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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 6 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KDP KEURIG DR PEPPER INC Consumer Defensive 143,811.0 $3.8M 0.05% +13K +9.7% $26.33 +9.3%
102 DELL DELL TECHNOLOGIES INC Technology 22,157.0 $3.6M 0.05% +4K +24.5% $164.13 +54.1%
103 LNG CHENIERE ENERGY INC Energy 12,695.0 $3.6M 0.05% +206.0 +1.6% $283.76 -15.3%
104 FBNC FIRST BANCORP N C Financial Services 62,348.0 $3.5M 0.04% +4K +7.5% $56.35 +4.1%
105 VCYT VERACYTE INC Healthcare 107,769.0 $3.5M 0.04% +55K +104.8% $32.21 +40.3%
106 IXN ISHARES TR 34,604.0 $3.5M 0.04% +3K +9.1% $99.97 +34.6%
107 XLB SELECT SECTOR SPDR TR 68,373.0 $3.4M 0.04% +16K +31.2% $49.97 +0.1%
108 ES EVERSOURCE ENERGY Utilities 48,527.0 $3.4M 0.04% +491.0 +1.0% $69.28 +0.5%
109 MO ALTRIA GROUP INC Consumer Defensive 48,604.0 $3.2M 0.04% +2K +4.2% $65.99 +11.7%
110 ROBO EXCHANGE TRADED CONCEPTS TRU 45,748.0 $3.1M 0.04% +2K +3.6% $68.43 +24.6%
111 WAT WATERS CORP Healthcare 10,506.0 $3.1M 0.04% +3K +38.1% $297.80 +14.6%
112 IVW ISHARES TR 27,630.0 $3.1M 0.04% +149.0 +0.5% $113.11 +20.8%
113 UFI UNIFI INC Consumer Cyclical 855,442.0 $3.1M 0.04% +13K +1.6% $3.57 +12.3%
114 CASS CASS INFORMATION SYS INC Industrials 66,558.0 $2.9M 0.04% +7K +11.2% $44.02 +5.6%
115 TMUS T-MOBILE US INC Communication Services 13,582.0 $2.9M 0.04% +74.0 +0.6% $210.03 -9.5%
116 HWM HOWMET AEROSPACE INC Industrials 11,948.0 $2.8M 0.04% +6K +107.2% $230.47 +12.8%
117 XLF SELECT SECTOR SPDR TR 55,051.0 $2.7M 0.04% +842.0 +1.6% $49.37 +4.8%
118 TD TORONTO DOMINION BK ONT Financial Services 28,922.0 $2.7M 0.04% +700.0 +2.5% $93.31 +17.4%
119 PHM PULTE GROUP INC Consumer Cyclical 22,879.0 $2.7M 0.04% +1K +5.6% $117.61 -1.1%
120 GWW WW GRAINGER INC Industrials 2,436.0 $2.7M 0.03% +217.0 +9.8% $1090.61 +13.6%
Page 6 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%