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Portfolio (Quarterly) Guide ↗

PINNACLE ASSOCIATES LTD

· CIK 0000743127
13F Portfolio $7.8B AUM 960 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 308 Added 408 Reduced 44 Exited
Page 12 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EW EDWARDS LIFESCIENCES CORP Healthcare 7,152.0 $573K 0.01% +126.0 +1.8% $80.08 +3.9%
222 NVT NVENT ELEC PLC Industrials 4,834.0 $572K 0.01% +603.0 +14.2% $118.28 +38.3%
223 VUSB VANGUARD BD INDEX FDS 11,452.0 $570K 0.01% +200.0 +1.8% $49.79 -0.1%
224 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,450.0 $570K 0.01% +34.0 +1.0% $165.14 +8.0%
225 PAVE GLOBAL X FDS 11,081.0 $563K 0.01% +1K +12.1% $50.81 +7.3%
226 AER AERCAP HOLDINGS NV Industrials 4,078.0 $559K 0.01% +67.0 +1.7% $137.17 +1.7%
227 EME EMCOR GROUP INC Industrials 751.0 $554K 0.01% +226.0 +43.0% $738.31 +15.0%
228 XLU SELECT SECTOR SPDR TR 11,921.0 $547K 0.01% +739.0 +6.6% $45.89 -1.9%
229 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,756.0 $539K 0.01% +41.0 +1.5% $195.40 +6.3%
230 ITA ISHARES TR 2,460.0 $538K 0.01% +13.0 +0.5% $218.75 +2.0%
231 TOST TOAST INC Technology 19,876.0 $527K 0.01% +4K +25.0% $26.51 -12.0%
232 MSI MOTOROLA SOLUTIONS INC Technology 1,150.0 $499K 0.01% +53.0 +4.8% $434.15 -7.8%
233 TER TERADYNE INC Technology 1,634.0 $484K 0.01% +17.0 +1.1% $296.46 +16.2%
234 BEPC BROOKFIELD RENEWABLE CORP Utilities 12,067.0 $481K 0.01% +167.0 +1.4% $39.83 -5.5%
235 VST VISTRA CORP Utilities 3,105.0 $467K 0.01% +1K +75.0% $150.31 -4.2%
236 SNY SANOFI SA Healthcare 9,683.0 $467K 0.01% +355.0 +3.8% $48.18 -7.3%
237 O REALTY INCOME CORP Real Estate 7,600.0 $465K 0.01% +630.0 +9.0% $61.18 +1.7%
238 WRBY WARBY PARKER INC Healthcare 22,017.0 $464K 0.01% +887.0 +4.2% $21.07 +16.0%
239 TDG TRANSDIGM GROUP INC Industrials 399.0 $463K 0.01% +9.0 +2.3% $1160.30 +3.3%
240 NTNX NUTANIX INC Technology 12,008.0 $456K 0.01% +3K +34.0% $38.01 +17.6%
Page 12 of 16  ·  308 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Financial Services 16.8%
Healthcare 14.7%
Industrials 11.5%
Communication Services 8.2%
Consumer Cyclical 7.0%
Energy 5.5%
Consumer Defensive 3.5%
Basic Materials 1.4%
Utilities 1.3%