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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 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VRTX VERTEX PHARMACEUTICALS INC Healthcare 21,590.0 $9.6M 0.12% -4K -14.4% $446.54 -3.6%
102 BKR BAKER HUGHES COMPANY Energy 157,250.0 $9.6M 0.12% -5K -3.0% $61.05 +7.8%
103 RY ROYAL BK CDA Financial Services 58,923.0 $9.5M 0.12% -681.0 -1.1% $161.78 +15.7%
104 HXL HEXCEL CORP NEW Industrials 117,037.0 $9.5M 0.12% -9K -6.9% $80.93 +4.7%
105 AMD ADVANCED MICRO DEVICES INC Technology 44,257.0 $9.0M 0.12% -819.0 -1.8% $203.43 +121.0%
106 LHX L3HARRIS TECHNOLOGIES INC Industrials 26,003.0 $9.0M 0.12% -861.0 -3.2% $345.16 -11.2%
107 TDS TELEPHONE & DATA SYS INC Communication Services 208,769.0 $8.8M 0.11% -5K -2.5% $42.10 -1.2%
108 NVS NOVARTIS AG Healthcare 55,979.0 $8.6M 0.11% -1K -2.1% $152.75 -0.6%
109 COF CAPITAL ONE FINL CORP Financial Services 45,223.0 $8.2M 0.11% -4K -8.2% $182.43 +2.3%
110 HP HELMERICH & PAYNE INC Energy 228,771.0 $8.2M 0.11% -7K -2.8% $36.03 +9.9%
111 VIG VANGUARD SPECIALIZED FUNDS 37,792.0 $8.1M 0.10% -830.0 -2.1% $215.06 +7.4%
112 SHEL SHELL PLC Energy 87,175.0 $8.1M 0.10% -7K -7.8% $93.00 -6.8%
113 UBER UBER TECHNOLOGIES INC Technology 110,304.0 $7.9M 0.10% -4K -3.5% $71.93 +3.7%
114 VWO VANGUARD INTL EQUITY INDEX F 141,185.0 $7.6M 0.10% -5K -3.7% $54.05 +8.6%
115 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 23,872.0 $7.3M 0.09% -641.0 -2.6% $304.08 +6.1%
116 BK BANK NEW YORK MELLON CORP Financial Services 60,784.0 $7.2M 0.09% -1K -2.1% $118.63 +17.2%
117 FDN FIRST TR EXCHANGE-TRADED FD 30,327.0 $7.1M 0.09% -45K -59.7% $234.03 +16.1%
118 XLE SELECT SECTOR SPDR TR 114,304.0 $7.0M 0.09% -3K -2.4% $61.26 -3.5%
119 FANG DIAMONDBACK ENERGY INC Energy 35,241.0 $7.0M 0.09% -2K -6.6% $197.79 +1.6%
120 EMR EMERSON ELEC CO Industrials 53,188.0 $7.0M 0.09% -2K -3.7% $131.02 +3.0%
Page 6 of 21  ·  408 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%