13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000743127
Total reported value
$9.2B
$9.2B
845 檔
11.7%
At the close of Q2 2025, Pinnacle Associates LTD disclosed equity holdings valued at approximately $9.2B, spread across 845 reported holdings.
During Q2 2025, Pinnacle Associates LTD's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JNJ, AAPL, MSFT) accounted for 11.7% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 845 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.43% | -0.60% | -52.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.16% | -4.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.17% | -0.27% | -1.83% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | -0.06% | +7.08% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.90% | +0.07% | -5.23% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.08% | -1.21% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | -0.03% | -2.00% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.01% | -0.55% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | +0.05% | +0.69% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | +0.01% | +52.46% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.51% | -0.01% | -1.60% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.13% | +0.29% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.04% | +2.13% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.13% | -0.02% | +1.35% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.02% | -0.09% | +1.91% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.03% | -0.31% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 0.92% | +0.07% | -1.66% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.92% | -0.03% | +5.38% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.05% | -7.53% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.05% | -10.24% | |
| 21 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.83% | -0.01% | -21.67% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.83% | -0.04% | +0.43% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.06% | -1.17% | |
| 24 | AXP | American Express Co | Stock-Financials | 0.76% | -0.02% | -1.64% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.75% | -0.06% | -0.02% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.20% | -1.13% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.17% | +35.31% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.69% | +1.60% | +0.78% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.67% | +0.42% | -19.80% | |
| 30 | GLNG | Golar LNG Limited | Stock-Energy | 0.64% | -0.16% | -22.11% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.63% | +0.27% | +0.37% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | -1.94% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.63% | -0.08% | -1.55% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.08% | +1.49% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.03% | -8.82% | |
| 36 | XYL | Xylem Inc | Stock-Industrials | 0.59% | -0.08% | -17.82% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.59% | -0.05% | -2.59% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.01% | -2.98% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.08% | -5.37% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.56% | -0.07% | +0.77% | |
| 41 | MKL | Markel Group Inc | Stock-Financials | 0.54% | -0.11% | -1.03% | |
| 42 | COHR | Coherent CORP | Stock-Tech | 0.53% | +0.19% | -18.93% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.09% | -1.10% | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.52% | -0.27% | -14.92% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.06% | -1.81% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.07% | -0.12% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.50% | -0.10% | -1.33% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | -0.02% | -5.74% | |
| 49 | ITRI | Itron Inc | Stock-Tech | 0.47% | -0.06% | -20.75% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.01% | +28.41% |
According to official SEC Form 13F filings, Pinnacle Associates LTD reported a total U.S. public equity portfolio value of $9.2B across 845 disclosed positions in Q2 2025.
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.
During Q2 2025, Pinnacle Associates LTD's top holdings by market value included JNJ (4.4%)、AAPL (3.8%)、MSFT (3.2%). The largest single position, JNJ, represented 4.4% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.