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CIK: 0000743127
Total reported value
$9.2B
$9.2B
955 檔
12.9%
In Q1 2026, Pinnacle Associates LTD's U.S. equity holdings reached a combined market value of $9.2B, distributed across 955 disclosed stock positions.
In Q1 2026, Pinnacle Associates LTD adopted a defensive or profit-taking posture, trimming 117 positions and completely liquidating 7 holdings to manage risk exposure.
Showing top 200 holdings (of 955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.19% | -0.60% | -0.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.99% | -0.16% | -0.81% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | -0.06% | -7.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.27% | +0.51% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.79% | +0.07% | -1.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | -0.03% | -2.51% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.08% | -2.27% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 1.54% | -0.01% | +1.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | +0.01% | +3.85% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.46% | +0.13% | +0.91% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.01% | +1.73% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.05% | -1.39% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.26% | +0.05% | -1.50% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.04% | +1.65% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | +0.05% | +5.56% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.14% | +1.60% | -22.60% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.06% | -0.02% | +0.54% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.05% | -0.09% | +1.26% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.02% | -0.03% | +3.99% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.27% | -0.91% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.95% | +0.07% | -0.52% | |
| 22 | COHR | Coherent CORP | Stock-Tech | 0.89% | +0.19% | -13.74% | |
| 23 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.82% | -0.27% | -1.47% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | +0.42% | -24.11% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.17% | -0.60% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | -0.07% | +8.85% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.08% | -0.45% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.20% | -0.75% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.03% | +0.59% | |
| 30 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.68% | -0.20% | -37.23% | |
| 31 | GLNG | Golar LNG Limited | Stock-Energy | 0.65% | -0.16% | -6.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.06% | -2.80% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.04% | +0.31% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.62% | -0.02% | -0.98% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.58% | -0.05% | +1.01% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | +0.01% | -0.29% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.10% | -0.08% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | -1.58% | |
| 39 | LASR | Nlight Inc | Stock-Other | 0.55% | -0.01% | -14.53% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.54% | -0.01% | -6.69% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.16% | -0.30% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.07% | +5.32% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | -0.01% | +10.53% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.19% | -1.02% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.08% | -1.13% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.50% | -0.08% | -0.60% | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.49% | +0.02% | -0.76% | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.47% | +0.25% | -6.12% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.03% | +5.67% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.09% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.8% | -0.44% | Trim |
| 2 | UCTT | Ultra Clean Holdings Inc | +0.2% | -4.43% | Trim |
| 3 | CAT | Caterpillar Inc | +0.2% | -0.91% | Trim |
| 4 | GLNG | Golar LNG Limited | +0.2% | -6.44% | Trim |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -0.30% | Trim |
| 6 | GLW | Corning Inc | +0.2% | -6.12% | Trim |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +8.85% | Add |
| 8 | ICHR | Ichor Holdings, Ltd. | +0.1% | -8.61% | Trim |
| 9 | CVX | Chevron CORP | +0.1% | -1.02% | Trim |
| 10 | LASR | Nlight Inc | +0.1% | -14.53% | Trim |
| 11 | LITE | Lumentum Holdings Inc | +0.1% | -37.23% | Trim |
| 12 | BE | Bloom Energy Corp- A | +0.1% | -11.30% | Trim |
| 13 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +105.14% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.67% | Trim |
| 15 | VLO | Valero Energy CORP | +0.1% | -2.09% | Trim |
| 16 | COHR | Coherent CORP | +0.1% | -13.74% | Trim |
| 17 | AEIS | Advanced Energy Industries | +0.1% | -11.09% | Trim |
| 18 | GMOI | Gmo International Value ETF | +0.1% | +19.47% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -0.60% | Trim |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +1.01% | Add |
| 21 | FORM | Formfactor Inc | +0.1% | -20.94% | Trim |
| 22 | IRDM | Iridium Communications Inc | +0.1% | -7.20% | Trim |
| 23 | COST | Costco Wholesale CORP | +0.1% | +0.08% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | -0.29% | Trim |
| 25 | FDX | Fedex CORP | +0.1% | -1.44% | Trim |
| 26 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.99% | Add |
| 27 | CGNX | Cognex CORP | +0.1% | -7.48% | Trim |
| 28 | VRT | Vertiv Holdings Co-a | +0.1% | -1.02% | Trim |
| 29 | MSGS | Madison Square Garden Sports | +0.1% | -5.97% | Trim |
| 30 | QRVO | Qorvo Inc | +0.1% | +30.35% | Add |
| 31 | CCJ | Cameco CORP | +0.1% | -3.68% | Trim |
| 32 | TDW | Tidewater Inc | +0.1% | -0.07% | Trim |
| 33 | STTK | Shattuck Labs Inc | +0.1% | +1.30% | Add |
| 34 | FCX | Freeport-mcmoran Inc | +0.1% | +13.53% | Add |
| 35 | LMT | Lockheed Martin CORP | +0.1% | +0.23% | Add |
| 36 | HON | Honeywell International Inc | +0.1% | -0.47% | Trim |
| 37 | ITRI | Itron Inc | +0.1% | +20.92% | Add |
| 38 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.26% | Add |
| 39 | NEE | Nextera Energy Inc | +0.1% | +0.36% | Add |
| 40 | IBEX | IBEX Limited | +0.1% | +454.18% | Add |
| 41 | COP | Conocophillips | 0% | +1.67% | Add |
| 42 | TENB | Tenable Holdings Inc | 0% | +160.90% | Add |
| 43 | VB | Vanguard Small-cap ETF | 0% | +1.26% | Add |
| 44 | NOW | Servicenow Inc | 0% | +203.88% | Add |
| 45 | MINT | Pimco Enhanced Short Maturit | 0% | +120.11% | Add |
| 46 | MPC | Marathon Petroleum CORP | 0% | +1.82% | Add |
| 47 | PWR | Quanta Services Inc | 0% | -0.61% | Trim |
| 48 | GEV | GE Vernova Inc | 0% | +1.01% | Add |
| 49 | EVR | Evercore Inc - A | 0% | +50.58% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | -2.74% | Trim |
According to official SEC Form 13F filings, Pinnacle Associates LTD reported a total U.S. public equity portfolio value of $9.2B across 955 disclosed positions in Q1 2026.
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, NVDA) accounted for 12.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
COPY
市值: $16.7M
Top Position Liquidated / Trimmed
TGNA
前期市值: $7.2M
During Q1 2026, Pinnacle Associates LTD's top holdings by market value included JNJ (5.2%)、AAPL (4.0%)、NVDA (2.1%). The largest single position, JNJ, represented 5.2% of total portfolio value.
In Q1 2026, Pinnacle Associates LTD made 200 total portfolio adjustments, initiating 9 new buys, adding to 67 positions, trimming 117 holdings, and fully liquidating 7 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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