PINNACLE ASSOCIATES LTD

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
832
Total value ($000)
$7,370,506
Net value change ($000)
+1,489,413 (25.3%)
New positions
110
Sold out positions
78
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/25/2024 Next filing: 5/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
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 664,387 324.2%
AAPL 81,549 31.7%
NVDA 69,512 135.9%
META 45,344 89.2%
AVGO 45,085 56.5%
LRCX 42,935 NEW
BLK 42,365 NEW
AMZN 40,011 52.4%
GOLAR LNG LTD 29,204 87.7%
QLTY 26,479 NEW
Top Reduces (Value $000, Stocks/ETFs)
LRCX -61,049 -100.0%
BLK -34,914 -100.0%
QRVO -20,858 -46.8%
CAE -18,654 -98.8%
INTC -16,299 -90.6%
VSH -15,813 -70.9%
REGN -14,320 -24.3%
CMCSA -11,439 -35.6%
XYL -11,264 -19.5%
CVS -10,929 -79.2%
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