Filed: 5/7/2025ACC: 0001975730-25-000005
📋 What this filing means
PINNACLE WEST ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $138.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$138.4K
Total AUM (reported)
1.07M
Total Shares
Allocation by class
COM$138.4K100.0%
Portfolio Concentration
Top 3$21.5K15.5%
4–10$24.0K17.3%
11–25$34.9K25.2%
Rest$58.0K41.9%
Top 3 weight
15.5%
Top 10 weight
32.8%
Voting Authority Distribution
Total shares with voting rights: 1.07M
Sole
Full voting authority
1.07M
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)
Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:
Microsoft Corporation
SOLEShares24.48K
TypeSH
Market value$9.2K
6.64%
Sole
24.48K
Shared
0.00
None
0.00
Apple Inc
SOLEShares38.53K
TypeSH
Market value$8.6K
6.18%
Sole
38.53K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares7.12K
TypeSH
Market value$3.7K
2.69%
Sole
7.12K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares19.48K
TypeSH
Market value$3.7K
2.68%
Sole
19.48K
Shared
0.00
None
0.00
J P Morgan Chase & Company
SOLEShares14.93K
TypeSH
Market value$3.7K
2.64%
Sole
14.93K
Shared
0.00
None
0.00
Eli Lilly & Company
SOLEShares4.43K
TypeSH
Market value$3.7K
2.64%
Sole
4.43K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.71K
TypeSH
Market value$3.3K
2.38%
Sole
5.71K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares8.94K
TypeSH
Market value$3.3K
2.37%
Sole
8.94K
Shared
0.00
None
0.00
Williams Companies Inc
SOLEShares54.64K
TypeSH
Market value$3.3K
2.36%
Sole
54.64K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares29K
TypeSH
Market value$3.1K
2.27%
Sole
29K
Shared
0.00
None
0.00
AMGEN Inc
SOLEShares9.72K
TypeSH
Market value$3.0K
2.19%
Sole
9.72K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares32.35K
TypeSH
Market value$2.8K
2.05%
Sole
32.35K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares96.42K
TypeSH
Market value$2.8K
1.99%
Sole
96.42K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares15.40K
TypeSH
Market value$2.6K
1.86%
Sole
15.40K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares15.21K
TypeSH
Market value$2.5K
1.82%
Sole
15.21K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares2.65K
TypeSH
Market value$2.5K
1.81%
Sole
2.65K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares20.23K
TypeSH
Market value$2.4K
1.74%
Sole
20.23K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares4.06K
TypeSH
Market value$2.2K
1.60%
Sole
4.06K
Shared
0.00
None
0.00
ONEOK, Inc
SOLEShares21.84K
TypeSH
Market value$2.2K
1.57%
Sole
21.84K
Shared
0.00
None
0.00
McDonalds Corporation
SOLEShares6.66K
TypeSH
Market value$2.1K
1.50%
Sole
6.66K
Shared
0.00
None
0.00
Enterprise Products Partners L
SOLEShares60.28K
TypeSH
Market value$2.1K
1.49%
Sole
60.28K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares13.16K
TypeSH
Market value$2.0K
1.47%
Sole
13.16K
Shared
0.00
None
0.00
The Blackstone Group
SOLEShares14.05K
TypeSH
Market value$2.0K
1.42%
Sole
14.05K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares2K
TypeSH
Market value$1.9K
1.37%
Sole
2K
Shared
0.00
None
0.00
Deere & Company
SOLEShares4.02K
TypeSH
Market value$1.9K
1.36%
Sole
4.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 24.48K | SH | $9.2K 6.64% | 24.48K | 0.00 | 0.00 |
Apple IncSOLE | COM | 38.53K | SH | $8.6K 6.18% | 38.53K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 7.12K | SH | $3.7K 2.69% | 7.12K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 19.48K | SH | $3.7K 2.68% | 19.48K | 0.00 | 0.00 |
J P Morgan Chase & CompanySOLE | COM | 14.93K | SH | $3.7K 2.64% | 14.93K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 4.43K | SH | $3.7K 2.64% | 4.43K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.71K | SH | $3.3K 2.38% | 5.71K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 8.94K | SH | $3.3K 2.37% | 8.94K | 0.00 | 0.00 |
Williams Companies IncSOLE | COM | 54.64K | SH | $3.3K 2.36% | 54.64K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 29K | SH | $3.1K 2.27% | 29K | 0.00 | 0.00 |
AMGEN IncSOLE | COM | 9.72K | SH | $3.0K 2.19% | 9.72K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 32.35K | SH | $2.8K 2.05% | 32.35K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 96.42K | SH | $2.8K 1.99% | 96.42K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 15.40K | SH | $2.6K 1.86% | 15.40K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 15.21K | SH | $2.5K 1.82% | 15.21K | 0.00 | 0.00 |
Blackrock IncSOLE | COM | 2.65K | SH | $2.5K 1.81% | 2.65K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 20.23K | SH | $2.4K 1.74% | 20.23K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 4.06K | SH | $2.2K 1.60% | 4.06K | 0.00 | 0.00 |
ONEOK, IncSOLE | COM | 21.84K | SH | $2.2K 1.57% | 21.84K | 0.00 | 0.00 |
McDonalds CorporationSOLE | COM | 6.66K | SH | $2.1K 1.50% | 6.66K | 0.00 | 0.00 |
Enterprise Products Partners LSOLE | COM | 60.28K | SH | $2.1K 1.49% | 60.28K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 13.16K | SH | $2.0K 1.47% | 13.16K | 0.00 | 0.00 |
The Blackstone GroupSOLE | COM | 14.05K | SH | $2.0K 1.42% | 14.05K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2K | SH | $1.9K 1.37% | 2K | 0.00 | 0.00 |
Deere & CompanySOLE | COM | 4.02K | SH | $1.9K 1.36% | 4.02K | 0.00 | 0.00 |
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