Pinnacle Associates portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 20, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Pinnacle Associates reported a $8.9 bn portfolio of 951 companies (956 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are JNJ, AAPL, GOOGL.
Sections with a free account
What changed this quarter
700 positions with a change (48 new, 286 added to, 308 trimmed, 58 sold); also, 1 entered through an IPO.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Johnson & JohnsonJNJ4.9%
- AppleAAPL4.5%
- AlphabetGOOGL · GOOG2.6%
- MicrosoftMSFT2.5%
- NVIDIANVDA2.4%
- Micron TechnologyMU2.3%
- Meta PlatformsMETA1.8%
- BroadcomAVGO1.7%
- Invesco QQQ Trust Series 1 ETFQQQ1.6%
- State Str Spdr S&P 500 ETF TSPY1.6%
- Vanguard Index FundsVTI1.6%
- Amazon.comAMZN1.5%
- Vanguard Most Sm-cap ETF-usd ETFVB1.5%
- JPMorgan ChaseJPM1.5%
- iShares Core S&P 500 ETFIVV1.2%
Portfolio by sector
- ● Information Technology 27%
- ● No sector 24%
- ● Health Care 11%
- ● Financials 9%
- ● Industrials 9%
- ● Communication Services 8%
- ● Consumer Discretionary 5%
- ● Energy 4%
- ● Consumer Staples 2%
- ● Materials 1%
- ● Real Estate 1%
- ● Utilities 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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