Filed: 11/5/2025ACC: 0001975730-25-000009
📋 What this filing means
PINNACLE WEST ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $154.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$154.4K
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$154.4K100.0%
Portfolio Concentration
Top 3$27.5K17.8%
4–10$26.6K17.3%
11–25$38.2K24.7%
Rest$62.0K40.2%
Top 3 weight
17.8%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Sole
Full voting authority
1.09M
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)
Sole116
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings116
Rows:
Microsoft Corporation
SOLEShares24.31K
TypeSH
Market value$12.6K
8.15%
Sole
24.31K
Shared
0.00
None
0.00
Apple Inc
SOLEShares38.15K
TypeSH
Market value$9.7K
6.29%
Sole
38.15K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares28.07K
TypeSH
Market value$5.2K
3.39%
Sole
28.07K
Shared
0.00
None
0.00
J P Morgan Chase & Company
SOLEShares14.49K
TypeSH
Market value$4.6K
2.96%
Sole
14.49K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares19.45K
TypeSH
Market value$4.3K
2.77%
Sole
19.45K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.56K
TypeSH
Market value$4.1K
2.64%
Sole
5.56K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares8.88K
TypeSH
Market value$3.6K
2.33%
Sole
8.88K
Shared
0.00
None
0.00
Williams Companies Inc
SOLEShares54.54K
TypeSH
Market value$3.5K
2.24%
Sole
54.54K
Shared
0.00
None
0.00
Eli Lilly & Company
SOLEShares4.42K
TypeSH
Market value$3.4K
2.18%
Sole
4.42K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares31.95K
TypeSH
Market value$3.3K
2.13%
Sole
31.95K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares4.05K
TypeSH
Market value$3.2K
2.09%
Sole
4.05K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares12.98K
TypeSH
Market value$3.2K
2.04%
Sole
12.98K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares10.86K
TypeSH
Market value$3.1K
1.98%
Sole
10.86K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares2.61K
TypeSH
Market value$3.0K
1.97%
Sole
2.61K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares14.96K
TypeSH
Market value$2.8K
1.80%
Sole
14.96K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares96.22K
TypeSH
Market value$2.7K
1.76%
Sole
96.22K
Shared
0.00
None
0.00
AMGEN Inc
SOLEShares9.65K
TypeSH
Market value$2.7K
1.76%
Sole
9.65K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares7.47K
TypeSH
Market value$2.6K
1.67%
Sole
7.47K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares15.41K
TypeSH
Market value$2.4K
1.55%
Sole
15.41K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares4.89K
TypeSH
Market value$2.3K
1.51%
Sole
4.89K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares20.36K
TypeSH
Market value$2.3K
1.49%
Sole
20.36K
Shared
0.00
None
0.00
The Blackstone Group
SOLEShares12.62K
TypeSH
Market value$2.2K
1.40%
Sole
12.62K
Shared
0.00
None
0.00
McDonalds Corporation
SOLEShares6.62K
TypeSH
Market value$2.0K
1.30%
Sole
6.62K
Shared
0.00
None
0.00
Enterprise Products Partners L
SOLEShares59.96K
TypeSH
Market value$1.9K
1.21%
Sole
59.96K
Shared
0.00
None
0.00
CISCO Systems Inc
SOLEShares27.27K
TypeSH
Market value$1.9K
1.21%
Sole
27.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 24.31K | SH | $12.6K 8.15% | 24.31K | 0.00 | 0.00 |
Apple IncSOLE | COM | 38.15K | SH | $9.7K 6.29% | 38.15K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 28.07K | SH | $5.2K 3.39% | 28.07K | 0.00 | 0.00 |
J P Morgan Chase & CompanySOLE | COM | 14.49K | SH | $4.6K 2.96% | 14.49K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 19.45K | SH | $4.3K 2.77% | 19.45K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.56K | SH | $4.1K 2.64% | 5.56K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 8.88K | SH | $3.6K 2.33% | 8.88K | 0.00 | 0.00 |
Williams Companies IncSOLE | COM | 54.54K | SH | $3.5K 2.24% | 54.54K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 4.42K | SH | $3.4K 2.18% | 4.42K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 31.95K | SH | $3.3K 2.13% | 31.95K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 4.05K | SH | $3.2K 2.09% | 4.05K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 12.98K | SH | $3.2K 2.04% | 12.98K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 10.86K | SH | $3.1K 1.98% | 10.86K | 0.00 | 0.00 |
Blackrock IncSOLE | COM | 2.61K | SH | $3.0K 1.97% | 2.61K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 14.96K | SH | $2.8K 1.80% | 14.96K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 96.22K | SH | $2.7K 1.76% | 96.22K | 0.00 | 0.00 |
AMGEN IncSOLE | COM | 9.65K | SH | $2.7K 1.76% | 9.65K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 7.47K | SH | $2.6K 1.67% | 7.47K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 15.41K | SH | $2.4K 1.55% | 15.41K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 4.89K | SH | $2.3K 1.51% | 4.89K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 20.36K | SH | $2.3K 1.49% | 20.36K | 0.00 | 0.00 |
The Blackstone GroupSOLE | COM | 12.62K | SH | $2.2K 1.40% | 12.62K | 0.00 | 0.00 |
McDonalds CorporationSOLE | COM | 6.62K | SH | $2.0K 1.30% | 6.62K | 0.00 | 0.00 |
Enterprise Products Partners LSOLE | COM | 59.96K | SH | $1.9K 1.21% | 59.96K | 0.00 | 0.00 |
CISCO Systems IncSOLE | COM | 27.27K | SH | $1.9K 1.21% | 27.27K | 0.00 | 0.00 |
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