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 $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: $9,191
Apple: $8,559
UnitedHealth Group: $3,726
Amazon.com: $3,706
JPMorgan 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 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	$9,191	$19 ▲	0.2%	24,485	6.6%	Computer and Technology
AAPL Apple	$8,559	$33 ▼	-0.4%	38,530	6.2%	Computer and Technology
UNH UnitedHealth Group	$3,726	$5 ▲	0.1%	7,115	2.7%	Medical
AMZN Amazon.com	$3,706	$7 ▼	-0.2%	19,480	2.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$3,661	$71 ▼	-1.9%	14,925	2.6%	Finance
LLY Eli Lilly and Company	$3,660	$5 ▲	0.1%	4,431	2.6%	Medical
META Meta Platforms	$3,291	$52 ▼	-1.6%	5,710	2.4%	Computer and Technology
HD Home Depot	$3,275	$18 ▲	0.6%	8,935	2.4%	Retail/Wholesale
WMB Williams Companies	$3,266	$6 ▲	0.2%	54,644	2.4%	Energy
NVDA NVIDIA	$3,142	$6 ▲	0.2%	28,995	2.3%	Computer and Technology
AMGN Amgen	$3,028	$8 ▲	0.3%	9,720	2.2%	Medical
WMT Walmart	$2,840		0.0%	32,355	2.1%	Retail/Wholesale
KMI Kinder Morgan	$2,751	$8 ▲	0.3%	96,415	2.0%	Energy
CVX Chevron	$2,576	$28 ▲	1.1%	15,400	1.9%	Energy
JNJ Johnson & Johnson	$2,522	$10 ▲	0.4%	15,205	1.8%	Medical
BLK BlackRock	$2,505	$14 ▼	-0.6%	2,647	1.8%	Finance
XOM Exxon Mobil	$2,405	$16 ▲	0.7%	20,225	1.7%	Energy
GS The Goldman Sachs Group	$2,218	$8 ▲	0.4%	4,060	1.6%	Finance
OKE ONEOK	$2,167	$6 ▲	0.3%	21,842	1.6%	Energy
MCD McDonald's	$2,079	$5 ▲	0.2%	6,655	1.5%	Retail/Wholesale
EPD Enterprise Products Partners	$2,058	$6 ▲	0.3%	60,282	1.5%	Energy
GOOGL Alphabet	$2,036	$12 ▼	-0.6%	13,165	1.5%	Computer and Technology
BX Blackstone	$1,965	$21 ▼	-1.1%	14,055	1.4%	Finance
COST Costco Wholesale	$1,892		0.0%	2,000	1.4%	Retail/Wholesale
DE Deere & Company	$1,888		0.0%	4,023	1.4%	Industrials
V Visa	$1,877		0.0%	5,355	1.4%	Business Services
UNP Union Pacific	$1,804	$4 ▲	0.2%	7,635	1.3%	Transportation
CSCO Cisco Systems	$1,689	$5 ▲	0.3%	27,375	1.2%	Computer and Technology
CAT Caterpillar	$1,614		0.0%	4,895	1.2%	Industrials
ADP Automatic Data Processing	$1,607		0.0%	5,260	1.2%	Business Services
IBM International Business Machines	$1,575		0.0%	6,335	1.1%	Computer and Technology
ORCL Oracle	$1,529	$3 ▼	-0.2%	10,935	1.1%	Computer and Technology
BRK.B Berkshire Hathaway	$1,478	$5 ▼	-0.4%	2,775	1.1%	Finance
DIS Walt Disney	$1,423	$5 ▼	-0.3%	14,420	1.0%	Consumer Discretionary
TXN Texas Instruments	$1,362		0.0%	7,580	1.0%	Computer and Technology
PG Procter & Gamble	$1,132	$1 ▼	-0.1%	6,645	0.8%	Consumer Staples
ABT Abbott Laboratories	$1,099		0.0%	8,285	0.8%	Medical
COP ConocoPhillips	$1,075	$5 ▲	0.5%	10,235	0.8%	Energy
VZ Verizon Communications	$1,060	$35 ▲	3.4%	23,379	0.8%	Computer and Technology
HON Honeywell International	$1,030		0.0%	4,865	0.7%	Multi-Sector Conglomerates
T AT&T	$985	$46 ▲	4.9%	34,837	0.7%	Computer and Technology
NSC Norfolk Southern	$962	$4 ▲	0.4%	4,060	0.7%	Transportation
PEP PepsiCo	$893	$19 ▲	2.1%	5,955	0.6%	Consumer Staples
AFL Aflac	$892	$21 ▼	-2.3%	8,020	0.6%	Finance
GPC Genuine Parts	$866	$28 ▲	3.3%	7,270	0.6%	Retail/Wholesale
MRK Merck & Co., Inc.	$852	$6 ▲	0.7%	9,495	0.6%	Medical
INTU Intuit	$838	$3 ▲	0.4%	1,365	0.6%	Computer and Technology
BMY Bristol-Myers Squibb	$837	$11 ▲	1.3%	13,725	0.6%	Medical
MMM 3M	$819		0.0%	5,580	0.6%	Multi-Sector Conglomerates
QCOM QUALCOMM	$815	$6 ▲	0.7%	5,307	0.6%	Computer and Technology
BA Boeing	$812	$11 ▲	1.4%	4,760	0.6%	Aerospace
KO Coca-Cola	$810	$9 ▲	1.2%	11,315	0.6%	Consumer Staples
UPS United Parcel Service	$785	$10 ▲	1.3%	7,140	0.6%	Transportation
CL Colgate-Palmolive	$765	$4 ▲	0.6%	8,160	0.6%	Consumer Staples
DRI Darden Restaurants	$762	$25 ▲	3.4%	3,670	0.6%	Retail/Wholesale
SBUX Starbucks	$762		0.0%	7,770	0.6%	Retail/Wholesale
GOOG Alphabet	$744	$20 ▼	-2.7%	4,760	0.5%	Computer and Technology
ITW Illinois Tool Works	$733	$4 ▲	0.5%	2,955	0.5%	Industrials
MDT Medtronic	$732	$10 ▲	1.4%	8,150	0.5%	Medical
LOW Lowe's Companies	$723		0.0%	3,100	0.5%	Retail/Wholesale
INTC Intel	$658	$1 ▼	-0.1%	28,954	0.5%	Computer and Technology
PRU Prudential Financial	$642		0.0%	5,745	0.5%	Finance
NEE NextEra Energy	$610	$2 ▲	0.3%	8,610	0.4%	Utilities
LMT Lockheed Martin	$609	$4 ▲	0.6%	1,363	0.4%	Aerospace
DUK Duke Energy	$566		0.0%	4,640	0.4%	Utilities
PCAR PACCAR	$565	$19 ▲	3.6%	5,805	0.4%	Auto/Tires/Trucks
IP International Paper	$562	$3 ▼	-0.5%	10,525	0.4%	Basic Materials
MDLZ Mondelez International	$553	$2 ▲	0.3%	8,155	0.4%	Consumer Staples
ADBE Adobe	$537	$8 ▲	1.4%	1,400	0.4%	Computer and Technology
AEP American Electric Power	$535		0.0%	4,900	0.4%	Utilities
BDX Becton, Dickinson and Company	$530	$8 ▲	1.5%	2,315	0.4%	Medical
DHR Danaher	$516		0.0%	2,515	0.4%	Medical
Linde plc	$515		0.0%	1,105	0.4%	COM
SO Southern	$497		0.0%	5,405	0.4%	Utilities
STX Seagate Technology	$488	$37 ▲	8.1%	5,745	0.4%	Computer and Technology
PM Philip Morris International	$476		0.0%	3,000	0.3%	Consumer Staples
NVS Novartis	$472	$8 ▲	1.8%	4,230	0.3%	Medical
BHP BHP Group	$464	$2 ▲	0.5%	9,550	0.3%	Basic Materials
RY Royal Bank of Canada	$451		0.0%	4,000	0.3%	Finance
GD General Dynamics	$447	$5 ▲	1.2%	1,640	0.3%	Aerospace
RTX RTX	$431	$7 ▲	1.6%	3,255	0.3%	Aerospace
ABBV AbbVie	$419		0.0%	2,000	0.3%	Medical
PFE Pfizer	$409	$29 ▲	7.6%	16,160	0.3%	Medical
WM Waste Management	$352	$6 ▲	1.7%	1,520	0.3%	Business Services
ED Consolidated Edison	$347	$3 ▼	-0.8%	3,135	0.3%	Utilities
HSY Hershey	$345		0.0%	2,020	0.2%	Consumer Staples
DEO Diageo	$340	$10 ▲	3.2%	3,240	0.2%	Consumer Staples
WY Weyerhaeuser	$332	$3 ▲	1.0%	11,340	0.2%	Construction
BKH Black Hills	$321	$2 ▲	0.5%	5,290	0.2%	Utilities
TGT Target	$313		0.0%	3,000	0.2%	Retail/Wholesale
SYK Stryker	$311	$26 ▲	9.2%	835	0.2%	Medical
CRM Salesforce	$309	$5 ▲	1.8%	1,150	0.2%	Computer and Technology
HII Huntington Ingalls Industries	$307	$15 ▲	5.2%	1,505	0.2%	Aerospace
NSRGY Nestlé	$307	$3 ▲	0.8%	3,030	0.2%	Consumer Staples
ATO Atmos Energy	$305		0.0%	1,975	0.2%	Utilities
OGE OGE Energy	$296		0.0%	6,435	0.2%	Utilities
SNN Smith & Nephew	$289	$28 ▲	10.9%	10,175	0.2%	Medical
WAFD WaFd	$286		0.0%	10,000	0.2%	Finance
FAST Fastenal	$281	$47 ▲	19.8%	3,625	0.2%	Retail/Wholesale
WEC WEC Energy Group	$280		0.0%	2,565	0.2%	Utilities

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

MarketBeat Products

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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