Pinnacle West Asset Management, Inc.

Est. AUM

$147.1M

13F long equity, this entity only

Positions

114

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Apple Inc	COM	$9.3M	36735	6.34%	SOLE
2	Microsoft Corporation	COM	$8.7M	23620	5.94%	SOLE
3	NVIDIA Corp	COM	$4.4M	25460	3.02%	SOLE
4	J P Morgan Chase & Company	COM	$4.0M	13570	2.71%	SOLE
5	Eli Lilly & Company	COM	$3.9M	4256	2.66%	SOLE
6	Wal-Mart Stores Inc	COM	$3.7M	30150	2.55%	SOLE
7	Amazon.Com Inc	COM	$3.7M	17927	2.54%	SOLE
8	Williams Companies Inc	COM	$3.7M	50294	2.49%	SOLE
9	Alphabet Inc Class A	COM	$3.6M	12635	2.47%	SOLE
10	Johnson & Johnson	COM	$3.4M	13955	2.32%	SOLE
11	Caterpillar Inc	COM	$3.3M	4651	2.24%	SOLE
12	Goldman Sachs Group Inc	COM	$3.2M	3795	2.18%	SOLE
13	Exxon Mobil Corporation	COM	$3.2M	18880	2.18%	SOLE
14	AMGEN Inc	COM	$3.2M	8980	2.15%	SOLE
15	Meta Platforms Inc	COM	$3.0M	5286	2.06%	SOLE
16	Kinder Morgan Inc	COM	$3.0M	89740	2.05%	SOLE
17	Chevron Corporation	COM	$2.9M	14210	2.00%	SOLE
18	Home Depot Inc	COM	$2.7M	8344	1.87%	SOLE
19	Blackrock Inc	COM	$2.4M	2457	1.61%	SOLE
20	Seagate Technology	COM	$2.3M	5910	1.57%	SOLE
21	Deere & Company	COM	$2.1M	3728	1.43%	SOLE
22	Enterprise Products Partners L	COM	$2.1M	55037	1.42%	SOLE
23	UnitedHealth Group Inc	COM	$2.0M	7438	1.37%	SOLE
24	Costco Wholesale Corp	COM	$2.0M	2005	1.36%	SOLE
25	McDonalds Corporation	COM	$2.0M	6295	1.33%	SOLE
26	ONEOK, Inc	COM	$1.9M	21093	1.30%	SOLE
27	CISCO Systems Inc	COM	$1.9M	24475	1.29%	SOLE
28	Union Pacific Corporation	COM	$1.8M	7430	1.23%	SOLE
29	Oracle Corporation	COM	$1.5M	10485	1.05%	SOLE
30	Visa Inc Class A	COM	$1.5M	5070	1.04%	SOLE
31	International Business Machine	COM	$1.4M	5940	0.98%	SOLE
32	Texas Instruments Inc	COM	$1.4M	7225	0.95%	SOLE
33	The Blackstone Group	COM	$1.3M	11543	0.90%	SOLE
34	ConocoPhillips	COM	$1.3M	10025	0.90%	SOLE
35	The Walt Disney Company	COM	$1.3M	13460	0.88%	SOLE
36	Berkshire Hathaway Inc	COM	$1.3M	2615	0.85%	SOLE
37	Merck & Company Inc	COM	$1.1M	9470	0.77%	SOLE
38	Alphabet Inc Class C	COM	$1.1M	3870	0.75%	SOLE
39	Intel Corporation	COM	$1.1M	24779	0.74%	SOLE
40	Norfolk Southern Corporation	COM	$1.1M	3790	0.74%	SOLE
41	Verizon Communications	COM	$1.1M	21510	0.73%	SOLE
42	Automatic Data Processing Inc	COM	$1.0M	4990	0.69%	SOLE
43	AT&T Inc	COM	$929K	32039	0.63%	SOLE
44	Boeing Company Inc	COM	$923K	4640	0.63%	SOLE
45	Pepsico Inc	COM	$912K	5870	0.62%	SOLE
46	Procter & Gamble Co	COM	$893K	6185	0.61%	SOLE
47	Bristol-Myers Squibb Company	COM	$873K	14400	0.59%	SOLE
48	United Parcel Service Class B	COM	$850K	8635	0.58%	SOLE
49	The Coca-Cola Company	COM	$840K	11040	0.57%	SOLE
50	Abbott Laboratories Inc	COM	$826K	8050	0.56%	SOLE

1–50 of 114

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.