PINNACLE ASSOCIATES LTD
Q2 2025 13F-HR Holdings
Net value change ($000)
+82,500
(1.2%)
New positions
43
Sold out positions
21
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 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)
| NVDA | 55,359 | 56.1% |
| MSFT | 50,559 | 30.1% |
| AVGO | 47,179 | 56.0% |
| VTI | 44,253 | 68.6% |
| META | 26,058 | 28.9% |
| ORCL | 18,681 | 56.3% |
| JPM | 18,214 | 16.8% |
| WMT | 16,152 | 50.7% |
| QQQ | 15,898 | 18.0% |
| AMZN | 14,869 | 14.7% |
Top Reduces (Value $000, Stocks/ETFs)
| JNJ | -388,155 | -55.9% |
| AAPL | -34,689 | -11.6% |
| Intra-Cellular Therapies, Inc. | -17,855 | -100.0% |
| REGN | -15,195 | -29.6% |
| BABA | -11,812 | -89.2% |
| UNH | -8,664 | -44.3% |
| GOLAR LNG LTD | -8,143 | -15.5% |
| BRK-B | -5,820 | -9.9% |
| CVX | -5,151 | -15.4% |
| DFS | -5,104 | -100.0% |
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 |
|---|