PINNACLE ASSOCIATES LTD

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/6/2025
Form type
13F-HR
Num holdings
823
Total value ($000)
$6,824,527
Net value change ($000)
-545,979 (-7.4%)
New positions
38
Sold out positions
47
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DGRW 17,583 2313.6%
BABA 12,869 3459.4%
BRK-B 9,984 20.3%
TKO 6,977 NEW
REGN 6,886 15.5%
VRTX 6,878 132.4%
Intra-Cellular Therapies, Inc. 5,773 47.8%
CVX 5,417 19.3%
MP 5,316 49.9%
ABBV 4,497 19.5%
Top Reduces (Value $000, Stocks/ETFs)
JNJ -174,856 -20.1%
AVGO -40,613 -32.5%
AAPL -40,068 -11.8%
MSFT -25,817 -13.3%
NVDA -21,950 -18.2%
COHR -17,475 -34.6%
AMZN -15,077 -13.0%
SCHD -14,514 -24.9%
GOOGL -13,728 -18.2%
AMBA -12,481 -33.3%
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