Filed: 2/4/2025ACC: 0001975730-25-000002
📋 What this filing means
PINNACLE WEST ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 114 equity positions with a total reported market value of $139.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$139.7K
Total AUM (reported)
1.08M
Total Shares
Allocation by class
COM$139.7K100.0%
Portfolio Concentration
Top 3$24.3K17.4%
4–10$24.3K17.4%
11–25$34.3K24.6%
Rest$56.8K40.6%
Top 3 weight
17.4%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
Microsoft Corporation
SOLEShares24.43K
TypeSH
Market value$10.3K
7.37%
Sole
24.43K
Shared
0.00
None
0.00
Apple Inc
SOLEShares38.68K
TypeSH
Market value$9.7K
6.93%
Sole
38.68K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares19.52K
TypeSH
Market value$4.3K
3.06%
Sole
19.52K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares28.94K
TypeSH
Market value$3.9K
2.78%
Sole
28.94K
Shared
0.00
None
0.00
J P Morgan Chase & Company
SOLEShares15.21K
TypeSH
Market value$3.6K
2.61%
Sole
15.21K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares7.11K
TypeSH
Market value$3.6K
2.57%
Sole
7.11K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares8.88K
TypeSH
Market value$3.5K
2.47%
Sole
8.88K
Shared
0.00
None
0.00
Eli Lilly & Company
SOLEShares4.42K
TypeSH
Market value$3.4K
2.45%
Sole
4.42K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.80K
TypeSH
Market value$3.4K
2.43%
Sole
5.80K
Shared
0.00
None
0.00
Williams Companies Inc
SOLEShares54.54K
TypeSH
Market value$3.0K
2.11%
Sole
54.54K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares32.35K
TypeSH
Market value$2.9K
2.09%
Sole
32.35K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares2.66K
TypeSH
Market value$2.7K
1.95%
Sole
2.66K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares96.15K
TypeSH
Market value$2.6K
1.89%
Sole
96.15K
Shared
0.00
None
0.00
AMGEN Inc
SOLEShares9.70K
TypeSH
Market value$2.5K
1.81%
Sole
9.70K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares13.24K
TypeSH
Market value$2.5K
1.79%
Sole
13.24K
Shared
0.00
None
0.00
The Blackstone Group
SOLEShares14.21K
TypeSH
Market value$2.4K
1.75%
Sole
14.21K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares4.04K
TypeSH
Market value$2.3K
1.66%
Sole
4.04K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares15.23K
TypeSH
Market value$2.2K
1.58%
Sole
15.23K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares15.14K
TypeSH
Market value$2.2K
1.57%
Sole
15.14K
Shared
0.00
None
0.00
ONEOK, Inc
SOLEShares21.78K
TypeSH
Market value$2.2K
1.57%
Sole
21.78K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares20.09K
TypeSH
Market value$2.2K
1.55%
Sole
20.09K
Shared
0.00
None
0.00
McDonalds Corporation
SOLEShares6.64K
TypeSH
Market value$1.9K
1.38%
Sole
6.64K
Shared
0.00
None
0.00
Enterprise Products Partners L
SOLEShares60.11K
TypeSH
Market value$1.9K
1.35%
Sole
60.11K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares2K
TypeSH
Market value$1.8K
1.31%
Sole
2K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares10.96K
TypeSH
Market value$1.8K
1.31%
Sole
10.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 24.43K | SH | $10.3K 7.37% | 24.43K | 0.00 | 0.00 |
Apple IncSOLE | COM | 38.68K | SH | $9.7K 6.93% | 38.68K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 19.52K | SH | $4.3K 3.06% | 19.52K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 28.94K | SH | $3.9K 2.78% | 28.94K | 0.00 | 0.00 |
J P Morgan Chase & CompanySOLE | COM | 15.21K | SH | $3.6K 2.61% | 15.21K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 7.11K | SH | $3.6K 2.57% | 7.11K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 8.88K | SH | $3.5K 2.47% | 8.88K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 4.42K | SH | $3.4K 2.45% | 4.42K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.80K | SH | $3.4K 2.43% | 5.80K | 0.00 | 0.00 |
Williams Companies IncSOLE | COM | 54.54K | SH | $3.0K 2.11% | 54.54K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 32.35K | SH | $2.9K 2.09% | 32.35K | 0.00 | 0.00 |
Blackrock IncSOLE | COM | 2.66K | SH | $2.7K 1.95% | 2.66K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 96.15K | SH | $2.6K 1.89% | 96.15K | 0.00 | 0.00 |
AMGEN IncSOLE | COM | 9.70K | SH | $2.5K 1.81% | 9.70K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 13.24K | SH | $2.5K 1.79% | 13.24K | 0.00 | 0.00 |
The Blackstone GroupSOLE | COM | 14.21K | SH | $2.4K 1.75% | 14.21K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 4.04K | SH | $2.3K 1.66% | 4.04K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 15.23K | SH | $2.2K 1.58% | 15.23K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 15.14K | SH | $2.2K 1.57% | 15.14K | 0.00 | 0.00 |
ONEOK, IncSOLE | COM | 21.78K | SH | $2.2K 1.57% | 21.78K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 20.09K | SH | $2.2K 1.55% | 20.09K | 0.00 | 0.00 |
McDonalds CorporationSOLE | COM | 6.64K | SH | $1.9K 1.38% | 6.64K | 0.00 | 0.00 |
Enterprise Products Partners LSOLE | COM | 60.11K | SH | $1.9K 1.35% | 60.11K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2K | SH | $1.8K 1.31% | 2K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 10.96K | SH | $1.8K 1.31% | 10.96K | 0.00 | 0.00 |
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