Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$144.7K
Total Bought
$4.3K
Total Sold
$13.7K
Net Transaction
-$9.4K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corporation(MSFT)024,385+24,3850128.38%+12
NVIDIA Corp(NVDA)029,045+29,045053.17%+5
Meta Platforms Inc(META)5,7105,655-55342.89%+1
Oracle Corporation(ORCL)010,860+10,860021.64%+2
Goldman Sachs Group Inc(GS)4,0604,050-10231.98%+1
J P Morgan Chase & Company(JPM)14,92514,590-335442.92%+1
Amazon.Com Inc(AMZN)019,365+19,365042.94%+4
Seagate Technology
ORD SHS
5,7456,070+325010.61%0
The Walt Disney Company(DIS)014,360+14,360021.23%+2
Wal-Mart Stores Inc(WMT)32,35531,950-405332.16%0
International Business Machine(IBM)6,3356,300-35221.28%0
Caterpillar Inc(CAT)04,870+4,870021.31%+2
Alphabet Inc Class A(GOOG)012,985+12,985021.58%+2
Bank of America Corp05,225+5,225000.17%0
Blackrock Inc(BLK)02,619+2,619031.90%+3
Intuit Inc(INTU)1,3651,3650110.74%0
CISCO Systems Inc(CSCO)27,37527,325-50221.31%0
Texas Instruments Inc(TXN)7,5807,535-45121.08%0
Boeing Company Inc(BA)4,7604,695-65110.68%0
Williams Companies Inc(WMB)54,64454,544-100332.37%0
The Blackstone Group(BX)014,010+14,010021.45%+2
Deere & Company(DE)4,0233,968-55221.40%0
Alphabet Inc Class C(GOOG)04,740+4,740010.58%+1
Costco Wholesale Corp2,0002,0000221.37%0
Honeywell International Inc(HON)4,8654,795-70110.77%0
Kinder Morgan Inc(KMI)96,41596,218-197331.96%0
Royal Bank of Canada(RY)4,0004,0000010.36%0
Norfolk Southern Corporation(NSC)4,0604,035-25110.71%0
Philip Morris International(PM)3,0003,0000010.38%0
Huntington Ingalls Industries(HII)1,5051,5050000.25%0
Darden Resturants Inc(DRI)3,6703,745+75110.56%0
Skyworks Solutions Inc(SWKS)3,5653,790+225000.19%0
American Express Co(AXP)1,0001,0000000.22%0
Corteva, Inc(CTVA)4,2484,215-33000.22%0
RTX Corporation(RTX)3,2553,265+10000.33%0
Novartis AG(NVS)4,2304,2300010.35%0
Siemens AG1,8501,900+50000.17%0
General Dynamics Corporation(GD)1,6401,6400000.33%0
Fastenal Company(FAST)3,6257,350+3,725000.21%0
Qualcomm Inc(QCOM)5,3075,285-22110.58%0
Smith & Nephew plc(SNN)10,17510,325+150000.22%0
3M Company(MMM)5,5805,550-30110.58%0
Abbott Laboratories Inc8,2858,260-25110.78%0
Genuine Parts Company(GPC)7,2707,335+65110.62%0
Stryker Corporation(SYK)835845+10000.23%0
Lockheed Martin Company(LMT)1,3631,3630110.44%0
salesforce.com inc(CRM)1,1501,205+55000.23%0
Adobe Systems Inc(ADBE)1,4001,410+10110.38%0
Washington Federal Inc(WAFD)10,00010,0000000.20%0
Visa Inc Class A(V)5,3555,300-55221.30%0
Waste Management Inc.(WM)1,5201,555+35000.25%0
Automatic Data Processing Inc5,2605,220-40221.11%0
Linde plc(LIN)1,1051,100-5110.36%0
Dominion Energy Inc(D)4,2954,270-25000.17%0
Atmos Energy Corporation(ATO)1,9751,9750000.21%-0
Southern Company(SO)5,4055,395-10000.34%-0
Mondelez International Inc(MDLZ)8,1558,095-60110.38%-0
Nestle S A ADR3,0303,020-10000.21%-0
Paccar Inc(PCAR)5,8055,870+65110.39%-0
Check Point Software Technolog1,2001,2000000.18%-0
The Hershey Company(HSY)2,0202,0200000.23%-0
BHP Group Ltd9,5509,425-125000.31%-0
Illinois Tool Works Inc(ITW)2,9552,920-35110.50%-0
Intel Corporation(INTC)28,95428,804-150110.45%-0
The Coca-Cola Company(KO)11,31511,265-50110.55%-0
WEC Energy Group Inc(WEC)2,5652,5650000.18%-0
American Water Works Company I1,6601,6600000.16%-0
OGE Energy Corporation(OGE)6,4356,350-85000.19%-0
Yum! Brands Inc(YUM)1,5001,5000000.15%-0
Danaher Corporation(DHR)2,5152,530+15110.35%-0
Diageo PLC ADR(DEO)3,2403,215-25000.22%-0
Home Depot Inc(HD)08,885+8,885032.25%+3
Target Corporation(TGT)3,0003,0000000.20%-0
Duke Energy Corporation(DUK)4,6404,635-5110.38%-0
NextEra Energy Inc(NEE)8,6108,400-210110.40%-0
AT&T Inc(T)34,83733,083-1,754110.66%-0
Colgate-Palmolive Company(CL)8,1608,110-50110.51%-0
Medtronic PLC(MDT)8,1508,075-75110.49%-0
Black Hills Corporation5,2905,205-85000.20%-0
Pfizer Inc(PFE)16,16015,650-510000.26%-0
American Electric Power Inc4,9004,860-40110.35%-0
Sanofi ADR(SNY)4,9004,975+75000.17%-0
Consolidated Edison Inc(ED)3,1353,110-25000.22%-0
Lowe's Companies Inc(LOW)3,1003,1000110.48%-0
Prudential Financial Inc(PFH)5,7455,645-100110.42%-0
DuPont de Nemours, Inc.(DD)3,3313,070-261000.15%-0
General Mills Inc(GIS)4,6454,605-40000.17%-0
Weyerhauser Company(WY)11,34011,240-100000.20%-0
Clorox Corp(CLX)1,7301,755+25000.15%-0
AbbVie(ABBV)2,0002,0000000.26%-0
Starbucks Corporation(SBUX)7,7707,745-25110.49%-0
Union Pacific Corporation(UNP)7,6357,605-30221.21%-0
AFLAC Inc(AFL)8,0207,890-130110.58%-0
United Parcel Service Class B(UPS)7,1407,090-50110.49%-0
International Paper Company(IP)10,52510,330-195100.33%-0
Verizon Communications(VZ)23,37922,585-794110.68%-0
Procter & Gamble Co(PG)6,6456,535-110110.72%-0
Merck & Company Inc(MRK)9,4959,420-75110.52%-0
Pepsico Inc(PEP)5,9555,900-55110.54%-0
Becton Dickenson & Company Inc(BDX)2,3152,355+40100.28%-0
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