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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 36 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FFIV F5 INC Technology 1,445.0 $418K 0.01% +36.0 +2.6% $289.33 +32.6%
702 HSY HERSHEY CO Consumer Defensive 1,988.0 $413K 0.01% +38.0 +1.9% $207.94 -8.4%
703 SWKS SKYWORKS SOLUTIONS INC Technology 7,696.0 $412K 0.01% -678.0 -8.1% $53.55 +38.9%
704 HDSN HUDSON TECHNOLOGIES INC Basic Materials 70,000.0 $412K 0.01% $5.88 -12.1%
705 ENTERGY CORP NEW 3,639.0 $409K 0.01% +338.0 +10.2% $112.36
706 CUBE CUBESMART Real Estate 11,153.0 $409K 0.01% -489.0 -4.2% $36.65 +9.4%
707 NYT NEW YORK TIMES CO MTN BE Communication Services 4,852.0 $406K 0.01% +141.0 +3.0% $83.73 -11.3%
708 SAP SAP SE Technology 2,342.0 $401K 0.01% -3K -55.4% $171.18 +5.1%
709 SYF SYNCHRONY FINANCIAL Financial Services 5,866.0 $399K 0.01% +2K +57.9% $68.02 +5.9%
710 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,321.0 $399K 0.01% NEW $74.94 +12.2%
711 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,502.0 $399K 0.01% +366.0 +7.1% $72.46 +19.1%
712 SUSA ISHARES TR 2,998.0 $396K 0.01% -56.0 -1.8% $132.10 +14.0%
713 SCCO SOUTHERN COPPER CORP Basic Materials 2,293.0 $394K 0.01% +72.0 +3.2% $172.03 +1.2%
714 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,880.0 $392K 0.01% +49.0 +1.7% $136.08 -9.0%
715 LYFT LYFT INC Technology 29,331.0 $390K 0.01% -34K -53.5% $13.30 +1.4%
716 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 27,256.0 $389K 0.01% +1K +3.8% $14.28 -0.2%
717 SHY ISHARES TR 4,700.0 $388K 0.01% -305.0 -6.1% $82.57 -0.5%
718 SYY SYSCO CORP Consumer Defensive 5,434.0 $388K 0.01% -6K -53.5% $71.33 +5.8%
719 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,054.0 $386K 0.01% +5K +86.7% $38.42 +14.5%
720 ESGV VANGUARD WORLD FD 3,430.0 $385K 0.01% -148.0 -4.1% $112.27 +16.6%
Page 36 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%