Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2026)

About Pinnacle West Asset Management, Inc.

Investment Activity

Pinnacle West Asset Management, Inc. has $144.72 thousand in total holdings as of June 30, 2026.
Pinnacle West Asset Management, Inc. owns shares of 104 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 0.83% of the portfolio was purchased this quarter.
About 13.15% of the portfolio was sold this quarter.
This quarter, Pinnacle West Asset Management, Inc. has purchased 113 new stocks and bought additional shares in 14 stocks.
Pinnacle West Asset Management, Inc. sold shares of 39 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple: $5,768
Seagate Technology: $5,607
NVIDIA: $5,105
Caterpillar: $4,884
Alphabet: $4,506

Largest New Holdings this Quarter

75513E101 - RTX: $582 Holding
038222105 - Applied Materials: $347 Holding
30040W108 - Eversource Energy: $206 Holding

Largest Purchases this Quarter

RTX: 3,065 shares (about $582.00)
Applied Materials: 480 shares (about $347.00)
Eversource Energy: 2,850 shares (about $206.00)
Dell Technologies: 40 shares (about $17.27)
NVIDIA: 55 shares (about $11.00)

Largest Sales this Quarter

Apple: 16,800 shares (about $4.86K)
Microsoft: 12,645 shares (about $4.72K)
Eli Lilly and Company: 2,035 shares (about $2.44K)
Seagate Technology: 100 shares (about $96.51)
Johnson & Johnson: 350 shares (about $88.88)

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
AAPL Apple	$5,768	$4,861 â–¼	-45.7%	19,935	4.0%	Technology
STX Seagate Technology	$5,607	$97 â–¼	-1.7%	5,810	3.9%	Technology
NVDA NVIDIA	$5,105	$11 â–²	0.2%	25,515	3.5%	Technology
CAT Caterpillar	$4,884	$69 â–¼	-1.4%	4,586	3.4%	Industrials
GOOGL Alphabet	$4,506	$9 â–¼	-0.2%	12,610	3.1%	Communication Services
JPM JPMorgan Chase & Co.	$4,442		0.0%	13,570	3.1%	Finance
AMZN Amazon.com	$4,256	$17 â–¼	-0.4%	17,857	2.9%	Consumer Discretionary
MSFT Microsoft	$4,094	$4,717 â–¼	-53.5%	10,975	2.8%	Technology
GS The Goldman Sachs Group	$3,838		0.0%	3,795	2.7%	Finance
WMB Williams Companies	$3,739		0.0%	50,294	2.6%	Energy
JNJ Johnson & Johnson	$3,455	$89 â–¼	-2.5%	13,605	2.4%	Healthcare
Wal-Mart Stores Inc	$3,392	$23 â–¼	-0.7%	29,950	2.3%	COM
INTC Intel	$3,373	$87 â–¼	-2.5%	24,154	2.3%	Technology
AMGN Amgen	$3,192	$60 â–¼	-1.8%	8,815	2.2%	Healthcare
UNH UnitedHealth Group	$3,050	$42 â–¼	-1.3%	7,338	2.1%	Healthcare
META Meta Platforms	$2,978		0.0%	5,286	2.1%	Communication Services
HD Home Depot	$2,945	$2 â–²	0.1%	8,349	2.0%	Consumer Discretionary
KMI Kinder Morgan	$2,869		0.0%	89,740	2.0%	Energy
CSCO Cisco Systems	$2,851	$23 â–¼	-0.8%	24,275	2.0%	Technology
LLY Eli Lilly and Company	$2,664	$2,441 â–¼	-47.8%	2,221	1.8%	Healthcare
XOM ExxonMobil	$2,547	$34 â–¼	-1.3%	18,630	1.8%	Energy
BLK BlackRock	$2,364	$1 â–²	0.0%	2,458	1.6%	Finance
DE Deere & Company	$2,339	$25 â–¼	-1.1%	3,688	1.6%	Industrials
CVX Chevron	$2,336	$20 â–¼	-0.8%	14,090	1.6%	Energy
TXN Texas Instruments	$2,154		0.0%	7,225	1.5%	Technology
EPD Enterprise Products Partners	$2,021	$2 â–¼	-0.1%	54,987	1.4%	Energy
UNP Union Pacific	$2,001	$20 â–¼	-1.0%	7,355	1.4%	Industrials
OKE ONEOK	$1,834		0.0%	21,093	1.3%	Energy
V Visa	$1,722	$17 â–¼	-1.0%	5,020	1.2%	Finance
MCD McDonald's	$1,698	$4 â–¼	-0.2%	6,280	1.2%	Consumer Discretionary
IBM International Business Machines	$1,670		0.0%	5,940	1.2%	Technology
ORCL Oracle	$1,507	$29 â–¼	-1.9%	10,285	1.0%	Technology
GOOG Alphabet	$1,359	$9 â–¼	-0.6%	3,845	0.9%	Communication Services
BX Blackstone	$1,358		0.0%	11,543	0.9%	Finance
DIS Walt Disney	$1,296	$0 â–²	0.0%	13,463	0.9%	Communication Services
BRK.B Berkshire Hathaway	$1,296	$13 â–¼	-1.0%	2,589	0.9%	Finance
MRK Merck & Co., Inc.	$1,217		0.0%	9,470	0.8%	Healthcare
NSC Norfolk Southern	$1,180	$13 â–¼	-1.1%	3,750	0.8%	Industrials
ADP Automatic Data Processing	$1,118		0.0%	4,990	0.8%	Industrials
COP ConocoPhillips	$1,032	$10 â–¼	-1.0%	9,925	0.7%	Energy
BA Boeing	$1,004		0.0%	4,640	0.7%	Industrials
QCOM Qualcomm	$935	$5 â–¼	-0.5%	5,060	0.6%	Technology
UPS United Parcel Service	$928		0.0%	8,635	0.6%	Industrials
DELL Dell Technologies	$913	$17 â–²	1.9%	2,115	0.6%	Technology
VZ Verizon Communications	$908	$3 â–¼	-0.3%	21,435	0.6%	Communication Services
PG Procter & Gamble	$907		0.0%	6,185	0.6%	Consumer Staples
KO CocaCola	$897		0.0%	11,040	0.6%	Consumer Staples
AFL Aflac	$874		0.0%	7,450	0.6%	Finance
GPC Genuine Parts	$839	$7 â–¼	-0.8%	7,115	0.6%	Consumer Discretionary
BMY Bristol Myers Squibb	$830		0.0%	14,400	0.6%	Healthcare
MMM 3M	$814	$10 â–¼	-1.2%	5,030	0.6%	Industrials
PEP PepsiCo	$795		0.0%	5,870	0.5%	Consumer Staples
DRI Darden Restaurants	$770	$0 â–²	0.1%	3,739	0.5%	Consumer Discretionary
BHP BHP Group	$758		0.0%	9,100	0.5%	Materials
ITW Illinois Tool Works	$742	$14 â–¼	-1.8%	2,745	0.5%	Industrials
SBUX Starbucks	$742	$15 â–¼	-2.0%	7,260	0.5%	Consumer Discretionary
CL Colgate-Palmolive	$727		0.0%	7,935	0.5%	Consumer Staples
ABT Abbott Laboratories	$726	$5 â–¼	-0.6%	8,000	0.5%	Healthcare
NEE NextEra Energy	$706	$4 â–¼	-0.6%	8,045	0.5%	Utilities
PCAR PACCAR	$699		0.0%	5,820	0.5%	Industrials
T AT&T	$659	$4 â–¼	-0.6%	31,857	0.5%	Communication Services
NVS Novartis	$651		0.0%	4,155	0.4%	Healthcare
LMT Lockheed Martin	$651		0.0%	1,278	0.4%	Industrials
AEP American Electric Power	$638		0.0%	4,665	0.4%	Utilities
MDT Medtronic	$622		0.0%	7,955	0.4%	Healthcare
PRU Prudential Financial	$600	$3 â–²	0.5%	5,555	0.4%	Finance
RTX RTX	$582	$582 â–²	New Holding	3,065	0.4%	Industrials
DUK Duke Energy	$569		0.0%	4,495	0.4%	Utilities
GD General Dynamics	$558		0.0%	1,575	0.4%	Industrials
Linde plc	$537		0.0%	1,034	0.4%	COM
SO Southern	$491		0.0%	5,125	0.3%	Utilities
MDLZ Mondelez International	$454		0.0%	7,845	0.3%	Consumer Staples
DHR Danaher	$453	$14 â–¼	-3.1%	2,380	0.3%	Healthcare
FAST Fastenal	$421		0.0%	8,760	0.3%	Industrials
HII Huntington Ingalls Industries	$396		0.0%	1,415	0.3%	Industrials
PFE Pfizer	$389		0.0%	16,158	0.3%	Healthcare
BDX Becton, Dickinson and Company	$381	$4 â–¼	-1.0%	2,520	0.3%	Healthcare
BAC Bank of America	$374	$6 â–²	1.6%	6,570	0.3%	Finance
IP International Paper	$372	$3 â–²	0.8%	9,775	0.3%	Materials
BKH Black Hills	$368		0.0%	4,950	0.3%	Utilities
INTU Intuit	$354	$1 â–²	0.4%	1,355	0.2%	Technology
AMAT Applied Materials	$347	$347 â–²	New Holding	480	0.2%	Technology
CTVA Corteva	$347	$2 â–¼	-0.6%	4,100	0.2%	Materials
WM Waste Management	$345		0.0%	1,550	0.2%	Industrials
HSY Hershey	$342		0.0%	1,950	0.2%	Consumer Staples
ED Consolidated Edison	$325		0.0%	2,940	0.2%	Utilities
SNN Smith & Nephew SNATS	$319	$1 â–¼	-0.2%	11,065	0.2%	Healthcare
SYK Stryker	$318		0.0%	1,010	0.2%	Healthcare
ATO Atmos Energy	$318		0.0%	1,845	0.2%	Utilities
SIEGY Siemens	$311		0.0%	1,930	0.2%	Industrials
NSRGY Nestle	$300		0.0%	2,920	0.2%	Consumer Staples
OGE OGE Energy	$295		0.0%	6,065	0.2%	Utilities
WEC WEC Energy Group	$294		0.0%	2,520	0.2%	Utilities
ADBE Adobe	$293	$6 â–²	2.1%	1,431	0.2%	Technology
D Dominion Energy	$280		0.0%	4,100	0.2%	Utilities
ADM Archer Daniels Midland	$275		0.0%	3,605	0.2%	Consumer Staples
SNY Sanofi	$271		0.0%	6,350	0.2%	Healthcare
SWKS Skyworks Solutions	$261	$1 â–²	0.4%	3,850	0.2%	Technology
DEO Diageo	$261	$2 â–¼	-0.8%	3,245	0.2%	Consumer Staples
WY Weyerhaeuser	$256	$3 â–²	1.2%	10,690	0.2%	Real Estate

Showing largest 100 holdings. View all holdings.

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Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2026)

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

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Pinnacle West Asset Management, Inc. Top Holdings and 13F Report (2026)

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