Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2025) About Pinnacle West Asset Management, Inc.Investment ActivityPinnacle West Asset Management, Inc. has $138.45 thousand in total holdings as of March 31, 2025.Pinnacle West Asset Management, Inc. owns shares of 112 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 0.68% of the portfolio was purchased this quarter.About 0.72% of the portfolio was sold this quarter.This quarter, Pinnacle West Asset Management, Inc. has purchased 114 new stocks and bought additional shares in 61 stocks.Pinnacle West Asset Management, Inc. sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $9,191Apple $8,559UnitedHealth Group $3,726Amazon.com $3,706JPMorgan Chase & Co. $3,661 Largest New Holdings this Quarter 826197501 - Siemens Aktiengesellschaft $213 Holding Largest Purchases this Quarter Siemens Aktiengesellschaft 1,850 shares (about $213.00)Fastenal 600 shares (about $46.51)AT&T 1,635 shares (about $46.23)Seagate Technology 430 shares (about $36.53)Verizon Communications 769 shares (about $34.87) Largest Sales this Quarter JPMorgan Chase & Co. 290 shares (about $71.14)Meta Platforms 90 shares (about $51.87)Apple 150 shares (about $33.32)Aflac 190 shares (about $21.13)Blackstone 150 shares (about $20.97) Sector Allocation Over TimeMap of 500 Largest Holdings ofPinnacle West Asset Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$9,191$19 ▲0.2%24,4856.6%Computer and TechnologyAAPLApple$8,559$33 ▼-0.4%38,5306.2%Computer and TechnologyUNHUnitedHealth Group$3,726$5 ▲0.1%7,1152.7%MedicalAMZNAmazon.com$3,706$7 ▼-0.2%19,4802.7%Retail/WholesaleJPMJPMorgan Chase & Co.$3,661$71 ▼-1.9%14,9252.6%FinanceLLYEli Lilly and Company$3,660$5 ▲0.1%4,4312.6%MedicalMETAMeta Platforms$3,291$52 ▼-1.6%5,7102.4%Computer and TechnologyHDHome Depot$3,275$18 ▲0.6%8,9352.4%Retail/WholesaleWMBWilliams Companies$3,266$6 ▲0.2%54,6442.4%EnergyNVDANVIDIA$3,142$6 ▲0.2%28,9952.3%Computer and TechnologyAMGNAmgen$3,028$8 ▲0.3%9,7202.2%MedicalWMTWalmart$2,8400.0%32,3552.1%Retail/WholesaleKMIKinder Morgan$2,751$8 ▲0.3%96,4152.0%EnergyCVXChevron$2,576$28 ▲1.1%15,4001.9%EnergyJNJJohnson & Johnson$2,522$10 ▲0.4%15,2051.8%MedicalBLKBlackRock$2,505$14 ▼-0.6%2,6471.8%FinanceXOMExxon Mobil$2,405$16 ▲0.7%20,2251.7%EnergyGSThe Goldman Sachs Group$2,218$8 ▲0.4%4,0601.6%FinanceOKEONEOK$2,167$6 ▲0.3%21,8421.6%EnergyMCDMcDonald's$2,079$5 ▲0.2%6,6551.5%Retail/WholesaleEPDEnterprise Products Partners$2,058$6 ▲0.3%60,2821.5%EnergyGOOGLAlphabet$2,036$12 ▼-0.6%13,1651.5%Computer and TechnologyBXBlackstone$1,965$21 ▼-1.1%14,0551.4%FinanceCOSTCostco Wholesale$1,8920.0%2,0001.4%Retail/WholesaleDEDeere & Company$1,8880.0%4,0231.4%IndustrialsVVisa$1,8770.0%5,3551.4%Business ServicesUNPUnion Pacific$1,804$4 ▲0.2%7,6351.3%TransportationCSCOCisco Systems$1,689$5 ▲0.3%27,3751.2%Computer and TechnologyCATCaterpillar$1,6140.0%4,8951.2%IndustrialsADPAutomatic Data Processing$1,6070.0%5,2601.2%Business ServicesIBMInternational Business Machines$1,5750.0%6,3351.1%Computer and TechnologyORCLOracle$1,529$3 ▼-0.2%10,9351.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,478$5 ▼-0.4%2,7751.1%FinanceDISWalt Disney$1,423$5 ▼-0.3%14,4201.0%Consumer DiscretionaryTXNTexas Instruments$1,3620.0%7,5801.0%Computer and TechnologyPGProcter & Gamble$1,132$1 ▼-0.1%6,6450.8%Consumer StaplesABTAbbott Laboratories$1,0990.0%8,2850.8%MedicalCOPConocoPhillips$1,075$5 ▲0.5%10,2350.8%EnergyVZVerizon Communications$1,060$35 ▲3.4%23,3790.8%Computer and TechnologyHONHoneywell International$1,0300.0%4,8650.7%Multi-Sector ConglomeratesTAT&T$985$46 ▲4.9%34,8370.7%Computer and TechnologyNSCNorfolk Southern$962$4 ▲0.4%4,0600.7%TransportationPEPPepsiCo$893$19 ▲2.1%5,9550.6%Consumer StaplesAFLAflac$892$21 ▼-2.3%8,0200.6%FinanceGPCGenuine Parts$866$28 ▲3.3%7,2700.6%Retail/WholesaleMRKMerck & Co., Inc.$852$6 ▲0.7%9,4950.6%MedicalINTUIntuit$838$3 ▲0.4%1,3650.6%Computer and TechnologyBMYBristol-Myers Squibb$837$11 ▲1.3%13,7250.6%MedicalMMM3M$8190.0%5,5800.6%Multi-Sector ConglomeratesQCOMQUALCOMM$815$6 ▲0.7%5,3070.6%Computer and TechnologyBABoeing$812$11 ▲1.4%4,7600.6%AerospaceKOCoca-Cola$810$9 ▲1.2%11,3150.6%Consumer StaplesUPSUnited Parcel Service$785$10 ▲1.3%7,1400.6%TransportationCLColgate-Palmolive$765$4 ▲0.6%8,1600.6%Consumer StaplesDRIDarden Restaurants$762$25 ▲3.4%3,6700.6%Retail/WholesaleSBUXStarbucks$7620.0%7,7700.6%Retail/WholesaleGOOGAlphabet$744$20 ▼-2.7%4,7600.5%Computer and TechnologyITWIllinois Tool Works$733$4 ▲0.5%2,9550.5%IndustrialsMDTMedtronic$732$10 ▲1.4%8,1500.5%MedicalLOWLowe's Companies$7230.0%3,1000.5%Retail/WholesaleINTCIntel$658$1 ▼-0.1%28,9540.5%Computer and TechnologyPRUPrudential Financial$6420.0%5,7450.5%FinanceNEENextEra Energy$610$2 ▲0.3%8,6100.4%UtilitiesLMTLockheed Martin$609$4 ▲0.6%1,3630.4%AerospaceDUKDuke Energy$5660.0%4,6400.4%UtilitiesPCARPACCAR$565$19 ▲3.6%5,8050.4%Auto/Tires/TrucksIPInternational Paper$562$3 ▼-0.5%10,5250.4%Basic MaterialsMDLZMondelez International$553$2 ▲0.3%8,1550.4%Consumer StaplesADBEAdobe$537$8 ▲1.4%1,4000.4%Computer and TechnologyAEPAmerican Electric Power$5350.0%4,9000.4%UtilitiesBDXBecton, Dickinson and Company$530$8 ▲1.5%2,3150.4%MedicalDHRDanaher$5160.0%2,5150.4%MedicalLinde plc$5150.0%1,1050.4%COMSOSouthern$4970.0%5,4050.4%UtilitiesSTXSeagate Technology$488$37 ▲8.1%5,7450.4%Computer and TechnologyPMPhilip Morris International$4760.0%3,0000.3%Consumer StaplesNVSNovartis$472$8 ▲1.8%4,2300.3%MedicalBHPBHP Group$464$2 ▲0.5%9,5500.3%Basic MaterialsRYRoyal Bank of Canada$4510.0%4,0000.3%FinanceGDGeneral Dynamics$447$5 ▲1.2%1,6400.3%AerospaceRTXRTX$431$7 ▲1.6%3,2550.3%AerospaceABBVAbbVie$4190.0%2,0000.3%MedicalPFEPfizer$409$29 ▲7.6%16,1600.3%MedicalWMWaste Management$352$6 ▲1.7%1,5200.3%Business ServicesEDConsolidated Edison$347$3 ▼-0.8%3,1350.3%UtilitiesHSYHershey$3450.0%2,0200.2%Consumer StaplesDEODiageo$340$10 ▲3.2%3,2400.2%Consumer StaplesWYWeyerhaeuser$332$3 ▲1.0%11,3400.2%ConstructionBKHBlack Hills$321$2 ▲0.5%5,2900.2%UtilitiesTGTTarget$3130.0%3,0000.2%Retail/WholesaleSYKStryker$311$26 ▲9.2%8350.2%MedicalCRMSalesforce$309$5 ▲1.8%1,1500.2%Computer and TechnologyHIIHuntington Ingalls Industries$307$15 ▲5.2%1,5050.2%AerospaceNSRGYNestlé$307$3 ▲0.8%3,0300.2%Consumer StaplesATOAtmos Energy$3050.0%1,9750.2%UtilitiesOGEOGE Energy$2960.0%6,4350.2%UtilitiesSNNSmith & Nephew$289$28 ▲10.9%10,1750.2%MedicalWAFDWaFd$2860.0%10,0000.2%FinanceFASTFastenal$281$47 ▲19.8%3,6250.2%Retail/WholesaleWECWEC Energy Group$2800.0%2,5650.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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