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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 9 of 48  ·  955 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDT MEDTRONIC PLC Healthcare 120,855.0 $10.5M 0.14% +4K +3.7% $86.65 -9.8%
162 TMO THERMO FISHER SCIENTIFIC INC Healthcare 21,248.0 $10.4M 0.13% -389.0 -1.8% $491.52 -8.1%
163 NEBIUS GROUP N.V. 100,185.0 $10.4M 0.13% -25K -20.3% $103.76
164 CVLT COMMVAULT SYS INC Technology 132,545.0 $10.3M 0.13% -5K -3.6% $77.89 +36.1%
165 TFC TRUIST FINL CORP Financial Services 223,830.0 $10.3M 0.13% -72K -24.4% $45.97 +4.4%
166 BA BOEING CO Industrials 51,558.0 $10.3M 0.13% +309.0 +0.6% $199.03 +10.3%
167 TDW TIDEWATER INC NEW Energy 122,457.0 $10.2M 0.13% $83.55 +1.2%
168 GDS GDS HLDGS LTD Technology 253,022.0 $10.2M 0.13% $40.29 -12.7%
169 WELL WELLTOWER INC Real Estate 50,948.0 $10.1M 0.13% -695.0 -1.4% $197.71 +10.6%
170 GEV GE VERNOVA INC Utilities 11,457.0 $10.0M 0.13% +115.0 +1.0% $872.87 +19.6%
171 NXPI NXP SEMICONDUCTORS N V Technology 50,388.0 $9.9M 0.13% +304.0 +0.6% $196.86 +52.1%
172 EVR EVERCORE INC Financial Services 32,577.0 $9.7M 0.12% +11K +50.6% $298.51 +16.0%
173 AIOT POWERFLEET INC Technology 3,130,744.0 $9.6M 0.12% +948K +43.4% $3.08 +6.5%
174 VRTX VERTEX PHARMACEUTICALS INC Healthcare 21,590.0 $9.6M 0.12% -4K -14.4% $446.54 -3.6%
175 SINCLAIR INC 742,317.0 $9.6M 0.12% +111K +17.5% $12.94
176 BKR BAKER HUGHES COMPANY Energy 157,250.0 $9.6M 0.12% -5K -3.0% $61.05 +7.8%
177 TLS TELOS CORP MD Technology 2,291,029.0 $9.6M 0.12% +353K +18.2% $4.19 +11.7%
178 VTV VANGUARD INDEX FDS 48,815.0 $9.6M 0.12% +250.0 +0.5% $196.20 +6.5%
179 RY ROYAL BK CDA Financial Services 58,923.0 $9.5M 0.12% -681.0 -1.1% $161.78 +15.7%
180 HXL HEXCEL CORP NEW Industrials 117,037.0 $9.5M 0.12% -9K -6.9% $80.93 +4.7%
Page 9 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%