Pinnacle Associates Portfolio holdings
Pinnacle Associates is an investment manager, founded in 1984, that mainly buys individual stocks for individuals and families, institutions and other financial firms. Pinnacle makes its investment decisions in-house rather than handing money to outside managers, and its main strategies focus on long-term investing. It also runs private funds and holds a minority stake in the advisory firm Withum Wealth Management.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$12.7M |
| 2 |
Manchester United
MANU
|
+$10.4M |
| 3 |
American Tower
AMT
|
+$10.1M |
| 4 |
Trimble
TRMB
|
+$7.47M |
| 5 |
Weyerhaeuser
WY
|
+$7.39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$23.3M |
| 2 |
Applied Materials
AMAT
|
+$9.9M |
| 3 |
CrowdStrike
CRWD
|
+$7.92M |
| 4 |
Royal Bank of Canada
RY
|
+$6.27M |
| 5 |
JPMorgan Chase
JPM
|
+$6.19M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.68% |
| 2 | Miscellaneous | 23.68% |
| 3 | Healthcare | 11.1% |
| 4 | Financials | 9.07% |
| 5 | Industrials | 8.42% |
Similar funds
Pinnacle Associates's Q3 2026 Portfolio in Review
As of Q3 2026, Pinnacle Associates held 1,017 positions worth $8.92B, down 2.6% from $9.16B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Pinnacle Associates's Q3 2026 filing shows 50 new, 403 increased, 427 reduced and 61 closed positions. Its largest new stake was Disc Medicine: 35,291 shares worth $2.31M. The largest sale was Micron Technology, an estimated $23.3M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 27% a quarter earlier, followed by Miscellaneous and Healthcare.
- Pinnacle Associates's largest Q3 2026 buy was Disc Medicine: 35,291 shares worth $2.31M.
- Pinnacle Associates added most to Meta Platforms (Facebook) in Q3 2026, an estimated $12.7M increase.
- Pinnacle Associates's biggest Q3 2026 reduction was Micron Technology, cutting an estimated $23.3M.
- Pinnacle Associates fully exited Cedar Fair in Q3 2026, selling an estimated $2.95M.
- Pinnacle Associates's ten largest holdings make up 25% of its $8.92B portfolio in Q3 2026.
- Pinnacle Associates opened 50 new positions and closed 61 in Q3 2026.
- Pinnacle Associates's portfolio value fell 2.6% quarter-over-quarter to $8.92B.
Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.