Pinnacle Associates LTD Portfolio Holdings
Pinnacle Associates LTD
- $7.08 Billion
- Q4 2024
Pinnacle Associates LTD has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.08 Billion distributed in 837 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $869M, Apple Inc. with a value of $339M, Microsoft Corp with a value of $194M, Broadcom Inc. with a value of $125M, and Nvidia Corp with a value of $121M.
Examining the 13F form we can see an increase of $779M in the current position value, from $6.3B to 7.08B.
Below you can find more details about Pinnacle Associates LTD portfolio as well as his latest detailed transactions.
Portfolio value
$7.08 Billion
Technology: $1.52 Billion
ETFs: $1.41 Billion
Healthcare: $1.29 Billion
Financial Services: $685 Million
Industrials: $581 Million
Consumer Cyclical: $495 Million
Communication Services: $480 Million
Energy: $255 Million
Other: $365 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 837
- Current Value $7.08 Billion
- Prior Value $6.3 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 111 stocks
- Additional Purchases 295 stocks
- Sold out of 0 stocks
- Reduced holdings in 398 stocks