Filed: 7/24/2025ACC: 0001975730-25-000007
📋 What this filing means
PINNACLE WEST ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 113 equity positions with a total reported market value of $144.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
113
Positions
$144.7K
Total AUM (reported)
1.08M
Total Shares
Allocation by class
COM$144.7K100.0%
Portfolio Concentration
Top 3$24.6K17.0%
4–10$25.9K17.9%
11–25$34.6K23.9%
Rest$59.6K41.2%
Top 3 weight
17.0%
Top 10 weight
34.9%
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)
Sole113
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings113
Rows:
Microsoft Corporation
SOLEShares24.39K
TypeSH
Market value$12.1K
8.38%
Sole
24.39K
Shared
0.00
None
0.00
Apple Inc
SOLEShares38.24K
TypeSH
Market value$7.8K
5.42%
Sole
38.24K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares29.05K
TypeSH
Market value$4.6K
3.17%
Sole
29.05K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares19.36K
TypeSH
Market value$4.2K
2.94%
Sole
19.36K
Shared
0.00
None
0.00
J P Morgan Chase & Company
SOLEShares14.59K
TypeSH
Market value$4.2K
2.92%
Sole
14.59K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.66K
TypeSH
Market value$4.2K
2.89%
Sole
5.66K
Shared
0.00
None
0.00
Eli Lilly & Company
SOLEShares4.41K
TypeSH
Market value$3.4K
2.38%
Sole
4.41K
Shared
0.00
None
0.00
Williams Companies Inc
SOLEShares54.54K
TypeSH
Market value$3.4K
2.37%
Sole
54.54K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares8.88K
TypeSH
Market value$3.3K
2.25%
Sole
8.88K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares31.95K
TypeSH
Market value$3.1K
2.16%
Sole
31.95K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares4.05K
TypeSH
Market value$2.9K
1.98%
Sole
4.05K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares96.22K
TypeSH
Market value$2.8K
1.96%
Sole
96.22K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares2.62K
TypeSH
Market value$2.7K
1.90%
Sole
2.62K
Shared
0.00
None
0.00
AMGEN Inc
SOLEShares9.61K
TypeSH
Market value$2.7K
1.85%
Sole
9.61K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares10.86K
TypeSH
Market value$2.4K
1.64%
Sole
10.86K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares12.98K
TypeSH
Market value$2.3K
1.58%
Sole
12.98K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares14.95K
TypeSH
Market value$2.3K
1.58%
Sole
14.95K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares7.21K
TypeSH
Market value$2.2K
1.55%
Sole
7.21K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares15.31K
TypeSH
Market value$2.2K
1.52%
Sole
15.31K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares20.09K
TypeSH
Market value$2.2K
1.50%
Sole
20.09K
Shared
0.00
None
0.00
The Blackstone Group
SOLEShares14.01K
TypeSH
Market value$2.1K
1.45%
Sole
14.01K
Shared
0.00
None
0.00
Deere & Company
SOLEShares3.97K
TypeSH
Market value$2.0K
1.40%
Sole
3.97K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares2K
TypeSH
Market value$2.0K
1.37%
Sole
2K
Shared
0.00
None
0.00
McDonalds Corporation
SOLEShares6.61K
TypeSH
Market value$1.9K
1.33%
Sole
6.61K
Shared
0.00
None
0.00
CISCO Systems Inc
SOLEShares27.32K
TypeSH
Market value$1.9K
1.31%
Sole
27.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 24.39K | SH | $12.1K 8.38% | 24.39K | 0.00 | 0.00 |
Apple IncSOLE | COM | 38.24K | SH | $7.8K 5.42% | 38.24K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 29.05K | SH | $4.6K 3.17% | 29.05K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 19.36K | SH | $4.2K 2.94% | 19.36K | 0.00 | 0.00 |
J P Morgan Chase & CompanySOLE | COM | 14.59K | SH | $4.2K 2.92% | 14.59K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.66K | SH | $4.2K 2.89% | 5.66K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 4.41K | SH | $3.4K 2.38% | 4.41K | 0.00 | 0.00 |
Williams Companies IncSOLE | COM | 54.54K | SH | $3.4K 2.37% | 54.54K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 8.88K | SH | $3.3K 2.25% | 8.88K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 31.95K | SH | $3.1K 2.16% | 31.95K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 4.05K | SH | $2.9K 1.98% | 4.05K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 96.22K | SH | $2.8K 1.96% | 96.22K | 0.00 | 0.00 |
Blackrock IncSOLE | COM | 2.62K | SH | $2.7K 1.90% | 2.62K | 0.00 | 0.00 |
AMGEN IncSOLE | COM | 9.61K | SH | $2.7K 1.85% | 9.61K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 10.86K | SH | $2.4K 1.64% | 10.86K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 12.98K | SH | $2.3K 1.58% | 12.98K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 14.95K | SH | $2.3K 1.58% | 14.95K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 7.21K | SH | $2.2K 1.55% | 7.21K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 15.31K | SH | $2.2K 1.52% | 15.31K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 20.09K | SH | $2.2K 1.50% | 20.09K | 0.00 | 0.00 |
The Blackstone GroupSOLE | COM | 14.01K | SH | $2.1K 1.45% | 14.01K | 0.00 | 0.00 |
Deere & CompanySOLE | COM | 3.97K | SH | $2.0K 1.40% | 3.97K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2K | SH | $2.0K 1.37% | 2K | 0.00 | 0.00 |
McDonalds CorporationSOLE | COM | 6.61K | SH | $1.9K 1.33% | 6.61K | 0.00 | 0.00 |
CISCO Systems IncSOLE | COM | 27.32K | SH | $1.9K 1.31% | 27.32K | 0.00 | 0.00 |
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