PINNACLE WEST ASSET MANAGEMENT, INC.

PrivateCIK: 1975730
Location

CASPER, WY

114
Positions
$147.1K
Total AUM (reported)
1.03M
Total Shares

Allocation by class

TOTAL AUM$147.1K114 positions
COM$147.1K100.0%

Portfolio Concentration

Top 315.3%4–1017.7%11–2526.8%Rest40.2%TOP 1033.0%0%100%
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

SOLE
COM
Shares36.73K
TypeSH
Market value$9.3K
6.34%
Sole
36.73K
Shared
0.00
None
0.00

Microsoft Corporation

SOLE
COM
Shares23.62K
TypeSH
Market value$8.7K
5.94%
Sole
23.62K
Shared
0.00
None
0.00

NVIDIA Corp

SOLE
COM
Shares25.46K
TypeSH
Market value$4.4K
3.02%
Sole
25.46K
Shared
0.00
None
0.00

J P Morgan Chase & Company

SOLE
COM
Shares13.57K
TypeSH
Market value$4.0K
2.71%
Sole
13.57K
Shared
0.00
None
0.00

Eli Lilly & Company

SOLE
COM
Shares4.26K
TypeSH
Market value$3.9K
2.66%
Sole
4.26K
Shared
0.00
None
0.00

Wal-Mart Stores Inc

SOLE
COM
Shares30.15K
TypeSH
Market value$3.7K
2.55%
Sole
30.15K
Shared
0.00
None
0.00

Amazon.Com Inc

SOLE
COM
Shares17.93K
TypeSH
Market value$3.7K
2.54%
Sole
17.93K
Shared
0.00
None
0.00

Williams Companies Inc

SOLE
COM
Shares50.29K
TypeSH
Market value$3.7K
2.49%
Sole
50.29K
Shared
0.00
None
0.00

Alphabet Inc Class A

SOLE
COM
Shares12.63K
TypeSH
Market value$3.6K
2.47%
Sole
12.63K
Shared
0.00
None
0.00

Johnson & Johnson

SOLE
COM
Shares13.96K
TypeSH
Market value$3.4K
2.32%
Sole
13.96K
Shared
0.00
None
0.00

Caterpillar Inc

SOLE
COM
Shares4.65K
TypeSH
Market value$3.3K
2.24%
Sole
4.65K
Shared
0.00
None
0.00

Goldman Sachs Group Inc

SOLE
COM
Shares3.79K
TypeSH
Market value$3.2K
2.18%
Sole
3.79K
Shared
0.00
None
0.00

Exxon Mobil Corporation

SOLE
COM
Shares18.88K
TypeSH
Market value$3.2K
2.18%
Sole
18.88K
Shared
0.00
None
0.00

AMGEN Inc

SOLE
COM
Shares8.98K
TypeSH
Market value$3.2K
2.15%
Sole
8.98K
Shared
0.00
None
0.00

Meta Platforms Inc

SOLE
COM
Shares5.29K
TypeSH
Market value$3.0K
2.06%
Sole
5.29K
Shared
0.00
None
0.00

Kinder Morgan Inc

SOLE
COM
Shares89.74K
TypeSH
Market value$3.0K
2.05%
Sole
89.74K
Shared
0.00
None
0.00

Chevron Corporation

SOLE
COM
Shares14.21K
TypeSH
Market value$2.9K
2.00%
Sole
14.21K
Shared
0.00
None
0.00

Home Depot Inc

SOLE
COM
Shares8.34K
TypeSH
Market value$2.7K
1.87%
Sole
8.34K
Shared
0.00
None
0.00

Blackrock Inc

SOLE
COM
Shares2.46K
TypeSH
Market value$2.4K
1.61%
Sole
2.46K
Shared
0.00
None
0.00

Seagate Technology

SOLE
COM
Shares5.91K
TypeSH
Market value$2.3K
1.57%
Sole
5.91K
Shared
0.00
None
0.00

Deere & Company

SOLE
COM
Shares3.73K
TypeSH
Market value$2.1K
1.43%
Sole
3.73K
Shared
0.00
None
0.00

Enterprise Products Partners L

SOLE
COM
Shares55.04K
TypeSH
Market value$2.1K
1.42%
Sole
55.04K
Shared
0.00
None
0.00

UnitedHealth Group Inc

SOLE
COM
Shares7.44K
TypeSH
Market value$2.0K
1.37%
Sole
7.44K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
COM
Shares2K
TypeSH
Market value$2.0K
1.36%
Sole
2K
Shared
0.00
None
0.00

McDonalds Corporation

SOLE
COM
Shares6.29K
TypeSH
Market value$2.0K
1.33%
Sole
6.29K
Shared
0.00
None
0.00
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