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 Market Cap. of Under $50 Millions
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