Pinnacle Associates Ltd holds a diversified book of 967 stocks worth $9.2B as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Apple Inc. Their largest long position is Johnson & Johnson at 5% of the equity book.
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
Other tracked managers holding the same core names as Pinnacle Associates Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $621.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $86.8B |
| LPL Financial LLC | 80 / 80 | $86.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.6B |
| MAI Capital Management | 80 / 80 | $7.5B |
| Farther Finance Advisors, LLC | 80 / 80 | $2.9B |
| JPMORGAN CHASE & CO | 79 / 80 | $568.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $423.3B |
Ranked by how many of Pinnacle Associates Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 | $420.8M | 1.66M | 4.6% | ▲+0.3% Added · +4K sh | |
| 2 | Apple Inc COM | $350.9M | 1.21M | 3.8% | ▼−0.9% Reduced · −11K sh | |
| 3 | Micron Technology Inc COM | $251.1M | 217.6K | 2.7% | ▼−17% Reduced · −45K sh | |
| 4 | Nvidia Corporation COM | $191.0M | 954.7K | 2.1% | ▼−0.4% Reduced · −4K sh | |
| 5 | Broadcom Inc COM | $170.6M | 451.5K | 1.9% | ▲+0.4% Added · +2K sh | |
| 6 | Microsoft Corp COM | $162.5M | 435.7K | 1.8% | ▲+1.5% Added · +7K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $146.0M | 198.2K | 1.6% | ▲+0.9% Added · +2K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $142.7M | 191.1K | 1.6% | ▲+0.5% Added · +1K sh | |
| 9 | Vanguard Index FDS SMALL CP ETF | $140.2M | 462.7K | 1.5% | ▲+0.9% Added · +4K sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $140.0M | 378.4K | 1.5% | ▲+2.7% Added · +10K sh | |
| 11 | JPMorgan Chase & Co COM | $135.5M | 414.0K | 1.5% | ▲+0.1% Added · +294 sh | |
| 12 | Amazon Com Inc COM | $129.9M | 545.2K | 1.4% | ▲+1.8% Added · +10K sh | |
| 13 | Alphabet Inc CAP STK CL A | $122.0M | 341.3K | 1.3% | ▼−1.8% Reduced · −6K sh | |
| 14 | Alphabet Inc CAP STK CL C | $120.2M | 340.3K | 1.3% | ▼−0.6% Reduced · −2K sh | |
| 15 | Caterpillar Inc COM | $117.2M | 110.1K | 1.3% | ▼−0.9% Reduced · −1K sh | |
| 16 | Meta Platforms Inc CL A | $114.8M | 203.8K | 1.3% | ▲+25% Added · +41K sh | |
| 17 | Lam Research Corp COM NEW | $110.8M | 255.7K | 1.2% | ▼−11% Reduced · −32K sh | |
| 18 | Ishares TR CORE S&P500 ETF | $106.7M | 142.5K | 1.2% | ▼−0.3% Reduced · −460 sh | |
| 19 | Coherent Corp COM | $98.6M | 249.9K | 1.1% | ▼−14% Reduced · −41K sh | |
| 20 | Ishares TR MSCI USA QLT FCT | $95.3M | 434.1K | 1.0% | ▲+1.1% Added · +5K sh | |
| 21 | Morgan Stanley COM NEW | $93.5M | 447.4K | 1.0% | ▼−0.5% Reduced · −2K sh | |
| 22 | Vanguard Intl Equity Index F ALLWRLD EX US | $90.5M | 1.08M | 1.0% | ▲+2.2% Added · +24K sh | |
| 23 | Vanguard Whitehall FDS HIGH DIV YLD | $87.9M | 556.5K | 1.0% | ▲+1.0% Added · +6K sh | |
| 24 | Cisco Sys Inc COM | $82.8M | 704.7K | 0.9% | ▼−0.3% Reduced · −2K sh | |
| 25 | Eli Lilly & Co COM | $74.4M | 62.0K | 0.8% | ▲+0.2% Added · +106 sh | |
| 26 | Applied Matls Inc COM | $67.0M | 92.7K | 0.7% | ▼−2.3% Reduced · −2K sh | |
| 27 | Corning Inc COM | $66.4M | 259.9K | 0.7% | ▼−4.2% Reduced · −11K sh | |
| 28 | Merck & Co Inc COM | $62.6M | 486.8K | 0.7% | ▲+0.2% Added · +1K sh | |
| 29 | Visa Inc COM CL A | $60.8M | 177.2K | 0.7% | ▲+0.5% Added · +849 sh | |
| 30 | Ultra Clean Hldgs Inc COM | $57.0M | 399.9K | 0.6% | ▼−9.4% Reduced · −42K sh | |
| 31 | Home Depot Inc COM | $54.8M | 155.4K | 0.6% | ▲+2.5% Added · +4K sh | |
| 32 | Walmart Inc COM | $54.8M | 483.8K | 0.6% | ▼−0.1% Reduced · −330 sh | |
| 33 | American Express Co COM | $54.7M | 161.7K | 0.6% | ▲+1.4% Added · +2K sh | |
| 34 | Vanguard World FD INF TECH ETF | $53.7M | 449.7K | 0.6% | ▲+695% Added · +393K sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $53.4M | 106.8K | 0.6% | ▲+2.2% Added · +2K sh | |
| 36 | Eaton Corp PLC SHS | $53.2M | 124.9K | 0.6% | ▲+0.3% Added · +356 sh | |
| 37 | Bloom Energy Corp COM CL A | $53.1M | 175.3K | 0.6% | ▼−16% Reduced · −34K sh | |
| 38 | Regeneron Pharmaceuticals COM | $50.7M | 81.2K | 0.6% | ▼−1.5% Reduced · −1K sh | |
| 39 | Bank Of Amer Corp COM | $50.0M | 877.3K | 0.5% | ▼−0.9% Reduced · −8K sh | |
| 40 | Nlight Inc COM | $49.6M | 712.5K | 0.5% | ▼−4.8% Reduced · −36K sh | |
| 41 | Vicor Corp COM | $49.6M | 130.5K | 0.5% | ▼−16% Reduced · −25K sh | |
| 42 | Schwab Strategic TR US DIVIDEND EQ | $48.4M | 1.53M | 0.5% | ▲+3.9% Added · +57K sh | |
| 43 | Royal Caribbean Group COM | $48.3M | 152.0K | 0.5% | ▼−1.2% Reduced · −2K sh | |
| 44 | Abbvie Inc COM | $46.9M | 186.6K | 0.5% | ▲+0.1% Added · +186 sh | |
| 45 | Citigroup Inc COM NEW | $46.5M | 332.1K | 0.5% | ▼−0.3% Reduced · −1K sh | |
| 46 | International Business Machs COM | $45.2M | 160.8K | 0.5% | ▲+8.9% Added · +13K sh | |
| 47 | Golar LNG Ltd SHS | $44.6M | 895.5K | 0.5% | ▼−4.4% Reduced · −41K sh | |
| 48 | Lumentum Hldgs Inc COM | $44.4M | 51.7K | 0.5% | ▼−31% Reduced · −23K sh | |
| 49 | RTX Corporation COM | $43.3M | 228.2K | 0.5% | ▼−0.9% Reduced · −2K sh | |
| 50 | Ichor Holdings SHS | $42.6M | 379.4K | 0.5% | ▼−7.1% Reduced · −29K sh |
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 972 | $9.2B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.