Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PINNACLE ASSOCIATES LTD (CIK 743127) reported $7.78B across 944 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($404.0M, 5.19%), AAPL ($310.5M, 3.99%), NVDA ($167.2M, 2.15%), MSFT ($158.8M, 2.04%), AVGO ($139.2M, 1.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $404.0M | 5.19% | 1.7M | Trimmed |
| 2 | AAPL | APPLE INC | $310.5M | 3.99% | 1.2M | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $167.2M | 2.15% | 958,825 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $158.8M | 2.04% | 429,111 | Added |
| 5 | AVGO | BROADCOM INC | $139.2M | 1.79% | 449,852 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $123.6M | 1.59% | 190,092 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $121.7M | 1.56% | 413,660 | Trimmed |
| 8 | VB | VANGUARD INDEX FDS | $120.1M | 1.54% | 458,673 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $118.2M | 1.52% | 368,526 | Added |
| 10 | QQQ | INVESCO QQQ TR | $113.3M | 1.46% | 196,375 | Added |
| 11 | AMZN | AMAZON COM INC | $111.5M | 1.43% | 535,581 | Added |
| 12 | GOOGL | ALPHABET INC | $99.9M | 1.28% | 347,384 | Trimmed |
| 13 | GOOG | ALPHABET INC | $98.2M | 1.26% | 342,387 | Trimmed |
| 14 | IVV | ISHARES TR | $93.4M | 1.20% | 142,920 | Added |
| 15 | META | META PLATFORMS INC | $93.0M | 1.20% | 162,529 | Added |
| 16 | MU | MICRON TECHNOLOGY INC | $88.6M | 1.14% | 262,297 | Trimmed |
| 17 | QUAL | ISHARES TR | $82.4M | 1.06% | 429,470 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $81.6M | 1.05% | 550,774 | Added |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $79.4M | 1.02% | 1.1M | Added |
| 20 | CAT | CATERPILLAR INC | $78.7M | 1.01% | 111,072 | Trimmed |
| 21 | MS | MORGAN STANLEY | $74.0M | 0.95% | 449,474 | Trimmed |
| 22 | COHR | COHERENT CORP | $69.3M | 0.89% | 290,965 | Trimmed |
| 23 | REGN | REGENERON PHARMACEUTICALS | $63.8M | 0.82% | 82,512 | Trimmed |
| 24 | LRCX | LAM RESEARCH CORP | $61.4M | 0.79% | 287,487 | Trimmed |
| 25 | WMT | WALMART INC | $60.2M | 0.77% | 484,112 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31