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 $139.68 thousand in total holdings as of December 31, 2024.
Pinnacle West Asset Management, Inc. owns shares of 114 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 1.55% of the portfolio was purchased this quarter.
About 1.21% of the portfolio was sold this quarter.
This quarter, Pinnacle West Asset Management, Inc. has purchased 113 new stocks and bought additional shares in 48 stocks.
Pinnacle West Asset Management, Inc. sold shares of 18 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft: $10,299
Apple: $9,686
Amazon.com: $4,281
NVIDIA: $3,886
JPMorgan Chase & Co.: $3,647

Largest New Holdings this Quarter

Waste Management: $302 Holding
Fastenal: $218 Holding
Accenture: $211 Holding

Largest Purchases this Quarter

Waste Management: 1,495 shares (about $302.00)
Fastenal: 3,025 shares (about $218.00)
Accenture: 600 shares (about $211.00)
The Goldman Sachs Group: 270 shares (about $154.59)
Darden Restaurants: 700 shares (about $130.73)

Largest Sales this Quarter

NVIDIA: 3,350 shares (about $449.83)
Apple: 660 shares (about $165.27)
Blackstone: 850 shares (about $146.54)
Alphabet: 710 shares (about $135.18)
Eli Lilly and Company: 120 shares (about $92.64)

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	$10,299	$30 ▼	-0.3%	24,435	7.4%	Computer and Technology
AAPL Apple	$9,686	$165 ▼	-1.7%	38,680	6.9%	Computer and Technology
AMZN Amazon.com	$4,281	$10 ▲	0.2%	19,515	3.1%	Retail/Wholesale
NVDA NVIDIA	$3,886	$450 ▼	-10.4%	28,940	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,647	$58 ▼	-1.6%	15,215	2.6%	Finance
UNH UnitedHealth Group	$3,594	$13 ▼	-0.4%	7,105	2.6%	Medical
HD Home Depot	$3,456		0.0%	8,885	2.5%	Retail/Wholesale
LLY Eli Lilly and Company	$3,416	$93 ▼	-2.6%	4,425	2.4%	Medical
META Meta Platforms	$3,396	$88 ▼	-2.5%	5,800	2.4%	Computer and Technology
WMB Williams Companies	$2,952		0.0%	54,544	2.1%	Oils/Energy
WMT Walmart	$2,923	$32 ▲	1.1%	32,355	2.1%	Retail/Wholesale
BLK BlackRock	$2,729	$129 ▲	5.0%	2,662	2.0%	Finance
KMI Kinder Morgan	$2,635		0.0%	96,150	1.9%	Oils/Energy
AMGN Amgen	$2,527		0.0%	9,695	1.8%	Medical
GOOGL Alphabet	$2,506	$33 ▼	-1.3%	13,240	1.8%	Computer and Technology
BX Blackstone	$2,449	$147 ▼	-5.6%	14,205	1.8%	Finance
GS The Goldman Sachs Group	$2,316	$155 ▲	7.2%	4,045	1.7%	Finance
CVX Chevron	$2,206	$83 ▲	3.9%	15,230	1.6%	Oils/Energy
JNJ Johnson & Johnson	$2,190		0.0%	15,145	1.6%	Medical
OKE ONEOK	$2,187		0.0%	21,782	1.6%	Oils/Energy
XOM Exxon Mobil	$2,161	$51 ▲	2.4%	20,090	1.5%	Oils/Energy
MCD McDonald's	$1,925	$14 ▲	0.8%	6,640	1.4%	Retail/Wholesale
EPD Enterprise Products Partners	$1,885		0.0%	60,107	1.3%	Oils/Energy
COST Costco Wholesale	$1,833		0.0%	2,000	1.3%	Retail/Wholesale
ORCL Oracle	$1,826	$14 ▼	-0.8%	10,960	1.3%	Computer and Technology
CAT Caterpillar	$1,776	$2 ▼	-0.1%	4,895	1.3%	Industrial Products
UNP Union Pacific	$1,738		0.0%	7,620	1.2%	Transportation
DE Deere & Company	$1,705	$64 ▲	3.9%	4,023	1.2%	Industrial Products
V Visa	$1,692		0.0%	5,355	1.2%	Business Services
CSCO Cisco Systems	$1,616		0.0%	27,300	1.2%	Computer and Technology
DIS Walt Disney	$1,611	$6 ▼	-0.3%	14,470	1.2%	Consumer Discretionary
ADP Automatic Data Processing	$1,540		0.0%	5,260	1.1%	Business Services
TXN Texas Instruments	$1,421	$14 ▼	-1.0%	7,580	1.0%	Computer and Technology
IBM International Business Machines	$1,393		0.0%	6,335	1.0%	Computer and Technology
BRK.B Berkshire Hathaway	$1,262	$23 ▼	-1.8%	2,785	0.9%	Finance
PG Procter & Gamble	$1,115		0.0%	6,650	0.8%	Consumer Staples
HON Honeywell International	$1,099	$5 ▲	0.4%	4,865	0.8%	Multi-Sector Conglomerates
COP ConocoPhillips	$1,010	$12 ▲	1.2%	10,185	0.7%	Oils/Energy
NSC Norfolk Southern	$949		0.0%	4,045	0.7%	Transportation
MRK Merck & Co., Inc.	$938	$5 ▼	-0.5%	9,430	0.7%	Medical
ABT Abbott Laboratories	$937		0.0%	8,285	0.7%	Medical
GOOG Alphabet	$931	$135 ▼	-12.7%	4,890	0.7%	Computer and Technology
VZ Verizon Communications	$904	$0 ▲	0.0%	22,610	0.6%	Computer and Technology
UPS United Parcel Service	$889	$87 ▲	10.8%	7,050	0.6%	Transportation
PEP PepsiCo	$887	$40 ▲	4.8%	5,830	0.6%	Consumer Staples
INTU Intuit	$855		0.0%	1,360	0.6%	Computer and Technology
AFL Aflac	$849	$52 ▼	-5.7%	8,210	0.6%	Finance
BA Boeing	$831		0.0%	4,695	0.6%	Aerospace
GPC Genuine Parts	$821	$20 ▲	2.6%	7,035	0.6%	Retail/Wholesale
QCOM QUALCOMM	$810		0.0%	5,270	0.6%	Computer and Technology
BMY Bristol-Myers Squibb	$766		0.0%	13,550	0.5%	Medical
LOW Lowe's Companies	$765		0.0%	3,100	0.5%	Retail/Wholesale
T AT&T	$756	$23 ▲	3.1%	33,202	0.5%	Computer and Technology
ITW Illinois Tool Works	$745		0.0%	2,940	0.5%	Industrial Products
CL Colgate-Palmolive	$738	$5 ▼	-0.6%	8,115	0.5%	Consumer Staples
MMM 3M	$720		0.0%	5,580	0.5%	Multi-Sector Conglomerates
SBUX Starbucks	$709	$2 ▲	0.3%	7,770	0.5%	Retail/Wholesale
KO Coca-Cola	$696	$3 ▲	0.4%	11,185	0.5%	Consumer Staples
PRU Prudential Financial	$681		0.0%	5,745	0.5%	Finance
DRI Darden Restaurants	$663	$131 ▲	24.6%	3,550	0.5%	Retail/Wholesale
LMT Lockheed Martin	$658	$5 ▲	0.7%	1,355	0.5%	Aerospace
MDT Medtronic	$642	$2 ▲	0.3%	8,035	0.5%	Medical
NEE NextEra Energy	$615		0.0%	8,585	0.4%	Utilities
ADBE Adobe	$614	$7 ▲	1.1%	1,380	0.4%	Computer and Technology
PCAR PACCAR	$583	$57 ▲	10.8%	5,605	0.4%	Auto/Tires/Trucks
INTC Intel	$581		0.0%	28,979	0.4%	Computer and Technology
DHR Danaher	$577		0.0%	2,515	0.4%	Medical
IP International Paper	$569		0.0%	10,575	0.4%	Basic Materials
BDX Becton, Dickinson and Company	$517	$14 ▲	2.7%	2,280	0.4%	Medical
DUK Duke Energy	$500	$11 ▲	2.2%	4,640	0.4%	Utilities
MDLZ Mondelez International	$486		0.0%	8,130	0.3%	Consumer Staples
RY Royal Bank of Canada	$482		0.0%	4,000	0.3%	Finance
BHP BHP Group	$464	$66 ▲	16.6%	9,500	0.3%	Basic Materials
Linde plc	$463	$2 ▲	0.5%	1,105	0.3%	COM
STX Seagate Technology	$459	$9 ▲	1.9%	5,315	0.3%	Computer and Technology
AEP American Electric Power	$452		0.0%	4,900	0.3%	Utilities
SO Southern	$445		0.0%	5,405	0.3%	Utilities
GD General Dynamics	$427	$34 ▲	8.7%	1,620	0.3%	Aerospace
TGT Target	$406		0.0%	3,000	0.3%	Retail/Wholesale
NVS Novartis	$404	$2 ▲	0.6%	4,155	0.3%	Medical
DEO Diageo	$399	$41 ▲	11.5%	3,140	0.3%	Consumer Staples
PFE Pfizer	$399	$9 ▲	2.4%	15,025	0.3%	Medical
CRM Salesforce	$378		0.0%	1,130	0.3%	Computer and Technology
RTX RTX	$371	$23 ▲	6.7%	3,205	0.3%	Aerospace
PM Philip Morris International	$361		0.0%	3,000	0.3%	Consumer Staples
ABBV AbbVie	$355		0.0%	2,000	0.3%	Medical
HSY Hershey	$342	$36 ▲	11.9%	2,020	0.2%	Consumer Staples
WAFD WaFd	$322		0.0%	10,000	0.2%	Finance
WY Weyerhaeuser	$316	$5 ▲	1.5%	11,230	0.2%	Construction
SWKS Skyworks Solutions	$312		0.0%	3,515	0.2%	Computer and Technology
BKH Black Hills	$308		0.0%	5,265	0.2%	Utilities
WM Waste Management	$302	$302 ▲	New Holding	1,495	0.2%	Business Services
AXP American Express	$297		0.0%	1,000	0.2%	Finance
GIS General Mills	$296		0.0%	4,645	0.2%	Consumer Staples
ED Consolidated Edison	$282	$2 ▲	0.8%	3,160	0.2%	Utilities
CLX Clorox	$277	$31 ▲	12.5%	1,705	0.2%	Consumer Staples
NEP Nextera Energy Partners	$277	$80 ▲	40.6%	15,575	0.2%	Oils/Energy
ATO Atmos Energy	$275	$3 ▲	1.0%	1,975	0.2%	Utilities
SYK Stryker	$275	$18 ▲	7.0%	765	0.2%	Medical
HII Huntington Ingalls Industries	$270	$25 ▲	10.4%	1,430	0.2%	Aerospace

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