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 ETFs Only

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

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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