Pinnacle Associates LTD Portfolio Holdings

Pinnacle Associates LTD

  • $6.56 Billion
  • Q1 2025

Pinnacle Associates LTD has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.56 Billion distributed in 828 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $694M, Apple Inc. with a value of $299M, Microsoft Corp with a value of $168M, Spdr S&P 500 ETF Trust with a value of $114M, and Jpmorgan Chase & CO with a value of $109M.

Examining the 13F form we can see an decrease of $523M in the current position value, from $7.08B to 6.56B.

Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.

Portfolio value $6.56 Billion
ETFs: $1.39 Billion
Technology: $1.32 Billion
Healthcare: $1.13 Billion
Financial Services: $676 Million
Industrials: $546 Million
Consumer Cyclical: $441 Million
Communication Services: $434 Million
Energy: $247 Million
Other: $371 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.7 Million 0.06% of portfolio
31,780
Q1 2025 Reduced 0.08%
$0
$3.81 Million 0.06% of portfolio
76,883
Q1 2025 Added 2.58%
$0
$4.2 Million 0.06% of portfolio
31,297
Q1 2025 Reduced 3.62%
$0
$3.52 Million 0.05% of portfolio
23,704
Q1 2025 Reduced 2.44%
$106B
$3.39 Million 0.05% of portfolio
11,762
Q1 2025 Added 0.3%
$0
$3.35 Million 0.05% of portfolio
48,000
Q1 2025 Added 15.2%
$0
$3.34 Million 0.05% of portfolio
26,828
Q1 2025 Added 0.69%
$0
$3.09 Million 0.05% of portfolio
33,270
Q1 2025 Added 3.5%
$0
$3 Million 0.05% of portfolio
36,758
Q1 2025 Added 0.19%
$0
$3.53 Million 0.05% of portfolio
134,699
Q1 2025 Added 14.91%
$0
$3.25 Million 0.05% of portfolio
51,126
Q1 2025 Reduced 49.28%
$0
$3.3 Million 0.05% of portfolio
36,431
Q1 2025 Reduced 0.7%
$0
$3.34 Million 0.05% of portfolio
13,089
Q1 2025 Reduced 22.53%
$0
$2.67 Million 0.04% of portfolio
51,548
Q1 2025 Added 126.41%
$0
$2.59 Million 0.04% of portfolio
110,376
Q1 2025 Reduced 1.56%
$0
$2.76 Million 0.04% of portfolio
23,498
Q1 2025 Added 0.84%
$0
$2.32 Million 0.04% of portfolio
30,695
Q1 2025 Reduced 4.64%
$0
$2.62 Million 0.04% of portfolio
26,923
Q1 2025 Reduced 1.92%
$0
$2.66 Million 0.04% of portfolio
18,946
Q1 2025 Added 1.52%
$0
$2.34 Million 0.04% of portfolio
6,323
Q1 2025 Added 5.58%
$0
$2.39 Million 0.04% of portfolio
34,033
Q1 2025 Added 44.87%
$0
$2.54 Million 0.04% of portfolio
49,297
Q1 2025 Reduced 0.15%
$0
$2.61 Million 0.04% of portfolio
12,326
Q1 2025 Reduced 31.84%
$0
$2.65 Million 0.04% of portfolio
44,639
Q1 2025 Added 2.25%
$0
$2.79 Million 0.04% of portfolio
17,357
Q1 2025 Reduced 0.43%
$0
$1.78 Million 0.03% of portfolio
29,491
Q1 2025 Added 5.23%
$0
$1.96 Million 0.03% of portfolio
15,297
Q1 2025 Reduced 0.51%
$0
$2.09 Million 0.03% of portfolio
24,531
Q4 2024 Added 16.09%
$0
$1.93 Million 0.03% of portfolio
89,752
Q1 2025 Reduced 2.87%
$0
$1.89 Million 0.03% of portfolio
10,033
Q1 2025 Added 1.43%
$0
$1.71 Million 0.03% of portfolio
55,774
Q1 2025 Added 153.51%
$0
$2.2 Million 0.03% of portfolio
74,180
Q1 2025 Added 4.02%
$0
$2.02 Million 0.03% of portfolio
37,729
Q1 2025 Reduced 7.13%
$0
$1.93 Million 0.03% of portfolio
39,847
Q1 2025 Reduced 0.62%
$0
$2.11 Million 0.03% of portfolio
42,010
Q1 2025 Reduced 5.87%
$0
$2.15 Million 0.03% of portfolio
23,394
Q1 2025 Added 33.76%
$0
$2.2 Million 0.03% of portfolio
44,181
Q1 2025 Added 7.54%
$0
$2.28 Million 0.03% of portfolio
23,074
Q1 2025 Added 19.43%
$0
$1.56 Million 0.02% of portfolio
6,187
Q1 2025 Added 0.78%
$0
$1.55 Million 0.02% of portfolio
27,103
Q4 2024 Reduced 13.01%
$0
$1.3 Million 0.02% of portfolio
7,550
Q2 2024 Reduced 0.09%
$0
$1.02 Million 0.02% of portfolio
20,677
Q1 2025 Reduced 14.15%
$0
$1.1 Million 0.02% of portfolio
4,151
Q1 2025 Added 11.08%
$0
$1.43 Million 0.02% of portfolio
12,351
Q1 2025 Reduced 4.82%
$0
$1.15 Million 0.02% of portfolio
14,084
Q1 2025 Added 6.04%
$0
$1.07 Million 0.02% of portfolio
13,539
Q1 2025 Reduced 1.4%
$0
$1.11 Million 0.02% of portfolio
11,086
Q1 2025 Reduced 1.77%
$0
$1.2 Million 0.02% of portfolio
11,349
Q1 2025 Reduced 23.81%
$0
$1.26 Million 0.02% of portfolio
15,917
Q1 2025 Added 29.7%

Summary

  • Portfolio
  • No. of Stocks 828
  • Current Value $6.56 Billion
  • Prior Value $7.08 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 348 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 368 stocks
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