StockDriftsStockDriftsTop 50 Pinnacle Associates LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 4.59% | 1.66M | $420.8M | +0.26%(+4.25K) | $151.14(+72.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.83% | 1.21M | $350.9M | -0.89%(-10.93K) | $62.51(+388.51%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.74% | 217.6K | $251.1M | -17.05%(-44.73K) | $64.63(+1470.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.09% | 954.7K | $191.0M | -0.43%(-4.12K) | $121.63(+85.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.86% | 451.5K | $170.6M | +0.37%(+1.66K) | $181.35(+117.12%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.77% | 435.7K | $162.5M | +1.53%(+6.58K) | $124.86(+289.29%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.59% | 198.2K | $146.0M | +0.94%(+1.85K) | $265.84(+175.55%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.56% | 191.1K | $142.7M | +0.54%(+1.02K) | $265.25(+192.31%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 1.53% | 462.7K | $140.2M | +0.87%(+4.01K) | $146.93(+109.93%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.53% | 378.4K | $140.0M | +2.69%(+9.90K) | $223.66(+71.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.59% | +93.40% | +11.56% | +72.82% |
| Top 20 Holdings Unweighted | +26.22% | +101.10% | +11.71% | +73.93% |
Pinnacle Associates LTD reports $9.16B in US-listed equity holdings across 967 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (4.6%), AAPL (3.8%) and MU (2.7%). The top 20 holdings account for 35.65% of reported assets. Its disclosed equity book has returned +93.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pinnacle Associates LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 743127). View Pinnacle Associates LTD’s 13F filings on SEC