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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 7 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SEI SOLARIS ENERGY INFRAS INC Energy 122,748.0 $6.9M 0.09% -91K -42.5% $56.51 +26.4%
122 MET METLIFE INC Financial Services 97,861.0 $6.9M 0.09% -1K -1.2% $70.72 +19.2%
123 IPGP IPG PHOTONICS CORP Technology 59,569.0 $6.8M 0.09% -7K -9.9% $114.59 +5.2%
124 TXN TEXAS INSTRS INC Technology 34,879.0 $6.8M 0.09% -1K -3.1% $194.14 +57.0%
125 XLY SELECT SECTOR SPDR TR 61,948.0 $6.8M 0.09% -405.0 -0.7% $108.98 +8.9%
126 UNIT UNITI GROUP LLC Real Estate 713,001.0 $6.7M 0.09% -57K -7.4% $9.38 +16.7%
127 TJX TJX COS INC NEW Consumer Cyclical 41,770.0 $6.7M 0.09% -1K -3.3% $159.70 -0.3%
128 KKR KKR & CO INC Financial Services 71,886.0 $6.6M 0.09% -2K -2.9% $92.50 +2.4%
129 NXST NEXSTAR MEDIA GROUP INC Communication Services 36,294.0 $6.6M 0.08% -3K -6.5% $180.83 +4.8%
130 MTCH MATCH GROUP INC NEW Communication Services 210,715.0 $6.5M 0.08% -10K -4.6% $30.71 +16.1%
131 RMD RESMED INC Healthcare 28,784.0 $6.5M 0.08% -701.0 -2.4% $224.48 -6.5%
132 XLI SELECT SECTOR SPDR TR 39,411.0 $6.4M 0.08% -402.0 -1.0% $161.73 +5.4%
133 DFAE DIMENSIONAL ETF TRUST 187,793.0 $6.4M 0.08% -29K -13.3% $33.86 +15.2%
134 WERN WERNER ENTERPRISES INC Industrials 214,276.0 $6.3M 0.08% -23K -9.6% $29.41 +35.9%
135 QCOM QUALCOMM INC Technology 48,456.0 $6.2M 0.08% -24K -33.1% $128.78 +57.3%
136 PSX PHILLIPS 66 Energy 33,413.0 $6.1M 0.08% -2K -5.3% $182.18 -1.6%
137 ROG ROGERS CORP Technology 56,193.0 $6.0M 0.08% -5K -8.7% $107.33 +23.9%
138 TRV TRAVELERS COMPANIES INC Financial Services 20,521.0 $6.0M 0.08% -707.0 -3.3% $291.68 +5.2%
139 CF CF INDUSTRIES HOLD Basic Materials 45,847.0 $6.0M 0.08% -4K -7.4% $129.84 -6.3%
140 CL COLGATE PALMOLIVE CO Consumer Defensive 69,088.0 $5.9M 0.08% -5K -7.1% $85.23 +6.1%
Page 7 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%