Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PINNACLE ASSOCIATES LTD 13F Holdings -- Portfolio & Top Positions (2026-06-30)

PINNACLE ASSOCIATES LTD (CIK 743127) reported $9.16B across 966 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: JNJ ($420.8M, 4.59%), AAPL ($350.9M, 3.83%), MU ($251.1M, 2.74%), NVDA ($191.0M, 2.09%), AVGO ($170.6M, 1.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JNJJOHNSON & JOHNSON$420.8M4.59%1.7MAdded
2AAPLAPPLE INC$350.9M3.83%1.2MTrimmed
3MUMICRON TECHNOLOGY INC$251.1M2.74%217,570Trimmed
4NVDANVIDIA CORPORATION$191.0M2.09%954,703Trimmed
5AVGOBROADCOM INC$170.6M1.86%451,507Added
6MSFTMICROSOFT CORP$162.5M1.77%435,694Added
7QQQINVESCO QQQ TR$146.0M1.59%198,228Added
8SPYSTATE STR SPDR S&P 500 ETF T$142.7M1.56%191,109Added
9VTIVANGUARD INDEX FDS$140.0M1.53%378,423Added
10VBVANGUARD INDEX FDS$140.2M1.53%462,685Added
11JPMJPMORGAN CHASE & CO$135.5M1.48%413,954Added
12AMZNAMAZON COM INC$129.9M1.42%545,210Added
13GOOGLALPHABET INC$122.0M1.33%341,301Trimmed
14GOOGALPHABET INC$120.2M1.31%340,303Trimmed
15CATCATERPILLAR INC$117.2M1.28%110,066Trimmed
16METAMETA PLATFORMS INC$114.8M1.25%203,836Added
17LRCXLAM RESEARCH CORP$110.8M1.21%255,656Trimmed
18IVVISHARES TR$106.7M1.16%142,460Trimmed
19COHRCOHERENT CORP$98.6M1.08%249,909Trimmed
20QUALISHARES TR$95.3M1.04%434,127Added
21MSMORGAN STANLEY$93.5M1.02%447,409Trimmed
22VEUVANGUARD INTL EQUITY INDEX F$90.5M0.99%1.1MAdded
23VYMVANGUARD WHITEHALL FDS$87.9M0.96%556,485Added
24CSCOCISCO SYS INC$82.8M0.90%704,734Trimmed
25LLYELI LILLY & CO$74.4M0.81%62,043Added

Source: SEC Form 13F filings · as of 2026-06-30