Pinnacle Associates Ltd holds a diversified book of 955 stocks worth $7.8B as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened Tweedy Browne Insdr+valu ETF and trimmed Johnson & Johnson. Their largest long position is Johnson & Johnson at 5% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/743127/holdings"
Use Arkolith to show PINNACLE ASSOCIATES LTD's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Johnson & Johnson COM | $404.0M | 1.65M | 5.2% | ▼−0.4% Reduced · −7K sh | |
| 2 | Apple Inc COM | $310.5M | 1.22M | 4.0% | ▼−0.8% Reduced · −10K sh | |
| 3 | Nvidia Corporation COM | $167.2M | 958.8K | 2.1% | ▼−7.7% Reduced · −80K sh | |
| 4 | Microsoft Corp COM | $158.8M | 429.1K | 2.0% | ▲+0.5% Added · +2K sh | |
| 5 | Broadcom Inc COM | $139.2M | 449.9K | 1.8% | ▼−1.6% Reduced · −7K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $123.6M | 190.1K | 1.6% | ▼−2.5% Reduced · −5K sh | |
| 7 | JPMorgan Chase & Co COM | $121.7M | 413.7K | 1.6% | ▼−2.3% Reduced · −10K sh | |
| 8 | Vanguard Index FDS SMALL CP ETF | $120.1M | 458.7K | 1.5% | ▲+1.3% Added · +6K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $118.2M | 368.5K | 1.5% | ▲+3.9% Added · +14K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $113.3M | 196.4K | 1.5% | ▲+0.9% Added · +2K sh | |
| 11 | Amazon Com Inc COM | $111.5M | 535.6K | 1.4% | ▲+1.7% Added · +9K sh | |
| 12 | Alphabet Inc CAP STK CL A | $99.9M | 347.4K | 1.3% | ▼−1.4% Reduced · −5K sh | |
| 13 | Alphabet Inc CAP STK CL C | $98.2M | 342.4K | 1.3% | ▼−1.5% Reduced · −5K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $93.4M | 142.9K | 1.2% | ▲+1.6% Added · +2K sh | |
| 15 | Meta Platforms Inc CL A | $93.0M | 162.5K | 1.2% | ▲+5.5% Added · +9K sh | |
| 16 | Micron Technology Inc COM | $88.6M | 262.3K | 1.1% | ▼−23% Reduced · −77K sh | |
| 17 | Ishares TR MSCI USA QLT FCT | $82.4M | 429.5K | 1.1% | ▲+0.5% Added · +2K sh | |
| 18 | Vanguard Whitehall FDS HIGH DIV YLD | $81.6M | 550.8K | 1.0% | ▲+1.3% Added · +7K sh | |
| 19 | Vanguard Intl Equity Index F ALLWRLD EX US | $79.4M | 1.06M | 1.0% | ▲+4.0% Added · +41K sh | |
| 20 | Caterpillar Inc COM | $78.7M | 111.1K | 1.0% | ▼−0.9% Reduced · −1K sh | |
| 21 | Morgan Stanley COM NEW | $74.0M | 449.5K | 1.0% | ▼−0.5% Reduced · −2K sh | |
| 22 | Coherent Corp COM | $69.3M | 291.0K | 0.9% | ▼−14% Reduced · −46K sh | |
| 23 | Regeneron Pharmaceuticals COM | $63.8M | 82.5K | 0.8% | ▼−1.5% Reduced · −1K sh | |
| 24 | Lam Research Corp COM NEW | $61.4M | 287.5K | 0.8% | ▼−24% Reduced · −91K sh | |
| 25 | Walmart Inc COM | $60.2M | 484.1K | 0.8% | ▼−0.6% Reduced · −3K sh | |
| 26 | Merck & Co Inc COM | $58.4M | 485.8K | 0.8% | ▲+8.8% Added · +39K sh | |
| 27 | Eli Lilly & Co COM | $57.0M | 61.9K | 0.7% | ▼−0.5% Reduced · −281 sh | |
| 28 | Cisco Sys Inc COM | $54.8M | 706.7K | 0.7% | ▼−0.8% Reduced · −5K sh | |
| 29 | Visa Inc COM CL A | $53.3M | 176.4K | 0.7% | ▲+0.6% Added · +1K sh | |
| 30 | Lumentum Hldgs Inc COM | $52.6M | 74.9K | 0.7% | ▼−37% Reduced · −44K sh | |
| 31 | Golar LNG Ltd SHS | $50.7M | 937.0K | 0.7% | ▼−6.4% Reduced · −64K sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $50.1M | 104.5K | 0.6% | ▼−2.8% Reduced · −3K sh | |
| 33 | Home Depot Inc COM | $49.8M | 151.5K | 0.6% | ▲+0.3% Added · +475 sh | |
| 34 | American Express Co COM | $48.2M | 159.4K | 0.6% | ▼−1.0% Reduced · −2K sh | |
| 35 | Schwab Strategic TR US DIVIDEND EQ | $45.1M | 1.47M | 0.6% | ▲+1.0% Added · +15K sh | |
| 36 | Eaton Corp PLC SHS | $44.5M | 124.5K | 0.6% | ▼−0.3% Reduced · −358 sh | |
| 37 | RTX Corporation COM | $44.4M | 230.3K | 0.6% | ▼−0.1% Reduced · −186 sh | |
| 38 | Bank America Corp COM | $43.1M | 885.0K | 0.6% | ▼−1.6% Reduced · −14K sh | |
| 39 | Nlight Inc COM | $42.7M | 748.3K | 0.5% | ▼−15% Reduced · −127K sh | |
| 40 | Royal Caribbean Group COM | $42.3M | 153.9K | 0.5% | ▼−6.7% Reduced · −11K sh | |
| 41 | Exxon Mobil Corp COM | $41.2M | 242.6K | 0.5% | ▼−0.3% Reduced · −739 sh | |
| 42 | J P Morgan Exchange Traded F EQUITY PREMIUM | $40.7M | 717.5K | 0.5% | ▲+5.3% Added · +36K sh | |
| 43 | Abbvie Inc COM | $40.5M | 186.4K | 0.5% | ▲+11% Added · +18K sh | |
| 44 | Chevron Corporation COM | $39.6M | 191.3K | 0.5% | ▼−1.0% Reduced · −2K sh | |
| 45 | Vanguard World FD INF TECH ETF | $39.5M | 56.6K | 0.5% | ▼−1.1% Reduced · −647 sh | |
| 46 | BlackRock Inc COM | $39.0M | 40.5K | 0.5% | ▼−0.6% Reduced · −245 sh | |
| 47 | Citigroup Inc COM NEW | $37.8M | 333.3K | 0.5% | ▼−0.8% Reduced · −3K sh | |
| 48 | Corning Inc COM | $36.9M | 271.4K | 0.5% | ▼−6.1% Reduced · −18K sh | |
| 49 | International Business Machs COM | $35.8M | 147.7K | 0.5% | ▲+5.7% Added · +8K sh | |
| 50 | Costco Wholesale Corporation COM | $35.8M | 35.9K | 0.5% | ▲+0.1% Added · +27 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 960 | $7.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 936 | $7.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 868 | $7.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 850 | $6.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 828 | $6.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 837 | $7.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 25, 2024 | 836 | $5.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 818 | $6.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 840 | $6.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 19, 2024 | 854 | $5.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 849 | $5.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 852 | $5.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 770 | $4.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 1, 2023 | 758 | $4.6B | 13F-HR/A |
| Q3 2022 | Sep 30, 2022 | Nov 1, 2022 | 739 | $4.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 2, 2022 | 746 | $4.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 786 | $5.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 2, 2022 | 790 | $5.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 19, 2021 | 761 | $5.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 764 | $5.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 733 | $5.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 703 | $4.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 23, 2020 | 677 | $4.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.