Pinnacle Associates LTD Portfolio Holdings
Pinnacle Associates LTD
- $6.3 Billion
- Q3 2024
Pinnacle Associates LTD has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.3 Billion distributed in 836 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $312M, Microsoft Corp with a value of $217M, Johnson & Johnson with a value of $212M, Spdr S&P 500 ETF Trust with a value of $115M, and Jpmorgan Chase & CO with a value of $101M.
Examining the 13F form we can see an increase of $91.7M in the current position value, from $6.21B to 6.3B.
Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$6.3 Billion
Technology: $1.36 Billion
ETFs: $1.32 Billion
Healthcare: $704 Million
Financial Services: $689 Million
Industrials: $637 Million
Consumer Cyclical: $516 Million
Communication Services: $445 Million
Energy: $248 Million
Other: $376 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 836
- Current Value $6.3 Billion
- Prior Value $6.21 Billion
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 44 stocks
- Additional Purchases 445 stocks
- Sold out of 0 stocks
- Reduced holdings in 263 stocks