Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$138.4K
Total Bought
$7.4K
Total Sold
$4.8K
Net Transaction
+$2.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AMGEN Inc(AMGN)09,720+9,720032.19%+3
Chevron Corporation(CVX)15,23015,400+170231.86%0
Johnson & Johnson(JNJ)015,205+15,205031.82%+3
Williams Companies Inc(WMB)54,54454,644+100332.36%0
Eli Lilly & Company(LLY)04,431+4,431042.64%+4
Exxon Mobil Corporation020,225+20,225021.74%+2
AT&T Inc(T)33,20234,837+1,635110.71%0
Berkshire Hathaway Inc2,7852,775-10111.07%0
Siemens AG01,850+1,850000.15%0
Visa Inc Class A(V)5,3555,3550221.36%0
Deere & Company(DE)4,0234,0230221.36%0
International Business Machine(IBM)6,3356,3350121.14%0
Enterprise Products Partners L(EPD)60,10760,282+175221.49%0
Abbott Laboratories Inc8,2858,2850110.79%0
Verizon Communications(VZ)22,61023,379+769110.77%0
McDonalds Corporation(MCD)6,6406,655+15221.50%0
UnitedHealth Group Inc(UNH)07,115+7,115042.69%+4
Kinder Morgan Inc(KMI)96,15096,415+265331.99%0
Philip Morris International(PM)3,0003,0000000.34%0
The Coca-Cola Company(KO)11,18511,315+130110.59%0
3M Company(MMM)5,5805,5800110.59%0
Darden Resturants Inc(DRI)3,5503,670+120110.55%0
Medtronic PLC(MDT)8,0358,150+115110.53%0
American Electric Power Inc4,9004,9000010.39%0
Intel Corporation(INTC)28,97928,954-25110.48%0
CISCO Systems Inc(CSCO)27,30027,375+75221.22%0
Bristol-Myers Squibb Company(BMY)13,55013,725+175110.60%0
Check Point Software Technolog1,1001,200+100000.20%0
Novartis AG(NVS)4,1554,230+75000.34%0
Automatic Data Processing Inc5,2605,2600221.16%0
Mondelez International Inc(MDLZ)8,1308,155+25010.40%0
Duke Energy Corporation(DUK)4,6404,6400110.41%0
Union Pacific Corporation(UNP)07,635+7,635021.30%+2
ConocoPhillips(COP)10,18510,235+50110.78%0
Consolidated Edison Inc(ED)3,1603,135-25000.25%0
AbbVie(ABBV)2,0002,0000000.30%0
Fastenal Company(FAST)3,0253,625+600000.20%0
Smith & Nephew plc(SNN)9,17510,175+1,000000.21%0
Nestle S A ADR3,0053,030+25000.22%0
RTX Corporation(RTX)3,2053,255+50000.31%0
Costco Wholesale Corp2,0002,0000221.37%0
Starbucks Corporation(SBUX)7,7707,7700110.55%0
Linde plc(LIN)1,1051,1050010.37%0
Southern Company(SO)5,4055,4050000.36%0
Sanofi ADR(SNY)4,6004,900+300000.20%0
Waste Management Inc.(WM)1,4951,520+25000.25%0
Genuine Parts Company(GPC)07,270+7,270010.63%+1
AFLAC Inc(AFL)08,020+8,020010.64%+1
WEC Energy Group Inc(WEC)2,5652,5650000.20%0
American Water Works Company I1,6601,6600000.18%0
Huntington Ingalls Industries(HII)1,4301,505+75000.22%0
Stryker Corporation(SYK)765835+70000.22%0
Yum! Brands Inc(YUM)1,5001,5000000.17%0
OGE Energy Corporation(OGE)6,4356,4350000.21%0
Atmos Energy Corporation(ATO)1,9751,9750000.22%0
Seagate Technology
ORD SHS
5,3155,745+430000.35%0
Colgate-Palmolive Company(CL)8,1158,160+45110.55%0
Corteva, Inc(CTVA)4,2484,2480000.19%0
General Dynamics Corporation(GD)1,6201,640+20000.32%0
Procter & Gamble Co(PG)6,6506,645-5110.82%0
Weyerhauser Company(WY)11,23011,340+110000.24%0
J P Morgan Chase & Company(JPM)15,21514,925-290442.64%0
Becton Dickenson & Company Inc(BDX)2,2802,315+35110.38%0
Black Hills Corporation5,2655,290+25000.23%0
Norfolk Southern Corporation(NSC)4,0454,060+15110.69%0
Dominion Energy Inc(D)4,2454,295+50000.17%0
Pfizer Inc(PFE)15,02516,160+1,135000.30%0
Pepsico Inc(PEP)5,8305,955+125110.64%0
Qualcomm Inc(QCOM)5,2705,307+37110.59%0
The Hershey Company(HSY)2,0202,0200000.25%0
BHP Group Ltd9,5009,550+50000.34%0
NextEra Energy Inc(NEE)8,5858,610+25110.44%-0
International Paper Company(IP)10,57510,525-50110.41%-0
DuPont de Nemours, Inc.(DD)3,3733,331-42000.18%-0
Illinois Tool Works Inc(ITW)2,9402,955+15110.53%-0
Intuit Inc(INTU)1,3601,365+5110.61%-0
General Mills Inc(GIS)4,6454,6450000.20%-0
Paccar Inc(PCAR)5,6055,805+200110.41%-0
Boeing Company Inc(BA)4,6954,760+65110.59%-0
ONEOK, Inc(OKE)21,78221,842+60221.57%-0
Clorox Corp(CLX)1,7051,730+25000.18%-0
American Express Co(AXP)1,0001,0000000.19%-0
Royal Bank of Canada(RY)4,0004,0000000.33%-0
Washington Federal Inc(WAFD)10,00010,0000000.21%-0
Prudential Financial Inc(PFH)5,7455,7450110.46%-0
Lowe's Companies Inc(LOW)3,1003,1000110.52%-0
Lockheed Martin Company(LMT)01,363+1,363010.44%+1
Diageo PLC ADR(DEO)3,1403,240+100000.25%-0
Texas Instruments Inc(TXN)07,580+7,580010.98%+1
Danaher Corporation(DHR)02,515+2,515010.37%+1
Honeywell International Inc(HON)4,8654,8650110.74%-0
salesforce.com inc(CRM)1,1301,150+20000.22%-0
Adobe Systems Inc(ADBE)1,3801,400+20110.39%-0
Skyworks Solutions Inc(SWKS)3,5153,565+50000.17%-0
Wal-Mart Stores Inc(WMT)32,35532,3550332.05%-0
Merck & Company Inc(MRK)09,495+9,495010.62%+1
Target Corporation(TGT)3,0003,0000000.23%-0
Goldman Sachs Group Inc(GS)4,0454,060+15221.60%-0
United Parcel Service Class B(UPS)7,0507,140+90110.57%-0
Meta Platforms Inc(META)5,8005,710-90332.38%-0
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