Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

PINNACLE ASSOCIATES LTD

•CIK: 743127•Filing: Q4 2025

Pinnacle Associates Ltd, with $7.8 billion in assets under management, is known for its concentrated, high-conviction bets, currently holding 931 positions with top holdings in JNJ, AAPL, and MSFT. Recently, the fund has made notable moves by adding BYRN and HP significantly, while exiting VMEO and LLYVA, reflecting a strategy focused on tech and healthcare sectors.

Total AUM

$7.8B

QoQ Performance

+3.4%

Positions

760

Top 10 Concentration

28.1%

Latest Filing

Q4 2025

Top Holdings Allocation

JNJ4.4%

AAPL4.3%

MSFT2.6%

NVDA2.5%

AVGO2.0%

JPM1.7%

SPY1.7%

AMZN1.6%

📈 Biggest Buys

NVIDIA CORPORATION

+9.0%

2.5% of portfolio

NETFLIX INC

+956.0%

0.1% of portfolio

MANCHESTER UTD PLC NEW

+30.4%

0.3% of portfolio

POWERFLEET INC

+56.1%

0.1% of portfolio

VANGUARD BD INDEX FDS

+11.1%

0.4% of portfolio

📉 Biggest Sells

LUMENTUM HLDGS INC

-38.3%

0.6% of portfolio

COHERENT CORP

-12.5%

0.8% of portfolio

BLOOM ENERGY CORP

-29.0%

0.3% of portfolio

LAM RESEARCH CORP

-10.8%

0.8% of portfolio

SOLARIS ENERGY INFRAS INC

-40.0%

0.1% of portfolio

Sector Breakdown

Other46.5%

Technology22.2%

Healthcare8.8%

Financial7.5%

Consumer5.5%

ETF3.6%

Industrial2.8%

Communication0.9%

🚪 Exited Positionssold since Q3 2025

STRATASYS LTD

SOLD

$8.3M

MATCH GROUP INC NEW

SOLD

$8.2M

RESMED INC

SOLD

$8.1M

BAKER HUGHES COMPANY

SOLD

$7.9M

TEGNA INC

SOLD

$7.9M

+658 more exited positions

Changes from Q3 2025

↑60 increased

↓138 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

JOHNSON & JOHNSON

NVIDIA CORPORATION

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