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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 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWR QUANTA SVCS INC Industrials 21,982.0 $12.1M 0.15% -134.0 -0.6% $549.02 +29.3%
142 CNI CANADIAN NATL RY CO Industrials 116,904.0 $12.0M 0.15% $102.77 +11.1%
143 COP CONOCOPHILLIPS Energy 90,167.0 $11.9M 0.15% +1K +1.7% $132.00 -8.7%
144 IEF ISHARES TR 123,468.0 $11.8M 0.15% $95.44 -1.7%
145 CYTK CYTOKINETICS INC Healthcare 177,062.0 $11.7M 0.15% -14K -7.3% $65.91 +18.4%
146 PFE PFIZER INC Healthcare 413,133.0 $11.6M 0.15% -31K -7.0% $28.08 -7.6%
147 ITW ILLINOIS TOOL WKS INC Industrials 43,745.0 $11.4M 0.15% -234.0 -0.5% $260.29 -4.0%
148 UNP UNION PAC CORP Industrials 46,350.0 $11.2M 0.14% -2K -4.0% $242.62 +9.6%
149 SNOW SNOWFLAKE INC Technology 74,465.0 $11.2M 0.14% +9K +13.5% $150.82 +10.7%
150 DFSV DIMENSIONAL ETF TRUST 318,664.0 $11.2M 0.14% -10K -3.0% $35.04 +6.0%
151 SDVY FIRST TR EXCHANGE TRADED FD 279,780.0 $11.0M 0.14% +27K +10.7% $39.43 +4.9%
152 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 175,456.0 $11.0M 0.14% -16K -8.5% $62.70 +20.5%
153 TKO TKO GROUP HOLDINGS INC Communication Services 54,162.0 $10.9M 0.14% +4K +7.5% $201.65 -3.7%
154 ABT ABBOTT LABORATORIES Healthcare 105,375.0 $10.8M 0.14% -2K -1.8% $102.67 -14.5%
155 LOW LOWES COS INC Consumer Cyclical 45,677.0 $10.8M 0.14% -380.0 -0.8% $236.28 -8.0%
156 ZS ZSCALER INC Technology 76,485.0 $10.7M 0.14% +34K +81.7% $140.29 +24.3%
157 NFLX NETFLIX INC. Communication Services 110,975.0 $10.7M 0.14% +14K +14.4% $96.15 -7.1%
158 DIS DISNEY WALT CO Communication Services 110,340.0 $10.6M 0.14% -5K -4.7% $96.38 +7.5%
159 PM PHILIP MORRIS INTL INC Consumer Defensive 63,853.0 $10.6M 0.14% $165.34 +14.1%
160 VOO VANGUARD INDEX FDS 17,622.0 $10.5M 0.14% +260.0 +1.5% $597.54 +14.3%
Page 8 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%