account_balance
Investment manager · 13F filer · SEC CIK 743127
Pinnacle Associates Ltd
Reported value$9.16Bas of Jun 30, 2026
Positions967 73 new, 61 sold out
Top 10 weight23.1%JNJ alone is 5%
FiledAug 334 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
JNJJohnson & Johnson
4.6%
AAPLApple Inc
3.8%
MUMicron Technology Inc
2.7%Trimmed −17%
NVDANvidia Corporation
2.1%
AVGOBroadcom Inc
1.9%
MSFTMicrosoft Corp
1.8%
QQQInvesco QQQ Tr
1.6%
SPYState STR SPDR S&P 500 ETF T
1.6%
VBVanguard Index FDS
1.5%
VTIVanguard Index FDS
1.5%Added +3%
JPMJPMorgan Chase & Co
1.5%
AMZNAmazon Com Inc
1.4%
JNJJohnson & Johnson
4.6%
AAPLApple Inc
3.8%
MUMicron Technology Inc
2.7%Trimmed −17%
NVDANvidia Corporation
2.1%
AVGO1.9%MSFT1.8%QQQ1.6%
SPY1.6%VB1.5%
VTI1.5%
JPM1.5%AMZN1.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JNJ Johnson & Johnson 4.6% HeldAAPL Apple Inc 3.8% HeldMU Micron Technology Inc 2.7% Trimmed −17%NVDA Nvidia Corporation 2.1% HeldAVGO Broadcom Inc 1.9% HeldMSFT Microsoft Corp 1.8% Held
QQQ Invesco QQQ Tr 1.6% Held
SPY State STR SPDR S&P 500 ETF T 1.6% HeldVB Vanguard Index FDS 1.5% Held
VTI Vanguard Index FDS 1.5% Added +3%
JPM JPMorgan Chase & Co 1.5% HeldAMZN Amazon Com Inc 1.4% HeldWhat changed