Pinnacle West Asset Management, Inc. Portfolio Holdings

Pinnacle West Asset Management, Inc.

  • $154 Million
  • Q3 2025

Pinnacle West Asset Management, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $154 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.6M, Apple Inc. with a value of $9.71M, Nvidia Corp with a value of $5.24M, Jpmorgan Chase & CO with a value of $4.57M, and Amazon Com Inc with a value of $4.27M.

Examining the 13F form we can see an increase of $9.75M in the current position value, from $145M to 154M.

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 $154 Million
Technology: $41.4 Million
Financial Services: $19.2 Million
Healthcare: $18.2 Million
Industrials: $16.8 Million
Energy: $15.3 Million
Consumer Cyclical: $13.6 Million
Communication Services: $11.9 Million
Consumer Defensive: $11.3 Million
Other: $6.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$12.6 Million 8.15% of portfolio
24,310
Q3 2025 Reduced 0.31%
$4.3T
$9.71 Million 6.29% of portfolio
38,145
Q3 2025 Reduced 0.26%
$465B
$5.24 Million 3.39% of portfolio
28,070
Q3 2025 Reduced 3.36%
$881B
$4.57 Million 2.96% of portfolio
14,490
Q3 2025 Reduced 0.69%
$2.39T
$4.27 Million 2.77% of portfolio
19,445
Q3 2025 Added 0.41%
$1.37T
$4.08 Million 2.64% of portfolio
5,560
Q3 2025 Reduced 1.68%
$367B
$3.6 Million 2.33% of portfolio
8,885
Q2 2025 Reduced 0.56%
$74.3B
$3.46 Million 2.24% of portfolio
54,544
Q2 2025 Reduced 0.18%
$971B
$3.37 Million 2.18% of portfolio
4,421
Q3 2025 Added 0.29%
$279B
$3.29 Million 2.13% of portfolio
31,950
Q2 2025 Reduced 1.25%
$265B
$3.23 Million 2.09% of portfolio
4,055
Q3 2025 Added 0.12%
$1.65T
$3.16 Million 2.04% of portfolio
12,980
Q3 2025 Reduced 0.04%
$593B
$3.05 Million 1.98% of portfolio
10,860
Q2 2025 Reduced 0.69%
$154B
$3.05 Million 1.97% of portfolio
2,612
Q3 2025 Reduced 0.27%
$522B
$2.77 Million 1.8% of portfolio
14,960
Q3 2025 Added 0.07%
$61.6B
$2.72 Million 1.76% of portfolio
96,218
Q2 2025 Reduced 0.2%
$300B
$2.58 Million 1.67% of portfolio
7,468
Q3 2025 Added 3.58%
$303B
$2.39 Million 1.55% of portfolio
15,415
Q3 2025 Added 0.65%
$291B
$2.33 Million 1.51% of portfolio
4,886
Q3 2025 Added 0.33%
$490B
$2.3 Million 1.49% of portfolio
20,355
Q3 2025 Added 1.34%
$98.1B
$2.16 Million 1.4% of portfolio
12,615
Q3 2025 Reduced 9.96%
$224B
$2.01 Million 1.3% of portfolio
6,620
Q3 2025 Added 0.15%
$319B
$1.87 Million 1.21% of portfolio
27,275
Q3 2025 Reduced 0.18%
$70.2B
$1.88 Million 1.21% of portfolio
59,960
Q2 2025 Reduced 0.53%
$404B
$1.86 Million 1.2% of portfolio
2,005
Q3 2025 Added 0.25%
$533B
$1.81 Million 1.17% of portfolio
5,300
Q2 2025 Reduced 1.03%
$136B
$1.8 Million 1.17% of portfolio
7,630
Q3 2025 Added 0.33%
$144B
$1.8 Million 1.17% of portfolio
3,938
Q3 2025 Reduced 0.76%
$266B
$1.77 Million 1.15% of portfolio
6,265
Q3 2025 Reduced 0.56%
$193B
$1.64 Million 1.06% of portfolio
14,285
Q3 2025 Reduced 0.52%
$31.5B
$1.6 Million 1.03% of portfolio
21,892
Q3 2025 Added 0.23%
$104B
$1.53 Million 0.99% of portfolio
5,220
Q2 2025 Reduced 0.76%
$53.3B
$1.45 Million 0.94% of portfolio
6,145
Q3 2025 Added 1.24%
$662B
$1.39 Million 0.9% of portfolio
2,760
Q3 2025 Added 0.36%
$177B
$1.38 Million 0.9% of portfolio
7,530
Q3 2025 Reduced 0.07%
$65.7B
$1.21 Million 0.78% of portfolio
4,035
Q2 2025 Reduced 0.62%
$1.74T
$1.14 Million 0.74% of portfolio
4,680
Q3 2025 Reduced 1.27%
$228B
$1.11 Million 0.72% of portfolio
8,315
Q3 2025 Added 0.67%
$18B
$1.03 Million 0.67% of portfolio
7,450
Q3 2025 Added 1.57%
$114B
$1.02 Million 0.66% of portfolio
4,725
Q3 2025 Added 0.64%
$346B
$1 Million 0.65% of portfolio
6,510
Q3 2025 Reduced 0.38%
$113B
$988,000 0.64% of portfolio
10,450
Q3 2025 Added 1.6%
$172B
$993,000 0.64% of portfolio
22,585
Q2 2025 Reduced 3.4%
$132B
$994,000 0.64% of portfolio
4,720
Q3 2025 Reduced 1.56%
$143B
$953,000 0.62% of portfolio
28,404
Q3 2025 Reduced 1.39%
$182B
$932,000 0.6% of portfolio
1,365
Q1 2025 Added 0.37%
$181B
$934,000 0.6% of portfolio
33,089
Q3 2025 Added 0.02%
$72.3B
$882,000 0.57% of portfolio
7,900
Q3 2025 Added 0.13%
$187B
$879,000 0.57% of portfolio
5,285
Q2 2025 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $154 Million
  • Prior Value $145 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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