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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 44 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 AXS AXIS CAP HLDGS LTD Financial Services 2,209.0 $237K 0.00% NEW $107.09 -6.0%
862 ROBT FIRST TR EXCHANGE TRADED FD 4,550.0 $236K 0.00% NEW $51.87 +5.8%
863 ITT ITT INC Industrials 1,353.0 $235K 0.00% NEW $173.51 +11.0%
864 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,251.0 $235K 0.00% NEW $44.69 +6.3%
865 EA ELECTRONIC ARTS INC Communication Services 1,148.0 $235K 0.00% NEW $204.33 -1.2%
866 MTZ MASTEC INC Industrials 1,077.0 $234K 0.00% NEW $217.37 +78.9%
867 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,310.0 $234K 0.00% NEW $178.59 +0.9%
868 RBC RBC BEARINGS INC Industrials 512.0 $230K 0.00% NEW $448.43 +27.3%
869 OVV OVINTIV INC Energy 5,814.0 $228K 0.00% NEW $39.19 +50.2%
870 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,244.0 $226K 0.00% NEW $100.80 +17.7%
871 VLYPN VALLEY NATL BANCORP Financial Services 19,317.0 $226K 0.00% NEW $11.68 +121.5%
872 ESPR ESPERION THERAPEUTICS INC NE Healthcare 60,581.0 $224K 0.00% NEW $3.70 -15.4%
873 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 5,980.0 $223K 0.00% NEW $37.36 -10.4%
874 IYC ISHARES TR 2,165.0 $223K 0.00% NEW $103.13 -1.1%
875 RGLD ROYAL GOLD INC Basic Materials 1,000.0 $222K 0.00% NEW $222.29 +0.4%
876 ISHARES TR 4,863.0 $221K 0.00% NEW $45.45
877 ALGN ALIGN TECHNOLOGY INC Healthcare 1,407.0 $220K 0.00% NEW $156.15 +4.4%
878 ESML ISHARES TR 4,748.0 $218K 0.00% NEW $45.98 +12.8%
879 PB PROSPERITY BANCSHARES INC Financial Services 3,157.0 $218K 0.00% NEW $69.11 +0.0%
880 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,580.0 $218K 0.00% NEW $137.96 +9.6%
Page 44 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%