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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 15 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BKNG BOOKING HOLDINGS INC Consumer Cyclical 719.0 $3.8M 0.05% NEW $5353.93 -97.0%
282 KR KROGER CO Consumer Defensive 61,372.0 $3.8M 0.05% NEW $62.48 +7.3%
283 CF CF INDS HLDGS INC Basic Materials 49,491.0 $3.8M 0.05% NEW $77.34 +57.3%
284 VSH VISHAY INTERTECHNOLOGY INC Technology 263,217.0 $3.8M 0.05% NEW $14.49 +177.2%
285 AEP AMERICAN ELEC PWR CO INC Utilities 32,881.0 $3.8M 0.05% NEW $115.31 +12.4%
286 IYW ISHARES TR 18,847.0 $3.8M 0.05% NEW $199.68 +20.2%
287 TENB TENABLE HLDGS INC Technology 159,927.0 $3.8M 0.05% NEW $23.53 +8.4%
288 CSX CSX CORP Industrials 102,878.0 $3.7M 0.05% NEW $36.25 +26.6%
289 IJT ISHARES TR 26,229.0 $3.7M 0.05% NEW $141.16 +13.8%
290 IXUS ISHARES TR 43,479.0 $3.7M 0.05% NEW $84.64 +12.4%
291 DVN DEVON ENERGY CORP NEW Energy 100,425.0 $3.7M 0.05% NEW $36.63 +28.6%
292 KDP KEURIG DR PEPPER INC Consumer Defensive 131,120.0 $3.7M 0.05% NEW $28.01 +2.7%
293 SCZ ISHARES TR 46,888.0 $3.6M 0.05% NEW $77.53 +9.8%
294 MLPA GLOBAL X FDS 74,759.0 $3.6M 0.05% NEW $48.41 +14.8%
295 NSC NORFOLK SOUTHN CORP Industrials 12,516.0 $3.6M 0.05% NEW $288.72 +7.9%
296 DUK DUKE ENERGY CORP NEW Utilities 30,736.0 $3.6M 0.05% NEW $117.21 +6.4%
297 ARM ARM HOLDINGS PLC Technology 32,882.0 $3.6M 0.05% NEW $109.31 +172.8%
298 NVO NOVO-NORDISK A S Healthcare 70,491.0 $3.6M 0.05% NEW $50.88 -12.8%
299 MWA MUELLER WTR PRODS INC Industrials 149,654.0 $3.6M 0.05% NEW $23.82 +5.5%
300 ED CONSOLIDATED EDISON INC Utilities 35,861.0 $3.6M 0.05% NEW $99.32 +8.1%
Page 15 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%