Portfolio (Quarterly)
Guide ↗
PINNACLE ASSOCIATES LTD
· CIK 0000743127| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | HCI | HCI GROUP INC | Financial Services | 1,500 | $288K | 0.00% | SOLD |
| 22 | NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | 2,006 | $285K | 0.00% | SOLD |
| 23 | COWZ | PACER FDS TR | — | 4,654 | $280K | 0.00% | SOLD |
| 24 | IDCC | INTERDIGITAL INC | Technology | 870 | $277K | 0.00% | SOLD |
| 25 | VRSK | VERISK ANALYTICS INC | Industrials | 1,221 | $273K | 0.00% | SOLD |
| 26 | PZZA | PAPA JOHNS INTL INC | Consumer Cyclical | 7,019 | $270K | 0.00% | SOLD |
| 27 | PINS | PINTEREST INC | Communication Services | 10,235 | $265K | 0.00% | SOLD |
| 28 | ALAB | ASTERA LABS INC | Technology | 1,555 | $259K | 0.00% | SOLD |
| 29 | EVTL | VERTICAL AEROSPACE LTD | Industrials | 47,980 | $256K | 0.00% | SOLD |
| 30 | VLTO | VERALTO CORP | Industrials | 2,411 | $241K | 0.00% | SOLD |
| 31 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 2,900 | $238K | 0.00% | SOLD |
| 32 | VOT | VANGUARD INDEX FDS | — | 850 | $237K | 0.00% | SOLD |
| 33 | MEAR | ISHARES U S ETF TR | — | 4,714 | $237K | 0.00% | SOLD |
| 34 | — | NUVEEN DOW 30 DYNMC OVERWRT | — | 15,516 | $237K | 0.00% | SOLD |
| 35 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 4,905 | $217K | 0.00% | SOLD |
| 36 | RACE | FERRARI N V | Consumer Cyclical | 587 | $217K | 0.00% | SOLD |
| 37 | — | CONFLUENT INC | — | 7,117 | $215K | 0.00% | SOLD |
| 38 | PTC | PTC INC | Technology | 1,217 | $212K | 0.00% | SOLD |
| 39 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 5,329 | $210K | 0.00% | SOLD |
| 40 | J | JACOBS SOLUTIONS INC | Industrials | 1,539 | $204K | 0.00% | SOLD |
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%