Pinnacle Associates Ltd.
Annual return '25
+21.5%
SPY '25
+17.7%
Alpha
+3.8ptsvs SPY
Invested
$7.8B
Holdings
953
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 98.6% (1.66M → 22.9k shares)
5.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 97.4% (1.23M → 32.5k shares)
4.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 90.2% (1.04M → 101.5k shares)
2.1%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 97.0% (426.9k → 12.8k shares)
2.0%
05
$AVGO
BROADCOM INC
Q1 2026: Sold 97.7% (457.0k → 10.6k shares)
1.8%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 389.9k shares)
1.6%
07
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 96.5% (423.3k → 14.9k shares)
1.6%
08
$VB
VANGUARD INDEX FDS
Q1 2026: Exited (was 453.0k shares)
1.5%
09
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 97.3% (354.9k → 9.7k shares)
1.5%
10
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +53800.0% (14 → 7.5k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.