StockDriftsStockDriftsTop 50 Pinnacle Associates LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 4.91% | 1.65M | $437.9M | -0.18%(-3.01K) | $151.14(+71.67%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.49% | 1.20M | $400.9M | -0.74%(-8.97K) | $62.51(+444.07%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.55% | 443.1K | $227.3M | +1.70%(+7.43K) | $130.19(+309.01%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.42% | 944.5K | $215.7M | -1.07%(-10.22K) | $121.63(+78.26%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.3% | 193.0K | $205.6M | -11.30%(-24.58K) | $64.63(+1302.74%) | 2026-09-30 | |
| META | META PLATFORMS INC | 1.82% | 224.1K | $162.5M | +9.96%(+20.30K) | $345.42(+99.67%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.75% | 443.8K | $155.9M | -1.70%(-7.70K) | $181.35(+84.79%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.64% | 197.9K | $146.4M | -0.18%(-365) | $265.84(+170.44%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.61% | 188.7K | $143.9M | -1.26%(-2.40K) | $265.25(+190.04%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.58% | 377.1K | $141.1M | -0.34%(-1.27K) | $223.66(+68.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.62% | +102.99% | +12.21% | +77.86% |
| Top 20 Holdings Unweighted | +27.86% | +109.05% | +11.69% | +73.78% |
Pinnacle Associates LTD reports $8.92B in US-listed equity holdings across 956 positions in its most recent 13F filing. Its largest disclosed positions are JNJ (4.9%), AAPL (4.5%) and MSFT (2.5%). The top 20 holdings account for 37.43% of reported assets. Its disclosed equity book has returned +102.99% on a three-year cumulative basis. Figures reflect the Q3 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