Pinnacle West Asset Management, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.19M, Apple Inc. with a value of $8.56M, Unitedhealth Group Inc with a value of $3.73M, Amazon Com Inc with a value of $3.71M, and Eli Lilly & CO with a value of $3.66M.
Examining the 13F form we can see an decrease of $1.23M in the current position value, from $140M to 138M.
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
$138 Million
Technology: $31.2 Million
Healthcare: $19.7 Million
Energy: $16.3 Million
Financial Services: $16.2 Million
Industrials: $15.3 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $11.2 Million
Communication Services: $9.54 Million
Other: $5.56 Million
Stock Holdings Table Market Cap. of $200 Billions or more
