Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$102.0K
Total Bought
$8.8K
Total Sold
$3.9K
Net Transaction
+$5.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMGEN Inc(AMGN)8,3609,205+845222.43%+1
Eli Lilly & Company(LLY)4,4504,545+95222.39%0
UnitedHealth Group Inc(UNH)6,6656,920+255333.42%0
The Blackstone Group(BX)14,47515,165+690121.59%0
Alphabet Inc Class A(GOOG)12,99013,735+745221.76%0
Exxon Mobil Corporation18,65919,031+372222.19%0
Chevron Corporation(CVX)13,54013,940+400222.30%0
salesforce.com inc(CRM)01,025+1,025000.20%0
Enterprise Products Partners L(EPD)50,01155,461+5,450121.49%0
Huntington Ingalls Industries(HII)0980+980000.20%0
ConocoPhillips(COP)10,22510,375+150111.22%0
Caterpillar Inc(CAT)4,5804,760+180111.27%0
Automatic Data Processing Inc4,7004,985+285111.18%0
CISCO Systems Inc(CSCO)24,60026,675+2,075111.41%0
Meta Platforms Inc(META)6,0356,275+240221.85%0
Williams Companies Inc(WMB)48,47051,120+2,650221.69%0
Warner Brother's Discovery(WBD)012,006+12,006000.13%0
Intel Corporation(INTC)25,92528,000+2,075110.98%0
Intuit Inc(INTU)1,0501,190+140010.60%0
Wal-Mart Stores Inc(WMT)9,1509,750+600121.53%0
Home Depot Inc(HD)7,7408,310+570232.46%0
J P Morgan Chase & Company(JPM)14,19014,915+725222.12%0
Kinder Morgan Inc(KMI)79,08388,133+9,050111.43%0
Amazon.Com Inc(AMZN)17,57518,760+1,185222.34%0
Seagate Technology
ORD SHS
3,5004,650+1,150000.30%0
AFLAC Inc(AFL)9,1509,465+315110.71%0
International Business Machine(IBM)5,7356,075+340110.84%0
International Paper Company(IP)7,9259,450+1,525000.33%0
ONEOK, Inc(OKE)19,90720,607+700111.28%0
Danaher Corporation(DHR)2,2002,410+210110.59%0
Adobe Systems Inc(ADBE)1,0901,180+90110.59%0
Novartis AG(NVS)3,2753,900+625000.39%0
Prudential Financial Inc(PFH)5,3105,585+275010.52%0
Goldman Sachs Group Inc(GS)3,4003,570+170111.13%0
NVIDIA Corp(NVDA)3,5133,548+35121.51%0
General Dynamics Corporation(GD)9651,185+220000.26%0
Costco Wholesale Corp2,0002,0000111.11%0
Alphabet Inc Class C(GOOG)6,0455,935-110110.77%0
Medtronic PLC(MDT)6,0757,300+1,225110.56%0
Union Pacific Corporation(UNP)7,2157,410+195121.48%0
AT&T Inc(T)27,54831,348+3,800000.46%0
Visa Inc Class A(V)4,7905,085+295111.15%0
AbbVie(ABBV)2,0002,0000000.29%0
BHP Group Ltd6,5757,400+825000.41%0
Skyworks Solutions Inc(SWKS)2,4603,050+590000.30%0
DuPont de Nemours, Inc.(DD)3,0243,193+169000.23%0
Becton Dickenson & Company Inc(BDX)1,8851,985+100010.50%0
Pfizer Inc(PFE)10,87512,400+1,525000.40%0
Linde plc(LIN)9991,049+50000.38%0
Dow Inc(DOW)3,8724,116+244000.21%0
Paccar Inc(PCAR)3,9003,9000000.33%0
Duke Energy Corporation(DUK)4,0254,150+125000.36%0
Weyerhauser Company(WY)8,5709,245+675000.28%-0
Consolidated Edison Inc(ED)2,8222,927+105000.25%-0
Toronto-Dominion Bank(TD)6,7006,800+100000.40%-0
Qualcomm Inc(QCOM)4,8155,105+290110.56%-0
Washington Federal Inc(WAFD)10,00010,0000000.25%-0
Nestle S A ADR2,6402,725+85000.30%-0
Procter & Gamble Co(PG)6,3496,519+170110.93%-0
Starbucks Corporation(SBUX)6,2506,635+385110.59%-0
3M Company(MMM)4,9555,150+195000.47%-0
Johnson & Johnson(JNJ)13,84514,620+775222.23%-0
Mondelez International Inc(MDLZ)7,5037,668+165110.52%-0
Philip Morris International(PM)3,0003,0000000.27%-0
Southern Company(SO)4,9755,145+170000.33%-0
The Coca-Cola Company(KO)9,72510,140+415110.56%-0
American Electric Power Inc4,5754,715+140000.35%-0
Berkshire Hathaway Inc2,9452,780-165110.95%-0
Royal Bank of Canada(RY)4,0004,0000000.34%-0
Black Hills Corporation4,6504,890+240000.24%-0
Colgate-Palmolive Company(CL)7,7857,955+170110.55%-0
Illionois Tool Works Inc(ITW)2,6252,705+80110.61%-0
Blackrock Inc(BLK)2,2412,341+100221.48%-0
Diageo PLC ADR(DEO)2,1352,230+95000.33%-0
Lockheed Martin Company(LMT)1,1851,245+60110.50%-0
General Mills Inc(GIS)4,0654,240+175000.27%-0
Bristol-Myers Squibb Company(BMY)12,24312,673+430110.72%-0
Deere & Company(DE)3,6103,743+133111.39%-0
Pepsico Inc(PEP)4,9955,165+170110.86%-0
The Hershey Company(HSY)1,4351,535+100000.30%-0
United Parcel Service Class B(UPS)4,5754,915+340110.75%-0
Lowe's Companies Inc(LOW)3,1003,1000110.63%-0
Abbott Laboratories Inc7,6958,055+360110.76%-0
Norfolk Southern Corporation(NSC)3,6003,820+220110.74%-0
Target Corporation(TGT)3,0003,0000000.33%-0
Boeing Company Inc(BA)4,4204,520+100110.85%-0
Verizon Communications(VZ)20,80021,625+825110.69%-0
Merck & Company Inc(MRK)8,9409,295+355110.94%-0
The Walt Disney Company(DIS)13,79514,270+475111.13%-0
Honeywell International Inc(HON)4,5404,630+90110.84%-0
Genuine Parts Company(GPC)5,8756,250+375110.88%-0
Oracle Corporation(ORCL)11,03511,245+210111.17%-0
NextEra Energy Inc(NEE)8,1208,360+240100.47%-0
McDonalds Corporation(MCD)5,9706,230+260221.61%-0
Texas Instruments Inc(TXN)7,7207,685-35111.20%-0
Corteva, Inc(CTVA)3,5730-3,57300-0
Yum! Brands Inc(YUM)1,5000-1,50000-0
Raytheon Technologies Corp(RTX)2,3920-2,39200-0
Microsoft Corporation(MSFT)24,21524,740+525887.66%-0
Thornburg Small/Mid Cap Growth31,9290-31,92910-1
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