Pinnacle Associates LTD Portfolio Holdings
Pinnacle Associates LTD
- $6.59 Billion
- Q2 2025
Pinnacle Associates LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.59 Billion distributed in 850 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $306M, Apple Inc. with a value of $264M, Microsoft Corp with a value of $219M, Nvidia Corp with a value of $154M, and Broadcom Inc. with a value of $131M.
Examining the 13F form we can see an increase of $36.5M in the current position value, from $6.56B to 6.59B.
Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$6.59 Billion
ETFs: $1.56 Billion
Technology: $1.51 Billion
Financial Services: $745 Million
Healthcare: $682 Million
Industrials: $583 Million
Communication Services: $455 Million
Consumer Cyclical: $452 Million
Energy: $233 Million
Other: $376 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 850
- Current Value $6.59 Billion
- Prior Value $6.56 Billion
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 43 stocks
- Additional Purchases 272 stocks
- Sold out of 0 stocks
- Reduced holdings in 467 stocks