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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 3 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TKO TKO GROUP HOLDINGS INC Communication Services 54,162.0 $10.9M 0.14% +4K +7.5% $201.65 -3.7%
42 ZS ZSCALER INC Technology 76,485.0 $10.7M 0.14% +34K +81.7% $140.29 +24.3%
43 NFLX NETFLIX INC. Communication Services 110,975.0 $10.7M 0.14% +14K +14.4% $96.15 -7.1%
44 VOO VANGUARD INDEX FDS 17,622.0 $10.5M 0.14% +260.0 +1.5% $597.54 +14.3%
45 MDT MEDTRONIC PLC Healthcare 120,855.0 $10.5M 0.14% +4K +3.7% $86.65 -9.8%
46 BA BOEING CO Industrials 51,558.0 $10.3M 0.13% +309.0 +0.6% $199.03 +10.3%
47 GEV GE VERNOVA INC Utilities 11,457.0 $10.0M 0.13% +115.0 +1.0% $872.87 +19.6%
48 NXPI NXP SEMICONDUCTORS N V Technology 50,388.0 $9.9M 0.13% +304.0 +0.6% $196.86 +52.1%
49 EVR EVERCORE INC Financial Services 32,577.0 $9.7M 0.12% +11K +50.6% $298.51 +16.0%
50 AIOT POWERFLEET INC Technology 3,130,744.0 $9.6M 0.12% +948K +43.4% $3.08 +6.5%
51 SINCLAIR INC 742,317.0 $9.6M 0.12% +111K +17.5% $12.94
52 TLS TELOS CORP MD Technology 2,291,029.0 $9.6M 0.12% +353K +18.2% $4.19 +11.7%
53 VTV VANGUARD INDEX FDS 48,815.0 $9.6M 0.12% +250.0 +0.5% $196.20 +6.5%
54 LIBERTY MEDIA CORP DEL 120,401.0 $9.4M 0.12% +4K +3.4% $78.08
55 AUB ATLANTIC UN BANKSHARES CORP Financial Services 259,147.0 $9.3M 0.12% +3K +1.1% $35.74 +5.4%
56 MPC MARATHON PETE CORP Energy 36,818.0 $9.0M 0.12% +659.0 +1.8% $244.18 +1.7%
57 CRWD CROWDSTRIKE HLDGS INC Technology 22,658.0 $8.8M 0.11% +640.0 +2.9% $390.41 +66.0%
58 STTK SHATTUCK LABS INC Healthcare 1,368,223.0 $8.8M 0.11% +18K +1.3% $6.43 -4.0%
59 GE GE AEROSPACE Industrials 27,972.0 $7.9M 0.10% +4K +15.9% $283.77 +6.3%
60 BOTZ GLOBAL X FDS 225,808.0 $7.5M 0.10% +17K +8.3% $33.22 +19.4%
Page 3 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%