PW

Pinnacle West Asset Management, Inc.

13F
Pinnacle West Asset Management, Inc.
Last update 2025-05-07 112 Stocks (1 new)
Value $139.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(6.63%)AAPL(6.18%)UNH(2.69%)AMZN(2.68%)JPM(2.64%)
Summary Stock Picks Current Portfolio
Pinnacle West Asset Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
24,485
9,190.0
+0.20%
6.630
+0.01%
0.000
+33.94%
+18.80%
3,707,650.2
Software
AAPL
Apple Inc
38,530
8,560.0
-0.39%
6.180
-0.03%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
UNH
UnitedHealth Group Inc
7,115
3,730.0
+0.14%
2.690
0%
0.000
-42.50%
-38.31%
279,898.2
Healthcare Plans
AMZN
Amazon.com Inc
19,480
3,710.0
-0.18%
2.680
-0.01%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
LLY
Eli Lilly and Co
4,431
3,660.0
+0.14%
2.640
0%
0.000
-0.86%
+1.50%
700,835.3
Drug Manufacturers
JPM
JPMorgan Chase & Co
14,925
3,660.0
-1.91%
2.640
-0.05%
0.000
+30.86%
+25.49%
822,612.0
Banks
META
Meta Platforms Inc
5,710
3,290.0
-1.55%
2.370
-0.04%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
HD
The Home Depot Inc
8,935
3,280.0
+0.56%
2.370
+0.01%
0.000
+5.08%
-3.25%
369,794.8
Retail - Cyclical
WMB
Williams Companies Inc
54,644
3,270.0
+0.18%
2.360
0%
0.000
+0.17%
+10.24%
71,599.8
Oil & Gas
NVDA
NVIDIA Corp
28,995
3,140.0
+0.19%
2.270
0%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors

Pinnacle West Asset Management, Inc.'s Historical Top Holdings Breakdowns

Pinnacle West Asset Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XIFR
XPLR Infrastructure LP
2025-03-31
Sold Out
Sold Out
-0.20%
●
8.38 ($11.34) 18.87
$8.97
-20.90%
Sold Out
0
-15,575
SRE
Sempra
2025-03-31
Sold Out
Sold Out
-0.16%
●
67.85 ($77.91) 87.67
$75.12
-3.58%
Sold Out
0
-2,585
SIEGY
Siemens AG
2025-03-31
New Buy
New Buy
+0.15%
●
96.19 ($113.08) 129.67
$130.16
15.10%
New holding
1,850
1,850
ACN
Accenture PLC
2025-03-31
Sold Out
Sold Out
-0.15%
●
300.91 ($353.16) 398.25
$304.78
-13.70%
Sold Out
0
-600
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.05%
●
225.19 ($254.94) 279.95
$296.00
16.11%
Reduce -1.91%
14,925
-290
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.04%
●
576.36 ($645.17) 736.67
$719.01
11.45%
Reduce -1.55%
5,710
-90
T
AT&T Inc
2025-03-31
Add
Add
+0.03%
●
21.56 ($25.15) 28.28
$28.36
12.76%
Add 4.92%
34,837
1,635
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.03%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Reduce -0.39%
38,530
-150
FAST
Fastenal Co
2025-03-31
Add
Add
+0.03%
●
35.56 ($37.48) 39.99
$43.13
15.07%
Add 19.83%
7,250
600
STX
Seagate Technology Holdings PLC
2025-03-31
Add
Add
+0.03%
●
84.92 ($94.51) 108.42
$149.44
58.12%
Add 8.09%
5,745
430

Pinnacle West Asset Management, Inc. Total Holding History ($B)

To

Pinnacle West Asset Management, Inc.'s Asset Allocation

To

Pinnacle West Asset Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pinnacle West Asset Management, Inc.'s Hypothetical Growth since 2025-03-31

Pinnacle West Asset Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Pinnacle West Asset Management, Inc.'s Holdings Heat Map

Size field:

Pinnacle West Asset Management, Inc.'s Holdings Bubble Chart

Pinnacle West Asset Management, Inc. News

  • 1

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