Pinnacle Sports Portfolio - Q2 2026 Commentary
July 22, 2026
Markets spent much of the second quarter debating the usual subjects—rates, inflation, war, and the durability of the artificial intelligence trade. Our holdings, as ever, were busy with different questions: who qualified, who won, and who sold for how much. The Pinnacle Sports Portfolio returned +16.8% for the quarter, with the gains driven almost entirely by developments specific to the franchises themselves rather than anything the broader market supplied.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
