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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 6 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CANADIAN PACIFIC KANSAS CITY 235,675.0 $17.4M 0.22% NEW $73.63
102 MP MP MATERIALS CORP Basic Materials 341,507.0 $17.3M 0.22% NEW $50.52 +22.2%
103 CVLT COMMVAULT SYS INC Technology 137,544.0 $17.2M 0.22% NEW $125.36 -15.4%
104 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 223,465.0 $17.0M 0.22% NEW $75.91 -28.0%
105 CMI CUMMINS INC Industrials 33,221.0 $17.0M 0.22% NEW $510.45 +25.1%
106 GVA GRANITE CONSTR INC Industrials 146,794.0 $16.9M 0.22% NEW $115.35 +10.6%
107 WFC WELLS FARGO CO NEW Financial Services 179,579.0 $16.7M 0.21% NEW $93.20 -18.7%
108 WM WASTE MGMT INC DEL Industrials 75,534.0 $16.6M 0.21% NEW $219.71 -0.1%
109 UEC URANIUM ENERGY CORP Energy 1,394,204.0 $16.3M 0.21% NEW $11.68 +9.2%
110 DLR DIGITAL RLTY TR INC Real Estate 102,946.0 $15.9M 0.20% NEW $154.71 +25.6%
111 MCD MCDONALDS CORP Consumer Cyclical 51,859.0 $15.8M 0.20% NEW $305.63 -7.0%
112 CMCSA COMCAST CORP NEW Communication Services 514,699.0 $15.4M 0.20% NEW $29.89 -16.1%
113 ALNT ALLIENT INC Technology 285,955.0 $15.4M 0.20% NEW $53.75 +16.9%
114 DUHP DIMENSIONAL ETF TRUST 397,491.0 $15.1M 0.19% NEW $38.03 +6.0%
115 DFAI DIMENSIONAL ETF TRUST 392,029.0 $14.9M 0.19% NEW $38.11 +9.1%
116 TPC TUTOR PERINI CORP Industrials 222,152.0 $14.9M 0.19% NEW $67.02 +14.9%
117 KLAC KLA CORP Technology 12,200.0 $14.8M 0.19% NEW $1215.07 +51.6%
118 PNC PNC FINL SVCS GROUP INC Financial Services 70,523.0 $14.7M 0.19% NEW $208.73 +3.9%
119 TFC TRUIST FINL CORP Financial Services 296,013.0 $14.6M 0.19% NEW $49.21 -2.5%
120 XLC SELECT SECTOR SPDR TR 123,006.0 $14.5M 0.19% NEW $117.72 -1.4%
Page 6 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%