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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 12 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TJX TJX COS INC NEW Consumer Cyclical 43,213.0 $6.6M 0.09% NEW $153.61 +3.6%
222 XLK SELECT SECTOR SPDR TR 45,050.0 $6.5M 0.08% NEW $143.97 +24.1%
223 BMY BRISTOL-MYERS SQUIBB CO Healthcare 118,070.0 $6.4M 0.08% NEW $53.94 +10.4%
224 PTCT PTC THERAPEUTICS INC Healthcare 83,431.0 $6.3M 0.08% NEW $75.96 -6.5%
225 TXN TEXAS INSTRS INC Technology 36,011.0 $6.2M 0.08% NEW $173.49 +75.7%
226 DHR DANAHER CORPORATION Healthcare 27,087.0 $6.2M 0.08% NEW $228.92 -24.3%
227 TDW TIDEWATER INC NEW Energy 122,543.0 $6.2M 0.08% NEW $50.51 +67.4%
228 XLI SELECT SECTOR SPDR TR 39,813.0 $6.2M 0.08% NEW $155.12 +9.9%
229 TRV TRAVELERS COMPANIES INC Financial Services 21,228.0 $6.2M 0.08% NEW $290.06 +5.8%
230 JEPQ J P MORGAN EXCHANGE TRADED F 104,613.0 $6.1M 0.08% NEW $58.12 +3.4%
231 GLD SPDR GOLD TR Financial Services 15,315.0 $6.1M 0.08% NEW $396.31 +5.2%
232 PLD PROLOGIS INC. Real Estate 47,383.0 $6.0M 0.08% NEW $127.66 +13.3%
233 MPC MARATHON PETE CORP Energy 36,159.0 $5.9M 0.07% NEW $162.63 +52.8%
234 CL COLGATE PALMOLIVE CO Consumer Defensive 74,376.0 $5.9M 0.07% NEW $79.02 +14.5%
235 XLV SELECT SECTOR SPDR TR 37,296.0 $5.8M 0.07% NEW $154.80 -4.3%
236 SSYS STRATASYS LTD Technology 664,178.0 $5.8M 0.07% NEW $8.68 -3.7%
237 DAL DELTA AIR LINES INC DEL Industrials 83,066.0 $5.8M 0.07% NEW $69.40 +9.0%
238 FANG DIAMONDBACK ENERGY INC Energy 37,730.0 $5.7M 0.07% NEW $150.33 +33.7%
239 ROG ROGERS CORP Technology 61,567.0 $5.6M 0.07% NEW $91.57 +45.2%
240 OXM OXFORD INDS INC Consumer Cyclical 163,291.0 $5.6M 0.07% NEW $34.20 +14.1%
Page 12 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%