Fund Holdings — PINNACLE ASSOCIATES LTD

Total Portfolio Value
$9.16B
Total Bought
$717.05M
Total Sold
$1.15B
Net Transaction
-$430.59M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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MICRON TECHNOLOGY INC(MU)262,297217,570-44,72788,614251,1392.74%+162,525
LAM RESEARCH CORP(LRCX)287,487255,656-31,83161,424110,7841.21%+49,359
APPLE INC(AAPL)1,223,6361,212,707-10,929310,547350,9093.83%+40,362
CATERPILLAR INC(CAT)111,072110,066-1,00678,690117,2091.28%+38,519
APPLIED MATLS INC94,85092,679-2,17132,41967,0070.73%+34,588
INVESCO QQQ TR196,375198,228+1,853113,344145,9751.59%+32,632
BROADCOM INC(AVGO)449,852451,507+1,655139,234170,5571.86%+31,323
ULTRA CLEAN HLDGS INC(UCTT)441,659399,934-41,72527,46257,0270.62%+29,564
CORNING INC(GLW)271,440259,947-11,49336,90866,3980.72%+29,490
COHERENT CORP(COHR)290,965249,909-41,05669,31198,5821.08%+29,271
CISCO SYS INC(CSCO)706,683704,734-1,94954,83282,7780.90%+27,947
BLOOM ENERGY CORP209,349175,306-34,04328,36553,0650.58%+24,700
VICOR CORP(VICR)155,976130,492-25,48425,11249,5580.54%+24,446
NVIDIA CORPORATION(NVDA)958,825954,703-4,122167,219191,0262.09%+23,807
ICHOR HOLDINGS
SHS
408,307379,392-28,91519,03142,5980.47%+23,567
ALPHABET INC(GOOG)347,384341,301-6,08399,894121,9711.33%+22,077
ALPHABET INC(GOOG)342,387340,303-2,08498,217120,2391.31%+22,022
META PLATFORMS INC(META)162,529203,836+41,30792,988114,8191.25%+21,831
VANGUARD INDEX FDS368,526378,423+9,897118,227140,0321.53%+21,805
VANGUARD INDEX FDS458,673462,685+4,012120,136140,2491.53%+20,113
MORGAN STANLEY(MS)449,474447,409-2,06573,97093,5261.02%+19,556
STATE STR SPDR S&P 500 ETF T(SPY)190,092191,109+1,017123,625142,7151.56%+19,090
AMAZON COM INC(AMZN)535,581545,210+9,629111,546129,9451.42%+18,400
ELI LILLY & CO(LLY)61,93762,043+10656,96874,4170.81%+17,448
JOHNSON & JOHNSON(JNJ)1,652,6661,656,912+4,246403,978420,8064.59%+16,828
KLA CORP(KLAC)11,473110,079+98,60616,89233,2120.36%+16,320
ADVANCED MICRO DEVICES INC(AMD)44,25741,981-2,2769,00324,3870.27%+15,384
PALO ALTO NETWORKS INC(PANW)80,13679,799-33712,84727,2130.30%+14,366
VANGUARD WORLD FD
INF TECH ETF
56,565449,691+393,12639,46753,7470.59%+14,280
JPMORGAN CHASE & CO(JPM)413,660413,954+294121,682135,5001.48%+13,817
ISHARES TR142,920142,460-46093,357106,6871.16%+13,330
HONEYWELL INTL INC058,913+58,913013,1910.14%+13,191
HONEYWELL AEROSPACE INC058,911+58,911013,0240.14%+13,024
AMBARELLA INC(AMBA)430,249408,846-21,40322,14735,0790.38%+12,932
ISHARES TR
MSCI USA QLT FCT
429,470434,127+4,65782,37795,2611.04%+12,884
TENABLE HLDGS INC(TENB)417,245500,510+83,2657,05818,4590.20%+11,401
VANGUARD INTL EQUITY INDEX F1,057,3941,081,105+23,71179,41090,5430.99%+11,132
NEBIUS GROUP N.V.(NBIS)100,18576,800-23,38510,39521,2100.23%+10,815
CROWDSTRIKE HLDGS INC(CRWD)22,65825,625+2,9678,84619,5550.21%+10,710
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
237,560380,100+142,54015,18225,6870.28%+10,505
UNITED PARKS & RESORTS INC(PRKS)513,318563,272+49,95416,76526,8910.29%+10,126
FORMFACTOR INC(FORM)189,562176,497-13,06518,38628,2270.31%+9,842
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
336,826341,020+4,19421,11230,6410.33%+9,528
INTERNATIONAL BUSINESS MACHS(IBM)147,678160,772+13,09435,79645,2110.49%+9,415
MANCHESTER UTD PLC NEW
ORD CL A
1,457,1701,452,149-5,02124,51033,2980.36%+8,788
CITIGROUP INC(C)333,255332,112-1,14337,79446,4820.51%+8,688
EATON CORP PLC(ETN)124,522124,878+35644,53853,2130.58%+8,675
COGNEX CORP(CGNX)449,680416,824-32,85622,03030,1860.33%+8,157
VISHAY INTERTECHNOLOGY INC(VSH)243,959231,996-11,9634,39112,4770.14%+8,085
LINDBLAD EXPEDITIONS HLDGS I(LIND)840,323800,048-40,27514,53822,5930.25%+8,056
INFLEQTION INC(INFQ)190,226734,580+544,3541,8669,7850.11%+7,918
MARVELL TECHNOLOGY INC(MRVL)140,82673,218-67,60813,94921,8110.24%+7,862
SNOWFLAKE INC(SNOW)74,46574,847+38211,23119,0490.21%+7,818
DYCOM INDS INC(DY)51,81950,115-1,70417,55725,3380.28%+7,780
COMMVAULT SYS INC(CVLT)132,545127,557-4,98810,32418,0790.20%+7,755
VISA INC(V)176,369177,218+84953,30660,8020.66%+7,496
INTEL CORP(INTC)79,69175,236-4,4553,51710,5050.11%+6,988
NLIGHT INC(LASR)748,299712,536-35,76342,66849,6070.54%+6,939
BANK OF AMER CORP885,036877,301-7,73543,14549,9890.55%+6,843
AMERICAN EXPRESS CO(AXP)159,355161,660+2,30548,20254,6820.60%+6,480
ABBVIE INC(ABBV)186,380186,566+18640,53646,9470.51%+6,412
VANGUARD WHITEHALL FDS550,774556,485+5,71181,57087,9410.96%+6,372
GOLDMAN SACHS GROUP INC(GS)36,48436,646+16230,86537,0630.40%+6,198
MADISON SQUARE GRDN SPRT COR(MSGS)86,04484,038-2,00627,65533,7700.37%+6,115
IRIDIUM COMMUNICATIONS INC(IRDM)562,741394,679-168,06215,61021,6480.24%+6,038
SPHERE ENTERTAINMENT CO(SPHR)116,798114,045-2,75313,71219,7330.22%+6,021
ROYAL CARIBBEAN GROUP
COM
153,882152,004-1,87842,34548,2660.53%+5,921
CUMMINS INC(CMI)33,12233,161+3917,82023,6500.26%+5,830
DELL TECHNOLOGIES INC(DELL)22,15721,707-4503,6379,3650.10%+5,729
ARM HOLDINGS PLC38,08732,277-5,8105,76211,4440.12%+5,683
POWERFLEET INC(AIOT)3,130,7443,984,734+853,9909,64315,2620.17%+5,619
CYTOKINETICS INC(CYTK)177,062202,440+25,37811,67017,2460.19%+5,576
EVOLUS INC(EOLS)1,158,8951,487,264+328,3694,76310,3220.11%+5,559
FEDEX FGHT HLDG CO INC035,764+35,76405,4000.06%+5,400
GRANITE CONSTR INC(GVA)142,924141,877-1,04717,13422,4280.24%+5,294
AEROVIRONMENT INC105,563147,645+42,08219,32324,3720.27%+5,048
HOME DEPOT INC(HD)151,546155,404+3,85849,84254,8080.60%+4,966
ISHARES TR237,785229,466-8,31929,55934,0320.37%+4,473
VERTIV HOLDINGS CO(VRT)48,77049,817+1,04712,22116,6800.18%+4,459
QORVO INC(QRVO)355,566341,600-13,96627,52131,8610.35%+4,340
GMO ETF TRUST
US QUALITY ETF
810,307805,822-4,48529,31733,5380.37%+4,221
NXP SEMICONDUCTORS N V
COM
50,38850,275-1139,91914,1290.15%+4,209
SHATTUCK LABS INC(STTK)1,368,2231,871,442+503,2198,79812,9880.14%+4,190
STATE STR SPDR S&P MIDCAP 40(MDY)57,38056,215-1,16535,39039,5380.43%+4,149
MERCK & CO INC(MRK)485,756486,775+1,01958,43262,5510.68%+4,119
WISDOMTREE TR(WT)318,370333,133+14,76327,96631,8540.35%+3,889
VENTURE GLOBAL INC(VG)0349,333+349,33303,8880.04%+3,888
INTELLIA THERAPEUTICS INC(NTLA)145,512339,024+193,5121,8655,7360.06%+3,871
VANECK ETF TRUST
SEMICONDUCTR ETF
13,81613,870+545,2979,0970.10%+3,800
MICROSOFT CORP(MSFT)429,111435,694+6,583158,844162,5231.77%+3,679
GE VERNOVA INC(GEV)11,45711,627+17010,00013,6600.15%+3,659
QUANTA SVCS INC21,98221,835-14712,06915,7220.17%+3,654
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
163,151164,029+87831,31234,9000.38%+3,588
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
842,134852,753+10,61921,51725,0710.27%+3,554
RBB FUND TRUST
TWEEDY BROWNE
1,216,5171,368,387+151,87016,69120,1560.22%+3,466
ISHARES TR71,04969,970-1,07917,62021,0220.23%+3,402
BERKSHIRE HATHAWAY INC DEL104,478106,788+2,31050,06653,4360.58%+3,370
SCHWAB STRATEGIC TR1,469,6891,527,109+57,42045,09048,4250.53%+3,335
UNITEDHEALTH GROUP INC(UNH)21,58421,693+1095,8409,0160.10%+3,176
ONESPAWORLD HOLDINGS LIMITED
COM
1,094,6181,001,462-93,15625,12128,2810.31%+3,160
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PINNACLE ASSOCIATES LTD — 13F Holdings — Q2 2026 | TickerTrail