Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$126.0K
Total Bought
$3.4K
Total Sold
$10.2K
Net Transaction
-$6.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA Corp(NVDA)3,7453,445-300232.47%+1
Microsoft Corporation(MSFT)25,30025,050-25010118.36%+1
Eli Lilly & Company(LLY)4,5704,565-5342.82%+1
Meta Platforms Inc(META)6,5056,330-175232.44%+1
Amazon.Com Inc(AMZN)19,40519,410+5342.78%+1
The Walt Disney Company(DIS)14,92014,835-85121.44%0
J P Morgan Chase & Company(JPM)15,86015,770-90332.51%0
Home Depot Inc(HD)8,6358,755+120332.67%0
Caterpillar Inc(CAT)4,8904,875-15121.42%0
Exxon Mobil Corporation19,54019,315-225221.78%0
Wal-Mart Stores Inc(WMT)10,16530,915+20,750221.48%0
Corteva, Inc(CTVA)04,006+4,006000.18%0
American Express Co(AXP)01,000+1,000000.18%0
Atmos Energy Corporation(ATO)01,885+1,885000.18%0
ONEOK, Inc(OKE)21,63221,6320221.38%0
NextEra Energy Partners(XIFR)07,130+7,130000.17%0
Merck & Company Inc(MRK)9,5259,480-45110.99%0
Williams Companies Inc(WMB)54,84554,369-476221.68%0
Yum! Brands Inc(YUM)01,500+1,500000.17%0
Phillips 66(PSX)01,250+1,250000.16%0
Oracle Corporation(ORCL)11,44511,145-300111.11%0
Berkshire Hathaway Inc2,8952,8950110.97%0
International Business Machine(IBM)6,3356,310-25110.96%0
Enterprise Products Partners L(EPD)60,47359,807-666221.38%0
Alphabet Inc Class A(GOOG)14,43014,340-90221.72%0
Costco Wholesale Corp2,0002,0000111.16%0
Qualcomm Inc(QCOM)5,3605,335-25110.72%0
Chevron Corporation(CVX)14,30514,315+10221.79%0
Paccar Inc(PCAR)4,0254,160+135010.41%0
Genuine Parts Company(GPC)6,5606,610+50110.81%0
Goldman Sachs Group Inc(GS)3,8153,785-30121.25%0
Target Corporation(TGT)3,0003,0000010.42%0
Visa Inc Class A(V)5,3255,335+10111.18%0
Procter & Gamble Co(PG)6,6356,620-15110.85%0
Lowe's Companies Inc(LOW)3,1003,1000110.63%0
Automatic Data Processing Inc5,2655,250-15111.04%0
Verizon Communications(VZ)22,60022,300-300110.74%0
Colgate-Palmolive Company(CL)8,1108,085-25110.58%0
Prudential Financial Inc(PFH)5,8455,795-50110.54%0
Norfolk Southern Corporation(NSC)3,9603,945-15110.80%0
Alphabet Inc Class C(GOOG)5,9355,895-40110.71%0
Kinder Morgan Inc(KMI)96,03395,650-383221.39%0
Linde plc(LIN)1,0841,0840010.40%0
ConocoPhillips(COP)10,62510,125-500111.02%0
AbbVie(ABBV)2,0002,0000000.29%0
Blackrock Inc(BLK)2,5162,506-10221.66%0
RTX Corporation(RTX)2,7352,795+60000.22%0
Huntington Ingalls Industries(HII)1,1801,195+15000.28%0
The Coca-Cola Company(KO)10,49010,790+300110.52%0
salesforce.com inc(CRM)1,1051,1050000.26%0
Danaher Corporation(DHR)2,5652,540-25110.50%0
Medtronic PLC(MDT)7,7007,735+35110.53%0
Seagate Technology
ORD SHS
5,0655,0650000.37%0
Deere & Company(DE)3,8483,833-15221.25%0
Bristol-Myers Squibb Company(BMY)13,14013,055-85110.56%0
General Dynamics Corporation(GD)1,3851,390+5000.31%0
Intuit Inc(INTU)1,3201,3200110.68%0
Pepsico Inc(PEP)5,4055,430+25110.75%0
International Paper Company(IP)10,25010,225-25000.32%0
American Electric Power Inc4,8304,855+25000.33%0
NextEra Energy Inc(NEE)8,5258,495-30110.43%0
Abbott Laboratories Inc8,2558,180-75110.74%0
AT&T Inc(T)33,17332,752-421110.46%0
General Mills Inc(GIS)4,4454,420-25000.25%0
Illionois Tool Works Inc(ITW)2,8452,8450110.61%0
Diageo PLC ADR(DEO)2,4352,500+65000.30%0
Dow Inc(DOW)4,2914,313+22000.20%0
AFLAC Inc(AFL)9,5109,310-200110.63%0
Texas Instruments Inc(TXN)7,9207,830-90111.08%0
The Hershey Company(HSY)1,6851,6850000.26%0
Becton Dickenson & Company Inc(BDX)2,0452,060+15010.40%0
Southern Company(SO)5,3355,355+20000.30%0
Weyerhauser Company(WY)9,8709,840-30000.28%0
Lockheed Martin Company(LMT)1,3151,325+10110.48%0
Starbucks Corporation(SBUX)6,9607,360+400110.53%0
Consolidated Edison Inc(ED)3,0753,125+50000.23%0
Union Pacific Corporation(UNP)7,5507,5500221.47%0
Black Hills Corporation5,0655,040-25000.22%0
DuPont de Nemours, Inc.(DD)3,3183,340+22000.20%0
Duke Energy Corporation(DUK)4,3154,335+20000.33%0
The Blackstone Group(BX)15,50515,455-50221.61%0
OGE Energy Corporation(OGE)6,0356,110+75000.17%-0
Royal Bank of Canada(RY)4,0004,0000000.32%-0
Philip Morris International(PM)3,0003,0000000.22%-0
United Parcel Service Class B(UPS)5,1955,440+245110.64%-0
Pfizer Inc(PFE)13,25013,400+150000.30%-0
Johnson & Johnson(JNJ)15,22015,020-200221.89%-0
Skyworks Solutions Inc(SWKS)3,4153,4150000.29%-0
Novartis AG(NVS)4,0804,100+20000.32%-0
Mondelez International Inc(MDLZ)7,8987,8980110.44%-0
3M Company(MMM)5,3155,285-30110.45%-0
Honeywell International Inc(HON)4,7554,7550110.77%-0
Nestle S A ADR2,8552,830-25000.24%-0
CISCO Systems Inc(CSCO)27,82527,500-325111.09%-0
Warner Brother's Discovery(WBD)14,09414,481+387000.10%-0
Washington Federal Inc(WAFD)10,00010,0000000.23%-0
AMGEN Inc(AMGN)9,6709,645-25332.18%-0
BHP Group Ltd7,7007,725+25100.35%-0
McDonalds Corporation(MCD)6,5106,480-30221.45%-0
Toronto-Dominion Bank(TD)6,5505,275-1,275000.25%-0
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