.70	View chart
Tko Group Holdings Cl A (TKO)	0.1	$11M	+7%	54k	201.65	View chart
Abbott Laboratories (ABT)	0.1	$11M		105k	102.67	View chart
Lowe's Companies (LOW)	0.1	$11M		46k	236.28	View chart
Zscaler Incorporated (ZS)	0.1	$11M	+81%	77k	140.29	View chart
Netflix (NFLX)	0.1	$11M	+14%	111k	96.15	View chart
Walt Disney Company (DIS)	0.1	$11M	-4%	110k	96.38	View chart
Philip Morris International (PM)	0.1	$11M		64k	165.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$11M		18k	597.54	View chart
Medtronic SHS (MDT)	0.1	$11M	+3%	121k	86.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$10M		21k	491.52	View chart
Nebius Group Shs Class A (NBIS)	0.1	$10M	-20%	100k	103.76	View chart
CommVault Systems (CVLT)	0.1	$10M	-3%	133k	77.89	View chart
Truist Financial Corp equities (TFC)	0.1	$10M	-24%	224k	45.97	View chart
Boeing Company (BA)	0.1	$10M		52k	199.03	View chart
Tidewater (TDW)	0.1	$10M		123k	83.55	View chart
GDS HLDGS Sponsored Ads (GDS)	0.1	$10M		253k	40.29	View chart
Welltower Inc Com reit (WELL)	0.1	$10M		51k	197.71	View chart
Ge Vernova (GEV)	0.1	$10M		12k	872.87	View chart
Nxp Semiconductors N V (NXPI)	0.1	$9.9M		50k	196.86	View chart
Evercore Class A (EVR)	0.1	$9.7M	+50%	33k	298.51	View chart
Powerfleet (AIOT)	0.1	$9.6M	+43%	3.1M	3.08	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$9.6M	-14%	22k	446.54	View chart
Sinclair Cl A (SBGI)	0.1	$9.6M	+17%	742k	12.94	View chart
Baker Hughes Company Cl A (BKR)	0.1	$9.6M	-3%	157k	61.05	View chart
Telos Corp Md (TLS)	0.1	$9.6M	+18%	2.3M	4.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$9.6M		49k	196.20	View chart
Rbc Cad (RY)	0.1	$9.5M		59k	161.78	View chart
Hexcel Corporation (HXL)	0.1	$9.5M	-6%	117k	80.93	View chart
Liberty Media Corp Del Com Lbty One S A (FWONA)	0.1	$9.4M	+3%	120k	78.08	View chart
Atlantic Union B (AUB)	0.1	$9.3M		259k	35.74	View chart
Advanced Micro Devices (AMD)	0.1	$9.0M		44k	203.43	View chart
Marathon Petroleum Corp (MPC)	0.1	$9.0M		37k	244.18	View chart
L3harris Technologies (LHX)	0.1	$9.0M	-3%	26k	345.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$8.8M	+2%	23k	390.41	View chart
Shattuck Labs (STTK)	0.1	$8.8M		1.4M	6.43	View chart
Telephone & Data Sys Com New (TDS)	0.1	$8.8M	-2%	209k	42.10	View chart
Novartis Sponsored Adr (NVS)	0.1	$8.6M	-2%	56k	152.75	View chart
Tactile Systems Technology, In (TCMD)	0.1	$8.5M		327k	26.13	View chart
Capital One Financial (COF)	0.1	$8.2M	-8%	45k	182.43	View chart
Helmerich & Payne (HP)	0.1	$8.2M	-2%	229k	36.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$8.1M	-2%	38k	215.06	View chart
Shell Spon Ads (SHEL)	0.1	$8.1M	-7%	87k	93.00	View chart
Ge Aerospace Com New (GE)	0.1	$7.9M	+15%	28k	283.77	View chart
Uber Technologies (UBER)	0.1	$7.9M	-3%	110k	71.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$7.6M	-3%	141k	54.05	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$7.5M	+8%	226k	33.22	View chart
Hilton Worldwide Holdings (HLT)	0.1	$7.3M	-2%	24k	304.08	View chart
salesforce (CRM)	0.1	$7.2M	+8%	39k	186.67	View chart
Bank of New York Mellon Corporation (BK)	0.1	$7.2M	-2%	61k	118.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$7.2M	+6%	17k	426.41	View chart
Bristol Myers Squibb (BMY)	0.1	$7.1M		118k	60.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.1M	+8%	17k	430.29	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$7.1M	-59%	30k	234.03	View chart
Tenable Hldgs (TENB)	0.1	$7.1M	+160%	417k	16.91	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$7.0M	-2%	114k	61.26	View chart
Diamondback Energy (FANG)	0.1	$7.0M	-6%	35k	197.79	View chart
Emerson Electric (EMR)	0.1	$7.0M	-3%	53k	131.02	View chart
Solaris Energy Infras Com Cl A (SEI)	0.1	$6.9M	-42%	123k	56.51	View chart
MetLife (MET)	0.1	$6.9M		98k	70.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$6.9M	+2%	35k	198.29	View chart
IPG Photonics Corporation (IPGP)	0.1	$6.8M	-9%	60k	114.59	View chart
Oxford Industries (OXM)	0.1	$6.8M	+7%	176k	38.51	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.8M	-3%	35k	194.14	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$6.8M		62k	108.98	View chart
Albemarle Corporation (ALB)	0.1	$6.7M		38k	179.53	View chart
Uniti Group Com Shs (UNIT)	0.1	$6.7M	-7%	713k	9.38	View chart
TJX Companies (TJX)	0.1	$6.7M	-3%	42k	159.70	View chart
Kkr & Co (KKR)	0.1	$6.6M	-2%	72k	92.50	View chart
Nexstar Media Group Common Stock (NXST)	0.1	$6.6M	-6%	36k	180.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.5M	+14%	44k	146.28	View chart
Match Group (MTCH)	0.1	$6.5M	-4%	211k	30.71	View chart
ResMed (RMD)	0.1	$6.5M	-2%	29k	224.48	View chart
Incyte Corporation (INCY)	0.1	$6.4M		68k	94.12	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$6.4M		39k	161.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$6.4M	-13%	188k	33.86	View chart
Canada Goose Hldgs Shs Sub Vtg (GOOS)	0.1	$6.4M		579k	10.97	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$6.3M	+8%	114k	55.52	View chart
Werner Enterprises (WERN)	0.1	$6.3M	-9%	214k	29.41	View chart
Prologis (PLD)	0.1	$6.3M		48k	132.18	View chart
Adobe Systems Incorporated (ADBE)	0.1	$6.2M		26k	243.08	View chart
Qualcomm (QCOM)	0.1	$6.2M	-33%	49k	128.78	View chart
Servicenow (NOW)	0.1	$6.2M	+203%	59k	104.55	View chart
Phillips 66 (PSX)	0.1	$6.1M	-5%	33k	182.18	View chart
Rogers Corporation (ROG)	0.1	$6.0M	-8%	56k	107.33	View chart
Travelers Companies (TRV)	0.1	$6.0M	-3%	21k	291.68	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$6.0M		45k	132.90	View chart
CF Industries Holdings (CF)	0.1	$6.0M	-7%	46k	129.84	View chart
Colgate-Palmolive Company (CL)	0.1	$5.9M	-7%	69k	85.23	View chart
UnitedHealth (UNH)	0.1	$5.8M	-36%	22k	270.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$5.8M	+120%	57k	100.57	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$5.8M	+15%	38k	151.28	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$5.7M	+5%	17k	337.95	View chart
Automatic Data Processing (ADP)	0.1	$5.6M	-12%	28k	203.18	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$5.5M		96k	57.61	View chart
Northrop Grumman Corporation (NOC)	0.1	$5.5M		8.1k	682.24	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$5.4M	+8%	39k	138.37	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$5.4M		37k	146.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.3M	-2%	69k	77.11	View chart

Past Filings by Pinnacle Associates

SEC 13F filings are viewable for Pinnacle Associates going back to 2010

Pinnacle Associates 2026 Q1 filed April 22, 2026
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

View all past filings

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