PINNACLE ASSOCIATES LTD
CIK 743127 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- JNJ11.79%
- AAPL4.60%
- MSFT2.63%
- AVGO1.69%
- NVDA1.64%
- SPY1.62%
- AMZN1.58%
- JPM1.45%
- VB1.44%
- META1.31%
Share classes counted separately29.75%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JNJWeight increased · +8.31 pp3.48% → 11.79%Shares +4.70M (+359.79%)
- NVDAWeight increased · +0.77 pp0.87% → 1.64%Shares +795.17K (+770.04%)
- MSFTWeight decreased · -0.60 pp3.23% → 2.63%Shares -44.98K (-8.91%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JNJJOHNSON & JOHNSON View history and evidence | $869.29M | 11.79% | 6.01M shares | 3.48% → 11.79%+8.31 pp +4.70M (+359.79%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $339.16M | 4.60% | 1.35M shares | 4.38% → 4.60%+0.22 pp +16.33K (+1.22%) | Added | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $193.94M | 2.63% | 460.11K shares | 3.23% → 2.63%-0.60 pp -44.98K (-8.91%) | Reduced | ↗▾ |
| 04 | AVGOBROADCOM INC View history and evidence | $124.82M | 1.69% | 538.39K shares | 1.36% → 1.69%+0.33 pp +466.96K (+653.72%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $120.65M | 1.64% | 898.43K shares | 0.87% → 1.64%+0.77 pp +795.17K (+770.04%) | Added | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $119.21M | 1.62% | 203.40K shares | 1.62% → 1.62%+0.00 pp +2.36K (+1.18%) | Added | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $116.42M | 1.58% | 530.66K shares | 1.30% → 1.58%+0.28 pp +27.76K (+5.52%) | Added | ↗▾ |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $107.05M | 1.45% | 446.58K shares | 1.38% → 1.45%+0.07 pp -31.79K (-6.65%) | Reduced | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $105.95M | 1.44% | 440.95K shares | 1.40% → 1.44%+0.04 pp +54.98K (+14.24%) | Added | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $96.20M | 1.31% | 164.29K shares | 0.86% → 1.31%+0.45 pp +20.63K (+14.36%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 75
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 848574109 SPIRIT AEROSYSTEMS HOLD-CL A | Non-derivative | -199,784 | -$6.35M | SEC filing ↗ | SEC filing ↗ |
| QDEL QUIDELORTHO CORP | Non-derivative | -85,375 | -$6.29M | SEC filing ↗ | SEC filing ↗ |
| EXE EXPAND ENERGY CORP | Non-derivative | -52,363 | -$4.03M | SEC filing ↗ | SEC filing ↗ |
3 / 75 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 743127 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 7370505579
}Research all 832 reported holdings.
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