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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
Amazon.com
$3,706

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

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$9,191$19 0.2%24,4856.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,559$33 -0.4%38,5306.2%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,726$5 0.1%7,1152.7%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,706$7 -0.2%19,4802.7%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,661$71 -1.9%14,9252.6%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,660$5 0.1%4,4312.6%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,291$52 -1.6%5,7102.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$3,275$18 0.6%8,9352.4%Retail/Wholesale
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$3,266$6 0.2%54,6442.4%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,142$6 0.2%28,9952.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$3,028$8 0.3%9,7202.2%Medical
Walmart Inc. stock logo
WMT
Walmart
$2,8400.0%32,3552.1%Retail/Wholesale
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$2,751$8 0.3%96,4152.0%Energy
Chevron Co. stock logo
CVX
Chevron
$2,576$28 1.1%15,4001.9%Energy
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,522$10 0.4%15,2051.8%Medical
BlackRock, Inc. stock logo
BLK
BlackRock
$2,505$14 -0.6%2,6471.8%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,405$16 0.7%20,2251.7%Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,218$8 0.4%4,0601.6%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$2,167$6 0.3%21,8421.6%Energy
McDonald's Co. stock logo
MCD
McDonald's
$2,079$5 0.2%6,6551.5%Retail/Wholesale
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$2,058$6 0.3%60,2821.5%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,036$12 -0.6%13,1651.5%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$1,965$21 -1.1%14,0551.4%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,8920.0%2,0001.4%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$1,8880.0%4,0231.4%Industrials
Visa Inc. stock logo
V
Visa
$1,8770.0%5,3551.4%Business Services
Union Pacific Co. stock logo
UNP
Union Pacific
$1,804$4 0.2%7,6351.3%Transportation
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,689$5 0.3%27,3751.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,6140.0%4,8951.2%Industrials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,6070.0%5,2601.2%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$1,5750.0%6,3351.1%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,529$3 -0.2%10,9351.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,478$5 -0.4%2,7751.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,423$5 -0.3%14,4201.0%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,3620.0%7,5801.0%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,132$1 -0.1%6,6450.8%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,0990.0%8,2850.8%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$1,075$5 0.5%10,2350.8%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,060$35 3.4%23,3790.8%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$1,0300.0%4,8650.7%Multi-Sector Conglomerates
AT&T Inc. stock logo
T
AT&T
$985$46 4.9%34,8370.7%Computer and Technology
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$962$4 0.4%4,0600.7%Transportation
PepsiCo, Inc. stock logo
PEP
PepsiCo
$893$19 2.1%5,9550.6%Consumer Staples
Aflac Incorporated stock logo
AFL
Aflac
$892$21 -2.3%8,0200.6%Finance
Genuine Parts stock logo
GPC
Genuine Parts
$866$28 3.3%7,2700.6%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$852$6 0.7%9,4950.6%Medical
Intuit Inc. stock logo
INTU
Intuit
$838$3 0.4%1,3650.6%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$837$11 1.3%13,7250.6%Medical
3M stock logo
MMM
3M
$8190.0%5,5800.6%Multi-Sector Conglomerates
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$815$6 0.7%5,3070.6%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$812$11 1.4%4,7600.6%Aerospace
The Coca-Cola Company stock logo
KO
Coca-Cola
$810$9 1.2%11,3150.6%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$785$10 1.3%7,1400.6%Transportation
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$765$4 0.6%8,1600.6%Consumer Staples
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$762$25 3.4%3,6700.6%Retail/Wholesale
Starbucks Co. stock logo
SBUX
Starbucks
$7620.0%7,7700.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$744$20 -2.7%4,7600.5%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$733$4 0.5%2,9550.5%Industrials
Medtronic plc stock logo
MDT
Medtronic
$732$10 1.4%8,1500.5%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$7230.0%3,1000.5%Retail/Wholesale
Intel Co. stock logo
INTC
Intel
$658$1 -0.1%28,9540.5%Computer and Technology
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$6420.0%5,7450.5%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$610$2 0.3%8,6100.4%Utilities
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$609$4 0.6%1,3630.4%Aerospace
Duke Energy Co. stock logo
DUK
Duke Energy
$5660.0%4,6400.4%Utilities
PACCAR Inc stock logo
PCAR
PACCAR
$565$19 3.6%5,8050.4%Auto/Tires/Trucks
International Paper stock logo
IP
International Paper
$562$3 -0.5%10,5250.4%Basic Materials
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$553$2 0.3%8,1550.4%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$537$8 1.4%1,4000.4%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$5350.0%4,9000.4%Utilities
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$530$8 1.5%2,3150.4%Medical
Danaher Co. stock logo
DHR
Danaher
$5160.0%2,5150.4%Medical
Linde plc
$5150.0%1,1050.4%COM
The Southern Company stock logo
SO
Southern
$4970.0%5,4050.4%Utilities
Seagate Technology Holdings plc stock logo
STX
Seagate Technology
$488$37 8.1%5,7450.4%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4760.0%3,0000.3%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$472$8 1.8%4,2300.3%Medical
BHP Group Limited stock logo
BHP
BHP Group
$464$2 0.5%9,5500.3%Basic Materials
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$4510.0%4,0000.3%Finance
General Dynamics Co. stock logo
GD
General Dynamics
$447$5 1.2%1,6400.3%Aerospace
RTX Co. stock logo
RTX
RTX
$431$7 1.6%3,2550.3%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$4190.0%2,0000.3%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$409$29 7.6%16,1600.3%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$352$6 1.7%1,5200.3%Business Services
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$347$3 -0.8%3,1350.3%Utilities
The Hershey Company stock logo
HSY
Hershey
$3450.0%2,0200.2%Consumer Staples
Diageo plc stock logo
DEO
Diageo
$340$10 3.2%3,2400.2%Consumer Staples
Weyerhaeuser stock logo
WY
Weyerhaeuser
$332$3 1.0%11,3400.2%Construction
Black Hills Co. stock logo
BKH
Black Hills
$321$2 0.5%5,2900.2%Utilities
Target Co. stock logo
TGT
Target
$3130.0%3,0000.2%Retail/Wholesale
Stryker Co. stock logo
SYK
Stryker
$311$26 9.2%8350.2%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$309$5 1.8%1,1500.2%Computer and Technology
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$307$15 5.2%1,5050.2%Aerospace
Nestlé S.A. stock logo
NSRGY
Nestlé
$307$3 0.8%3,0300.2%Consumer Staples
Atmos Energy Co. stock logo
ATO
Atmos Energy
$3050.0%1,9750.2%Utilities
OGE Energy Corp. stock logo
OGE
OGE Energy
$2960.0%6,4350.2%Utilities
Smith & Nephew plc stock logo
SNN
Smith & Nephew
$289$28 10.9%10,1750.2%Medical
WaFd, Inc stock logo
WAFD
WaFd
$2860.0%10,0000.2%Finance
Fastenal stock logo
FAST
Fastenal
$281$47 19.8%3,6250.2%Retail/Wholesale
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$2800.0%2,5650.2%Utilities

Showing largest 100 holdings. View all holdings.
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