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CIK: 0000743127
Total reported value
$9.2B
$9.2B
832 檔
18.0%
In Q4 2024, Pinnacle Associates LTD's U.S. equity holdings reached a combined market value of $9.2B, distributed across 832 disclosed stock positions.
During Q4 2024, Pinnacle Associates LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 832 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 11.79% | -0.60% | +359.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | -0.16% | +1.22% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | -0.27% | -8.91% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | +0.07% | +653.72% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.64% | -0.06% | +770.04% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.03% | +1.18% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | -0.01% | +5.52% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.08% | -6.65% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | -0.01% | +14.24% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.31% | +0.05% | +14.36% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.13% | +3.23% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.04% | +9.86% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.05% | -3.13% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.00% | -0.02% | +10.03% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.05% | +2.20% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.01% | +5.91% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.90% | -0.09% | +4.95% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.03% | -3.98% | |
| 19 | GLNG | Golar LNG Limited | Stock-Energy | 0.85% | -0.16% | +1.95% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.79% | -0.05% | +236.35% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.04% | -0.50% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.78% | -0.01% | -29.51% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.78% | +0.07% | -3.57% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | -0.03% | +6.32% | |
| 25 | COHR | Coherent CORP | Stock-Tech | 0.69% | +0.19% | -34.80% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.67% | -0.02% | -13.87% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.06% | -2.12% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.07% | -1.09% | |
| 29 | XYL | Xylem Inc | Stock-Industrials | 0.63% | -0.08% | -20.66% | |
| 30 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.60% | -0.27% | -6.72% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.20% | -8.45% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.58% | +0.42% | — | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.57% | -0.08% | — | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | — | -3.52% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.08% | -8.52% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.27% | +16.25% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.08% | -0.04% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | +0.01% | -8.16% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.06% | -3.86% | |
| 40 | PRKS | United Parks & Resorts Inc | Stock-Other | 0.51% | +0.07% | -6.45% | |
| 41 | AMBA | Ambarella, Inc. | Stock-Tech | 0.51% | +0.10% | +37.22% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.06% | +0.56% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.07% | +7.55% | |
| 44 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 0.48% | -0.05% | -28.93% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | -0.02% | -5.87% | |
| 46 | MKL | Markel Group Inc | Stock-Financials | 0.47% | -0.11% | +13.60% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.09% | -18.50% | |
| 48 | ITRI | Itron Inc | Stock-Tech | 0.47% | -0.06% | -20.13% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.03% | +17.99% | |
| 50 | ✓ | Stock-Other | 0.46% | -0.01% | -28.29% |
According to official SEC Form 13F filings, Pinnacle Associates LTD reported a total U.S. public equity portfolio value of $9.2B across 832 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JNJ, AAPL, MSFT) accounted for 18.0% of total reported equity market value during Q4 2024.
During Q4 2024, Pinnacle Associates LTD's top holdings by market value included JNJ (11.8%)、AAPL (4.6%)、MSFT (2.6%). The largest single position, JNJ, represented 11.8% of total portfolio value.
In Q4 2024, Pinnacle Associates LTD made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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