Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$139.5K
Total Bought
$10.0K
Total Sold
$4.5K
Net Transaction
+$5.5K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Apple Inc(AAPL)39,91039,340-570896.57%+1
Home Depot Inc(HD)08,885+8,885042.58%+4
UnitedHealth Group Inc(UNH)7,0757,130+55442.99%+1
Wal-Mart Stores Inc(WMT)31,28032,005+725231.85%0
Blackrock Inc(BLK)2,4962,536+40221.73%0
The Blackstone Group(BX)15,15515,055-100221.65%0
McDonalds Corporation(MCD)06,590+6,590021.44%+2
Meta Platforms Inc(META)6,1355,950-185332.44%0
International Business Machine(IBM)6,3106,335+25111.00%0
Oracle Corporation(ORCL)11,14511,045-100221.35%0
Caterpillar Inc(CAT)04,900+4,900021.37%+2
Stryker Corporation(SYK)0715+715000.18%0
Smith & Nephew plc(SNN)08,075+8,075000.18%0
Clorox Corp(CLX)01,515+1,515000.18%0
WEC Energy Group Inc(WEC)02,565+2,565000.18%0
Johnson & Johnson(JNJ)15,12015,145+25221.76%0
Dominion Energy Inc(D)04,120+4,120000.17%0
Sanofi ADR(SNY)04,100+4,100000.17%0
3M Company(MMM)5,1705,580+410110.55%0
Kinder Morgan Inc(KMI)95,65096,150+500221.52%0
ONEOK, Inc(OKE)21,63221,782+150221.42%0
Yum! Brands Inc(YUM)01,500+1,500000.15%0
Sempra Energy(SRE)02,460+2,460000.15%0
Check Point Software Technolog01,040+1,040000.14%0
Automatic Data Processing Inc5,2605,2600111.04%0
Deere & Company(DE)3,8183,873+55121.16%0
Williams Companies Inc(WMB)54,36954,544+175221.78%0
Starbucks Corporation(SBUX)7,4957,745+250110.54%0
Union Pacific Corporation(UNP)7,5507,620+70221.35%0
Darden Resturants Inc(DRI)2,0002,850+850000.34%0
Lockheed Martin Company(LMT)1,3301,345+15110.56%0
AFLAC Inc(AFL)9,1108,710-400110.70%0
Goldman Sachs Group Inc(GS)3,7853,775-10221.34%0
Lowe's Companies Inc(LOW)3,1003,1000110.60%0
Bristol-Myers Squibb Company(BMY)13,25013,550+300110.50%0
Norfolk Southern Corporation(NSC)3,9804,045+65110.72%0
Berkshire Hathaway Inc2,8452,835-10110.94%0
CISCO Systems Inc(CSCO)27,50027,300-200111.04%0
NextEra Energy Inc(NEE)8,5108,585+75110.52%0
AMGEN Inc(AMGN)9,6409,695+55332.24%0
Medtronic PLC(MDT)7,7358,010+275110.52%0
J P Morgan Chase & Company(JPM)15,58015,455-125332.34%0
The Coca-Cola Company(KO)10,96011,135+175110.57%0
Abbott Laboratories Inc8,1808,285+105110.68%0
United Parcel Service Class B(UPS)5,6506,360+710110.62%0
Illionois Tool Works Inc(ITW)2,8602,940+80110.55%0
AT&T Inc(T)32,70232,202-500110.51%0
Verizon Communications(VZ)22,60022,6000110.73%0
Weyerhauser Company(WY)10,29011,065+775000.27%0
Mondelez International Inc(MDLZ)7,9208,130+210110.43%0
Duke Energy Corporation(DUK)4,4254,540+115010.37%0
RTX Corporation(RTX)2,8703,005+135000.26%0
American Electric Power Inc4,8754,900+25010.36%0
Costco Wholesale Corp2,0002,0000221.27%0
Exxon Mobil Corporation19,34019,615+275221.65%0
Royal Bank of Canada(RY)4,0004,0000000.36%0
Danaher Corporation(DHR)2,5152,5150110.50%0
International Paper Company(IP)10,37510,575+200010.37%0
Diageo PLC ADR(DEO)2,5902,815+225000.28%0
Southern Company(SO)5,4055,4050000.35%0
NextEra Energy Partners(XIFR)8,67511,075+2,400000.22%0
Visa Inc Class A(V)5,3555,3550111.06%0
Texas Instruments Inc(TXN)7,8057,655-150221.13%0
Washington Federal Inc(WAFD)10,00010,0000000.25%0
Colgate-Palmolive Company(CL)8,1158,165+50110.61%0
Philip Morris International(PM)3,0003,0000000.26%0
General Mills Inc(GIS)4,5454,645+100000.25%0
Procter & Gamble Co(PG)6,6506,6500110.83%0
BHP Group Ltd7,9258,150+225010.36%0
AbbVie(ABBV)2,0002,0000000.28%0
Pepsico Inc(PEP)5,4455,565+120110.68%0
Linde plc(LIN)1,0901,100+10010.38%0
Consolidated Edison Inc(ED)3,1353,1350000.23%0
Black Hills Corporation5,1155,265+150000.23%0
Atmos Energy Corporation(ATO)1,9551,9550000.19%0
Becton Dickenson & Company Inc(BDX)2,1152,220+105010.38%0
Huntington Ingalls Industries(HII)1,2201,295+75000.25%0
OGE Energy Corporation(OGE)6,2606,435+175000.19%0
American Express Co(AXP)1,0001,0000000.19%0
General Dynamics Corporation(GD)1,4151,490+75000.32%0
Novartis AG(NVS)4,1004,130+30000.34%0
Pfizer Inc(PFE)13,90014,675+775000.30%0
Seagate Technology
ORD SHS
5,1905,215+25110.41%0
American Water Works Company I1,6201,645+25000.17%0
Paccar Inc(PCAR)4,5355,060+525000.36%0
Genuine Parts Company(GPC)6,7056,860+155110.69%0
DuPont de Nemours, Inc.(DD)3,3663,373+7000.22%0
Corteva, Inc(CTVA)4,0664,223+157000.18%0
Target Corporation(TGT)3,0003,0000000.34%0
salesforce.com inc(CRM)1,1151,130+15000.22%0
The Hershey Company(HSY)1,7801,805+25000.25%0
Enterprise Products Partners L(EPD)59,80760,107+300221.25%0
Prudential Financial Inc(PFH)5,7955,745-50110.50%0
Warner Brother's Discovery(WBD)14,28814,578+290000.09%0
Dow Inc(DOW)4,3224,379+57000.17%0
Nestle S A ADR2,8802,930+50000.21%0
Honeywell International Inc(HON)4,7704,845+75110.72%-0
Skyworks Solutions Inc(SWKS)3,5153,5150000.25%-0
Intuit Inc(INTU)1,3601,3600110.61%-0
Adobe Systems Inc(ADBE)1,3651,3650110.51%-0
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