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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 45 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TV GRUPO TELEVISA S A B Communication Services 74,800.0 $218K 0.00% NEW $2.91 -2.7%
882 FIXD FIRST TR EXCHNG TRADED FD VI 4,905.0 $217K 0.00% NEW $44.32 -2.4%
883 RACE FERRARI N V Consumer Cyclical 587.0 $217K 0.00% NEW $369.56 -7.5%
884 MASI MASIMO CORP Healthcare 1,667.0 $217K 0.00% NEW $130.06 +37.4%
885 CONFLUENT INC 7,117.0 $215K 0.00% NEW $30.24
886 PSA PUBLIC STORAGE OPER CO Real Estate 825.0 $214K 0.00% NEW $259.50 +16.7%
887 EEM ISHARES TR 3,896.0 $213K 0.00% NEW $54.71 +20.7%
888 PTC PTC INC Technology 1,217.0 $212K 0.00% NEW $174.21 -15.1%
889 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,329.0 $210K 0.00% NEW $39.39 -20.0%
890 GNRC GENERAC HLDGS INC Industrials 1,535.0 $209K 0.00% NEW $136.35 +81.7%
891 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,335.0 $209K 0.00% NEW $33.02 +4.1%
892 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,130.0 $208K 0.00% NEW $184.02 +7.1%
893 RITM RITHM CAPITAL CORP Real Estate 19,074.0 $208K 0.00% NEW $10.90 -15.0%
894 XEL XCEL ENERGY INC Utilities 2,787.0 $206K 0.00% NEW $73.85 +8.1%
895 F FORD MTR CO Consumer Cyclical 15,660.0 $205K 0.00% NEW $13.12 +4.2%
896 J JACOBS SOLUTIONS INC Industrials 1,539.0 $204K 0.00% NEW $132.46 -13.9%
897 EQT EQT CORP Energy 3,797.0 $204K 0.00% NEW $53.60 +7.7%
898 OPLN OPENLANE INC Consumer Cyclical 6,828.0 $203K 0.00% NEW $29.78 +17.7%
899 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 26,860.0 $203K 0.00% NEW $7.57 -28.5%
900 XXI TWENTY ONE CAP INC Financial Services 23,200.0 $203K 0.00% NEW $8.76 -11.1%
Page 45 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%