Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$116.6K
Total Bought
$15.4K
Total Sold
$13
Net Transaction
+$15.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Microsoft Corporation(MSFT)24,74025,300+5608108.16%+2
Apple Inc(AAPL)042,095+42,095086.95%+8
Amazon.Com Inc(AMZN)18,76019,405+645232.53%+1
J P Morgan Chase & Company(JPM)14,91515,860+945232.31%+1
Blackrock Inc(BLK)2,3412,516+175221.75%+1
Home Depot Inc(HD)8,3108,635+325332.57%0
Intel Corporation(INTC)28,00029,275+1,275111.26%0
Meta Platforms Inc(META)6,2756,505+230221.97%0
The Blackstone Group(BX)15,16515,505+340221.74%0
Boeing Company Inc(BA)4,5204,650+130111.04%0
Union Pacific Corporation(UNP)7,4107,550+140221.59%0
Goldman Sachs Group Inc(GS)3,5703,815+245111.26%0
NVIDIA Corp(NVDA)3,5483,745+197221.59%0
AMGEN Inc(AMGN)9,2059,670+465232.39%0
McDonalds Corporation(MCD)6,2306,510+280221.65%0
UnitedHealth Group Inc(UNH)6,9207,085+165343.20%0
Kinder Morgan Inc(KMI)88,13396,033+7,900121.45%0
RTX Corporation(RTX)02,735+2,735000.20%0
Eli Lilly & Company(LLY)4,5454,570+25232.28%0
Alphabet Inc Class A(GOOG)13,73514,430+695221.73%0
Intuit Inc(INTU)1,1901,320+130110.71%0
Visa Inc Class A(V)5,0855,325+240111.19%0
ONEOK, Inc(OKE)20,60721,632+1,025121.30%0
OGE Energy Corporation(OGE)06,035+6,035000.18%0
Walgreens Boots Alliance Inc08,100+8,100000.18%0
Qualcomm Inc(QCOM)5,1055,360+255110.66%0
Costco Wholesale Corp2,0002,0000111.13%0
The Walt Disney Company(DIS)14,27014,920+650111.15%0
Williams Companies Inc(WMB)51,12054,845+3,725221.64%0
International Business Machine(IBM)6,0756,335+260110.89%0
Norfolk Southern Corporation(NSC)3,8203,960+140110.80%0
Adobe Systems Inc(ADBE)1,1801,315+135110.67%0
Verizon Communications(VZ)21,62522,600+975110.73%0
Caterpillar Inc(CAT)4,7604,890+130111.24%0
Honeywell International Inc(HON)4,6304,755+125110.85%0
Abbott Laboratories Inc8,0558,255+200110.78%0
Texas Instruments Inc(TXN)7,6857,920+235111.16%0
Deere & Company(DE)3,7433,848+105121.32%0
Seagate Technology
ORD SHS
4,6505,065+415000.37%0
Illionois Tool Works Inc(ITW)2,7052,845+140110.64%0
Johnson & Johnson(JNJ)14,62015,220+600222.05%0
Huntington Ingalls Industries(HII)9801,180+200000.26%0
BHP Group Ltd7,4007,700+300010.45%0
3M Company(MMM)5,1505,315+165010.50%0
General Dynamics Corporation(GD)1,1851,385+200000.31%0
Target Corporation(TGT)3,0003,0000000.37%0
Lockheed Martin Company(LMT)1,2451,315+70110.51%0
AT&T Inc(T)31,34833,173+1,825010.48%0
Skyworks Solutions Inc(SWKS)3,0503,415+365000.33%0
salesforce.com inc(CRM)1,0251,105+80000.25%0
Merck & Company Inc(MRK)9,2959,525+230110.89%0
Colgate-Palmolive Company(CL)7,9558,110+155110.55%0
Prudential Financial Inc(PFH)5,5855,845+260110.52%0
Enterprise Products Partners L(EPD)55,46160,473+5,012221.37%0
Washington Federal Inc(WAFD)10,00010,0000000.28%0
Medtronic PLC(MDT)7,3007,700+400110.54%0
Starbucks Corporation(SBUX)6,6356,960+325110.57%0
Paccar Inc(PCAR)3,9004,025+125000.34%0
Weyerhauser Company(WY)9,2459,870+625000.29%0
AFLAC Inc(AFL)9,4659,510+45110.67%0
Berkshire Hathaway Inc2,7802,895+115110.89%0
Royal Bank of Canada(RY)4,0004,0000000.35%0
Linde plc(LIN)1,0491,084+35000.38%0
Alphabet Inc Class C(GOOG)5,9355,9350110.72%0
Duke Energy Corporation(DUK)4,1504,315+165000.36%0
United Parcel Service Class B(UPS)4,9155,195+280110.70%0
The Coca-Cola Company(KO)10,14010,490+350110.53%0
Lowe's Companies Inc(LOW)3,1003,1000110.59%0
Wal-Mart Stores Inc(WMT)9,75010,165+415221.37%0
Pepsico Inc(PEP)5,1655,405+240110.79%0
Southern Company(SO)5,1455,335+190000.32%0
Mondelez International Inc(MDLZ)7,6687,898+230110.49%0
NextEra Energy Inc(NEE)8,3608,525+165010.44%0
American Electric Power Inc4,7154,830+115000.34%0
International Paper Company(IP)9,45010,250+800000.32%0
Consolidated Edison Inc(ED)2,9273,075+148000.24%0
Warner Brother's Discovery(WBD)12,00614,094+2,088000.14%0
Automatic Data Processing Inc4,9855,265+280111.05%0
Black Hills Corporation4,8905,065+175000.23%0
Dow Inc(DOW)4,1164,291+175000.20%0
Diageo PLC ADR(DEO)2,2302,435+205000.30%0
Nestle S A ADR2,7252,855+130000.28%0
Procter & Gamble Co(PG)6,5196,635+116110.83%0
General Mills Inc(GIS)4,2404,445+205000.25%0
DuPont de Nemours, Inc.(DD)3,1933,318+125000.22%0
Oracle Corporation(ORCL)11,24511,445+200111.03%0
Novartis AG(NVS)3,9004,080+180000.35%0
Toronto-Dominion Bank(TD)6,8006,550-250000.36%0
AbbVie(ABBV)2,0002,0000000.27%0
Genuine Parts Company(GPC)6,2506,560+310110.78%0
The Hershey Company(HSY)1,5351,685+150000.27%0
Philip Morris International(PM)3,0003,0000000.24%0
Danaher Corporation(DHR)2,4102,565+155110.51%-0
ConocoPhillips(COP)10,37510,625+250111.06%-0
Becton Dickenson & Company Inc(BDX)1,9852,045+60100.43%-0
CISCO Systems Inc(CSCO)26,67527,825+1,150111.21%-0
Pfizer Inc(PFE)12,40013,250+850000.33%-0
Bristol-Myers Squibb Company(BMY)12,67313,140+467110.58%-0
Chevron Corporation(CVX)13,94014,305+365221.83%-0
Exxon Mobil Corporation19,03119,540+509221.68%-0
Page 1 of 1