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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 3 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 242,576.0 $41.2M 0.53% $169.66 -7.9%
42 JEPI J P MORGAN EXCHANGE TRADED F 717,528.0 $40.7M 0.52% +36K +5.3% $56.68 -1.1%
43 ABBV ABBVIE INC Healthcare 186,380.0 $40.5M 0.52% +18K +10.5% $217.49 -1.3%
44 CVX CHEVRON CORPORATION Energy 191,322.0 $39.6M 0.51% -2K -1.0% $206.90 -7.7%
45 VGT VANGUARD WORLD FD 56,565.0 $39.5M 0.51% -647.0 -1.1% $697.72 -83.6%
46 BLK BLACKROCK INC Financial Services 40,546.0 $39.0M 0.50% -245.0 -0.6% $961.71 +10.6%
47 C CITIGROUP INC Financial Services 333,255.0 $37.8M 0.49% -3K -0.8% $113.41 +10.4%
48 GLW CORNING INC Technology 271,440.0 $36.9M 0.47% -18K -6.1% $135.97 +41.1%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 147,678.0 $35.8M 0.46% +8K +5.7% $242.39 +4.4%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 35,904.0 $35.8M 0.46% $996.42 +5.4%
51 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 57,380.0 $35.4M 0.46% -371.0 -0.6% $616.76 +7.9%
52 MKL MARKEL GROUP INC Financial Services 17,948.0 $34.4M 0.44% -288.0 -1.6% $1914.03 -3.2%
53 CCJ CAMECO CORP Energy 304,364.0 $33.1M 0.42% -12K -3.7% $108.61 -3.0%
54 ORCL ORACLE CORP Technology 223,083.0 $32.8M 0.42% $147.11 +29.0%
55 XYL XYLEM INC Industrials 274,520.0 $32.8M 0.42% -14K -5.0% $119.50 -9.4%
56 IONS IONIS PHARMACEUTICALS INC Healthcare 436,457.0 $32.8M 0.42% -26K -5.5% $75.09 +0.9%
57 AMAT APPLIED MATLS INC Technology 94,850.0 $32.4M 0.42% -3K -2.7% $341.79 +25.0%
58 RSP INVESCO EXCHANGE TRADED FD T 163,151.0 $31.3M 0.40% +5K +2.9% $191.92 +6.7%
59 PG PROCTER & GAMBLE CO Consumer Defensive 214,800.0 $31.0M 0.40% -6K -2.6% $144.44 -1.4%
60 GS GOLDMAN SACHS GROUP INC Financial Services 36,484.0 $30.9M 0.40% -765.0 -2.0% $845.99 +16.8%
Page 3 of 48  ·  955 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%