PINNACLE ASSOCIATES LTD
Long Only Manager
PINNACLE ASSOCIATES LTD is a Long Only Manager based in New York, NY led by Joel Michael Heyman, reporting $9.9B in AUM as of Q3 2025 with AAPL as the largest holding (4% allocation).
PresidentJoel Michael Heyman
- Portfolio Value
- $7.5B
- Positions
- 861
- Top Holding
- AAPL at 4.25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PINNACLE ASSOCIATES LTD's portfolio (23.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $319.2M | 4.25% | -$8.9M Sold | 0.01% 1.3M shares | |
Drug Manufacturers - General Healthcare | $307.8M | 4.10% | -$64.0M Sold | 0.07% 1.7M shares | |
Software - Infrastructure Technology | $222.6M | 2.96% | -$5.2M Sold | 0.01% 429.7K shares | |
Semiconductors Technology | $177.8M | 2.37% | -$4.1M Sold | 0.00% 953.0K shares | |
Semiconductors Technology | $153.8M | 2.05% | -$3.4M Sold | 0.01% 466.3K shares | |
Banks - Diversified Financial Services | $135.5M | 1.80% | -$2.5M Sold | 0.02% 429.7K shares | |
ETF ETF | $132.6M | 1.76% | -$293.8K Sold | — 199.0K shares | |
ETF ETF | $118.0M | 1.57% | +$541.5K Bought | — 359.5K shares | |
ETF ETF | $116.7M | 1.55% | +$3.2M Bought | — 194.3K shares | |
Specialty Retail Consumer Cyclical | $116.0M | 1.54% | -$298.2K Sold | 0.00% 528.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PINNACLE ASSOCIATES LTD's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PINNACLE ASSOCIATES LTD
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