Pinnacle West Asset Management, Inc.

13F filer · CIK 0001975730

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$145MU.S. long equity reported on 13F

Positions1032 new · 12 closed

Net flow last quarter-$18.6MBuys minus sells

Top 10 positions weight32.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026103 positions
AAPLApple Inc.	$5.77M	3.99%	0.00%	-45.7%	Q1 2023
STXSeagate Technology Holdings plc	$5.61M	3.87%	0.00%	-1.7%	Q1 2023
NVDANvidia Corp	$5.11M	3.53%	0.00%	+0.2%	Q1 2023
CATCaterpillar Inc	$4.88M	3.37%	0.00%	-1.4%	Q1 2023
GOOGLAlphabet Inc.	$4.51M	3.11%	0.00%	-0.2%	Q1 2023
JPMJPMorgan Chase & Co	$4.44M	3.07%	0.00%	Not reported	Q1 2023
AMZNAmazon Com Inc	$4.26M	2.94%	0.00%	-0.4%	Q1 2023
MSFTMicrosoft Corp	$4.09M	2.83%	0.00%	-53.5%	Q1 2023
GSGoldman Sachs Group Inc	$3.84M	2.65%	0.00%	Not reported	Q1 2023
WMBWilliams Companies, Inc.	$3.74M	2.58%	0.00%	Not reported	Q1 2023
JNJJohnson & Johnson	$3.46M	2.39%	0.00%	-2.5%	Q1 2023
WMTWalmart Inc.	$3.39M	2.34%	0.00%	-0.7%	Q1 2023
INTCIntel Corp	$3.37M	2.33%	0.00%	-2.5%	Q1 2023
AMGNAmgen Inc	$3.19M	2.21%	0.00%	-1.8%	Q1 2023
UNHUnitedhealth Group Inc	$3.05M	2.11%	0.00%	-1.3%	Q1 2023
METAMeta Platforms, Inc.	$2.98M	2.06%	Not reported	Not reported	Q1 2023
HDHome Depot, Inc.	$2.95M	2.03%	0.00%	+0.1%	Q1 2023
KMIKinder Morgan, Inc.	$2.87M	1.98%	0.00%	Not reported	Q1 2023
CSCOCisco Systems, Inc.	$2.85M	1.97%	0.00%	-0.8%	Q1 2023
LLYELI LILLY & Co	$2.66M	1.84%	0.00%	-47.8%	Q1 2023
XOMExxonMobil Holdings Corp	$2.55M	1.76%	0.00%	-1.3%	Q1 2023
BLKBlackRock, Inc.	$2.36M	1.63%	0.00%	0.0%	Q1 2023
DEDeere & Co	$2.34M	1.62%	0.00%	-1.1%	Q1 2023
CVXChevron Corp	$2.34M	1.61%	0.00%	-0.8%	Q1 2023
TXNTexas Instruments Inc	$2.15M	1.49%	0.00%	Not reported	Q1 2023
EPDEnterprise Products Partners L.P.	$2.02M	1.40%	0.00%	-0.1%	Q1 2023
UNPUnion Pacific Corp	$2M	1.38%	0.00%	-1.0%	Q1 2023
OKEOneok Inc	$1.83M	1.27%	0.00%	Not reported	Q1 2023
VVisa Inc.	$1.72M	1.19%	0.00%	-1.0%	Q1 2023
MCDMcdonalds Corp	$1.7M	1.17%	0.00%	-0.2%	Q1 2023
IBMInternational Business Machines Corp	$1.67M	1.15%	0.00%	Not reported	Q1 2023
ORCLOracle Corp	$1.51M	1.04%	0.00%	-1.9%	Q1 2023
GOOGAlphabet Inc.	$1.36M	0.94%	Not reported	-0.7%	Q1 2023
BXBlackstone Inc.	$1.36M	0.94%	0.00%	Not reported	Q1 2023
DISWalt Disney Co	$1.3M	0.90%	0.00%	0.0%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.3M	0.90%	Not reported	-1.0%	Q1 2023
MRKMerck & Co., Inc.	$1.22M	0.84%	0.00%	Not reported	Q1 2023
NSCNorfolk Southern Corp	$1.18M	0.82%	0.00%	-1.1%	Q1 2023
ADPAutomatic Data Processing Inc	$1.12M	0.77%	0.00%	Not reported	Q1 2023
COPConocophillips	$1.03M	0.71%	0.00%	-1.0%	Q1 2023
BABoeing Co	$1M	0.69%	0.00%	Not reported	Q1 2023
QCOMQualcomm Inc	$935K	0.65%	0.00%	-0.5%	Q1 2023
UPSUnited Parcel Service Inc	$928K	0.64%	0.00%	Not reported	Q1 2023
DELLDell Technologies Inc.	$913K	0.63%	0.00%	+1.9%	Q3 2025
VZVerizon Communications Inc	$908K	0.63%	0.00%	-0.4%	Q1 2023
PGPROCTER & GAMBLE Co	$907K	0.63%	0.00%	Not reported	Q1 2023
KOCoca Cola Co	$897K	0.62%	0.00%	Not reported	Q1 2023
AFLAflac Inc	$874K	0.60%	0.00%	Not reported	Q1 2023
GPCGenuine Parts Co	$839K	0.58%	0.01%	-0.8%	Q1 2023
BMYBristol Myers Squibb Co	$830K	0.57%	0.00%	Not reported	Q1 2023

Q1 2026Reported May 15, 2026113 positions
AAPLApple Inc.	$9.32M	6.34%	0.00%	-2.1%	Q1 2023
MSFTMicrosoft Corp	$8.74M	5.94%	0.00%	-1.9%	Q1 2023
NVDANvidia Corp	$4.44M	3.02%	0.00%	-5.8%	Q1 2023
JPMJPMorgan Chase & Co	$3.99M	2.71%	0.00%	-3.8%	Q1 2023
LLYELI LILLY & Co	$3.92M	2.66%	0.00%	-2.9%	Q1 2023
WMTWalmart Inc.	$3.75M	2.55%	0.00%	-4.7%	Q1 2023
AMZNAmazon Com Inc	$3.73M	2.54%	0.00%	-6.0%	Q1 2023
WMBWilliams Companies, Inc.	$3.66M	2.49%	0.00%	-5.2%	Q1 2023
GOOGLAlphabet Inc.	$3.63M	2.47%	0.00%	+0.2%	Q1 2023
JNJJohnson & Johnson	$3.41M	2.32%	0.00%	-4.8%	Q1 2023
CATCaterpillar Inc	$3.3M	2.24%	0.00%	-3.3%	Q1 2023
GSGoldman Sachs Group Inc	$3.21M	2.18%	0.00%	-5.0%	Q1 2023
XOMExxonMobil Holdings Corp	$3.2M	2.18%	0.00%	-6.1%	Q1 2023
AMGNAmgen Inc	$3.16M	2.15%	0.00%	-5.9%	Q1 2023
METAMeta Platforms, Inc.	$3.02M	2.06%	Not reported	-2.8%	Q1 2023
KMIKinder Morgan, Inc.	$3.01M	2.05%	0.00%	-4.8%	Q1 2023
CVXChevron Corp	$2.94M	2.00%	0.00%	-6.1%	Q1 2023
HDHome Depot, Inc.	$2.74M	1.87%	0.00%	-4.8%	Q1 2023
BLKBlackRock, Inc.	$2.36M	1.61%	0.00%	-4.8%	Q1 2023
STXSeagate Technology Holdings plc	$2.32M	1.57%	0.00%	-3.0%	Q1 2023
DEDeere & Co	$2.1M	1.43%	0.00%	-4.1%	Q1 2023
EPDEnterprise Products Partners L.P.	$2.08M	1.42%	0.00%	-6.0%	Q1 2023
UNHUnitedhealth Group Inc	$2.01M	1.37%	0.00%	-1.6%	Q1 2023
COSTCostco Wholesale Corp	$2M	1.36%	0.00%	Not reported	Q1 2023
MCDMcdonalds Corp	$1.96M	1.33%	0.00%	-3.6%	Q1 2023
OKEOneok Inc	$1.91M	1.30%	0.00%	+0.2%	Q1 2023
CSCOCisco Systems, Inc.	$1.9M	1.29%	0.00%	-7.3%	Q1 2023
UNPUnion Pacific Corp	$1.8M	1.23%	0.00%	-1.7%	Q1 2023
ORCLOracle Corp	$1.54M	1.05%	0.00%	-1.4%	Q1 2023
VVisa Inc.	$1.53M	1.04%	0.00%	-3.6%	Q1 2023
IBMInternational Business Machines Corp	$1.44M	0.98%	0.00%	-3.0%	Q1 2023
TXNTexas Instruments Inc	$1.4M	0.95%	0.00%	-1.5%	Q1 2023
BXBlackstone Inc.	$1.33M	0.90%	0.00%	-3.9%	Q1 2023
COPConocophillips	$1.32M	0.90%	0.00%	-4.8%	Q1 2023
DISWalt Disney Co	$1.3M	0.88%	0.00%	-4.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.25M	0.85%	Not reported	-3.5%	Q1 2023
MRKMerck & Co., Inc.	$1.14M	0.77%	0.00%	-2.8%	Q1 2023
GOOGAlphabet Inc.	$1.11M	0.75%	Not reported	-17.1%	Q1 2023
INTCIntel Corp	$1.09M	0.74%	0.00%	-11.7%	Q1 2023
NSCNorfolk Southern Corp	$1.09M	0.74%	0.00%	-3.8%	Q1 2023
VZVerizon Communications Inc	$1.08M	0.73%	0.00%	-3.8%	Q1 2023
ADPAutomatic Data Processing Inc	$1.01M	0.69%	0.00%	-3.6%	Q1 2023
TAt&T Inc.	$929K	0.63%	0.00%	-2.3%	Q1 2023
BABoeing Co	$923K	0.63%	0.00%	-0.5%	Q1 2023
PEPPepsico Inc	$912K	0.62%	0.00%	-1.7%	Q1 2023
PGPROCTER & GAMBLE Co	$893K	0.61%	0.00%	-3.5%	Q1 2023
BMYBristol Myers Squibb Co	$873K	0.59%	0.00%	+0.4%	Q1 2023
UPSUnited Parcel Service Inc	$850K	0.58%	0.00%	+0.3%	Q1 2023
KOCoca Cola Co	$840K	0.57%	0.00%	-1.3%	Q1 2023
ABTAbbott Laboratories	$826K	0.56%	0.00%	-1.4%	Q1 2023

Q4 2025Reported Feb 10, 2026113 positions
MSFTMicrosoft Corp	$11.6M	7.57%	0.00%	-0.9%	Q1 2023
AAPLApple Inc.	$10.2M	6.62%	0.00%	-1.7%	Q1 2023
NVDANvidia Corp	$5.04M	3.27%	0.00%	-3.7%	Q1 2023
LLYELI LILLY & Co	$4.71M	3.06%	0.00%	-0.9%	Q1 2023
JPMJPMorgan Chase & Co	$4.54M	2.95%	0.00%	-2.7%	Q1 2023
AMZNAmazon Com Inc	$4.4M	2.86%	0.00%	-1.9%	Q1 2023
GOOGLAlphabet Inc.	$3.95M	2.56%	0.00%	-2.9%	Q1 2023
METAMeta Platforms, Inc.	$3.59M	2.33%	Not reported	-2.2%	Q1 2023
WMTWalmart Inc.	$3.52M	2.29%	0.00%	-1.0%	Q1 2023
GSGoldman Sachs Group Inc	$3.51M	2.28%	0.00%	-1.5%	Q1 2023
WMBWilliams Companies, Inc.	$3.19M	2.07%	0.00%	-2.8%	Q1 2023
AMGNAmgen Inc	$3.12M	2.03%	0.00%	-1.1%	Q1 2023
JNJJohnson & Johnson	$3.03M	1.97%	0.00%	-2.0%	Q1 2023
HDHome Depot, Inc.	$3.01M	1.96%	0.00%	-1.4%	Q1 2023
BLKBlackRock, Inc.	$2.76M	1.79%	0.00%	-1.2%	Q1 2023
CATCaterpillar Inc	$2.76M	1.79%	0.00%	-1.5%	Q1 2023
KMIKinder Morgan, Inc.	$2.59M	1.68%	0.00%	-2.0%	Q1 2023
UNHUnitedhealth Group Inc	$2.5M	1.62%	0.00%	+1.2%	Q1 2023
XOMExxonMobil Holdings Corp	$2.42M	1.57%	0.00%	-1.2%	Q1 2023
CVXChevron Corp	$2.31M	1.50%	0.00%	-1.8%	Q1 2023
ORCLOracle Corp	$2.07M	1.35%	0.00%	-2.1%	Q1 2023
CSCOCisco Systems, Inc.	$2.03M	1.32%	0.00%	-3.2%	Q1 2023
MCDMcdonalds Corp	$2M	1.30%	0.00%	-1.4%	Q1 2023
EPDEnterprise Products Partners L.P.	$1.88M	1.22%	0.00%	-2.4%	Q1 2023
BXBlackstone Inc.	$1.85M	1.20%	0.00%	-4.8%	Q1 2023
VVisa Inc.	$1.84M	1.20%	0.00%	-0.8%	Q1 2023
IBMInternational Business Machines Corp	$1.81M	1.18%	0.00%	-2.3%	Q1 2023
DEDeere & Co	$1.81M	1.18%	0.00%	-1.3%	Q1 2023
UNPUnion Pacific Corp	$1.75M	1.14%	0.00%	-1.0%	Q1 2023
COSTCostco Wholesale Corp	$1.73M	1.12%	0.00%	Not reported	Q1 2023
STXSeagate Technology Holdings plc	$1.68M	1.09%	0.00%	-0.8%	Q1 2023
DISWalt Disney Co	$1.6M	1.04%	0.00%	-1.6%	Q1 2023
OKEOneok Inc	$1.55M	1.00%	0.00%	-3.9%	Q1 2023
GOOGAlphabet Inc.	$1.47M	0.95%	Not reported	-0.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.36M	0.88%	Not reported	-1.8%	Q1 2023
ADPAutomatic Data Processing Inc	$1.33M	0.87%	0.00%	-0.8%	Q1 2023
TXNTexas Instruments Inc	$1.27M	0.83%	0.00%	-2.6%	Q1 2023
NSCNorfolk Southern Corp	$1.14M	0.74%	0.00%	-2.4%	Q1 2023
INTCIntel Corp	$1.04M	0.67%	0.00%	-1.2%	Q1 2023
MRKMerck & Co., Inc.	$1.03M	0.67%	0.00%	+1.0%	Q1 2023
ABTAbbott Laboratories	$1.02M	0.66%	0.00%	-1.8%	Q1 2023
BABoeing Co	$1.01M	0.66%	0.00%	-1.3%	Q1 2023
COPConocophillips	$985K	0.64%	0.00%	+0.7%	Q1 2023
PGPROCTER & GAMBLE Co	$919K	0.60%	0.00%	-1.5%	Q1 2023
VZVerizon Communications Inc	$911K	0.59%	0.00%	-1.0%	Q1 2023
HONHoneywell International Inc	$911K	0.59%	0.00%	-1.1%	Q1 2023
GPCGenuine Parts Co	$901K	0.59%	0.01%	-1.7%	Q1 2023
QCOMQualcomm Inc	$891K	0.58%	0.00%	-1.4%	Q1 2023
INTUIntuit Inc.	$886K	0.58%	0.00%	-2.0%	Q1 2023
MMM3m Co	$883K	0.57%	0.00%	-1.1%	Q1 2023

Q3 2025Reported Nov 5, 2025115 positions
MSFTMicrosoft Corp	$12.6M	8.15%	0.00%	-0.3%	Q1 2023
AAPLApple Inc.	$9.71M	6.29%	0.00%	-0.3%	Q1 2023
NVDANvidia Corp	$5.24M	3.39%	0.00%	-3.4%	Q1 2023
JPMJPMorgan Chase & Co	$4.57M	2.96%	0.00%	-0.7%	Q1 2023
AMZNAmazon Com Inc	$4.27M	2.77%	0.00%	+0.4%	Q1 2023
METAMeta Platforms, Inc.	$4.08M	2.64%	Not reported	-1.7%	Q1 2023
HDHome Depot, Inc.	$3.6M	2.33%	0.00%	Not reported	Q1 2023
WMBWilliams Companies, Inc.	$3.46M	2.24%	0.00%	Not reported	Q1 2023
LLYELI LILLY & Co	$3.37M	2.18%	0.00%	+0.3%	Q1 2023
WMTWalmart Inc.	$3.29M	2.13%	0.00%	Not reported	Q1 2023
GSGoldman Sachs Group Inc	$3.23M	2.09%	0.00%	+0.1%	Q1 2023
GOOGLAlphabet Inc.	$3.16M	2.04%	0.00%	0.0%	Q1 2023
ORCLOracle Corp	$3.05M	1.98%	0.00%	Not reported	Q1 2023
BLKBlackRock, Inc.	$3.05M	1.97%	0.00%	-0.3%	Q1 2023
JNJJohnson & Johnson	$2.77M	1.80%	0.00%	+0.1%	Q1 2023
KMIKinder Morgan, Inc.	$2.72M	1.76%	0.00%	Not reported	Q1 2023
AMGNAmgen Inc	$2.72M	1.76%	0.00%	+0.5%	Q1 2023
UNHUnitedhealth Group Inc	$2.58M	1.67%	0.00%	+3.6%	Q1 2023
CVXChevron Corp	$2.39M	1.55%	0.00%	+0.7%	Q1 2023
CATCaterpillar Inc	$2.33M	1.51%	0.00%	+0.3%	Q1 2023
XOMExxonMobil Holdings Corp	$2.3M	1.49%	0.00%	+1.3%	Q1 2023
BXBlackstone Inc.	$2.16M	1.40%	0.00%	-10.0%	Q1 2023
MCDMcdonalds Corp	$2.01M	1.30%	0.00%	+0.2%	Q1 2023
EPDEnterprise Products Partners L.P.	$1.88M	1.21%	0.00%	Not reported	Q1 2023
CSCOCisco Systems, Inc.	$1.87M	1.21%	0.00%	-0.2%	Q1 2023
COSTCostco Wholesale Corp	$1.86M	1.20%	0.00%	+0.3%	Q1 2023
VVisa Inc.	$1.81M	1.17%	0.00%	Not reported	Q1 2023
UNPUnion Pacific Corp	$1.8M	1.17%	0.00%	+0.3%	Q1 2023
DEDeere & Co	$1.8M	1.17%	0.00%	-0.8%	Q1 2023
IBMInternational Business Machines Corp	$1.77M	1.15%	0.00%	-0.6%	Q1 2023
DISWalt Disney Co	$1.64M	1.06%	0.00%	-0.5%	Q1 2023
OKEOneok Inc	$1.6M	1.03%	0.00%	+0.2%	Q1 2023
ADPAutomatic Data Processing Inc	$1.53M	0.99%	0.00%	Not reported	Q1 2023
STXSeagate Technology Holdings plc	$1.45M	0.94%	0.00%	+1.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.39M	0.90%	Not reported	+0.4%	Q1 2023
TXNTexas Instruments Inc	$1.38M	0.90%	0.00%	-0.1%	Q1 2023
NSCNorfolk Southern Corp	$1.21M	0.78%	0.00%	Not reported	Q1 2023
GOOGAlphabet Inc.	$1.14M	0.74%	Not reported	-1.3%	Q1 2023
ABTAbbott Laboratories	$1.11M	0.72%	0.00%	+0.7%	Q1 2023
GPCGenuine Parts Co	$1.03M	0.67%	0.01%	+1.6%	Q1 2023
BABoeing Co	$1.02M	0.66%	0.00%	+0.6%	Q1 2023
PGPROCTER & GAMBLE Co	$1M	0.65%	0.00%	-0.4%	Q1 2023
HONHoneywell International Inc	$994K	0.64%	0.00%	-1.6%	Q1 2023
VZVerizon Communications Inc	$993K	0.64%	0.00%	Not reported	Q1 2023
COPConocophillips	$988K	0.64%	0.00%	+1.6%	Q1 2023
INTCIntel Corp	$953K	0.62%	0.00%	-1.4%	Q1 2023
TAt&T Inc.	$934K	0.60%	0.00%	0.0%	Q1 2023
INTUIntuit Inc.	$932K	0.60%	0.00%	Not reported	Q1 2023
AFLAflac Inc	$882K	0.57%	0.00%	+0.1%	Q1 2023
QCOMQualcomm Inc	$879K	0.57%	0.00%	Not reported	Q1 2023

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