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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 8 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNH UNITEDHEALTH GROUP INC Healthcare 21,584.0 $5.8M 0.07% -12K -36.1% $270.58 +41.7%
142 ADP AUTOMATIC DATA PROCESSING IN Industrials 27,499.0 $5.6M 0.07% -4K -12.9% $203.18 +8.3%
143 XLV SELECT SECTOR SPDR TR 36,670.0 $5.4M 0.07% -626.0 -1.7% $146.61 +1.0%
144 VXUS VANGUARD STAR FDS 69,005.0 $5.3M 0.07% -2K -2.4% $77.11 +9.7%
145 DAL DELTA AIR LINES INC Industrials 78,598.0 $5.2M 0.07% -4K -5.4% $66.48 +13.8%
146 PTCT PTC THERAPEUTICS INC Healthcare 74,956.0 $5.1M 0.07% -8K -10.2% $68.13 +4.2%
147 SSYS STRATASYS LTD Technology 633,353.0 $4.9M 0.06% -31K -4.6% $7.81 +7.0%
148 PLUG PLUG PWR INC Industrials 2,105,193.0 $4.8M 0.06% -193K -8.4% $2.26 +46.5%
149 MDLZ MONDELEZ INTL INC Consumer Defensive 82,231.0 $4.7M 0.06% -2K -2.5% $57.64 +6.7%
150 DVN DEVON ENERGY CORP NEW Energy 91,950.0 $4.6M 0.06% -8K -8.4% $50.32 -6.4%
151 IAC IAC INC Technology 114,879.0 $4.6M 0.06% -10K -7.9% $40.03 +2.8%
152 EOG EOG RES INC Energy 30,968.0 $4.5M 0.06% -2K -6.0% $144.57 -3.2%
153 ENB ENBRIDGE INC Energy 81,917.0 $4.4M 0.06% -558.0 -0.7% $54.14 +6.7%
154 KR KROGER CO Consumer Defensive 61,028.0 $4.4M 0.06% -344.0 -0.6% $72.36 -7.3%
155 VSH VISHAY INTERTECHNOLOGY INC Technology 243,959.0 $4.4M 0.06% -19K -7.3% $18.00 +123.1%
156 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 46,767.0 $4.3M 0.06% -6K -10.7% $91.64 +4.8%
157 CVS CVS HEALTH CORP Healthcare 59,600.0 $4.3M 0.06% -376.0 -0.6% $71.82 +29.9%
158 AEP AMERICAN ELEC PWR CO INC Utilities 32,456.0 $4.3M 0.06% -425.0 -1.3% $131.08 -1.1%
159 SYK STRYKER CORPORATION Healthcare 12,904.0 $4.2M 0.05% -163.0 -1.2% $328.59 -2.2%
160 MWA MUELLER WTR PRODS INC Industrials 148,317.0 $4.1M 0.05% -1K -0.9% $27.49 -8.6%
Page 8 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%