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
+18.73%
+12.03%
3,496,120.0
Software
AAPL 		Apple Inc
38,530
8,560.0
-0.39%
6.180
-0.03%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
UNH 		UnitedHealth Group Inc
7,115
3,730.0
+0.14%
2.690
0%
0.000
-37.56%
-39.80%
275,063.1
Healthcare Plans
AMZN 		Amazon.com Inc
19,480
3,710.0
-0.18%
2.680
-0.01%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
LLY 		Eli Lilly and Co
4,431
3,660.0
+0.14%
2.640
0%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
JPM 		JPMorgan Chase & Co
14,925
3,660.0
-1.91%
2.640
-0.05%
0.000
+8.45%
+12.11%
738,488.8
Banks
META 		Meta Platforms Inc
5,710
3,290.0
-1.55%
2.370
-0.04%
0.000
+11.21%
+19.27%
1,754,271.3
Interactive Media
HD 		The Home Depot Inc
8,935
3,280.0
+0.56%
2.370
+0.01%
0.000
-2.56%
-4.38%
365,466.9
Retail - Cyclical
WMB 		Williams Companies Inc
54,644
3,270.0
+0.18%
2.360
0%
0.000
+11.89%
+12.90%
73,944.1
Oil & Gas
NVDA 		NVIDIA Corp
28,995
3,140.0
+0.19%
2.270
0%
0.000
+28.18%
+5.54%
3,456,204.6
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 LP2025-03-31Sold Out
-0.20%
●
8.38 ($11.34) 18.87
$8.91
-21.43%
Sold Out
0
-15,575
SRE 		Sempra2025-03-31Sold Out
-0.16%
●
67.85 ($77.91) 87.67
$76.85
-1.36%
Sold Out
0
-2,585
SIEGY 		Siemens AG2025-03-31New Buy
+0.15%
●
96.19 ($113.08) 129.67
$124.94
10.49%
New holding
1,850
1,850
ACN 		Accenture PLC2025-03-31Sold Out
-0.15%
●
300.91 ($353.16) 398.25
$317.65
-10.05%
Sold Out
0
-600
JPM 		JPMorgan Chase & Co2025-03-31Reduce
-0.05%
●
225.19 ($254.94) 279.95
$265.73
4.23%
Reduce -1.91%
14,925
-290
META 		Meta Platforms Inc2025-03-31Reduce
-0.04%
●
576.36 ($645.17) 736.67
$697.71
8.14%
Reduce -1.55%
5,710
-90
T 		AT&T Inc2025-03-31Add
+0.03%
●
21.56 ($25.15) 28.28
$28.08
11.65%
Add 4.92%
34,837
1,635
AAPL 		Apple Inc2025-03-31Reduce
-0.03%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -0.39%
38,530
-150
FAST 		Fastenal Co2025-03-31Add
+0.03%
●
35.56 ($37.48) 39.99
$42.06
12.22%
Add 19.83%
7,250
600
STX 		Seagate Technology Holdings PLC2025-03-31Add
+0.03%
●
84.92 ($94.51) 108.42
$126.97
34.35%
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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