Pinnacle West Asset Management, Inc. Portfolio Holdings

Pinnacle West Asset Management, Inc.

  • $138 Million
  • Q1 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $138 Million
  • Prior Value $140 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Pinnacle West Asset Management, Inc. Portfolio

Follow Pinnacle West Asset Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle West Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle West Asset Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email