Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2025)

About Pinnacle West Asset Management, Inc.

Investment Activity

Pinnacle West Asset Management, Inc. has $144.65 thousand in total holdings as of June 30, 2025.
Pinnacle West Asset Management, Inc. owns shares of 113 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 0.41% of the portfolio was purchased this quarter.
About 0.70% of the portfolio was sold this quarter.
This quarter, Pinnacle West Asset Management, Inc. has purchased 112 new stocks and bought additional shares in 20 stocks.
Pinnacle West Asset Management, Inc. sold shares of 72 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft: $12,129
Apple: $7,847
NVIDIA: $4,589
Amazon.com: $4,248
JPMorgan Chase & Co.: $4,230

Largest New Holdings this Quarter

060505104 - Bank of America: $247 Holding

Largest Purchases this Quarter

Bank of America: 5,225 shares (about $247.00)
Fastenal: 3,725 shares (about $156.60)
Seagate Technology: 325 shares (about $46.90)
UnitedHealth Group: 95 shares (about $29.63)
Skyworks Solutions: 225 shares (about $16.74)

Largest Sales this Quarter

JPMorgan Chase & Co.: 335 shares (about $97.12)
Apple: 285 shares (about $58.48)
AT&T: 1,754 shares (about $50.74)
Microsoft: 100 shares (about $49.74)
Meta Platforms: 55 shares (about $40.60)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$12,129	$50 ▼	-0.4%	24,385	8.4%	Computer and Technology
AAPL Apple	$7,847	$58 ▼	-0.7%	38,245	5.4%	Computer and Technology
NVDA NVIDIA	$4,589	$8 ▲	0.2%	29,045	3.2%	Computer and Technology
AMZN Amazon.com	$4,248	$25 ▼	-0.6%	19,365	2.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,230	$97 ▼	-2.2%	14,590	2.9%	Finance
META Meta Platforms	$4,174	$41 ▼	-1.0%	5,655	2.9%	Computer and Technology
LLY Eli Lilly and Company	$3,436	$18 ▼	-0.5%	4,408	2.4%	Medical
WMB Williams Companies	$3,426	$6 ▼	-0.2%	54,544	2.4%	Energy
HD Home Depot	$3,258	$18 ▼	-0.6%	8,885	2.3%	Retail/Wholesale
WMT Walmart	$3,124	$40 ▼	-1.3%	31,950	2.2%	Retail/Wholesale
GS The Goldman Sachs Group	$2,866	$7 ▼	-0.2%	4,050	2.0%	Finance
KMI Kinder Morgan	$2,829	$6 ▼	-0.2%	96,218	2.0%	Energy
BLK BlackRock	$2,748	$29 ▼	-1.1%	2,619	1.9%	Finance
AMGN Amgen	$2,682	$32 ▼	-1.2%	9,605	1.9%	Medical
ORCL Oracle	$2,374	$16 ▼	-0.7%	10,860	1.6%	Computer and Technology
GOOGL Alphabet	$2,288	$32 ▼	-1.4%	12,985	1.6%	Computer and Technology
JNJ Johnson & Johnson	$2,284	$39 ▼	-1.7%	14,950	1.6%	Medical
UNH UnitedHealth Group	$2,249	$30 ▲	1.3%	7,210	1.6%	Medical
CVX Chevron	$2,193	$12 ▼	-0.6%	15,315	1.5%	Energy
XOM Exxon Mobil	$2,165	$15 ▼	-0.7%	20,085	1.5%	Energy
BX Blackstone	$2,096	$7 ▼	-0.3%	14,010	1.4%	Finance
DE Deere & Company	$2,018	$28 ▼	-1.4%	3,968	1.4%	Industrials
COST Costco Wholesale	$1,980		0.0%	2,000	1.4%	Retail/Wholesale
MCD McDonald's	$1,931	$13 ▼	-0.7%	6,610	1.3%	Retail/Wholesale
CSCO Cisco Systems	$1,896	$3 ▼	-0.2%	27,325	1.3%	Computer and Technology
CAT Caterpillar	$1,891	$10 ▼	-0.5%	4,870	1.3%	Industrials
V Visa	$1,882	$20 ▼	-1.0%	5,300	1.3%	Business Services
EPD Enterprise Products Partners	$1,859	$10 ▼	-0.5%	59,960	1.3%	Energy
IBM International Business Machines	$1,857	$10 ▼	-0.6%	6,300	1.3%	Computer and Technology
OKE ONEOK	$1,783		0.0%	21,842	1.2%	Energy
DIS Walt Disney	$1,781	$7 ▼	-0.4%	14,360	1.2%	Consumer Discretionary
UNP Union Pacific	$1,750	$7 ▼	-0.4%	7,605	1.2%	Transportation
ADP Automatic Data Processing	$1,610	$12 ▼	-0.8%	5,220	1.1%	Computer and Technology
TXN Texas Instruments	$1,564	$9 ▼	-0.6%	7,535	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$1,336	$12 ▼	-0.9%	2,750	0.9%	Finance
ABT Abbott Laboratories	$1,123	$3 ▼	-0.3%	8,260	0.8%	Medical
HON Honeywell International	$1,117	$16 ▼	-1.4%	4,795	0.8%	Multi-Sector Conglomerates
INTU Intuit	$1,075		0.0%	1,365	0.7%	Computer and Technology
PG Procter & Gamble	$1,041	$18 ▼	-1.7%	6,535	0.7%	Consumer Staples
NSC Norfolk Southern	$1,033	$6 ▼	-0.6%	4,035	0.7%	Transportation
BA Boeing	$984	$14 ▼	-1.4%	4,695	0.7%	Aerospace
VZ Verizon Communications	$977	$34 ▼	-3.4%	22,585	0.7%	Computer and Technology
T AT&T	$957	$51 ▼	-5.0%	33,083	0.7%	Computer and Technology
COP ConocoPhillips	$923	$4 ▲	0.5%	10,285	0.6%	Energy
GPC Genuine Parts	$890	$8 ▲	0.9%	7,335	0.6%	Retail/Wholesale
STX Seagate Technology	$876	$47 ▲	5.7%	6,070	0.6%	Computer and Technology
MMM 3M	$845	$5 ▼	-0.5%	5,550	0.6%	Multi-Sector Conglomerates
QCOM QUALCOMM	$842	$4 ▼	-0.4%	5,285	0.6%	Computer and Technology
GOOG Alphabet	$841	$4 ▼	-0.4%	4,740	0.6%	Computer and Technology
AFL Aflac	$832	$14 ▼	-1.6%	7,890	0.6%	Finance
DRI Darden Restaurants	$816	$16 ▲	2.0%	3,745	0.6%	Retail/Wholesale
KO CocaCola	$797	$4 ▼	-0.4%	11,265	0.6%	Consumer Staples
PEP PepsiCo	$779	$7 ▼	-0.9%	5,900	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$746	$6 ▼	-0.8%	9,420	0.5%	Medical
CL Colgate-Palmolive	$737	$5 ▼	-0.6%	8,110	0.5%	Consumer Staples
ITW Illinois Tool Works	$722	$9 ▼	-1.2%	2,920	0.5%	Industrials
UPS United Parcel Service	$716	$5 ▼	-0.7%	7,090	0.5%	Transportation
SBUX Starbucks	$710	$2 ▼	-0.3%	7,745	0.5%	Retail/Wholesale
MDT Medtronic	$704	$7 ▼	-0.9%	8,075	0.5%	Medical
LOW Lowe's Companies	$688		0.0%	3,100	0.5%	Retail/Wholesale
INTC Intel	$645	$3 ▼	-0.5%	28,804	0.4%	Computer and Technology
BMY Bristol Myers Squibb	$633	$2 ▼	-0.4%	13,675	0.4%	Medical
LMT Lockheed Martin	$631		0.0%	1,363	0.4%	Aerospace
PRU Prudential Financial	$606	$11 ▼	-1.7%	5,645	0.4%	Finance
NEE NextEra Energy	$583	$15 ▼	-2.4%	8,400	0.4%	Utilities
PCAR PACCAR	$558	$6 ▲	1.1%	5,870	0.4%	Auto/Tires/Trucks
DUK Duke Energy	$547	$1 ▼	-0.1%	4,635	0.4%	Utilities
MDLZ Mondelez International	$546	$4 ▼	-0.7%	8,095	0.4%	Consumer Staples
ADBE Adobe	$546	$4 ▲	0.7%	1,410	0.4%	Computer and Technology
PM Philip Morris International	$546		0.0%	3,000	0.4%	Consumer Staples
RY Royal Bank Of Canada	$526		0.0%	4,000	0.4%	Finance
Linde plc	$516	$2 ▼	-0.5%	1,100	0.4%	COM
NVS Novartis	$512		0.0%	4,230	0.4%	Medical
AEP American Electric Power	$504	$4 ▼	-0.8%	4,860	0.3%	Utilities
DHR Danaher	$500	$3 ▲	0.6%	2,530	0.3%	Medical
SO Southern	$495	$1 ▼	-0.2%	5,395	0.3%	Utilities
IP International Paper	$484	$9 ▼	-1.9%	10,330	0.3%	Basic Materials
GD General Dynamics	$478		0.0%	1,640	0.3%	Aerospace
RTX RTX	$477	$1 ▲	0.3%	3,265	0.3%	Aerospace
BHP BHP Group	$453	$6 ▼	-1.3%	9,425	0.3%	Basic Materials
BDX Becton, Dickinson and Company	$406	$7 ▲	1.7%	2,355	0.3%	Medical
PFE Pfizer	$379	$12 ▼	-3.2%	15,650	0.3%	Medical
ABBV AbbVie	$371		0.0%	2,000	0.3%	Medical
HII Huntington Ingalls Industries	$363		0.0%	1,505	0.3%	Aerospace
WM Waste Management	$356	$8 ▲	2.3%	1,555	0.2%	Business Services
HSY Hershey	$335		0.0%	2,020	0.2%	Consumer Staples
SYK Stryker	$334	$4 ▲	1.2%	845	0.2%	Medical
CRM Salesforce	$329	$15 ▲	4.8%	1,205	0.2%	Computer and Technology
DEO Diageo	$324	$3 ▼	-0.8%	3,215	0.2%	Consumer Staples
AXP American Express	$319		0.0%	1,000	0.2%	Finance
SNN Smith & Nephew SNATS	$316	$5 ▲	1.5%	10,325	0.2%	Medical
CTVA Corteva	$314	$2 ▼	-0.8%	4,215	0.2%	Consumer Staples
ED Consolidated Edison	$312	$3 ▼	-0.8%	3,110	0.2%	Utilities
FAST Fastenal	$309	$157 ▲	102.8%	7,350	0.2%	Retail/Wholesale
ATO Atmos Energy	$304		0.0%	1,975	0.2%	Utilities
NSRGY Nestle	$300	$1 ▼	-0.3%	3,020	0.2%	Consumer Staples
TGT Target	$296		0.0%	3,000	0.2%	Retail/Wholesale
WAFD WaFd	$293		0.0%	10,000	0.2%	Finance
BKH Black Hills	$292	$5 ▼	-1.6%	5,205	0.2%	Utilities
WY Weyerhaeuser	$289	$3 ▼	-0.9%	11,240	0.2%	Construction

Showing largest 100 holdings. View all holdings.

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Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2025)

About Pinnacle West Asset Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2025)

About Pinnacle West Asset Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPinnacle West Asset Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools