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 (434 days), 21 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months +13.2% · 1 year +23.8% · all +23.8%
- Max drawdown 0.0% · Sharpe 1.63 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JNJ · 4.6% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- MU · 2.7% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- QQQ · 1.6% · long · since 2025-06-30
- 78462F103 · 1.6% · long · since 2025-06-30
- 922908751 · 1.5% · long · since 2025-06-30
- 922908769 · 1.5% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30
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