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CIK: 0000743127
Total reported value
$9.2B
$9.2B
863 檔
12.9%
During the Q3 2025 filing period, Pinnacle Associates LTD (CIK: 0000743127) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $9.2B across 863 reported positions.
In Q3 2025, Pinnacle Associates LTD adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 863 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.16% | -2.72% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.08% | -0.60% | -17.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.27% | -2.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | -0.06% | -2.27% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | +0.07% | -2.16% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.08% | -1.82% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.76% | -0.03% | -0.22% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.57% | +0.01% | +0.46% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.55% | +0.13% | +2.81% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | -0.01% | -0.26% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | +0.05% | -0.07% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 1.52% | -0.01% | +2.36% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.04% | +1.50% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.05% | -0.78% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.05% | -1.29% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.11% | -0.02% | +0.70% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.01% | -0.09% | +1.74% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 0.96% | +0.07% | +0.16% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.94% | -0.03% | +4.64% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.06% | -0.71% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.04% | +2.00% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.03% | -0.25% | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 0.78% | +1.60% | -8.86% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.42% | -10.94% | |
| 25 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.73% | -0.01% | -6.85% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.73% | -0.02% | -0.39% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.06% | -1.06% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.27% | +0.30% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.17% | -0.58% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.20% | -0.77% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.08% | +17.43% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.08% | -0.01% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.63% | -0.27% | +22.15% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | — | -2.39% | |
| 35 | XYL | Xylem Inc | Stock-Industrials | 0.59% | -0.08% | -4.88% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.01% | +4.80% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.57% | +0.08% | -4.33% | |
| 38 | GLNG | Golar LNG Limited | Stock-Energy | 0.55% | -0.16% | -3.69% | |
| 39 | COHR | Coherent CORP | Stock-Tech | 0.55% | +0.19% | -6.68% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.05% | -3.39% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.53% | +0.03% | +0.18% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.01% | +1.70% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.53% | -0.07% | +1.62% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.10% | -0.73% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.07% | +0.07% | |
| 46 | MKL | Markel Group Inc | Stock-Financials | 0.47% | -0.11% | -1.58% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.03% | -1.27% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | -0.02% | -1.32% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.06% | -0.40% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.45% | +0.02% | -1.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -2.27% | Add |
| 2 | AVGO | Broadcom Inc | +0.8% | -2.16% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +0.46% | Add |
| 4 | MSFT | Microsoft CORP | +0.5% | -2.26% | Trim |
| 5 | ORCL | Oracle CORP | +0.4% | -0.71% | Trim |
| 6 | MU | Micron Technology Inc | +0.3% | -8.86% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.78% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +2.81% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -1.29% | Trim |
| 10 | NBIS | Nebius Group N.V. | +0.2% | +3.20% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.82% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -0.07% | Add |
| 13 | WMT | Walmart Inc | +0.2% | -0.58% | Add |
| 14 | BE | Bloom Energy Corp- A | +0.2% | -23.56% | Trim |
| 15 | CAT | Caterpillar Inc | +0.2% | +0.30% | Add |
| 16 | MS | Morgan Stanley | +0.2% | +0.16% | Trim |
| 17 | LASR | Nlight Inc | +0.2% | -19.52% | Trim |
| 18 | UEC | Uranium Energy CORP | +0.2% | +38.23% | Add |
| 19 | IONS | Ionis Pharmaceuticals Inc | +0.2% | -2.59% | Trim |
| 20 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +4.64% | Add |
| 21 | CCJ | Cameco CORP | +0.1% | -5.08% | Trim |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.50% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +1.70% | Add |
| 24 | GMOI | Gmo International Value ETF | +0.1% | +37.58% | Add |
| 25 | LRCX | Lam Research CORP | +0.1% | -10.94% | Trim |
| 26 | ETN | Eaton Corporation plc | +0.1% | +4.80% | Add |
| 27 | GLW | Corning Inc | +0.1% | -2.03% | Trim |
| 28 | AVAV | Aerovironment Inc | +0.1% | -8.88% | Trim |
| 29 | LITE | Lumentum Holdings Inc | +0.1% | -22.40% | Trim |
| 30 | KTOS | Kratos Defense & Security | +0.1% | -4.34% | Trim |
| 31 | TSLA | Tesla Inc | +0.1% | -8.93% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.22% | Trim |
| 33 | C | Citigroup Inc | +0.1% | -1.11% | Trim |
| 34 | GS | Goldman Sachs Group Inc | +0.1% | -1.26% | Trim |
| 35 | AXP | American Express Co | +0.1% | -0.39% | Trim |
| 36 | COHR | Coherent CORP | +0.1% | -6.68% | Trim |
| 37 | VB | Vanguard Small-cap ETF | +0.1% | +2.36% | Add |
| 38 | AMZN | Amazon.com Inc | +0.1% | -0.26% | Trim |
| 39 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +0.70% | Add |
| 40 | VGT | Vanguard Info Tech ETF | +0.1% | -4.33% | Trim |
| 41 | BLK | Blackrock Inc | +0.1% | -0.01% | Trim |
| 42 | VYM | Vanguard High Dvd Yield ETF | 0% | +1.74% | Add |
| 43 | AAPL | Apple Inc | -0.1% | -2.72% | Trim |
| 44 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -3.51% | Trim |
| 45 | IRDM | Iridium Communications Inc | -0.2% | +4.22% | Trim |
| 46 | GLNG | Golar LNG Limited | -0.2% | -3.69% | Trim |
| 47 | JNJ | Johnson & Johnson | -6.1% | -17.21% | Trim |
| 48 | ITCIEUR | Intra-cellular Therapies Inc | — | EXIT | Sold out |
| 49 | FARO | Faro Technologies Inc | — | EXIT | Sold out |
| 50 | UNIT | Uniti Group Inc. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Pinnacle Associates LTD reported a total U.S. public equity portfolio value of $9.2B across 863 disclosed positions in Q3 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JNJ, MSFT) accounted for 12.9% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
ITCIEUR
前期市值: $17.9M
During Q3 2025, Pinnacle Associates LTD's top holdings by market value included AAPL (4.2%)、JNJ (4.1%)、MSFT (3.0%). The largest single position, AAPL, represented 4.2% of total portfolio value.
In Q3 2025, Pinnacle Associates LTD made 50 total portfolio adjustments, initiating 0 new buys, adding to 16 positions, trimming 31 holdings, and fully liquidating 3 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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