Filed: 2/10/2026ACC: 0001975730-26-000002
📋 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 $153.9K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$153.9K
Total AUM (reported)
1.07M
Total Shares
Allocation by class
COM$153.9K100.0%
Portfolio Concentration
Top 3$26.9K17.5%
4–10$28.2K18.3%
11–25$37.5K24.4%
Rest$61.3K39.8%
Top 3 weight
17.5%
Top 10 weight
35.8%
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)
Sole114
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings114
Rows:
Microsoft Corporation
SOLEShares24.09K
TypeSH
Market value$11.6K
7.57%
Sole
24.09K
Shared
0.00
None
0.00
Apple Inc
SOLEShares37.51K
TypeSH
Market value$10.2K
6.62%
Sole
37.51K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares27.02K
TypeSH
Market value$5.0K
3.27%
Sole
27.02K
Shared
0.00
None
0.00
Eli Lilly & Company
SOLEShares4.38K
TypeSH
Market value$4.7K
3.06%
Sole
4.38K
Shared
0.00
None
0.00
J P Morgan Chase & Company
SOLEShares14.10K
TypeSH
Market value$4.5K
2.95%
Sole
14.10K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares19.07K
TypeSH
Market value$4.4K
2.86%
Sole
19.07K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares12.61K
TypeSH
Market value$3.9K
2.56%
Sole
12.61K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.44K
TypeSH
Market value$3.6K
2.33%
Sole
5.44K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares31.63K
TypeSH
Market value$3.5K
2.29%
Sole
31.63K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares4K
TypeSH
Market value$3.5K
2.28%
Sole
4K
Shared
0.00
None
0.00
Williams Companies Inc
SOLEShares53.04K
TypeSH
Market value$3.2K
2.07%
Sole
53.04K
Shared
0.00
None
0.00
AMGEN Inc
SOLEShares9.54K
TypeSH
Market value$3.1K
2.03%
Sole
9.54K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares14.66K
TypeSH
Market value$3.0K
1.97%
Sole
14.66K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares8.76K
TypeSH
Market value$3.0K
1.96%
Sole
8.76K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares2.58K
TypeSH
Market value$2.8K
1.79%
Sole
2.58K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares4.81K
TypeSH
Market value$2.8K
1.79%
Sole
4.81K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares94.27K
TypeSH
Market value$2.6K
1.68%
Sole
94.27K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares7.56K
TypeSH
Market value$2.5K
1.62%
Sole
7.56K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares20.11K
TypeSH
Market value$2.4K
1.57%
Sole
20.11K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares15.14K
TypeSH
Market value$2.3K
1.50%
Sole
15.14K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares10.63K
TypeSH
Market value$2.1K
1.35%
Sole
10.63K
Shared
0.00
None
0.00
CISCO Systems Inc
SOLEShares26.40K
TypeSH
Market value$2.0K
1.32%
Sole
26.40K
Shared
0.00
None
0.00
McDonalds Corporation
SOLEShares6.53K
TypeSH
Market value$2.0K
1.30%
Sole
6.53K
Shared
0.00
None
0.00
Enterprise Products Partners L
SOLEShares58.54K
TypeSH
Market value$1.9K
1.22%
Sole
58.54K
Shared
0.00
None
0.00
The Blackstone Group
SOLEShares12.01K
TypeSH
Market value$1.9K
1.20%
Sole
12.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorporationSOLE | COM | 24.09K | SH | $11.6K 7.57% | 24.09K | 0.00 | 0.00 |
Apple IncSOLE | COM | 37.51K | SH | $10.2K 6.62% | 37.51K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 27.02K | SH | $5.0K 3.27% | 27.02K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 4.38K | SH | $4.7K 3.06% | 4.38K | 0.00 | 0.00 |
J P Morgan Chase & CompanySOLE | COM | 14.10K | SH | $4.5K 2.95% | 14.10K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 19.07K | SH | $4.4K 2.86% | 19.07K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 12.61K | SH | $3.9K 2.56% | 12.61K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.44K | SH | $3.6K 2.33% | 5.44K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 31.63K | SH | $3.5K 2.29% | 31.63K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 4K | SH | $3.5K 2.28% | 4K | 0.00 | 0.00 |
Williams Companies IncSOLE | COM | 53.04K | SH | $3.2K 2.07% | 53.04K | 0.00 | 0.00 |
AMGEN IncSOLE | COM | 9.54K | SH | $3.1K 2.03% | 9.54K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 14.66K | SH | $3.0K 1.97% | 14.66K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 8.76K | SH | $3.0K 1.96% | 8.76K | 0.00 | 0.00 |
Blackrock IncSOLE | COM | 2.58K | SH | $2.8K 1.79% | 2.58K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 4.81K | SH | $2.8K 1.79% | 4.81K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 94.27K | SH | $2.6K 1.68% | 94.27K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 7.56K | SH | $2.5K 1.62% | 7.56K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 20.11K | SH | $2.4K 1.57% | 20.11K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 15.14K | SH | $2.3K 1.50% | 15.14K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 10.63K | SH | $2.1K 1.35% | 10.63K | 0.00 | 0.00 |
CISCO Systems IncSOLE | COM | 26.40K | SH | $2.0K 1.32% | 26.40K | 0.00 | 0.00 |
McDonalds CorporationSOLE | COM | 6.53K | SH | $2.0K 1.30% | 6.53K | 0.00 | 0.00 |
Enterprise Products Partners LSOLE | COM | 58.54K | SH | $1.9K 1.22% | 58.54K | 0.00 | 0.00 |
The Blackstone GroupSOLE | COM | 12.01K | SH | $1.9K 1.20% | 12.01K | 0.00 | 0.00 |
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