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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 5 of 21  ·  408 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSGE SPHERE ENTERTAINMENT CO Communication Services 116,798.0 $13.7M 0.18% -4K -3.5% $117.40 -40.9%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 271,661.0 $13.6M 0.17% -8K -2.7% $50.20 -4.7%
83 XLC SELECT SECTOR SPDR TR 121,102.0 $13.4M 0.17% -2K -1.6% $110.86 +4.7%
84 KO COCA COLA CO Consumer Defensive 174,102.0 $13.2M 0.17% -5K -2.6% $76.05 +6.7%
85 VRT VERTIV HOLDINGS CO Industrials 48,770.0 $12.2M 0.16% -504.0 -1.0% $250.58 +26.0%
86 PWR QUANTA SVCS INC Industrials 21,982.0 $12.1M 0.15% -134.0 -0.6% $549.02 +29.3%
87 CYTK CYTOKINETICS INC Healthcare 177,062.0 $11.7M 0.15% -14K -7.3% $65.91 +18.4%
88 PFE PFIZER INC Healthcare 413,133.0 $11.6M 0.15% -31K -7.0% $28.08 -7.6%
89 ITW ILLINOIS TOOL WKS INC Industrials 43,745.0 $11.4M 0.15% -234.0 -0.5% $260.29 -4.0%
90 UNP UNION PAC CORP Industrials 46,350.0 $11.2M 0.14% -2K -4.0% $242.62 +9.6%
91 DFSV DIMENSIONAL ETF TRUST 318,664.0 $11.2M 0.14% -10K -3.0% $35.04 +6.0%
92 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 175,456.0 $11.0M 0.14% -16K -8.5% $62.70 +20.5%
93 ABT ABBOTT LABORATORIES Healthcare 105,375.0 $10.8M 0.14% -2K -1.8% $102.67 -14.5%
94 LOW LOWES COS INC Consumer Cyclical 45,677.0 $10.8M 0.14% -380.0 -0.8% $236.28 -8.0%
95 DIS DISNEY WALT CO Communication Services 110,340.0 $10.6M 0.14% -5K -4.7% $96.38 +7.5%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 21,248.0 $10.4M 0.13% -389.0 -1.8% $491.52 -8.1%
97 NEBIUS GROUP N.V. 100,185.0 $10.4M 0.13% -25K -20.3% $103.76
98 CVLT COMMVAULT SYS INC Technology 132,545.0 $10.3M 0.13% -5K -3.6% $77.89 +36.1%
99 TFC TRUIST FINL CORP Financial Services 223,830.0 $10.3M 0.13% -72K -24.4% $45.97 +4.4%
100 WELL WELLTOWER INC Real Estate 50,948.0 $10.1M 0.13% -695.0 -1.4% $197.71 +10.6%
Page 5 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%