Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$147.1K
Total Bought
$2.2K
Total Sold
$21.0K
Net Transaction
-$18.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Exxon Mobil Corporation20,10518,880-1,225232.18%+1
Seagate Technology
ORD SHS
6,0955,910-185221.57%+1
Chevron Corporation(CVX)15,14014,210-930232.00%+1
Caterpillar Inc(CAT)4,8114,651-160332.24%+1
Williams Companies Inc(WMB)050,294+50,294042.49%+4
Kinder Morgan Inc(KMI)089,740+89,740032.05%+3
Johnson & Johnson(JNJ)14,66013,955-705332.32%0
ONEOK, Inc(OKE)21,04221,093+51221.30%0
ConocoPhillips(COP)10,52510,025-500110.90%0
Deere & Company(DE)3,8883,728-160221.43%0
Costco Wholesale Corp02,005+2,005021.36%+2
Phillips 66(PSX)01,250+1,250000.15%0
Nutrien Ltd(NTR)02,990+2,990000.15%0
Wal-Mart Stores Inc(WMT)31,62530,150-1,475442.55%0
Clorox Corp(CLX)02,025+2,025000.14%0
Enterprise Products Partners L(EPD)58,53755,037-3,500221.42%0
Verizon Communications(VZ)22,36021,510-850110.73%0
Texas Instruments Inc(TXN)07,225+7,225010.95%+1
Lockheed Martin Company(LMT)1,3381,278-60110.52%0
Dell Computer Corp(DELL)1,7752,075+300000.23%0
AT&T Inc(T)032,039+32,039010.63%+1
Merck & Company Inc(MRK)9,7459,470-275110.77%0
Bristol-Myers Squibb Company(BMY)14,35014,400+50110.59%0
BHP Group Ltd9,3759,100-275110.45%0
NextEra Energy Inc(NEE)8,2758,095-180110.51%0
Fastenal Company(FAST)8,0258,760+735000.28%0
Target Corporation(TGT)3,0003,0000000.25%0
Corteva, Inc(CTVA)4,2004,125-75000.23%0
American Electric Power Inc4,7754,665-110110.42%0
Intel Corporation(INTC)28,05424,779-3,275110.74%0
The Coca-Cola Company(KO)11,19011,040-150110.57%0
Pepsico Inc(PEP)5,9705,870-100110.62%0
Union Pacific Corporation(UNP)7,5557,430-125221.23%0
Linde plc(LIN)1,0801,034-46010.35%0
Pfizer Inc(PFE)16,18316,158-25000.31%0
Archer Daniels Midland Co3,6803,605-75000.18%0
Duke Energy Corporation(DUK)4,6054,495-110110.40%0
Novartis AG(NVS)4,2704,155-115110.43%0
Colgate-Palmolive Company(CL)8,0357,935-100110.46%0
AMGEN Inc(AMGN)9,5408,980-560332.15%0
Huntington Ingalls Industries(HII)1,4801,415-65110.37%0
The Hershey Company(HSY)2,0351,950-85000.28%0
Darden Resturants Inc(DRI)3,8103,737-73110.50%0
Southern Company(SO)5,3105,125-185000.34%0
Consolidated Edison Inc(ED)3,0502,940-110000.23%0
Paccar Inc(PCAR)5,8705,820-50110.46%0
OGE Energy Corporation(OGE)6,2256,065-160000.20%0
American Water Works Company I1,6351,740+105000.16%0
Mondelez International Inc(MDLZ)7,9707,845-125000.31%0
Illinois Tool Works Inc(ITW)2,8752,795-80110.49%0
WEC Energy Group Inc(WEC)2,5802,520-60000.20%0
Starbucks Corporation(SBUX)7,6707,410-260110.45%0
Sempra Energy(SRE)2,5952,535-60000.17%0
Philip Morris International(PM)3,0003,0000000.34%0
RTX Corporation(RTX)3,1653,065-100110.40%0
Dominion Energy Inc(D)4,1454,100-45000.17%0
Waste Management Inc.(WM)1,5801,550-30000.24%0
Atmos Energy Corporation(ATO)1,9851,845-140000.23%0
CH Robinson Worldwide Inc1,5001,5000000.17%0
Sanofi ADR(SNY)6,1756,350+175000.21%0
Bank of America Corp5,6256,465+840000.21%0
Weyerhauser Company(WY)10,99010,565-425000.18%-0
General Dynamics Corporation(GD)1,6151,575-40110.37%-0
Nestle S A ADR2,9702,920-50000.20%-0
United Parcel Service Class B(UPS)8,6108,635+25110.58%-0
Washington Federal Inc(WAFD)10,00010,0000000.21%-0
Black Hills Corporation5,1304,950-180000.23%-0
Lowe's Companies Inc(LOW)3,1003,1000110.50%-0
AbbVie(ABBV)2,0002,0000000.30%-0
Smith & Nephew plc(SNN)11,46511,090-375000.24%-0
Procter & Gamble Co(PG)6,4106,185-225110.61%-0
AFLAC Inc(AFL)7,6757,450-225110.56%-0
Stryker Corporation(SYK)1,0351,010-25000.23%-0
Skyworks Solutions Inc(SWKS)3,7603,835+75000.14%-0
Royal Bank of Canada(RY)4,0004,0000110.44%-0
Diageo PLC ADR(DEO)3,2553,270+15000.17%-0
Siemens AG1,9501,930-20000.16%-0
McDonalds Corporation(MCD)6,5306,295-235221.33%-0
Norfolk Southern Corporation(NSC)3,9403,790-150110.74%-0
International Paper Company(IP)10,1559,700-455000.24%-0
American Express Co(AXP)1,0001,0000000.21%-0
Medtronic PLC(MDT)8,0557,955-100110.47%-0
Boeing Company Inc(BA)4,6654,640-25110.63%-0
Becton Dickenson & Company Inc(BDX)2,5452,5450000.27%-0
Prudential Financial Inc(PFH)5,6305,530-100110.37%-0
salesforce.com inc(CRM)1,1851,160-25000.15%-0
Berkshire Hathaway Inc2,7102,615-95110.85%-0
Danaher Corporation(DHR)2,5302,455-75100.32%-0
CISCO Systems Inc(CSCO)26,40024,475-1,925221.29%-0
Adobe Systems Inc(ADBE)1,3781,401+23000.23%-0
Genuine Parts Company(GPC)07,175+7,175010.52%+1
3M Company(MMM)5,5155,090-425110.50%-0
Abbott Laboratories Inc8,1658,050-115110.56%-0
General Mills Inc(GIS)4,5800-4,58000-0
Qualcomm Inc(QCOM)5,2105,085-125110.45%-0
Check Point Software Technolog1,2900-1,29000-0
Home Depot Inc(HD)08,344+8,344031.87%+3
Goldman Sachs Group Inc(GS)3,9953,795-200432.18%-0
Intuit Inc(INTU)1,3381,350+12110.40%-0
The Walt Disney Company(DIS)14,06013,460-600210.88%-0
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