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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 34 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 HDSN HUDSON TECHNOLOGIES INC Basic Materials 70,000.0 $480K 0.01% NEW $6.85 -24.5%
662 XLU SELECT SECTOR SPDR TR 11,182.0 $477K 0.01% NEW $42.69 +5.4%
663 VONV VANGUARD SCOTTSDALE FDS 5,171.0 $477K 0.01% NEW $92.30 +11.5%
664 IQVIA HLDGS INC 2,101.0 $474K 0.01% NEW $225.41
665 PAVE GLOBAL X FDS 9,881.0 $472K 0.01% NEW $47.79 +14.1%
666 FORTINET INC 5,940.0 $472K 0.01% NEW $79.41
667 MGNX MACROGENICS INC Healthcare 292,696.0 $471K 0.01% NEW $1.61 +163.4%
668 NTNX NUTANIX INC Technology 8,961.0 $463K 0.01% NEW $51.69 -13.5%
669 TEL TE CONNECTIVITY PLC Technology 2,033.0 $462K 0.01% NEW $227.48 -11.5%
670 SMITHFIELD FOODS INC 20,682.0 $462K 0.01% NEW $22.33
671 WRBY WARBY PARKER INC Healthcare 21,130.0 $460K 0.01% NEW $21.79 +12.2%
672 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 28,945.0 $459K 0.01% NEW $15.86 +22.2%
673 CPRT COPART INC Industrials 11,702.0 $458K 0.01% NEW $39.15 -12.1%
674 BEPC BROOKFIELD RENEWABLE CORP Utilities 11,900.0 $456K 0.01% NEW $38.34 -1.9%
675 FAST FASTENAL CO Industrials 11,364.0 $456K 0.01% NEW $40.13 +8.5%
676 CRS CARPENTER TECHNOLOGY CORP Industrials 1,440.0 $453K 0.01% NEW $314.86 +39.2%
677 SNY SANOFI SA Healthcare 9,328.0 $452K 0.01% NEW $48.46 -7.8%
678 J P MORGAN EXCHANGE TRADED F 8,965.0 $449K 0.01% NEW $50.07
679 HII HUNTINGTON INGALLS INDS INC Industrials 1,320.0 $449K 0.01% NEW $340.07 -6.6%
680 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,657.0 $447K 0.01% NEW $58.35 -0.0%
Page 34 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%