Pinnacle Associates LTD Incresed Positions in Q3 2025

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
3.01K
+ 5.86%
$43.94 - $50.41 $132K - $152K
54.3K $2.62M
VZ
Verizon Communications Inc

Communication Services
1.8K
+ 0.55%
$40.84 - $45.06 $73.6K - $81.2K
329K $14.5M
SOXX
Ishares Semiconductor ETF

ETFs
851
+ 75.58%
$236.93 - $271.12 $202K - $231K
1.98K $536K
IXUS
Ishares Tr

ETFs
383
+ 0.87%
$76.35 - $82.58 $29.2K - $31.6K
44.6K $3.69M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
445
+ 1.15%
$28.71 - $37.46 $12.8K - $16.7K
39K $1.38M
XLB
Select Sector Spdr Fd Material

ETFs
2.24K
+ 9.63%
$86.72 - $92.61 $194K - $208K
25.5K $2.29M
ITB
Ishares Tr

ETFs
100
+ 0.62%
$94.18 - $117.14 $9.42K - $11.7K
16.3K $1.75M
EFA
Ishares Tr Msci Eafe ETF

ETFs
930
+ 2.45%
$87.29 - $93.61 $81.2K - $87.1K
38.9K $3.63M
SCHX
Schwab Strategic Tr Us Large C

ETFs
370
+ 0.32%
$24.46 - $26.5 $9.05K - $9.81K
117K $3.07M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
15.7K
+ 15.87%
$11.51 - $12.4 $181K - $195K
115K $1.41M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
28K
+ 42.02%
$25.5 - $35.2 $714K - $986K
94.7K $2.41M
MCK
Mckesson Corp

Healthcare
132
+ 5.31%
$659.01 - $772.54 $87K - $102K
2.62K $2.02M
SYY
Sysco Corp

Consumer Defensive
1.64K
+ 16.26%
$76.33 - $82.51 $125K - $135K
11.7K $962K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.08K
+ 1.31%
$23.82 - $25.84 $25.8K - $28K
83.7K $2.15M
UAL
United Airlines Holdings, Inc.

Industrials
90
+ 0.87%
$80.05 - $109.36 $7.2K - $9.84K
10.4K $1M
GILD
Gilead Sciences, Inc.

Healthcare
1.53K
+ 1.5%
$108.22 - $120.47 $165K - $184K
103K $11.5M
KMI
Kinder Morgan, Inc.

Energy
10.4K
+ 9.42%
$26.23 - $28.5 $273K - $297K
121K $3.42M
AZO
Autozone Inc

Consumer Cyclical
30
+ 44.78%
$3649.42 - $4354.54 $109K - $131K
97 $416K
ICLR
Icon PLC

Healthcare
578
+ 25.45%
$139.63 - $195.01 $80.7K - $113K
2.85K $498K
FISV
Fiserv Inc

Technology
1.18K
+ 5.65%
N/A
22K $2.75M
TOL
Toll Brothers, Inc.

Consumer Cyclical
170
+ 3.37%
$113.78 - $148.0 $19.3K - $25.2K
5.21K $719K
IDXX
Idexx Laboratories Inc

Healthcare
28
+ 2.37%
$514.61 - $682.78 $14.4K - $19.1K
1.21K $772K
AFL
Aflac Inc

Financial Services
131
+ 0.7%
$98.09 - $111.7 $12.8K - $14.6K
18.8K $2.1M
STT
State Street Corp

Financial Services
665
+ 12.64%
$102.01 - $117.25 $67.8K - $78K
5.93K $687K
TXT
Textron Inc

Industrials
58
+ 0.2%
$77.02 - $87.21 $4.47K - $5.06K
28.8K $2.43M
DHI
Horton D R Inc

Consumer Cyclical
21
+ 0.7%
$129.82 - $184.04 $2.73K - $3.86K
3.02K $511K
SLV
I Shares Silver Trust

ETFs
996
+ 11.48%
$32.73 - $42.5 $32.6K - $42.3K
9.67K $409K
WY
Weyerhaeuser CO

Real Estate
5.54K
+ 35.77%
$24.1 - $26.83 $134K - $149K
21K $521K
VBK
Vanguard Small Cap Growth ETF

ETFs
16
+ 0.29%
$276.51 - $305.12 $4.42K - $4.88K
5.5K $1.64M
NKE
Nike, Inc.

Consumer Cyclical
2.05K
+ 10.18%
$69.24 - $79.24 $142K - $162K
22.1K $1.54M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
817
+ 1.98%
$117.65 - $120.08 $96.1K - $98.1K
42K $5.02M
GWW
W.W. Grainger, Inc.

Industrials
286
+ 15.78%
$932.44 - $1059.49 $267K - $303K
2.1K $2M
HYG
Ishares Tr

ETFs
1.25K
+ 8.74%
$79.85 - $81.32 $100K - $102K
15.6K $1.27M
SCHW
Schwab Charles Corp

Financial Services
51
+ 0.22%
$91.03 - $98.69 $4.64K - $5.03K
23.4K $2.23M
JEF
Jefferies Financial Group Inc.

Financial Services
2
+ 0.02%
$54.67 - $70.36 $109 - $141
9.24K $604K
MSI
Motorola Solutions, Inc.

Technology
118
+ 10.87%
$408.73 - $490.3 $48.2K - $57.9K
1.2K $550K
NEAR
Blackrock Short Maturity Bond

ETFs
1.77K
+ 32.37%
$50.8 - $51.32 $89.7K - $90.6K
7.22K $370K
RAVI
Flexshares Tr Ready Access Var

ETFs
1.16K
+ 25.48%
$75.24 - $75.63 $87.5K - $88K
5.73K $433K
SHV
Ishares Tr

ETFs
803
+ 20.77%
$110.06 - $110.49 $88.4K - $88.7K
4.67K $515K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.75K
+ 25.5%
$50.08 - $50.37 $87.4K - $87.9K
8.59K $431K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
6.57K
+ 29.71%
$11.15 - $11.87 $73.3K - $78K
28.7K $332K
TOST
Toast, Inc.

Technology
4.63K
+ 41.78%
$36.51 - $49.3 $169K - $228K
15.7K $573K
ABC
Amerisourcebergen Corp

Healthcare
436
+ 15.7%
N/A
3.21K $594K
VCIT
Vanguard Intermediate Term Cor

ETFs
698
+ 4.6%
$81.75 - $84.54 $57.1K - $59K
15.9K $1.33M
TKR
Timken CO

Industrials
80
+ 0.31%
$73.5 - $81.69 $5.88K - $6.54K
25.5K $1.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
90
+ 0.35%
$28.92 - $32.19 $2.6K - $2.9K
26.1K $832K
CASY
Caseys General Stores Inc

Consumer Cyclical
76
+ 14.53%
$494.52 - $565.32 $37.6K - $43K
599 $338K
CHWY
Chewy, Inc.

Consumer Cyclical
3.73K
+ 10.17%
$34.27 - $42.33 $128K - $158K
40.4K $1.63M
A
Agilent Technologies, Inc.

Healthcare
94
+ 1.72%
$112.04 - $128.75 $10.5K - $12.1K
5.56K $713K
Activity Summary
Buys All Purchases 291 New Holdings 42 Increased Positions 249 Sells All Sells 468 Reductions 468 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email