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

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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