Filed: 5/15/2026ACC: 0001975730-26-000004
📋 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 $147.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
114
Positions
$147.1K
Total AUM (reported)
1.03M
Total Shares
Allocation by class
COM$147.1K100.0%
Portfolio Concentration
Top 3$22.5K15.3%
4–10$26.1K17.7%
11–25$39.4K26.8%
Rest$59.1K40.2%
Top 3 weight
15.3%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 1.03M
Sole
Full voting authority
1.03M
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:
Apple Inc
SOLEShares36.73K
TypeSH
Market value$9.3K
6.34%
Sole
36.73K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares23.62K
TypeSH
Market value$8.7K
5.94%
Sole
23.62K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares25.46K
TypeSH
Market value$4.4K
3.02%
Sole
25.46K
Shared
0.00
None
0.00
J P Morgan Chase & Company
SOLEShares13.57K
TypeSH
Market value$4.0K
2.71%
Sole
13.57K
Shared
0.00
None
0.00
Eli Lilly & Company
SOLEShares4.26K
TypeSH
Market value$3.9K
2.66%
Sole
4.26K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares30.15K
TypeSH
Market value$3.7K
2.55%
Sole
30.15K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares17.93K
TypeSH
Market value$3.7K
2.54%
Sole
17.93K
Shared
0.00
None
0.00
Williams Companies Inc
SOLEShares50.29K
TypeSH
Market value$3.7K
2.49%
Sole
50.29K
Shared
0.00
None
0.00
Alphabet Inc Class A
SOLEShares12.63K
TypeSH
Market value$3.6K
2.47%
Sole
12.63K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares13.96K
TypeSH
Market value$3.4K
2.32%
Sole
13.96K
Shared
0.00
None
0.00
Caterpillar Inc
SOLEShares4.65K
TypeSH
Market value$3.3K
2.24%
Sole
4.65K
Shared
0.00
None
0.00
Goldman Sachs Group Inc
SOLEShares3.79K
TypeSH
Market value$3.2K
2.18%
Sole
3.79K
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares18.88K
TypeSH
Market value$3.2K
2.18%
Sole
18.88K
Shared
0.00
None
0.00
AMGEN Inc
SOLEShares8.98K
TypeSH
Market value$3.2K
2.15%
Sole
8.98K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares5.29K
TypeSH
Market value$3.0K
2.06%
Sole
5.29K
Shared
0.00
None
0.00
Kinder Morgan Inc
SOLEShares89.74K
TypeSH
Market value$3.0K
2.05%
Sole
89.74K
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares14.21K
TypeSH
Market value$2.9K
2.00%
Sole
14.21K
Shared
0.00
None
0.00
Home Depot Inc
SOLEShares8.34K
TypeSH
Market value$2.7K
1.87%
Sole
8.34K
Shared
0.00
None
0.00
Blackrock Inc
SOLEShares2.46K
TypeSH
Market value$2.4K
1.61%
Sole
2.46K
Shared
0.00
None
0.00
Seagate Technology
SOLEShares5.91K
TypeSH
Market value$2.3K
1.57%
Sole
5.91K
Shared
0.00
None
0.00
Deere & Company
SOLEShares3.73K
TypeSH
Market value$2.1K
1.43%
Sole
3.73K
Shared
0.00
None
0.00
Enterprise Products Partners L
SOLEShares55.04K
TypeSH
Market value$2.1K
1.42%
Sole
55.04K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares7.44K
TypeSH
Market value$2.0K
1.37%
Sole
7.44K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares2K
TypeSH
Market value$2.0K
1.36%
Sole
2K
Shared
0.00
None
0.00
McDonalds Corporation
SOLEShares6.29K
TypeSH
Market value$2.0K
1.33%
Sole
6.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 36.73K | SH | $9.3K 6.34% | 36.73K | 0.00 | 0.00 |
Microsoft CorporationSOLE | COM | 23.62K | SH | $8.7K 5.94% | 23.62K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 25.46K | SH | $4.4K 3.02% | 25.46K | 0.00 | 0.00 |
J P Morgan Chase & CompanySOLE | COM | 13.57K | SH | $4.0K 2.71% | 13.57K | 0.00 | 0.00 |
Eli Lilly & CompanySOLE | COM | 4.26K | SH | $3.9K 2.66% | 4.26K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 30.15K | SH | $3.7K 2.55% | 30.15K | 0.00 | 0.00 |
Amazon.Com IncSOLE | COM | 17.93K | SH | $3.7K 2.54% | 17.93K | 0.00 | 0.00 |
Williams Companies IncSOLE | COM | 50.29K | SH | $3.7K 2.49% | 50.29K | 0.00 | 0.00 |
Alphabet Inc Class ASOLE | COM | 12.63K | SH | $3.6K 2.47% | 12.63K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 13.96K | SH | $3.4K 2.32% | 13.96K | 0.00 | 0.00 |
Caterpillar IncSOLE | COM | 4.65K | SH | $3.3K 2.24% | 4.65K | 0.00 | 0.00 |
Goldman Sachs Group IncSOLE | COM | 3.79K | SH | $3.2K 2.18% | 3.79K | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | COM | 18.88K | SH | $3.2K 2.18% | 18.88K | 0.00 | 0.00 |
AMGEN IncSOLE | COM | 8.98K | SH | $3.2K 2.15% | 8.98K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 5.29K | SH | $3.0K 2.06% | 5.29K | 0.00 | 0.00 |
Kinder Morgan IncSOLE | COM | 89.74K | SH | $3.0K 2.05% | 89.74K | 0.00 | 0.00 |
Chevron CorporationSOLE | COM | 14.21K | SH | $2.9K 2.00% | 14.21K | 0.00 | 0.00 |
Home Depot IncSOLE | COM | 8.34K | SH | $2.7K 1.87% | 8.34K | 0.00 | 0.00 |
Blackrock IncSOLE | COM | 2.46K | SH | $2.4K 1.61% | 2.46K | 0.00 | 0.00 |
Seagate TechnologySOLE | COM | 5.91K | SH | $2.3K 1.57% | 5.91K | 0.00 | 0.00 |
Deere & CompanySOLE | COM | 3.73K | SH | $2.1K 1.43% | 3.73K | 0.00 | 0.00 |
Enterprise Products Partners LSOLE | COM | 55.04K | SH | $2.1K 1.42% | 55.04K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 7.44K | SH | $2.0K 1.37% | 7.44K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | COM | 2K | SH | $2.0K 1.36% | 2K | 0.00 | 0.00 |
McDonalds CorporationSOLE | COM | 6.29K | SH | $2.0K 1.33% | 6.29K | 0.00 | 0.00 |
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