Pinnacle West Asset Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 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 $10.5M, Apple Inc. with a value of $9.17M, Unitedhealth Group Inc with a value of $4.17M, Eli Lilly & CO with a value of $4.03M, and Nvidia Corp with a value of $3.92M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $129M to 140M.
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
$140 Million
Technology: $34.5 Million
Healthcare: $20.5 Million
Financial Services: $15.4 Million
Industrials: $14.4 Million
Energy: $13.9 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $11.2 Million
Communication Services: $9.81 Million
Other: $6.33 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions