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Scott M. Brown

Pinnacle Associates Ltd

Assets Managed
$7.781B
Holdings
955
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
-0.16%(2Q avg: 1.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pinnacle Associates Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 955 positions.

Assets under management

The assets under management (AUM) of Pinnacle Associates Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.781B in assets, with a quarterly growth rate of -0.16% and a 2-quarter average growth rate of 1.63%. The portfolio is managed by Scott M. Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.44%
5.2%
$403.978M
1.653M shares@ $244.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.81%
4%
$310.547M
1.224M shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.67%
2.15%
$167.219M
958,825 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.51%
2.05%
$158.844M
429,111 shares@ $370.17 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -1.56%
1.79%
$139.234M
449,852 shares@ $309.52 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.51%
1.59%
$123.625M
190,092 shares@ $650.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.26%
1.57%
$121.682M
413,660 shares@ $294.17 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.26%
1.55%
$120.136M
458,673 shares@ $261.93 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.86%
1.52%
$118.227M
368,526 shares@ $320.82 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.92%
1.46%
$113.344M
196,375 shares@ $577.18 avg price

1-10 of 955