PINNACLE ASSOCIATES LTD

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
955
Total value ($000)
$7,781,152
Net value change ($000)
-12,737 (-0.2%)
New positions
68
Sold out positions
44
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JNJ 60,432 17.6%
COPY 16,691 NEW
UCTT 15,756 134.6%
CAT 14,477 22.5%
GOLAR LNG LTD 13,435 36.1%
XOM 11,874 40.6%
GLW 11,591 45.8%
MRK 11,459 24.4%
ICHR 10,797 131.1%
CVX 10,123 34.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -47,633 -23.1%
NVDA -26,467 -13.7%
AAPL -24,832 -7.4%
AVGO -18,942 -12.0%
JPM -14,700 -10.8%
FDN -13,168 -65.0%
AXP -11,337 -19.0%
GOOGL -10,862 -10.0%
ORCL -10,771 -24.7%
GOOGL -10,374 -9.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type