Filed: 4/22/2026ACC: 0000743127-26-000002
📋 What this filing means
PINNACLE ASSOCIATES LTD filed this quarterly 13F‑HR report disclosing 955 equity positions with a total reported market value of $7.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
955
Positions
$7.78B
Total AUM (reported)
87.14M
Total Shares
Allocation by class
COM$4.62B59.4%
COM NEW$279.11M3.6%
CL A$238.74M3.1%
SHS$165.84M2.1%
TR UNIT$123.62M1.6%
COM CL A$120.96M1.6%
SMALL CP ETF$120.14M1.5%
Portfolio Concentration
Top 3$881.74M11.3%
4–10$895.09M11.5%
11–25$1.24B15.9%
Rest$4.77B61.3%
Top 3 weight
11.3%
Top 10 weight
22.8%
Voting Authority Distribution
Total shares with voting rights: 87.14M
Sole
Full voting authority
85.36M
shares
% of voting shares98.0%
Shared
Joint voting authority
2.59K
shares
% of voting shares0.0%
None
No voting authority
1.78M
shares
% of voting shares2.0%
Investment Discretion (by position count)
Sole951
Shared0
Other4
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings955
Rows:
JOHNSON & JOHNSON
SOLEShares1.65M
TypeSH
Market value$403.98M
5.19%
Sole
1.64M
Shared
25.00
None
7.68K
APPLE INC
SOLEShares1.22M
TypeSH
Market value$310.55M
3.99%
Sole
1.21M
Shared
0.00
None
14.93K
NVIDIA CORPORATION
SOLEShares958.83K
TypeSH
Market value$167.22M
2.15%
Sole
930.20K
Shared
25.00
None
28.60K
MICROSOFT CORP
SOLEShares429.11K
TypeSH
Market value$158.84M
2.04%
Sole
420.79K
Shared
25.00
None
8.30K
BROADCOM INC
SOLEShares449.85K
TypeSH
Market value$139.23M
1.79%
Sole
446.31K
Shared
0.00
None
3.54K
STATE STR SPDR S&P 500 ETF T
OTRShares190.09K
TypeSH
Market value$123.62M
1.59%
Sole
146.84K
Shared
0.00
None
43.26K
JPMORGAN CHASE & CO
SOLEShares413.66K
TypeSH
Market value$121.68M
1.56%
Sole
404.86K
Shared
0.00
None
8.80K
VANGUARD INDEX FDS
SOLEShares458.67K
TypeSH
Market value$120.14M
1.54%
Sole
439.80K
Shared
0.00
None
18.88K
VANGUARD INDEX FDS
SOLEShares368.53K
TypeSH
Market value$118.23M
1.52%
Sole
366.04K
Shared
0.00
None
2.49K
INVESCO QQQ TR
OTRShares196.38K
TypeSH
Market value$113.34M
1.46%
Sole
169.72K
Shared
0.00
None
26.65K
AMAZON COM INC
SOLEShares535.58K
TypeSH
Market value$111.55M
1.43%
Sole
529.11K
Shared
0.00
None
6.47K
ALPHABET INC
SOLEShares347.38K
TypeSH
Market value$99.89M
1.28%
Sole
337.69K
Shared
0.00
None
9.70K
ALPHABET INC
SOLEShares342.39K
TypeSH
Market value$98.22M
1.26%
Sole
338.07K
Shared
0.00
None
4.31K
ISHARES TR
SOLEShares142.92K
TypeSH
Market value$93.36M
1.20%
Sole
142.38K
Shared
0.00
None
537.00
META PLATFORMS INC
SOLEShares162.53K
TypeSH
Market value$92.99M
1.20%
Sole
161.46K
Shared
0.00
None
1.07K
MICRON TECHNOLOGY INC
SOLEShares262.30K
TypeSH
Market value$88.61M
1.14%
Sole
259.03K
Shared
0.00
None
3.27K
ISHARES TR
SOLEShares429.47K
TypeSH
Market value$82.38M
1.06%
Sole
425.09K
Shared
0.00
None
4.38K
VANGUARD WHITEHALL FDS
SOLEShares550.77K
TypeSH
Market value$81.57M
1.05%
Sole
534.73K
Shared
0.00
None
16.05K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.06M
TypeSH
Market value$79.41M
1.02%
Sole
1.05M
Shared
0.00
None
7.07K
CATERPILLAR INC
SOLEShares111.07K
TypeSH
Market value$78.69M
1.01%
Sole
107.90K
Shared
0.00
None
3.17K
MORGAN STANLEY
SOLEShares449.47K
TypeSH
Market value$73.97M
0.95%
Sole
418.74K
Shared
0.00
None
30.73K
COHERENT CORP
SOLEShares290.96K
TypeSH
Market value$69.31M
0.89%
Sole
286.15K
Shared
0.00
None
4.82K
REGENERON PHARMACEUTICALS
SOLEShares82.51K
TypeSH
Market value$63.75M
0.82%
Sole
81.88K
Shared
0.00
None
636.00
LAM RESEARCH CORP
SOLEShares287.49K
TypeSH
Market value$61.42M
0.79%
Sole
270.90K
Shared
0.00
None
16.59K
WALMART INC
SOLEShares484.11K
TypeSH
Market value$60.17M
0.77%
Sole
481.22K
Shared
90.00
None
2.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSONSOLE | COM | 1.65M | SH | $403.98M 5.19% | 1.64M | 25.00 | 7.68K |
APPLE INCSOLE | COM | 1.22M | SH | $310.55M 3.99% | 1.21M | 0.00 | 14.93K |
NVIDIA CORPORATIONSOLE | COM | 958.83K | SH | $167.22M 2.15% | 930.20K | 25.00 | 28.60K |
MICROSOFT CORPSOLE | COM | 429.11K | SH | $158.84M 2.04% | 420.79K | 25.00 | 8.30K |
BROADCOM INCSOLE | COM | 449.85K | SH | $139.23M 1.79% | 446.31K | 0.00 | 3.54K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 190.09K | SH | $123.62M 1.59% | 146.84K | 0.00 | 43.26K |
JPMORGAN CHASE & COSOLE | COM | 413.66K | SH | $121.68M 1.56% | 404.86K | 0.00 | 8.80K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 458.67K | SH | $120.14M 1.54% | 439.80K | 0.00 | 18.88K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 368.53K | SH | $118.23M 1.52% | 366.04K | 0.00 | 2.49K |
INVESCO QQQ TROTR | UNIT SER 1 | 196.38K | SH | $113.34M 1.46% | 169.72K | 0.00 | 26.65K |
AMAZON COM INCSOLE | COM | 535.58K | SH | $111.55M 1.43% | 529.11K | 0.00 | 6.47K |
ALPHABET INCSOLE | CAP STK CL A | 347.38K | SH | $99.89M 1.28% | 337.69K | 0.00 | 9.70K |
ALPHABET INCSOLE | CAP STK CL C | 342.39K | SH | $98.22M 1.26% | 338.07K | 0.00 | 4.31K |
ISHARES TRSOLE | CORE S&P500 ETF | 142.92K | SH | $93.36M 1.20% | 142.38K | 0.00 | 537.00 |
META PLATFORMS INCSOLE | CL A | 162.53K | SH | $92.99M 1.20% | 161.46K | 0.00 | 1.07K |
MICRON TECHNOLOGY INCSOLE | COM | 262.30K | SH | $88.61M 1.14% | 259.03K | 0.00 | 3.27K |
ISHARES TRSOLE | MSCI USA QLT FCT | 429.47K | SH | $82.38M 1.06% | 425.09K | 0.00 | 4.38K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 550.77K | SH | $81.57M 1.05% | 534.73K | 0.00 | 16.05K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.06M | SH | $79.41M 1.02% | 1.05M | 0.00 | 7.07K |
CATERPILLAR INCSOLE | COM | 111.07K | SH | $78.69M 1.01% | 107.90K | 0.00 | 3.17K |
MORGAN STANLEYSOLE | COM NEW | 449.47K | SH | $73.97M 0.95% | 418.74K | 0.00 | 30.73K |
COHERENT CORPSOLE | COM | 290.96K | SH | $69.31M 0.89% | 286.15K | 0.00 | 4.82K |
REGENERON PHARMACEUTICALSSOLE | COM | 82.51K | SH | $63.75M 0.82% | 81.88K | 0.00 | 636.00 |
LAM RESEARCH CORPSOLE | COM NEW | 287.49K | SH | $61.42M 0.79% | 270.90K | 0.00 | 16.59K |
WALMART INCSOLE | COM | 484.11K | SH | $60.17M 0.77% | 481.22K | 90.00 | 2.80K |
Page 1 of 39
…