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Pinnacle West Asset Management, Inc.13F | |
| Pinnacle West Asset Management, Inc. | |
| Last update 2025-07-24 | 113 Stocks (1 new) |
| Value $145.00 Mil | Turnover 0 % |
Pinnacle West Asset Management... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 24,385 | 12,130.0 | -0.41% | 8.380 | -0.03% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 38,245 | 7,850.0 | -0.74% | 5.420 | -0.05% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
NVDA | NVIDIA Corp | 29,045 | 4,590.0 | +0.17% | 3.170 | +0.01% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AMZN | Amazon.com Inc | 19,365 | 4,250.0 | -0.59% | 2.940 | -0.02% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 14,590 | 4,230.0 | -2.24% | 2.920 | -0.06% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
META | Meta Platforms Inc | 5,655 | 4,170.0 | -0.96% | 2.880 | -0.02% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
LLY | Eli Lilly and Co | 4,408 | 3,440.0 | -0.52% | 2.380 | -0.01% | 0.000 | -6.12% | +4.72% | 723,063.2 | Drug Manufacturers | |
WMB | Williams Companies Inc | 54,544 | 3,430.0 | -0.18% | 2.370 | 0% | 0.000 | -0.62% | +10.45% | 71,734.1 | Oil & Gas | |
HD | The Home Depot Inc | 8,885 | 3,260.0 | -0.56% | 2.250 | -0.01% | 0.000 | +4.38% | -2.88% | 371,197.7 | Retail - Cyclical | |
WMT | Walmart Inc | 31,950 | 3,120.0 | -1.25% | 2.160 | -0.03% | 0.000 | +1.04% | +7.47% | 770,908.4 | Retail - Defensive |
Pinnacle West Asset Management, Inc.'s Historical Top Holdings Breakdowns
Pinnacle West Asset Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BAC | Bank of America Corp | 2025-06-30 | New Buy New Buy | +0.17% | 34.39 ($42.07) 47.46 | $48.39 | 15.02% | New holding | 5,225 | 5,225 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.06% | 210.28 ($255.03) 289.91 | $296.55 | 16.28% | Reduce -2.24% | 14,590 | -335 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.05% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -0.74% | 38,245 | -285 | |
T | AT&T Inc | 2025-06-30 | Reduce Reduce | -0.04% | 26.33 ($27.57) 28.94 | $27.92 | 1.27% | Reduce -5.03% | 33,083 | -1,754 | |
AMGN | Amgen Inc | 2025-06-30 | Reduce Reduce | -0.03% | 262.28 ($283.74) 311.55 | $308.55 | 8.74% | Reduce -1.18% | 9,605 | -115 | |
JNJ | Johnson & Johnson | 2025-06-30 | Reduce Reduce | -0.03% | 146.36 ($153.9) 165.84 | $169.56 | 10.18% | Reduce -1.68% | 14,950 | -255 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.03% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Reduce -0.41% | 24,385 | -100 | |
STX | Seagate Technology Holdings PLC | 2025-06-30 | Add Add | +0.03% | 66.54 ($103.23) 144.33 | $152.73 | 47.95% | Add 5.66% | 6,070 | 325 | |
VZ | Verizon Communications Inc | 2025-06-30 | Reduce Reduce | -0.03% | 41.67 ($43.34) 45.62 | $43.08 | -0.60% | Reduce -3.4% | 22,585 | -794 | |
WMT | Walmart Inc | 2025-06-30 | Reduce Reduce | -0.03% | 81.79 ($95.16) 99.98 | $96.60 | 1.51% | Reduce -1.25% | 31,950 | -405 |
Pinnacle West Asset Management, Inc. Total Holding History ($B)
Pinnacle West Asset Management, Inc.'s Asset Allocation
Pinnacle West Asset Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pinnacle West Asset Management, Inc.'s Hypothetical Growth since 2025-06-30
Pinnacle West Asset Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pinnacle West Asset Management, Inc.'s Holdings Heat Map
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Pinnacle West Asset Management, Inc.'s Holdings Bubble Chart
Pinnacle West Asset Management, Inc. News
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