Pinnacle West Asset Management, Inc. — 13F Holdings & Portfolio

CIK 1975730 · latest 13F-HR filed 2026-05-15

Pinnacle West Asset Management, Inc. manages $147.1K in 13F-reported U.S. long-equity assets across 114 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.34%), MSFT (5.94%), NVDA (3.02%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 44, and trimmed 41.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$147.1K

Long-equity book

Holdings

114

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+3 / −3 / ↑44 / ↓41

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Exxon Mobil Corporation$784 +32.4%
  • Seagate Technology$636 +37.9%
  • Chevron Corporation$633 +27.4%
  • Caterpillar Inc$539 +19.6%
  • Williams Companies Inc$472 +14.8%
Show all 44

Top Trims

  • Microsoft Corporation-$2.9K -24.9%
  • Apple Inc-$873 -8.6%
  • Eli Lilly & Company-$793 -16.8%
  • Amazon.Com Inc-$668 -15.2%
  • NVIDIA Corp-$599 -11.9%
Show all 41

New Positions

  • Phillips 66$228
  • Nutrien Ltd$226
  • Clorox Corp$210
Show all 3

Exited Positions

  • Honeywell International Inc$911
  • Check Point Software Technolog$239
  • General Mills Inc$213
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Apple Inc AAPL 037833100 $9.3K 6.34% 36,735 SH
2 Microsoft Corporation MSFT 594918104 $8.7K 5.94% 23,620 SH
3 NVIDIA Corp NVDA 67066G104 $4.4K 3.02% 25,460 SH
4 J P Morgan Chase & Company JPM 46625H100 $4.0K 2.71% 13,570 SH
5 Eli Lilly & Company LLY 532457108 $3.9K 2.66% 4,256 SH
6 Wal-Mart Stores Inc WMT 931142103 $3.7K 2.55% 30,150 SH
7 Amazon.Com Inc AMZN 023135106 $3.7K 2.54% 17,927 SH
8 Williams Companies Inc WMB 969457100 $3.7K 2.49% 50,294 SH
9 Alphabet Inc Class A GOOGL 02079K305 $3.6K 2.47% 12,635 SH
10 Johnson & Johnson JNJ 478160104 $3.4K 2.32% 13,955 SH
11 Caterpillar Inc CAT 149123101 $3.3K 2.24% 4,651 SH
12 Goldman Sachs Group Inc GS 38141G104 $3.2K 2.18% 3,795 SH
13 Exxon Mobil Corporation XOM 30231G102 $3.2K 2.18% 18,880 SH
14 AMGEN Inc AMGN 031162100 $3.2K 2.15% 8,980 SH
15 Meta Platforms Inc META 30303M102 $3.0K 2.06% 5,286 SH
16 Kinder Morgan Inc KMI 49456B101 $3.0K 2.05% 89,740 SH
17 Chevron Corporation CVX 166764100 $2.9K 2.00% 14,210 SH
18 Home Depot Inc HD 437076102 $2.7K 1.87% 8,344 SH
19 Blackrock Inc BLK 09247X101 $2.4K 1.61% 2,457 SH
20 Seagate Technology STX G7997R103 $2.3K 1.57% 5,910 SH
21 Deere & Company DE 244199105 $2.1K 1.43% 3,728 SH
22 Enterprise Products Partners L EPD 293792107 $2.1K 1.42% 55,037 SH
23 UnitedHealth Group Inc UNH 91324P102 $2.0K 1.37% 7,438 SH
24 Costco Wholesale Corp COST 22160K105 $2.0K 1.36% 2,005 SH
25 McDonalds Corporation MCD 580135101 $2.0K 1.33% 6,295 SH
26 ONEOK, Inc OKE 682680103 $1.9K 1.30% 21,093 SH
27 CISCO Systems Inc CSCO 17275R102 $1.9K 1.29% 24,475 SH
28 Union Pacific Corporation UNP 907818108 $1.8K 1.23% 7,430 SH
29 Oracle Corporation ORCL 68389X105 $1.5K 1.05% 10,485 SH
30 Visa Inc Class A V 92826C839 $1.5K 1.04% 5,070 SH
31 International Business Machine IBM 459200101 $1.4K 0.98% 5,940 SH
32 Texas Instruments Inc TXN 882508104 $1.4K 0.95% 7,225 SH
33 The Blackstone Group BX 09260D107 $1.3K 0.90% 11,543 SH
34 ConocoPhillips COP 20825C104 $1.3K 0.90% 10,025 SH
35 The Walt Disney Company DIS 254687106 $1.3K 0.88% 13,460 SH
36 Berkshire Hathaway Inc BRK.B 084670702 $1.3K 0.85% 2,615 SH
37 Merck & Company Inc MRK 58933Y105 $1.1K 0.77% 9,470 SH
38 Alphabet Inc Class C GOOG 02079K107 $1.1K 0.75% 3,870 SH
39 Intel Corporation INTC 458140100 $1.1K 0.74% 24,779 SH
40 Norfolk Southern Corporation NSC 655844108 $1.1K 0.74% 3,790 SH
41 Verizon Communications VZ 92343V104 $1.1K 0.73% 21,510 SH
42 Automatic Data Processing Inc ADP 053015103 $1.0K 0.69% 4,990 SH
43 AT&T Inc T 00206R102 $929 0.63% 32,039 SH
44 Boeing Company Inc BA 097023105 $923 0.63% 4,640 SH
45 Pepsico Inc PEP 713448108 $912 0.62% 5,870 SH
46 Procter & Gamble Co PG 742718109 $893 0.61% 6,185 SH
47 Bristol-Myers Squibb Company BMY 110122108 $873 0.59% 14,400 SH
48 United Parcel Service Class B UPS 911312106 $850 0.58% 8,635 SH
49 The Coca-Cola Company KO 191216100 $840 0.57% 11,040 SH
50 Abbott Laboratories Inc ABT 002824100 $826 0.56% 8,050 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $147.1K 114 0001975730-26-000004
2025-12-31 2026-02-10 $153.9K 114 0001975730-26-000002
2025-09-30 2025-11-05 $154.4K 116 0001975730-25-000009