Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$128.6K
Total Bought
$4.5K
Total Sold
$5.7K
Net Transaction
-$1.3K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Apple Inc(AAPL)039,910+39,910086.53%+8
NVIDIA Corp(NVDA)3,44534,250+30,805343.29%+1
Eli Lilly & Company(LLY)4,5654,550-15443.20%+1
Microsoft Corporation(MSFT)25,05024,680-37011118.58%0
Alphabet Inc Class A(GOOG)14,34014,100-240232.00%0
Darden Resturants Inc(DRI)02,000+2,000000.24%0
AMGEN Inc(AMGN)9,6459,640-5332.34%0
Wal-Mart Stores Inc(WMT)30,91531,280+365221.65%0
Amazon.Com Inc(AMZN)19,41019,360-50442.91%0
Costco Wholesale Corp2,0002,0000121.32%0
American Water Works Company I01,620+1,620000.16%0
Williams Companies Inc(WMB)54,36954,3690221.80%0
Oracle Corporation(ORCL)11,14511,1450121.22%0
Texas Instruments Inc(TXN)7,8307,805-25121.18%0
Qualcomm Inc(QCOM)5,3355,295-40110.82%0
Kinder Morgan Inc(KMI)95,65095,6500221.48%0
Alphabet Inc Class C(GOOG)5,8955,675-220110.81%0
Goldman Sachs Group Inc(GS)3,7853,7850221.33%0
UnitedHealth Group Inc(UNH)07,075+7,075042.80%+4
Adobe Systems Inc(ADBE)01,365+1,365010.59%+1
Seagate Technology
ORD SHS
5,0655,190+125010.42%0
NextEra Energy Inc(NEE)8,4958,510+15110.47%0
Colgate-Palmolive Company(CL)8,0858,115+30110.61%0
AT&T Inc(T)32,75232,702-50110.49%0
International Paper Company(IP)10,22510,375+150000.35%0
Honeywell International Inc(HON)4,7554,770+15110.79%0
Novartis AG(NVS)4,1004,1000000.34%0
The Coca-Cola Company(KO)10,79010,960+170110.54%0
Intuit Inc(INTU)1,3201,360+40110.69%0
Southern Company(SO)5,3555,405+50000.33%0
ONEOK, Inc(OKE)21,63221,6320221.37%0
Philip Morris International(PM)3,0003,0000000.24%0
NextEra Energy Partners(XIFR)7,1308,675+1,545000.19%0
Duke Energy Corporation(DUK)4,3354,425+90000.35%0
Procter & Gamble Co(PG)6,6206,650+30110.85%0
Royal Bank of Canada(RY)4,0004,0000000.33%0
Meta Platforms Inc(META)6,3306,135-195332.40%0
General Dynamics Corporation(GD)1,3901,415+25000.32%0
Lockheed Martin Company(LMT)1,3251,330+5110.48%0
Pfizer Inc(PFE)13,40013,900+500000.30%0
AFLAC Inc(AFL)9,3109,110-200110.63%0
DuPont de Nemours, Inc.(DD)3,3403,366+26000.21%0
RTX Corporation(RTX)2,7952,870+75000.22%0
OGE Energy Corporation(OGE)6,1106,260+150000.17%0
American Electric Power Inc4,8554,875+20000.33%0
BHP Group Ltd7,7257,925+200000.35%0
Skyworks Solutions Inc(SWKS)3,4153,515+100000.29%0
American Express Co(AXP)1,0001,0000000.18%0
Atmos Energy Corporation(ATO)1,8851,955+70000.18%0
Black Hills Corporation5,0405,115+75000.22%0
Prudential Financial Inc(PFH)5,7955,7950110.53%-0
The Hershey Company(HSY)1,6851,780+95000.25%-0
Consolidated Edison Inc(ED)3,1253,135+10000.22%-0
Verizon Communications(VZ)22,30022,600+300110.72%-0
Washington Federal Inc(WAFD)10,00010,0000000.22%-0
Danaher Corporation(DHR)2,5402,515-25110.49%-0
Nestle S A ADR2,8302,880+50000.23%-0
J P Morgan Chase & Company(JPM)15,77015,580-190332.45%-0
Corteva, Inc(CTVA)4,0064,066+60000.17%-0
Enterprise Products Partners L(EPD)59,80759,8070221.35%-0
Becton Dickenson & Company Inc(BDX)2,0602,115+55100.38%-0
Chevron Corporation(CVX)14,31514,330+15221.74%-0
Exxon Mobil Corporation19,31519,340+25221.73%-0
Warner Brother's Discovery(WBD)14,48114,288-193000.08%-0
AbbVie(ABBV)2,0002,0000000.27%-0
Dow Inc(DOW)4,3134,322+9000.18%-0
General Mills Inc(GIS)4,4204,545+125000.22%-0
Linde plc(LIN)1,0841,090+6100.37%-0
3M Company(MMM)5,2855,170-115110.41%-0
Mondelez International Inc(MDLZ)7,8987,920+22110.40%-0
United Parcel Service Class B(UPS)5,4405,650+210110.60%-0
Diageo PLC ADR(DEO)2,5002,590+90000.25%-0
salesforce.com inc(CRM)1,1051,115+10000.22%-0
Huntington Ingalls Industries(HII)1,1951,220+25000.23%-0
Paccar Inc(PCAR)4,1604,535+375100.36%-0
Pepsico Inc(PEP)5,4305,445+15110.70%-0
Automatic Data Processing Inc5,2505,260+10110.98%-0
Berkshire Hathaway Inc2,8952,845-50110.90%-0
Weyerhauser Company(WY)9,84010,290+450000.23%-0
Medtronic PLC(MDT)7,7357,7350110.47%-0
CISCO Systems Inc(CSCO)27,50027,5000111.02%-0
Merck & Company Inc(MRK)9,4809,4800110.91%-0
Abbott Laboratories Inc8,1808,1800110.66%-0
Visa Inc Class A(V)5,3355,355+20111.09%-0
Illionois Tool Works Inc(ITW)2,8452,860+15110.53%-0
Target Corporation(TGT)3,0003,0000100.35%-0
Starbucks Corporation(SBUX)7,3607,495+135110.45%-0
Genuine Parts Company(GPC)6,6106,705+95110.72%-0
Boeing Company Inc(BA)04,355+4,355010.62%+1
Lowe's Companies Inc(LOW)3,1003,1000110.53%-0
Toronto-Dominion Bank(TD)5,2753,750-1,525000.16%-0
International Business Machine(IBM)6,3106,3100110.85%-0
Blackrock Inc(BLK)2,5062,496-10221.53%-0
ConocoPhillips(COP)10,12510,010-115110.89%-0
Deere & Company(DE)3,8333,818-15211.11%-0
Union Pacific Corporation(UNP)7,5507,5500221.33%-0
Norfolk Southern Corporation(NSC)3,9453,980+35110.66%-0
The Blackstone Group(BX)15,45515,155-300221.46%-0
Bristol-Myers Squibb Company(BMY)13,05513,250+195110.43%-0
Johnson & Johnson(JNJ)15,02015,120+100221.72%-0
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