PINNACLE ASSOCIATES LTD Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$7.8B

Holdings

931

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (931 positions)

#StockSharesValue% PortfolioType
1
JNJJOHNSON & JOHNSON
1,660,043$343.5M4.41%
2
AAPLAPPLE INC
1,233,646$335.4M4.30%
3
MSFTMICROSOFT CORP
426,940$206.5M2.65%
4
NVDANVIDIA CORPORATION
1,038,531$193.7M2.49%
5
AVGOBROADCOM INC
457,023$158.2M2.03%
6
JPMJPMORGAN CHASE & CO.
423,257$136.4M1.75%
7
SPYSPDR S&P 500 ETF TR
194,995$133.0M1.71%
8
AMZNAMAZON COM INC
526,499$121.5M1.56%
9
NDQINVESCO QQQ TR
194,598$119.5M1.53%
10
VTIVANGUARD INDEX FDS
354,860$119.0M1.53%
11
VBVANGUARD INDEX FDS
452,974$116.8M1.50%
12
GOOGLALPHABET INC
352,294$110.3M1.41%
13
GOOGALPHABET INC
347,606$109.1M1.40%
14
METAMETA PLATFORMS INC
153,970$101.6M1.30%
15
MUMICRON TECHNOLOGY INC
338,893$96.7M1.24%
16
IVVISHARES TR
140,600$96.3M1.24%
17
QUALISHARES TR
427,145$84.8M1.09%
18
DWDMORGAN STANLEY
451,844$80.2M1.03%
19
VYMVANGUARD WHITEHALL FDS
543,929$78.1M1.00%
20
VEUVANGUARD INTL EQUITY INDEX F
1,016,807$74.8M0.96%
21
LLYELI LILLY & CO
62,218$66.9M0.86%
22
LRCXLAM RESEARCH CORP
378,825$64.8M0.83%
23
REGNREGENERON PHARMACEUTICALS
83,741$64.6M0.83%
24
CATCATERPILLAR INC
112,090$64.2M0.82%
25
COHRCOHERENT CORP
337,311$62.3M0.80%
26
VVISA INC
175,327$61.5M0.79%
27
AXPAMERICAN EXPRESS CO
160,937$59.5M0.76%
28
CSCOCISCO SYS INC
712,032$54.8M0.70%
29
WMTWALMART INC
487,032$54.3M0.70%
30
BRK/BBERKSHIRE HATHAWAY INC DEL
107,491$54.0M0.69%
31
HDHOME DEPOT INC
151,071$52.0M0.67%
32
BACBANK AMERICA CORP
899,247$49.5M0.63%
33
MRKMERCK & CO INC
446,260$47.0M0.60%
34
RCLROYAL CARIBBEAN GROUP
164,907$46.0M0.59%
35
LITELUMENTUM HLDGS INC
119,303$44.0M0.56%
36
BLKBLACKROCK INC
40,791$43.7M0.56%
37
ORCLORACLE CORP
223,636$43.6M0.56%
38
VGTVANGUARD WORLD FD
57,212$43.1M0.55%
39
RTXRTX CORPORATION
230,480$42.3M0.54%
40
IBMINTERNATIONAL BUSINESS MACHS
139,750$41.4M0.53%
41
SCHDSCHWAB STRATEGIC TR
1,455,061$39.9M0.51%
42
ETNEATON CORP PLC
124,880$39.8M0.51%
43
XYLXYLEM INC
288,876$39.3M0.50%
44
MKLMARKEL GROUP INC
18,236$39.2M0.50%
45
TRVCCITIGROUP INC
335,797$39.2M0.50%
46
JEPIJ P MORGAN EXCHANGE TRADED F
681,262$39.0M0.50%
47
ABBVABBVIE INC
168,630$38.5M0.49%
48
GLNGGOLAR LNG LTD
1,001,465$37.3M0.48%
49
ISIIONIS PHARMACEUTICALS INC
461,968$36.5M0.47%
50
MDYSPDR S&P MIDCAP 400 ETF TR
57,751$34.8M0.45%
51
LASRNLIGHT INC
875,471$32.8M0.42%
52
GSGOLDMAN SACHS GROUP INC
37,249$32.7M0.42%
53
QLTYGMO ETF TRUST
838,255$32.2M0.41%
54
PGPROCTER AND GAMBLE CO
220,452$31.6M0.41%
55
IJRISHARES TR
262,157$31.5M0.40%
56
COSTCOSTCO WHSL CORP NEW
35,877$30.9M0.40%
57
RSPINVESCO EXCHANGE TRADED FD T
158,526$30.4M0.39%
58
BXBLACKSTONE INC
195,532$30.1M0.39%
59
VEAVANGUARD TAX-MANAGED FDS
474,732$29.7M0.38%
60
CVXCHEVRON CORP NEW
193,299$29.5M0.38%
61
XOMEXXON MOBIL CORP
243,315$29.3M0.38%
62
CCOCAMECO CORP
315,980$28.9M0.37%
63
BNDVANGUARD BD INDEX FDS
389,927$28.9M0.37%
64
VICRVICOR CORP
250,085$27.4M0.35%
65
PEPPEPSICO INC
188,641$27.1M0.35%
66
DGRWWISDOMTREE TR
302,298$27.0M0.35%
67
BYDBOYD GAMING CORP
316,117$26.9M0.35%
68
AMBAAMBARELLA INC
359,222$25.4M0.33%
69
GLWCORNING INC
289,139$25.3M0.32%
70
AMATAPPLIED MATLS INC
97,454$25.0M0.32%
71
OSWONESPAWORLD HOLDINGS LIMITED
1,160,340$24.1M0.31%
72
MAMASTERCARD INCORPORATED
41,470$23.7M0.30%
73
MSGSMADISON SQUARE GRDN SPRT COR
91,510$23.7M0.30%
74
HONHONEYWELL INTL INC
119,825$23.4M0.30%
75
WBDWARNER BROS DISCOVERY INC
810,646$23.4M0.30%
76
CIBRFIRST TR EXCHANGE TRADED FD
325,709$23.3M0.30%
77
TOTLSSGA ACTIVE ETF TR
577,580$23.2M0.30%
78
IJHISHARES TR
349,811$23.1M0.30%
79
QRVOQORVO INC
272,776$23.1M0.30%
80
TSLATESLA INC
50,693$22.8M0.29%
81
DONSPDR DOW JONES INDL AVERAGE
46,798$22.5M0.29%
82
VVVANGUARD INDEX FDS
71,435$22.5M0.29%
83
MANUMANCHESTER UTD PLC NEW
1,404,151$22.4M0.29%
84
FDXFEDEX CORP
76,287$22.0M0.28%
85
RDVIFIRST TR EXCHANGE-TRADED FD
835,957$21.9M0.28%
86
TRMBTRIMBLE INC
278,173$21.8M0.28%
87
NEENEXTERA ENERGY INC
265,394$21.3M0.27%
88
GMOIGMO ETF TRUST
634,005$21.3M0.27%
89
ITRIITRON INC
226,764$21.1M0.27%
90
AMGNAMGEN INC
63,117$20.7M0.27%
91
BEBLOOM ENERGY CORP
236,027$20.5M0.26%
92
FDNFIRST TR EXCHANGE-TRADED FD
75,284$20.3M0.26%
93
LVSLAS VEGAS SANDS CORP
300,112$19.5M0.25%
94
PRKSUNITED PARKS & RESORTS INC
524,108$19.0M0.24%
95
AEISADVANCED ENERGY INDS
89,568$18.8M0.24%
96
RJFRAYMOND JAMES FINL INC
115,830$18.6M0.24%
97
IWMISHARES TR
73,829$18.2M0.23%
98
JPXAEROVIRONMENT INC
74,630$18.1M0.23%
99
DYDYCOM INDS INC
52,682$17.8M0.23%
100
CGNXCOGNEX CORP
486,046$17.5M0.22%
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