Fund Holdings — Pinnacle West Asset Management, Inc.

Total Portfolio Value
$154.4K
Total Bought
$5.6K
Total Sold
$6.4K
Net Transaction
-$770
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Apple Inc(AAPL)38,24538,145-1008106.29%+2
Alphabet Inc Class A(GOOG)12,98512,980-5232.04%+1
Oracle Corporation(ORCL)10,86010,8600231.98%+1
NVIDIA Corp(NVDA)29,04528,070-975553.39%+1
Seagate Technology
ORD SHS
6,0706,145+75110.94%+1
Johnson & Johnson(JNJ)14,95014,960+10231.80%0
Microsoft Corporation(MSFT)24,38524,310-7512138.15%0
Caterpillar Inc(CAT)4,8704,886+16221.51%0
Goldman Sachs Group Inc(GS)4,0504,055+5332.09%0
Home Depot Inc(HD)8,8858,8850342.33%0
J P Morgan Chase & Company(JPM)14,59014,490-100452.96%0
UnitedHealth Group Inc(UNH)7,2107,468+258231.67%0
Intel Corporation(INTC)28,80428,404-400110.62%0
Alphabet Inc Class C(GOOG)4,7404,680-60110.74%0
Blackrock Inc(BLK)2,6192,612-7331.97%0
Dell Computer Corp(DELL)01,700+1,700000.16%0
Sempra Energy(SRE)02,620+2,620000.15%0
Archer Daniels Midland Co03,805+3,805000.15%0
Eversource Energy(ES)02,880+2,880000.13%0
Chevron Corporation(CVX)15,31515,415+100221.55%0
Norfolk Southern Corporation(NSC)4,0354,0350110.78%0
Wal-Mart Stores Inc(WMT)31,95031,9500332.13%0
Genuine Parts Company(GPC)7,3357,450+115110.67%0
Exxon Mobil Corporation20,08520,355+270221.49%0
Smith & Nephew plc(SNN)10,32511,315+990000.27%0
AbbVie(ABBV)2,0002,0000000.30%0
Lowe's Companies Inc(LOW)3,1003,1000110.50%0
General Dynamics Corporation(GD)1,6401,6400010.36%0
McDonalds Corporation(MCD)6,6106,620+10221.30%0
BHP Group Ltd9,4259,475+50010.34%0
Medtronic PLC(MDT)8,0758,155+80110.50%0
Fastenal Company(FAST)7,3507,775+425000.25%0
Huntington Ingalls Industries(HII)1,5051,5050000.28%0
Pepsico Inc(PEP)5,9006,045+145110.55%0
RTX Corporation(RTX)3,2653,2650010.35%0
ConocoPhillips(COP)10,28510,450+165110.64%0
Merck & Company Inc(MRK)9,4209,645+225110.52%0
Royal Bank of Canada(RY)4,0004,0000110.38%0
The Blackstone Group(BX)14,01012,615-1,395221.40%0
Union Pacific Corporation(UNP)7,6057,630+25221.17%0
Berkshire Hathaway Inc2,7502,760+10110.90%0
AFLAC Inc(AFL)7,8907,900+10110.57%0
Becton Dickenson & Company Inc(BDX)2,3552,435+80000.30%0
Lockheed Martin Company(LMT)1,3631,3630110.44%0
NextEra Energy Inc(NEE)8,4008,375-25110.41%0
Novartis AG(NVS)4,2304,370+140110.36%0
The Hershey Company(HSY)2,0202,045+25000.25%0
Bank of America Corp5,2255,700+475000.19%0
Illinois Tool Works Inc(ITW)2,9202,935+15110.50%0
American Electric Power Inc4,8604,850-10110.35%0
AMGEN Inc(AMGN)9,6059,650+45331.76%0
Qualcomm Inc(QCOM)5,2855,2850110.57%0
Boeing Company Inc(BA)4,6954,725+30110.66%0
Atmos Energy Corporation(ATO)1,9751,985+10000.22%0
Sanofi ADR(SNY)4,9755,750+775000.18%0
Black Hills Corporation5,2055,2050000.21%0
Duke Energy Corporation(DUK)4,6354,655+20110.37%0
WEC Energy Group Inc(WEC)2,5652,580+15000.19%0
Williams Companies Inc(WMB)54,54454,5440332.24%0
Pfizer Inc(PFE)15,65015,958+308000.26%0
Stryker Corporation(SYK)845980+135000.23%0
DuPont de Nemours, Inc.(DD)3,0703,030-40000.15%0
Paccar Inc(PCAR)5,8705,920+50110.38%0
Amazon.Com Inc(AMZN)19,36519,445+80442.77%0
3M Company(MMM)5,5505,575+25110.56%0
Dominion Energy Inc(D)4,2704,2700000.17%0
Siemens AG1,9001,950+50000.17%0
Southern Company(SO)5,3955,410+15010.33%0
Enterprise Products Partners L(EPD)59,96059,9600221.21%0
Verizon Communications(VZ)22,58522,5850110.64%0
Skyworks Solutions Inc(SWKS)3,7903,860+70000.19%0
American Express Co(AXP)1,0001,0000000.22%0
OGE Energy Corporation(OGE)6,3506,375+25000.19%0
Washington Federal Inc(WAFD)10,00010,0000000.20%0
Clorox Corp(CLX)1,7551,780+25000.14%0
United Parcel Service Class B(UPS)7,0908,660+1,570110.47%0
Linde plc(LIN)1,1001,095-5110.34%0
Consolidated Edison Inc(ED)3,1103,125+15000.20%0
Danaher Corporation(DHR)2,5302,5300110.33%0
Bristol-Myers Squibb Company(BMY)13,67514,050+375110.41%0
American Water Works Company I1,6601,6600000.15%0
Check Point Software Technolog1,2001,255+55000.17%-0
International Paper Company(IP)10,33010,3300000.31%-0
Waste Management Inc.(WM)1,5551,590+35000.23%-0
General Mills Inc(GIS)4,6054,6050000.15%-0
Abbott Laboratories Inc8,2608,315+55110.72%-0
Weyerhauser Company(WY)11,24011,2400000.18%-0
Diageo PLC ADR(DEO)3,2153,265+50000.20%-0
Prudential Financial Inc(PFH)5,6455,730+85110.38%-0
Nestle S A ADR3,0203,045+25000.18%-0
AT&T Inc(T)33,08333,089+6110.60%-0
Corteva, Inc(CTVA)4,2154,250+35000.19%-0
Target Corporation(TGT)3,0003,0000000.17%-0
CISCO Systems Inc(CSCO)27,32527,275-50221.21%-0
salesforce.com inc(CRM)1,2051,230+25000.19%-0
Mondelez International Inc(MDLZ)8,0958,0950110.33%-0
Procter & Gamble Co(PG)6,5356,510-25110.65%-0
Adobe Systems Inc(ADBE)1,4101,413+3100.32%-0
The Coca-Cola Company(KO)11,26511,2650110.48%-0
Starbucks Corporation(SBUX)7,7457,7450110.42%-0
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Pinnacle West Asset Management, Inc. — 13F Holdings — Q3 2025 | TickerTrail