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The Analysis of Pinnacle West Asset Management, Inc.'s Holdings & P&L

Currently, Pinnacle West Asset Management, Inc. holds 114 types of securities in its portfolio with a total value $147.1K. In the most recent quarter, they have increased their positions in PSX (+1.3K shares, valued at $228), N/A (+3.0K shares, valued at $226), CLX (+2.0K shares, valued at $210); decreased their positions in NVDA (-1.6K shares, valued at $272.05027494108407), AMZN (-1.1K shares, valued at $238.07452446031127), N/A (-800 shares, valued at $229.45736434108528); initiated new positions in PSX (+1.3K shares, valued at $228), N/A (+3.0K shares, valued at $226), CLX (+2.0K shares, valued at $210).

1M P&L

+6.3M+4.47%

3M P&L

+7.1M+5.10%

HY P&L

+15.7M+11.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure13.7K

10.2%

2Drug Manufacturers - General12.6K

9.4%

3Consumer Electronics10.2K

7.6%

Top Industries by Stock Count

1Drug Manufacturers - General6 stocks

6.5%

2Utilities - Regulated Electric6 stocks

6.5%

3Semiconductors5 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc36.7K shares-2.05%2026-03-312026-05-15

MSFT Microsoft Corporation23.6K shares-1.93%2026-03-312026-05-15

NVDA NVIDIA Corp25.5K shares-5.77%2026-03-312026-05-15

JPM J P Morgan Chase & Company13.6K shares-3.76%2026-03-312026-05-15

LLY Eli Lilly & Company4.3K shares-2.85%2026-03-312026-05-15

WMT Wal-Mart Stores Inc30.1K shares-4.66%2026-03-312026-05-15

AMZN Amazon.Com Inc17.9K shares-5.99%2026-03-312026-05-15

WMB Williams Companies Inc50.3K shares-5.18%2026-03-312026-05-15

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Alphabet Inc Class A Alphabet Inc Class A12.6K shares0.24%2026-03-312026-05-15

JNJ Johnson & Johnson14.0K shares-4.81%2026-03-312026-05-15

CAT Caterpillar Inc4.7K shares-3.33%2026-03-312026-05-15

GS Goldman Sachs Group Inc3.8K shares-5.01%2026-03-312026-05-15

XOM Exxon Mobil Corporation18.9K shares-6.09%2026-03-312026-05-15

AMGN AMGEN Inc9.0K shares-5.87%2026-03-312026-05-15

META Meta Platforms Inc5.3K shares-2.80%2026-03-312026-05-15

KMI Kinder Morgan Inc89.7K shares-4.80%2026-03-312026-05-15

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CVX Chevron Corporation14.2K shares-6.14%2026-03-312026-05-15

HD Home Depot Inc8.3K shares-4.75%2026-03-312026-05-15

BLK Blackrock Inc2.5K shares-4.77%2026-03-312026-05-15

Seagate Technology Seagate Technology5.9K shares-3.04%2026-03-312026-05-15

DE Deere & Company3.7K shares-4.12%2026-03-312026-05-15

EPD Enterprise Products Partners L55.0K shares-5.98%2026-03-312026-05-15

UNH UnitedHealth Group Inc7.4K shares-1.59%2026-03-312026-05-15

Costco Wholesale Corp Costco Wholesale Corp2.0K shares0.00%2026-03-312026-05-15

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MCD McDonalds Corporation6.3K shares-3.60%2026-03-312026-05-15

OKE ONEOK, Inc21.1K shares0.24%2026-03-312026-05-15

CSCO CISCO Systems Inc24.5K shares-7.29%2026-03-312026-05-15

UNP Union Pacific Corporation7.4K shares-1.65%2026-03-312026-05-15

ORCL Oracle Corporation10.5K shares-1.41%2026-03-312026-05-15

V Visa Inc Class A5.1K shares-3.56%2026-03-312026-05-15

IBM International Business Machine5.9K shares-2.97%2026-03-312026-05-15

TXN Texas Instruments Inc7.2K shares-1.53%2026-03-312026-05-15

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The Blackstone Group The Blackstone Group11.5K shares-3.89%2026-03-312026-05-15

COP ConocoPhillips10.0K shares-4.75%2026-03-312026-05-15

DIS The Walt Disney Company13.5K shares-4.27%2026-03-312026-05-15

Berkshire Hathaway Inc Berkshire Hathaway Inc2.6K shares-3.51%2026-03-312026-05-15

Merck & Company Inc Merck & Company Inc9.5K shares-2.82%2026-03-312026-05-15

Alphabet Inc Class C Alphabet Inc Class C3.9K shares-17.13%2026-03-312026-05-15

INTC Intel Corporation24.8K shares-11.67%2026-03-312026-05-15

NSC Norfolk Southern Corporation3.8K shares-3.81%2026-03-312026-05-15

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VZ Verizon Communications21.5K shares-3.80%2026-03-312026-05-15

ADP Automatic Data Processing Inc5.0K shares-3.61%2026-03-312026-05-15

T AT&T Inc32.0K shares-2.29%2026-03-312026-05-15

BA Boeing Company Inc4.6K shares-0.54%2026-03-312026-05-15

PEP Pepsico Inc5.9K shares-1.68%2026-03-312026-05-15

PG Procter & Gamble Co6.2K shares-3.51%2026-03-312026-05-15

BMY Bristol-Myers Squibb Company14.4K shares0.35%2026-03-312026-05-15

UPS United Parcel Service Class B8.6K shares0.29%2026-03-312026-05-15

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KO The Coca-Cola Company11.0K shares-1.34%2026-03-312026-05-15

ABT Abbott Laboratories Inc8.1K shares-1.41%2026-03-312026-05-15

AFL AFLAC Inc7.5K shares-2.93%2026-03-312026-05-15

LMT Lockheed Martin Company1.3K shares-4.48%2026-03-312026-05-15

GPC Genuine Parts Company7.2K shares-2.05%2026-03-312026-05-15

NEE NextEra Energy Inc8.1K shares-2.18%2026-03-312026-05-15

MMM 3M Company5.1K shares-7.71%2026-03-312026-05-15

DRI Darden Resturants Inc3.7K shares-1.92%2026-03-312026-05-15

Sponsored

LOW Lowe's Companies Inc3.1K shares0.00%2026-03-312026-05-15

ITW Illinois Tool Works Inc2.8K shares-2.78%2026-03-312026-05-15

Medtronic PLC Medtronic PLC8.0K shares-1.24%2026-03-312026-05-15

CL Colgate-Palmolive Company7.9K shares-1.24%2026-03-312026-05-15

PCAR Paccar Inc5.8K shares-0.85%2026-03-312026-05-15

SBUX Starbucks Corporation7.4K shares-3.39%2026-03-312026-05-15

BHP BHP Group Ltd9.1K shares-2.93%2026-03-312026-05-15

QCOM Qualcomm Inc5.1K shares-2.40%2026-03-312026-05-15

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RY Royal Bank of Canada4.0K shares0.00%2026-03-312026-05-15

NVS Novartis AG4.2K shares-2.69%2026-03-312026-05-15

AEP American Electric Power Inc4.7K shares-2.30%2026-03-312026-05-15

RTX Corporation RTX Corporation3.1K shares-3.16%2026-03-312026-05-15

Duke Energy Corporation Duke Energy Corporation4.5K shares-2.39%2026-03-312026-05-15

INTU Intuit Inc1.4K shares0.90%2026-03-312026-05-15

General Dynamics Corporation General Dynamics Corporation1.6K shares-2.48%2026-03-312026-05-15

PRU Prudential Financial Inc5.5K shares-1.78%2026-03-312026-05-15

Sponsored

HII Huntington Ingalls Industries1.4K shares-4.39%2026-03-312026-05-15

Linde plc Linde plc1.0K shares-4.26%2026-03-312026-05-15

PM Philip Morris International3.0K shares0.00%2026-03-312026-05-15

SO Southern Company5.1K shares-3.48%2026-03-312026-05-15

DHR Danaher Corporation2.5K shares-2.96%2026-03-312026-05-15

PFE Pfizer Inc16.2K shares-0.15%2026-03-312026-05-15

MDLZ Mondelez International Inc7.8K shares-1.57%2026-03-312026-05-15

AbbVie AbbVie2.0K shares0.00%2026-03-312026-05-15

Sponsored

FAST Fastenal Company8.8K shares9.16%2026-03-312026-05-15

HSY The Hershey Company1.9K shares-4.18%2026-03-312026-05-15

BDX Becton Dickenson & Company Inc2.5K shares0.00%2026-03-312026-05-15

Target Corporation Target Corporation3.0K shares0.00%2026-03-312026-05-15

Waste Management Inc. Waste Management Inc.1.6K shares-1.90%2026-03-312026-05-15

Smith & Nephew plc Smith & Nephew plc11.1K shares-3.27%2026-03-312026-05-15

IP International Paper Company9.7K shares-4.48%2026-03-312026-05-15

CTVA Corteva, Inc4.1K shares-1.79%2026-03-312026-05-15

Sponsored

BKH Black Hills Corporation5.0K shares-3.51%2026-03-312026-05-15

ADBE Adobe Systems Inc1.4K shares1.67%2026-03-312026-05-15

ATO Atmos Energy Corporation1.8K shares-7.05%2026-03-312026-05-15

Dell Computer Corp Dell Computer Corp2.1K shares16.90%2026-03-312026-05-15

ED Consolidated Edison Inc2.9K shares-3.61%2026-03-312026-05-15

SYK Stryker Corporation1.0K shares-2.42%2026-03-312026-05-15

BAC Bank of America Corp6.5K shares14.93%2026-03-312026-05-15

WAFD Washington Federal Inc10.0K shares0.00%2026-03-312026-05-15

Sponsored

Sanofi ADR Sanofi ADR6.3K shares2.83%2026-03-312026-05-15

AXP American Express Co1.0K shares0.00%2026-03-312026-05-15

WEC Energy Group Inc WEC Energy Group Inc2.5K shares-2.33%2026-03-312026-05-15

OGE OGE Energy Corporation6.1K shares-2.57%2026-03-312026-05-15

Nestle S A ADR Nestle S A ADR2.9K shares-1.68%2026-03-312026-05-15

ADM Archer Daniels Midland Co3.6K shares-2.04%2026-03-312026-05-15

WY Weyerhauser Company10.6K shares-3.87%2026-03-312026-05-15

D Dominion Energy Inc4.1K shares-1.09%2026-03-312026-05-15

Sponsored

CH Robinson Worldwide Inc CH Robinson Worldwide Inc1.5K shares0.00%2026-03-312026-05-15

SRE Sempra Energy2.5K shares-2.31%2026-03-312026-05-15

DEO Diageo PLC ADR3.3K shares0.46%2026-03-312026-05-15

AWK American Water Works Company I1.7K shares6.42%2026-03-312026-05-15

SIEGY Siemens AG1.9K shares-1.03%2026-03-312026-05-15

PSX Phillips 661.3K sharesnew addition2026-03-312026-05-15

Nutrien Ltd Nutrien Ltd3.0K sharesnew addition2026-03-312026-05-15

CRM salesforce.com inc1.2K shares-2.11%2026-03-312026-05-15

Sponsored

CLX Clorox Corp2.0K sharesnew addition2026-03-312026-05-15

SWKS Skyworks Solutions Inc3.8K shares1.99%2026-03-312026-05-15

AAPL

Apple Inc

-2.05%

Shares36.7K

Event2026-03-31

Filed2026-05-15

MSFT

Microsoft Corporation

-1.93%

Shares23.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA Corp

-5.77%

Shares25.5K

Event2026-03-31

Filed2026-05-15

JPM

J P Morgan Chase & Company

-3.76%

Shares13.6K

Event2026-03-31

Filed2026-05-15

LLY

Eli Lilly & Company

-2.85%

Shares4.3K

Event2026-03-31

Filed2026-05-15

WMT

Wal-Mart Stores Inc

-4.66%

Shares30.1K

Event2026-03-31

Filed2026-05-15

AMZN

Amazon.Com Inc

-5.99%

Shares17.9K

Event2026-03-31

Filed2026-05-15

WMB

Williams Companies Inc

-5.18%

Shares50.3K

Event2026-03-31

Filed2026-05-15

Alphabet Inc Class A

0.24%

Shares12.6K

Event2026-03-31

Filed2026-05-15

JNJ

Johnson & Johnson

-4.81%

Shares14.0K

Event2026-03-31

Filed2026-05-15

CAT

Caterpillar Inc

-3.33%

Shares4.7K

Event2026-03-31

Filed2026-05-15

Goldman Sachs Group Inc

-5.01%

Shares3.8K

Event2026-03-31

Filed2026-05-15

XOM

Exxon Mobil Corporation

-6.09%

Shares18.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN Inc

-5.87%

Shares9.0K

Event2026-03-31

Filed2026-05-15