Long-term investor

Pinnacle Associates LTD @pinnacleassociatesltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000743127).

Record

  • Tracked since 2025-06-30 (478 days), 36 trades recorded
  • Returns: week n/a · month n/a · 90 days -6.8% · 6 months +42.5% · 1 year +55.1% · all +55.1%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • JNJ · 4.9% · long · since 2025-09-30
  • AAPL · 4.5% · long · since 2025-09-30
  • MSFT · 2.5% · long · since 2025-09-30
  • NVDA · 2.4% · long · since 2025-09-30
  • MU · 2.3% · long · since 2025-09-30
  • META · 1.8% · long · since 2025-09-30
  • AVGO · 1.7% · long · since 2025-09-30
  • 46090E103 · 1.6% · long · since 2025-09-30
  • 78462F103 · 1.6% · long · since 2025-09-30
  • 922908769 · 1.6% · long · since 2025-09-30
  • AMZN · 1.5% · long · since 2025-09-30
  • 922908751 · 1.5% · long · since 2025-09-30

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