Pinnacle West Asset Management, Inc. Portfolio Holdings

Pinnacle West Asset Management, Inc.

  • $145 Million
  • Q2 2025

Pinnacle West Asset Management, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.1M, Apple Inc. with a value of $7.85M, Nvidia Corp with a value of $4.59M, Amazon Com Inc with a value of $4.25M, and Jpmorgan Chase & CO with a value of $4.23M.

Examining the 13F form we can see an increase of $6.2M in the current position value, from $138M to 145M.

Pinnacle West Asset Management, Inc. is based out at Casper, WY

Below you can find more details about Pinnacle West Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $145 Million
Technology: $37.1 Million
Financial Services: $18 Million
Healthcare: $16.9 Million
Industrials: $16.1 Million
Energy: $15.2 Million
Consumer Cyclical: $13.2 Million
Consumer Defensive: $11.3 Million
Communication Services: $11 Million
Other: $5.33 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.8B
$816,000 0.56% of portfolio
3,745
Q2 2025 Added 2.04%
$299B
$797,000 0.55% of portfolio
11,265
Q2 2025 Reduced 0.44%
$199B
$779,000 0.54% of portfolio
5,900
Q2 2025 Reduced 0.92%
$213B
$746,000 0.52% of portfolio
9,420
Q2 2025 Reduced 0.79%
$73.8B
$737,000 0.51% of portfolio
8,110
Q2 2025 Reduced 0.61%
$80.4B
$722,000 0.5% of portfolio
2,920
Q2 2025 Reduced 1.18%
$111B
$710,000 0.49% of portfolio
7,745
Q2 2025 Reduced 0.32%
$74.8B
$716,000 0.49% of portfolio
7,090
Q2 2025 Reduced 0.7%
$123B
$704,000 0.49% of portfolio
8,075
Q2 2025 Reduced 0.92%
$140B
$688,000 0.48% of portfolio
3,100
Q1 2023 New
$92.9B
$645,000 0.45% of portfolio
28,804
Q2 2025 Reduced 0.52%
$110B
$631,000 0.44% of portfolio
1,363
Q1 2025 Added 0.59%
$104B
$633,000 0.44% of portfolio
13,675
Q2 2025 Reduced 0.36%
$38.8B
$606,000 0.42% of portfolio
5,645
Q2 2025 Reduced 1.74%
$141B
$583,000 0.4% of portfolio
8,400
Q2 2025 Reduced 2.44%
$35.3B
$558,000 0.39% of portfolio
5,870
Q2 2025 Added 1.12%
$92.2B
$547,000 0.38% of portfolio
4,635
Q2 2025 Reduced 0.11%
$96.2B
$546,000 0.38% of portfolio
8,095
Q2 2025 Reduced 0.74%
$173B
$546,000 0.38% of portfolio
1,410
Q2 2025 Added 0.71%
$184B
$526,000 0.36% of portfolio
4,000
Q1 2023 New
Linde PLC
-
$516,000 0.36% of portfolio
-
Q2 2025 Reduced 0.45%
$56B
$504,000 0.35% of portfolio
4,860
Q2 2025 Reduced 0.82%
$253B
$512,000 0.35% of portfolio
4,230
Q1 2025 Added 1.81%
$148B
$500,000 0.35% of portfolio
2,530
Q2 2025 Added 0.6%
$103B
$495,000 0.34% of portfolio
5,395
Q2 2025 Reduced 0.19%
$228B
$477,000 0.33% of portfolio
3,265
Q2 2025 Added 0.31%
$19.5B
$484,000 0.33% of portfolio
10,330
Q2 2025 Reduced 1.85%
$86.3B
$478,000 0.33% of portfolio
1,640
Q1 2025 Added 1.23%
$137B
$453,000 0.31% of portfolio
9,425
Q2 2025 Reduced 1.31%
$52.4B
$406,000 0.28% of portfolio
2,355
Q2 2025 Added 1.73%
$142B
$379,000 0.26% of portfolio
15,650
Q2 2025 Reduced 3.16%
$337B
$371,000 0.26% of portfolio
2,000
Q1 2023 New
$10.5B
$363,000 0.25% of portfolio
1,505
Q1 2025 Added 5.24%
$94.7B
$356,000 0.25% of portfolio
1,555
Q2 2025 Added 2.3%
$150B
$334,000 0.23% of portfolio
845
Q2 2025 Added 1.2%
$268B
$329,000 0.23% of portfolio
1,205
Q2 2025 Added 4.78%
$27B
$335,000 0.23% of portfolio
2,020
Q4 2024 Added 11.91%
$230B
$319,000 0.22% of portfolio
1,000
Q1 2024 New
$36.2B
$312,000 0.22% of portfolio
3,110
Q2 2025 Reduced 0.8%
$52.5B
$314,000 0.22% of portfolio
4,215
Q2 2025 Reduced 0.78%
$60.1B
$324,000 0.22% of portfolio
3,215
Q2 2025 Reduced 0.77%
$13.7B
$316,000 0.22% of portfolio
10,325
Q2 2025 Added 1.47%
$270B
$300,000 0.21% of portfolio
3,020
Q2 2025 Reduced 0.33%
$22.1B
$304,000 0.21% of portfolio
1,975
Q4 2024 Added 1.02%
$27.5B
$309,000 0.21% of portfolio
7,350
Q2 2025 Added 102.76%
$19B
$289,000 0.2% of portfolio
11,240
Q2 2025 Reduced 0.88%
$48.7B
$296,000 0.2% of portfolio
3,000
Q1 2023 New
$1.93B
$293,000 0.2% of portfolio
10,000
Q1 2023 New
$3.66B
$292,000 0.2% of portfolio
5,205
Q2 2025 Reduced 1.61%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $145 Million
  • Prior Value $138 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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