Pinnacle West Asset Management, Inc. Portfolio Holdings

Pinnacle West Asset Management, Inc.

  • $140 Million
  • Q4 2024

Pinnacle West Asset Management, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.3M, Apple Inc. with a value of $9.69M, Amazon Com Inc with a value of $4.28M, Nvidia Corp with a value of $3.89M, and Jpmorgan Chase & CO with a value of $3.65M.

Examining the 13F form we can see an increase of $184K in the current position value, from $140M to 140M.

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 $140 Million
Technology: $34.6 Million
Healthcare: $18 Million
Financial Services: $16.7 Million
Energy: $15 Million
Industrials: $14.8 Million
Consumer Cyclical: $13.4 Million
Consumer Defensive: $11 Million
Communication Services: $10.1 Million
Other: $5.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $140 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 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