PINNACLE ASSOCIATES LTD
Q3 2025 13F-HR Holdings
Net value change ($000)
+629,010
(9.1%)
New positions
41
Sold out positions
23
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| AAPL | 54,801 | 20.7% |
| NVDA | 23,751 | 15.4% |
| GOOGL | 23,258 | 36.9% |
| AVGO | 22,462 | 17.1% |
| GOOGL | 22,341 | 35.5% |
| BE | 17,706 | 170.3% |
| ORCL | 14,369 | 27.7% |
| QQQ | 12,400 | 11.9% |
| UEC | 12,324 | 171.2% |
| IONS | 11,977 | 61.3% |
Top Reduces (Value $000, Stocks/ETFs)
| FARO TECHNOLOGIES INC | -13,315 | -100.0% |
| IRDM | -6,978 | -39.7% |
| Uniti Group LLC | -5,885 | -100.0% |
| RHI | -4,432 | -87.7% |
| ADBE | -4,428 | -31.9% |
| LYFT | -3,814 | -75.3% |
| KVUE | -3,103 | -22.9% |
| ITRI | -3,018 | -9.4% |
| ACN | -2,805 | -26.7% |
| HON | -2,803 | -10.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|