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Portfolio (Quarterly) Guide ↗

PINNACLE ASSOCIATES LTD

· CIK 0000743127
13F Portfolio $7.8B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 931 New
Page 10 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HXL HEXCEL CORP NEW Industrials 125,756.0 $9.3M 0.12% NEW $73.90 +14.7%
182 VTV VANGUARD INDEX FDS 48,565.0 $9.3M 0.12% NEW $190.99 +9.4%
183 NFLX NETFLIX INC Communication Services 97,025.0 $9.1M 0.12% NEW $93.76 -4.8%
184 ACN ACCENTURE PLC IRELAND Technology 33,869.0 $9.1M 0.12% NEW $268.30 -33.7%
185 AUB ATLANTIC UN BANKSHARES CORP Financial Services 256,325.0 $9.0M 0.12% NEW $35.30 +6.7%
186 ADBE ADOBE INC Technology 25,328.0 $8.9M 0.11% NEW $349.98 -30.3%
187 GDS GDS HLDGS LTD Technology 253,387.0 $8.8M 0.11% NEW $34.90 +0.7%
188 TDS TELEPHONE & DATA SYS INC Communication Services 214,042.0 $8.8M 0.11% NEW $41.00 +1.5%
189 VIG VANGUARD SPECIALIZED FUNDS 38,622.0 $8.5M 0.11% NEW $219.78 +5.1%
190 COP CONOCOPHILLIPS Energy 88,685.0 $8.3M 0.11% NEW $93.61 +28.8%
191 ICHR ICHOR HOLDINGS Technology 446,787.0 $8.2M 0.11% NEW $18.43 +254.4%
192 ADP AUTOMATIC DATA PROCESSING IN Industrials 31,559.0 $8.1M 0.10% NEW $257.23 -14.4%
193 VRT VERTIV HOLDINGS CO Industrials 49,274.0 $8.0M 0.10% NEW $162.01 +94.8%
194 NVS NOVARTIS AG Healthcare 57,205.0 $7.9M 0.10% NEW $137.87 +10.1%
195 LHX L3HARRIS TECHNOLOGIES INC Industrials 26,864.0 $7.9M 0.10% NEW $293.57 +4.3%
196 VWO VANGUARD INTL EQUITY INDEX F 146,614.0 $7.9M 0.10% NEW $53.76 +9.2%
197 NXST NEXSTAR MEDIA GROUP INC Communication Services 38,809.0 $7.9M 0.10% NEW $203.05 -6.7%
198 MET METLIFE INC Financial Services 99,035.0 $7.8M 0.10% NEW $78.94 +6.8%
199 HELO J P MORGAN EXCHANGE TRADED F 115,803.0 $7.7M 0.10% NEW $66.43 +2.0%
200 BOTZ GLOBAL X FDS 208,406.0 $7.6M 0.10% NEW $36.23 +9.4%
Page 10 of 47  ·  931 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 30.3%
Financial Services 18.5%
Healthcare 13.8%
Industrials 10.7%
Communication Services 8.5%
Consumer Cyclical 7.5%
Energy 4.2%
Consumer Defensive 3.5%
Basic Materials 1.1%
Utilities 1.1%