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
$3.96T
$12.1 Million 8.38% of portfolio
24,385
Q2 2025 Reduced 0.41%
$4.32T
$7.85 Million 5.42% of portfolio
38,245
Q2 2025 Reduced 0.74%
$477B
$4.59 Million 3.17% of portfolio
29,045
Q2 2025 Added 0.17%
$2.31T
$4.25 Million 2.94% of portfolio
19,365
Q2 2025 Reduced 0.59%
$892B
$4.23 Million 2.92% of portfolio
14,590
Q2 2025 Reduced 2.24%
$1.65T
$4.17 Million 2.89% of portfolio
5,655
Q2 2025 Reduced 0.96%
$785B
$3.44 Million 2.38% of portfolio
4,408
Q2 2025 Reduced 0.52%
$70.3B
$3.43 Million 2.37% of portfolio
54,544
Q2 2025 Reduced 0.18%
$394B
$3.26 Million 2.25% of portfolio
8,885
Q2 2025 Reduced 0.56%
$284B
$3.12 Million 2.16% of portfolio
31,950
Q2 2025 Reduced 1.25%
$270B
$2.87 Million 1.98% of portfolio
4,050
Q2 2025 Reduced 0.25%
$58.8B
$2.83 Million 1.96% of portfolio
96,218
Q2 2025 Reduced 0.2%
$171B
$2.75 Million 1.9% of portfolio
2,619
Q2 2025 Reduced 1.06%
$156B
$2.68 Million 1.85% of portfolio
9,605
Q2 2025 Reduced 1.18%
$759B
$2.37 Million 1.64% of portfolio
10,860
Q2 2025 Reduced 0.69%
$1.5T
$2.29 Million 1.58% of portfolio
12,985
Q2 2025 Reduced 1.37%
$342B
$2.25 Million 1.55% of portfolio
7,210
Q2 2025 Added 1.34%
$304B
$2.19 Million 1.52% of portfolio
15,315
Q2 2025 Reduced 0.55%
$483B
$2.17 Million 1.5% of portfolio
20,085
Q2 2025 Reduced 0.69%
$109B
$2.1 Million 1.45% of portfolio
14,010
Q2 2025 Reduced 0.32%
$144B
$2.02 Million 1.4% of portfolio
3,968
Q2 2025 Reduced 1.37%
$412B
$1.98 Million 1.37% of portfolio
2,000
Q1 2023 New
$228B
$1.93 Million 1.33% of portfolio
6,610
Q2 2025 Reduced 0.68%
$293B
$1.9 Million 1.31% of portfolio
27,325
Q2 2025 Reduced 0.18%
$278B
$1.89 Million 1.31% of portfolio
4,870
Q2 2025 Reduced 0.51%
$569B
$1.88 Million 1.3% of portfolio
5,300
Q2 2025 Reduced 1.03%
$67.8B
$1.86 Million 1.29% of portfolio
59,960
Q2 2025 Reduced 0.53%
$281B
$1.86 Million 1.28% of portfolio
6,300
Q2 2025 Reduced 0.55%
$205B
$1.78 Million 1.23% of portfolio
14,360
Q2 2025 Reduced 0.42%
$31B
$1.78 Million 1.23% of portfolio
21,842
Q1 2025 Added 0.28%
$134B
$1.75 Million 1.21% of portfolio
7,605
Q2 2025 Reduced 0.39%
$116B
$1.61 Million 1.11% of portfolio
5,220
Q2 2025 Reduced 0.76%
$177B
$1.56 Million 1.08% of portfolio
7,535
Q2 2025 Reduced 0.59%
$646B
$1.34 Million 0.92% of portfolio
2,750
Q2 2025 Reduced 0.9%
$223B
$1.12 Million 0.78% of portfolio
8,260
Q2 2025 Reduced 0.3%
$145B
$1.12 Million 0.77% of portfolio
4,795
Q2 2025 Reduced 1.44%
$193B
$1.08 Million 0.74% of portfolio
1,365
Q1 2025 Added 0.37%
$360B
$1.04 Million 0.72% of portfolio
6,535
Q2 2025 Reduced 1.66%
$65.2B
$1.03 Million 0.71% of portfolio
4,035
Q2 2025 Reduced 0.62%
$133B
$984,000 0.68% of portfolio
4,695
Q2 2025 Reduced 1.37%
$165B
$977,000 0.68% of portfolio
22,585
Q2 2025 Reduced 3.4%
$182B
$957,000 0.66% of portfolio
33,083
Q2 2025 Reduced 5.03%
$113B
$923,000 0.64% of portfolio
10,285
Q2 2025 Added 0.49%
$18.6B
$890,000 0.62% of portfolio
7,335
Q2 2025 Added 0.89%
$47.6B
$876,000 0.61% of portfolio
6,070
Q2 2025 Added 5.66%
$68B
$832,000 0.58% of portfolio
7,890
Q2 2025 Reduced 1.62%
$211B
$842,000 0.58% of portfolio
5,285
Q2 2025 Reduced 0.41%
$1.64T
$841,000 0.58% of portfolio
4,740
Q2 2025 Reduced 0.42%
$93.1B
$845,000 0.58% of portfolio
5,550
Q2 2025 Reduced 0.54%

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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