Back to PINNACLE ASSOCIATES LTD

PINNACLE ASSOCIATES LTD

Q2 2026 13F filing

Updated 38 days ago

972 disclosed positions worth $9.2B

Portfolio value
$9.2B
Total holdings
972
New positions
73
Closed positions
61
Increased
393
Decreased
426
Turnover
13.8%
Filed
2026-08-03

Full holdings

Every line item disclosed in Q2 2026

J
1.JNJ

JOHNSON & JOHNSON

+0.3%
Value
$420.8M
Shares
1.66M
% Port
4.59%
A

APPLE INC

-0.9%
Value
$350.9M
Shares
1.21M
% Port
3.83%
M
3.MU

MICRON TECHNOLOGY INC

-17.1%
Value
$251.1M
Shares
217.6K
% Port
2.74%
N

NVIDIA CORPORATION

-0.4%
Value
$191M
Shares
954.7K
% Port
2.09%
A

BROADCOM INC

+0.4%
Value
$170.6M
Shares
451.5K
% Port
1.86%
M

MICROSOFT CORP

+1.5%
Value
$162.5M
Shares
435.7K
% Port
1.77%
Q
7.QQQ

INVESCO QQQ TR

+0.9%
Value
$146M
Shares
198.2K
% Port
1.59%
S
8.SPY

STATE STR SPDR S&P 500 ETF T

+0.5%
Value
$142.7M
Shares
191.1K
% Port
1.56%
V

VANGUARD INDEX FDS

+0.9%
Value
$140.2M
Shares
462.7K
% Port
1.53%
V
10.VGES

VANGUARD INDEX FDS

+2.7%
Value
$140M
Shares
378.4K
% Port
1.53%
J

JPMORGAN CHASE & CO

+0.1%
Value
$135.5M
Shares
414.0K
% Port
1.48%
A
12.AMZN

AMAZON COM INC

+1.8%
Value
$129.9M
Shares
545.2K
% Port
1.42%
G

ALPHABET INC

-1.8%
Value
$122M
Shares
341.3K
% Port
1.33%
G

ALPHABET INC

-0.6%
Value
$120.2M
Shares
340.3K
% Port
1.31%
C
15.CAT

CATERPILLAR INC

-0.9%
Value
$117.2M
Shares
110.1K
% Port
1.28%
M
16.META

META PLATFORMS INC

+25.4%
Value
$114.8M
Shares
203.8K
% Port
1.25%
L
17.LRCX

LAM RESEARCH CORP

-11.1%
Value
$110.8M
Shares
255.7K
% Port
1.21%
E
18.ETHA

ISHARES TR

-0.3%
Value
$106.7M
Shares
142.5K
% Port
1.16%
C
19.COHR

COHERENT CORP

-14.1%
Value
$98.6M
Shares
249.9K
% Port
1.08%
E
20.ETHA

ISHARES TR

+1.1%
Value
$95.3M
Shares
434.1K
% Port
1.04%
M

MORGAN STANLEY

-0.5%
Value
$93.5M
Shares
447.4K
% Port
1.02%
V
22.VGES

VANGUARD INTL EQUITY INDEX F

+2.2%
Value
$90.5M
Shares
1.08M
% Port
0.99%
V
23.VGES

VANGUARD WHITEHALL FDS

+1.0%
Value
$87.9M
Shares
556.5K
% Port
0.96%
C
24.CSCO

CISCO SYS INC

-0.3%
Value
$82.8M
Shares
704.7K
% Port
0.90%
L
25.LLY

ELI LILLY & CO

+0.2%
Value
$74.4M
Shares
62.0K
% Port
0.81%
A
26.AMAT

APPLIED MATLS INC

-2.3%
Value
$67M
Shares
92.7K
% Port
0.73%
G
27.GLW

CORNING INC

-4.2%
Value
$66.4M
Shares
259.9K
% Port
0.72%
M
28.MRK

MERCK & CO INC

+0.2%
Value
$62.6M
Shares
486.8K
% Port
0.68%
V
29.V

VISA INC

+0.5%
Value
$60.8M
Shares
177.2K
% Port
0.66%
U
30.UCTT

ULTRA CLEAN HLDGS INC

-9.4%
Value
$57M
Shares
399.9K
% Port
0.62%
H
31.HD

HOME DEPOT INC

+2.5%
Value
$54.8M
Shares
155.4K
% Port
0.60%
W
32.WMT

WALMART INC

-0.1%
Value
$54.8M
Shares
483.8K
% Port
0.60%
A
33.AXP

AMERICAN EXPRESS CO

+1.4%
Value
$54.7M
Shares
161.7K
% Port
0.60%
V
34.VGES

VANGUARD WORLD FD

+695.0%
Value
$53.7M
Shares
449.7K
% Port
0.59%
B

BERKSHIRE HATHAWAY INC DEL

+2.2%
Value
$53.4M
Shares
106.8K
% Port
0.58%
E
36.ETN

EATON CORP PLC

+0.3%
Value
$53.2M
Shares
124.9K
% Port
0.58%
B
37.BE

BLOOM ENERGY CORP

-16.3%
Value
$53.1M
Shares
175.3K
% Port
0.58%
R
38.REGN

REGENERON PHARMACEUTICALS

-1.5%
Value
$50.7M
Shares
81.2K
% Port
0.55%
B

BANK OF AMER CORP

-0.9%
Value
$50M
Shares
877.3K
% Port
0.55%
L
40.LASR

NLIGHT INC

-4.8%
Value
$49.6M
Shares
712.5K
% Port
0.54%
V
41.VICR

VICOR CORP

-16.3%
Value
$49.6M
Shares
130.5K
% Port
0.54%
S

SCHWAB STRATEGIC TR

+3.9%
Value
$48.4M
Shares
1.53M
% Port
0.53%
R
43.RCL

ROYAL CARIBBEAN GROUP

-1.2%
Value
$48.3M
Shares
152.0K
% Port
0.53%
A
44.ABBV

ABBVIE INC

+0.1%
Value
$46.9M
Shares
186.6K
% Port
0.51%
C
45.C-PR

CITIGROUP INC

-0.3%
Value
$46.5M
Shares
332.1K
% Port
0.51%
I
46.IBM

INTERNATIONAL BUSINESS MACHS

+8.9%
Value
$45.2M
Shares
160.8K
% Port
0.49%
G
47.GLNG

GOLAR LNG LTD

-4.4%
Value
$44.6M
Shares
895.5K
% Port
0.49%
L
48.LITE

LUMENTUM HLDGS INC

-31.0%
Value
$44.4M
Shares
51.7K
% Port
0.48%
R
49.RTX

RTX CORPORATION

-0.9%
Value
$43.3M
Shares
228.2K
% Port
0.47%
I
50.ICHR

ICHOR HOLDINGS

-7.1%
Value
$42.6M
Shares
379.4K
% Port
0.47%