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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 33 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ET ENERGY TRANSFER L P Energy 32,367.0 $534K 0.01% NEW $16.49 +21.7%
642 AON AON PLC Financial Services 1,510.0 $533K 0.01% NEW $352.88 -8.0%
643 SWKS SKYWORKS SOLUTIONS INC Technology 8,374.0 $531K 0.01% NEW $63.41 +30.0%
644 FIX COMFORT SYS USA INC Industrials 564.0 $526K 0.01% NEW $933.29 +95.9%
645 ITA ISHARES TR 2,447.0 $525K 0.01% NEW $214.69 +5.0%
646 ITOT ISHARES TR 3,527.0 $524K 0.01% NEW $148.69 +9.6%
647 WDC WESTERN DIGITAL CORP Technology 3,025.0 $521K 0.01% NEW $172.27 +181.1%
648 ICLR ICON PLC Healthcare 2,849.0 $519K 0.01% NEW $182.22 -35.9%
649 TDG TRANSDIGM GROUP INC Industrials 390.0 $518K 0.01% NEW $1329.20 -8.7%
650 STE STERIS PLC Healthcare 2,038.0 $517K 0.01% NEW $253.52 -14.6%
651 SHV ISHARES TR 4,669.0 $514K 0.01% NEW $110.15 +0.1%
652 EXC EXELON CORP Utilities 11,662.0 $508K 0.01% NEW $43.59 +6.1%
653 DHI D R HORTON INC Consumer Cyclical 3,507.0 $505K 0.01% NEW $144.02 -0.2%
654 DTM DT MIDSTREAM INC Energy 4,204.0 $503K 0.01% NEW $119.68 +26.3%
655 ORI OLD REP INTL CORP Financial Services 10,767.0 $491K 0.01% NEW $45.64 -13.8%
656 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,005.0 $490K 0.01% NEW $487.25 +16.7%
657 FTSL FIRST TR EXCHANGE-TRADED FD 10,575.0 $485K 0.01% NEW $45.88 -2.1%
658 NTRA NATERA INC Healthcare 2,116.0 $485K 0.01% NEW $229.09 -11.3%
659 IMCG ISHARES TR 6,041.0 $482K 0.01% NEW $79.85 +14.4%
660 M MACYS INC Consumer Cyclical 21,867.0 $482K 0.01% NEW $22.05 -6.3%
Page 33 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%