Institutional manager
PINNACLE ASSOCIATES LTD
Holds positions in 359 of the S&P 500, worth $4.86bn as reported for the quarter ended 31-mar-2026.
Positions held359of 488 index companies covered
Reported value$4.86bnS&P 500 positions only
Top ten weight40%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 359 held. The rest are smaller than every one of these.
Johnson & JohnsonJNJ1.7m$404mHealth CareApple Inc.AAPL1.2m$311mInformation TechnologyState Street CorporationSTT1.5m$232mFinancialsAlphabet Inc. (Class A)GOOGL689,771$198mCommunication ServicesNvidiaNVDA958,825$167mInformation TechnologyMicrosoftMSFT429,111$159mInformation TechnologyBroadcomAVGO449,852$139mInformation TechnologyJPMorgan ChaseJPM413,660$122mFinancialsInvescoIVZ196,375$113mFinancialsAmazonAMZN535,581$112mConsumer DiscretionaryMeta PlatformsMETA162,529$93mCommunication ServicesMicron TechnologyMU262,297$89mInformation TechnologyCaterpillar Inc.CAT111,072$79mIndustrialsMorgan StanleyMS449,474$74mFinancialsCoherent Corp.COHR290,965$69mInformation TechnologyRegeneron PharmaceuticalsREGN82,512$64mHealth CareLam ResearchLRCX287,487$61mInformation TechnologyWalmartWMT484,112$60mConsumer StaplesMerck & Co.MRK485,756$58mHealth CareLilly (Eli)LLY61,937$57mHealth CareCiscoCSCO706,683$55mInformation TechnologyVisa Inc.V176,369$53mFinancialsBerkshire HathawayBRK.B104,482$53mFinancialsHome Depot (The)HD151,546$50mConsumer DiscretionaryAmerican ExpressAXP159,355$48mFinancialsEaton CorporationETN124,522$45mIndustrialsRTX CorporationRTX230,294$44mIndustrialsBank of AmericaBAC885,036$43mFinancialsRoyal Caribbean GroupRCL153,882$42mConsumer DiscretionaryExxonMobilXOM242,576$41mEnergyAbbVieABBV186,380$41mHealth CareChevron CorporationCVX191,322$40mEnergyBlackRockBLK40,546$39mFinancialsCitigroupC333,255$38mFinancialsCorning Inc.GLW271,440$37mInformation TechnologyIBMIBM147,678$36mInformation TechnologyCostcoCOST35,904$36mConsumer StaplesOracle CorporationORCL223,083$33mInformation TechnologyXylem Inc.XYL274,520$33mIndustrialsApplied MaterialsAMAT94,850$32mInformation TechnologyProcter & GamblePG214,800$31mConsumer StaplesGoldman SachsGS36,484$31mFinancialsPepsiCoPEP186,716$29mConsumer StaplesFedExFDX75,191$27mIndustrialsNextEra EnergyNEE266,353$25mUtilitiesBlackstone Inc.BX195,249$22mFinancialsAmgenAMGN62,004$22mHealth CareValero EnergyVLO86,626$21mEnergyTesla, Inc.TSLA56,960$21mConsumer DiscretionaryWarner Bros. DiscoveryWBD764,119$21mCommunication ServicesMastercardMA39,266$20mFinancialsLockheed MartinLMT29,527$18mIndustrialsCumminsCMI33,122$18mIndustrialsKLA CorporationKLAC11,473$17mInformation TechnologyWaste ManagementWM73,214$17mIndustrialsTrimble Inc.TRMB254,296$17mInformation TechnologyMcDonald'sMCD52,074$16mConsumer DiscretionaryDigital RealtyDLR87,638$16mReal EstateFreeport-McMoRanFCX261,726$15mMaterialsComcastCMCSA528,605$15mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.