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CIK: 0000743127
Total reported value
$8.9B
$8.9B
967 檔
15.5%
As reported in its official Q2 2026 Form 13F filing, Pinnacle Associates LTD's tracked investment portfolio stood at $8.9B with 967 total positions.
Pinnacle Associates LTD executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 2 holdings and trimming 107 positions.
Showing top 200 holdings (of 967 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.59% | +0.32% | +0.26% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.83% | +0.66% | -0.89% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 2.74% | -0.44% | -17.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +0.33% | -0.43% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | -0.11% | +0.37% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | +0.78% | +1.53% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.59% | +0.05% | +0.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | +0.05% | +0.54% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.53% | -0.03% | +0.87% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.53% | +0.05% | +2.69% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | -0.01% | +0.07% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.12% | +1.80% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.01% | -1.75% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | -0.01% | -0.61% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.28% | -0.34% | -0.91% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | +0.57% | +25.42% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.21% | -0.28% | -11.07% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | +0.07% | -0.32% | |
| 19 | COHR | Coherent CORP | Stock-Tech | 1.08% | -0.33% | -14.11% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | +0.02% | +1.08% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 1.02% | -0.08% | -0.46% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.99% | +0.02% | +2.24% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | +0.01% | +1.04% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | -0.06% | -0.28% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.81% | +0.01% | +0.17% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.73% | -0.31% | -2.29% | |
| 27 | GLW | Corning Inc | Stock-Tech | 0.72% | -0.28% | -4.23% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | +0.10% | +0.21% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.05% | +0.48% | |
| 30 | UCTT | Ultra Clean Holdings Inc | Stock-Other | 0.62% | -0.32% | -9.45% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.11% | +2.55% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.05% | -0.07% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.60% | -0.06% | +1.45% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.04% | +695.00% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | +0.01% | +2.21% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | +0.01% | +0.29% | |
| 37 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.58% | -0.06% | -16.26% | |
| 38 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.55% | +0.14% | -1.53% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | -0.02% | -0.87% | |
| 40 | LASR | Nlight Inc | Stock-Other | 0.54% | -0.21% | -4.78% | |
| 41 | VICR | Vicor CORP | Stock-Tech | 0.54% | -0.09% | -16.34% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | +0.04% | +3.91% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.53% | -0.05% | -1.22% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | +0.03% | +0.10% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.51% | -0.04% | -0.34% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.08% | +8.87% | |
| 47 | GLNG | Golar LNG Limited | Stock-Energy | 0.49% | — | -4.43% | |
| 48 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.48% | +0.11% | -30.98% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.47% | — | -0.92% | |
| 50 | ICHR | Ichor Holdings, Ltd. | Stock-Other | 0.47% | -0.26% | -7.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.6% | -17.05% | Trim |
| 2 | LRCX | Lam Research CORP | +0.4% | -11.07% | Trim |
| 3 | AMAT | Applied Materials Inc | +0.3% | -2.29% | Trim |
| 4 | CAT | Caterpillar Inc | +0.3% | -0.91% | Trim |
| 5 | UCTT | Ultra Clean Holdings Inc | +0.3% | -9.45% | Trim |
| 6 | GLW | Corning Inc | +0.3% | -4.23% | Trim |
| 7 | ICHR | Ichor Holdings, Ltd. | +0.2% | -7.08% | Trim |
| 8 | BE | Bloom Energy Corp- A | +0.2% | -16.26% | Trim |
| 9 | VICR | Vicor CORP | +0.2% | -16.34% | Trim |
| 10 | CSCO | Cisco Systems Inc | +0.2% | -0.28% | Trim |
| 11 | COHR | Coherent CORP | +0.2% | -14.11% | Trim |
| 12 | AMD | Advanced Micro Devices | +0.2% | -5.14% | Trim |
| 13 | KLAC | Kla CORP | +0.1% | +859.46% | Add |
| 14 | ✓ | +0.1% | NEW | New buy | |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.94% | Add |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | -0.42% | Trim |
| 18 | TENB | Tenable Holdings Inc | +0.1% | +19.96% | Add |
| 19 | AMBA | Ambarella, Inc. | +0.1% | -4.97% | Trim |
| 20 | NBIS | Nebius Group N.V. | +0.1% | -23.34% | Trim |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +13.09% | Add |
| 22 | INFQ | Infleqtion Inc | +0.1% | +286.16% | Add |
| 23 | LLY | Eli Lilly & Co | +0.1% | +0.17% | Add |
| 24 | VGT | Vanguard Info Tech ETF | +0.1% | +695.00% | Add |
| 25 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +60.00% | Add |
| 26 | VSH | Vishay Intertechnology Inc | +0.1% | -4.90% | Trim |
| 27 | AVGO | Broadcom Inc | +0.1% | +0.37% | Add |
| 28 | MS | Morgan Stanley | +0.1% | -0.46% | Trim |
| 29 | PRKS | United Parks & Resorts Inc | +0.1% | +9.73% | Add |
| 30 | FORM | Formfactor Inc | +0.1% | -6.89% | Trim |
| 31 | SNOW | Snowflake Inc | +0.1% | +0.51% | Add |
| 32 | CVLT | Commvault Systems Inc | +0.1% | -3.76% | Trim |
| 33 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +1.25% | Add |
| 34 | LIND | Lindblad Expeditions Holding | +0.1% | -4.79% | Trim |
| 35 | MRVL | Marvell Technology Inc | +0.1% | -48.01% | Trim |
| 36 | INTC | Intel CORP | +0.1% | -5.59% | Trim |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.75% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | -0.61% | Trim |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +25.42% | Add |
| 41 | CGNX | Cognex CORP | +0.1% | -7.31% | Trim |
| 42 | DY | Dycom Industries Inc | +0.1% | -3.29% | Trim |
| 43 | DELL | Dell Technologies -c | +0.1% | -2.03% | Trim |
| 44 | ARM | Arm Holdings Plc-adr | +0.1% | -15.25% | Trim |
| 45 | AIOT | Powerfleet Inc | +0.1% | +27.28% | Add |
| 46 | EOLS | Evolus Inc | +0.1% | +28.33% | Add |
| 47 | MANU | Manchester United plc | 0% | -0.34% | Trim |
| 48 | IRDM | Iridium Communications Inc | 0% | -29.86% | Trim |
| 49 | SPHR | Sphere Entertainment Co | 0% | -2.36% | Trim |
| 50 | CYTK | Cytokinetics Inc | 0% | +14.33% | Add |
According to official SEC Form 13F filings, Pinnacle Associates LTD reported a total U.S. public equity portfolio value of $8.9B across 967 disclosed positions in Q2 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, MU) accounted for 15.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $13.2M
Top Position Liquidated / Trimmed
HON
前期市值: $27.0M
During Q2 2026, Pinnacle Associates LTD's top holdings by market value included JNJ (4.6%)、AAPL (3.8%)、MU (2.7%). The largest single position, JNJ, represented 4.6% of total portfolio value.
In Q2 2026, Pinnacle Associates LTD made 200 total portfolio adjustments, initiating 6 new buys, adding to 85 positions, trimming 107 holdings, and fully liquidating 2 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.
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