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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 17 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IMCG ISHARES TR 5,597.0 $441K 0.01% -444.0 -7.3% $78.77 +14.9%
322 HAL HALLIBURTON CO Energy 10,917.0 $426K 0.01% -471.0 -4.1% $38.99 +7.6%
323 FORTINET INC 5,147.0 $421K 0.01% -793.0 -13.3% $81.72
324 DHI D R HORTON INC Consumer Cyclical 3,060.0 $420K 0.01% -447.0 -12.8% $137.21 +5.0%
325 SWKS SKYWORKS SOLUTIONS INC Technology 7,696.0 $412K 0.01% -678.0 -8.1% $53.55 +38.9%
326 CUBE CUBESMART Real Estate 11,153.0 $409K 0.01% -489.0 -4.2% $36.65 +9.4%
327 SAP SAP SE Technology 2,342.0 $401K 0.01% -3K -55.4% $171.18 +5.1%
328 SUSA ISHARES TR 2,998.0 $396K 0.01% -56.0 -1.8% $132.10 +14.0%
329 LYFT LYFT INC Technology 29,331.0 $390K 0.01% -34K -53.5% $13.30 +1.4%
330 SHY ISHARES TR 4,700.0 $388K 0.01% -305.0 -6.1% $82.57 -0.5%
331 SYY SYSCO CORP Consumer Defensive 5,434.0 $388K 0.01% -6K -53.5% $71.33 +5.8%
332 ESGV VANGUARD WORLD FD 3,430.0 $385K 0.01% -148.0 -4.1% $112.27 +16.6%
333 KEY KEYCORP Financial Services 18,440.0 $370K 0.01% -1K -5.4% $20.05 +7.2%
334 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 8,881.0 $367K 0.01% -7K -45.1% $41.27 +27.1%
335 DES WISDOMTREE TR 10,181.0 $366K 0.01% -2K -17.5% $35.94 +6.6%
336 HBM HUDBAY MINERALS INC Basic Materials 17,365.0 $363K 0.01% -455.0 -2.5% $20.90 +18.4%
337 OGE OGE ENERGY CORP Utilities 7,562.0 $363K 0.01% -113.0 -1.5% $47.96 +0.3%
338 VSGX VANGUARD WORLD FD 5,055.0 $363K 0.01% -96.0 -1.9% $71.73 +11.9%
339 M MACYS INC Consumer Cyclical 20,007.0 $362K 0.01% -2K -8.5% $18.09 +14.0%
340 ILMN ILLUMINA INC Healthcare 2,853.0 $352K 0.01% -55.0 -1.9% $123.26 +17.5%
Page 17 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%