PINNACLE ASSOCIATES LTD 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PA PINNACLE ASSOCIATES LTD | Institutional Filer | ▲ 17.71% | $7.78B | 955 |
Current Portfolio Holdings
Showing top 955 reported positions by value (Total positions in database: 967)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Healthcare | 1.7M | $404.0M | 4.41% |
| 2 | AAPL | Apple Inc. | Technology | 1.2M | $310.5M | 3.39% |
| 3 | NVDA | NVIDIA Corporation | Technology | 959K | $167.2M | 1.83% |
| 4 | MSFT | Microsoft Corporation | Technology | 429K | $158.8M | 1.73% |
| 5 | AVGO | Broadcom Inc. | Technology | 450K | $139.2M | 1.52% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 190K | $123.6M | 1.35% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 414K | $121.7M | 1.33% |
| 8 | VB | VANGUARD INDEX FDS | — | 459K | $120.1M | 1.31% |
| 9 | VTI | VANGUARD INDEX FDS | — | 369K | $118.2M | 1.29% |
| 10 | QQQ | Invesco QQQ Trust | — | 196K | $113.3M | 1.24% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 536K | $111.5M | 1.22% |
| 12 | GOOGL | Alphabet Inc. | Technology | 347K | $99.9M | 1.09% |
| 13 | GOOG | Alphabet Inc. | Technology | 342K | $98.2M | 1.07% |
| 14 | IVV | ISHARES TR | — | 143K | $93.4M | 1.02% |
| 15 | META | Meta Platforms, Inc. | Technology | 163K | $93.0M | 1.02% |
Showing 1 to 15 of 955 holdings