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Holders — by stockHoldings — by fund

PINNACLE ASSOCIATES LTD

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 743127

$9.16B

disclosed book value

967

positions

4.6%

largest position share

Positions, as of 2026-06-30

top 100 of 967 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1JNJJOHNSON & JOHNSON1.7M$420.8M4.6%
2AAPLAPPLE INC1.2M$350.9M3.8%
3MUMICRON TECHNOLOGY INC217,570$251.1M2.7%
4NVDANVIDIA CORPORATION954,703$191.0M2.1%
5AVGOBROADCOM INC451,507$170.6M1.9%
6MSFTMICROSOFT CORP435,694$162.5M1.8%
7QQQINVESCO QQQ TR198,228$146.0M1.6%
8SPYSTATE STR SPDR S&P 500 ETF T191,109$142.7M1.6%
9VBVANGUARD INDEX FDS462,685$140.2M1.5%
10VTIVANGUARD INDEX FDS378,423$140.0M1.5%
11JPMJPMORGAN CHASE & CO413,954$135.5M1.5%
12AMZNAMAZON COM INC545,210$129.9M1.4%
13GOOGLALPHABET INC341,301$122.0M1.3%
14GOOGALPHABET INC340,303$120.2M1.3%
15CATCATERPILLAR INC110,066$117.2M1.3%
16METAMETA PLATFORMS INC203,836$114.8M1.3%
17LRCXLAM RESEARCH CORP255,656$110.8M1.2%
18IVVISHARES TR142,460$106.7M1.2%
19COHRCOHERENT CORP249,909$98.6M1.1%
20QUALISHARES TR434,127$95.3M1%
21MSMORGAN STANLEY447,409$93.5M1%
22VEUVANGUARD INTL EQUITY INDEX F1.1M$90.5M1%
23VYMVANGUARD WHITEHALL FDS556,485$87.9M1%
24CSCOCISCO SYS INC704,734$82.8M0.9%
25LLYELI LILLY & CO62,043$74.4M0.8%
26AMATAPPLIED MATLS INC92,679$67.0M0.7%
27GLWCORNING INC259,947$66.4M0.7%
28MRKMERCK & CO INC486,775$62.6M0.7%
29VVISA INC177,218$60.8M0.7%
30UCTTULTRA CLEAN HLDGS INC399,934$57.0M0.6%
31HDHOME DEPOT INC155,404$54.8M0.6%
32WMTWALMART INC483,782$54.8M0.6%
33AXPAMERICAN EXPRESS CO161,660$54.7M0.6%
34VGTVANGUARD WORLD FD449,691$53.7M0.6%
35BRK/BBERKSHIRE HATHAWAY INC DEL106,788$53.4M0.6%
36EATON CORP PLC124,878$53.2M0.6%
37BEBLOOM ENERGY CORP175,306$53.1M0.6%
38REGNREGENERON PHARMACEUTICALS81,247$50.7M0.6%
39BACBANK OF AMER CORP877,301$50.0M0.5%
40LASRNLIGHT INC712,536$49.6M0.5%
41VICRVICOR CORP130,492$49.6M0.5%
42SCHDSCHWAB STRATEGIC TR1.5M$48.4M0.5%
43ROYAL CARIBBEAN GROUP152,004$48.3M0.5%
44ABBVABBVIE INC186,566$46.9M0.5%
45CCITIGROUP INC332,112$46.5M0.5%
46IBMINTERNATIONAL BUSINESS MACHS160,772$45.2M0.5%
47GOLAR LNG LTD895,488$44.6M0.5%
48LITELUMENTUM HLDGS INC51,692$44.4M0.5%
49RTXRTX CORPORATION228,174$43.3M0.5%
50ICHOR HOLDINGS379,392$42.6M0.5%
51JEPIJ P MORGAN EXCHANGE TRADED F728,737$41.2M0.4%
52MDYSTATE STR SPDR S&P MIDCAP 4056,215$39.5M0.4%
53BLKBLACKROCK INC40,477$38.9M0.4%
54GSGOLDMAN SACHS GROUP INC36,646$37.1M0.4%
55AMBARELLA INC408,846$35.1M0.4%
56RSPINVESCO EXCHANGE TRADED FD T164,029$34.9M0.4%
57EXMOCEXXON MOBIL CORP250,350$34.2M0.4%
58IJRISHARES TR229,466$34.0M0.4%
59MSGSMADISON SQUARE GRDN SPRT COR84,038$33.8M0.4%
60COSTCOSTCO WHOLESALE CORPORATION35,995$33.7M0.4%
61QLTYGMO ETF TRUST805,822$33.5M0.4%
62MANCHESTER UTD PLC NEW1.5M$33.3M0.4%
63IONSIONIS PHARMACEUTICALS INC419,752$33.3M0.4%
64KLACKLA CORP110,079$33.2M0.4%
65ORCLORACLE CORP226,542$33.2M0.4%
66BNDVANGUARD BD INDEX FDS450,510$33.1M0.4%
67QRVOQORVO INC341,600$31.9M0.3%
68DGRWWISDOMTREE TR333,133$31.9M0.3%
69PGPROCTER & GAMBLE CO214,176$31.4M0.3%
70XYLXYLEM INC264,928$31.3M0.3%
71CCJCAMECO CORP303,579$30.9M0.3%
72CIBRFIRST TR EXCHANGE-TRADED FD341,020$30.6M0.3%
73VEAVANGUARD TAX-MANAGED FDS429,486$30.6M0.3%
74MKLMARKEL GROUP INC15,466$30.2M0.3%
75CGNXCOGNEX CORP416,824$30.2M0.3%
76CVXCHEVRON CORPORATION176,432$29.2M0.3%
77GMO ETF TRUST757,878$28.4M0.3%
78ONESPAWORLD HOLDINGS LIMITED1.0M$28.3M0.3%
79FORMFORMFACTOR INC176,497$28.2M0.3%
80AEISADVANCED ENERGY INDS73,912$27.6M0.3%
81PANWPALO ALTO NETWORKS INC79,799$27.2M0.3%
82PRKSUNITED PARKS & RESORTS INC563,272$26.9M0.3%
83IJHISHARES TR338,405$26.1M0.3%
84HELOJ P MORGAN EXCHANGE TRADED F380,100$25.7M0.3%
85DYDYCOM INDS INC50,115$25.3M0.3%
86TOTLSSGA ACTIVE ETF TR636,581$25.1M0.3%
87RDVIFIRST TR EXCHANGE-TRADED FD852,753$25.1M0.3%
88PEPPEPSICO INC184,500$25.0M0.3%
89AMDADVANCED MICRO DEVICES INC41,981$24.4M0.3%
90AVAVAEROVIRONMENT INC147,645$24.4M0.3%
91TSLATESLA INC57,515$24.2M0.3%
92BYDBOYD GAMING CORP272,415$24.1M0.3%
93ITRIITRON INC274,841$23.8M0.3%
94VVVANGUARD INDEX FDS69,093$23.8M0.3%
95CMICUMMINS INC33,161$23.7M0.3%
96BXBLACKSTONE INC200,175$23.6M0.3%
97NEENEXTERA ENERGY INC266,440$23.4M0.3%
98FDXFEDEX CORP74,517$23.3M0.3%
99LINDLINDBLAD EXPEDITIONS HLDGS I800,048$22.6M0.2%
100VLOVALERO ENERGY CORP86,496$22.5M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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