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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 13 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CEG CONSTELLATION ENERGY CORP Utilities 4,602.0 $1.3M 0.02% -2K -24.9% $279.26 +2.4%
242 YETI YETI HLDGS INC Consumer Cyclical 34,924.0 $1.3M 0.02% -13K -27.4% $36.59 +22.1%
243 PFF ISHARES TR 41,923.0 $1.3M 0.02% -2K -5.0% $30.32 +2.7%
244 PCAR PACCAR INC Industrials 10,951.0 $1.3M 0.02% -2K -12.6% $115.50 -5.3%
245 INTU INTUIT Technology 2,892.0 $1.3M 0.02% -122.0 -4.0% $432.40 -29.0%
246 SDY SPDR SERIES TRUST 8,553.0 $1.2M 0.02% -621.0 -6.8% $145.94 +1.9%
247 LEN LENNAR CORP Consumer Cyclical 14,311.0 $1.2M 0.02% -95.0 -0.7% $86.84 +2.3%
248 ULTA ULTA BEAUTY INC Consumer Cyclical 2,306.0 $1.2M 0.01% -46.0 -2.0% $522.63 -5.6%
249 GSK GSK PLC Healthcare 21,564.0 $1.2M 0.01% -793.0 -3.5% $55.19 -6.6%
250 RSPD INVESCO EXCHANGE TRADED FD T 22,070.0 $1.2M 0.01% -475.0 -2.1% $53.53 +0.0%
251 MSTR STRATEGY INC Technology 9,020.0 $1.1M 0.01% -2K -16.1% $124.80 +32.1%
252 VYMI VANGUARD WHITEHALL FDS 11,914.0 $1.1M 0.01% -434.0 -3.5% $94.24 +6.3%
253 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,812.0 $1.1M 0.01% -81.0 -2.8% $391.77 +91.7%
254 VHT VANGUARD WORLD FD 4,031.0 $1.1M 0.01% -64.0 -1.6% $272.31 +1.6%
255 IAU ISHARES GOLD TR Financial Services 12,338.0 $1.1M 0.01% -201.0 -1.6% $88.16 -3.1%
256 AGX ARGAN INC Industrials 1,970.0 $1.1M 0.01% -2K -52.8% $544.65 +18.4%
257 XAIX DBX ETF TR 26,880.0 $1.1M 0.01% -470.0 -1.7% $39.89 +35.4%
258 VCSH VANGUARD SCOTTSDALE FDS 13,368.0 $1.1M 0.01% -122.0 -0.9% $79.27 -0.5%
259 IYH ISHARES TR 17,067.0 $1.1M 0.01% -539.0 -3.1% $61.64 +1.1%
260 HYG ISHARES TR 13,174.0 $1.0M 0.01% -880.0 -6.3% $79.56 +0.4%
Page 13 of 21  ·  408 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%