Pinnacle Associates LTD Portfolio Holdings
Pinnacle Associates LTD
- $7.15 Billion
- Q3 2025
Pinnacle Associates LTD has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.15 Billion distributed in 868 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $319M, Johnson & Johnson with a value of $308M, Microsoft Corp with a value of $223M, Nvidia Corp with a value of $178M, and Broadcom Inc. with a value of $154M.
Examining the 13F form we can see an increase of $560M in the current position value, from $6.59B to 7.15B.
Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$7.15 Billion
ETFs: $1.68 Billion
Technology: $1.68 Billion
Financial Services: $793 Million
Healthcare: $737 Million
Industrials: $651 Million
Communication Services: $496 Million
Consumer Cyclical: $476 Million
Energy: $256 Million
Other: $382 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 868
- Current Value $7.15 Billion
- Prior Value $6.59 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 42 stocks
- Additional Purchases 249 stocks
- Sold out of 0 stocks
- Reduced holdings in 468 stocks