Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$139.7K
Total Bought
$4.9K
Total Sold
$4.2K
Net Transaction
+$748
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Amazon.Com Inc(AMZN)019,515+19,515043.06%+4
Apple Inc(AAPL)39,34038,680-6609106.93%+1
Kinder Morgan Inc(KMI)96,15096,1500231.89%+1
Williams Companies Inc(WMB)54,54454,5440232.11%0
Goldman Sachs Group Inc(GS)3,7754,045+270221.66%0
J P Morgan Chase & Company(JPM)15,45515,215-240342.61%0
Wal-Mart Stores Inc(WMT)32,00532,355+350332.09%0
Blackrock Inc(BLK)2,5362,662+126231.95%0
Waste Management Inc.(WM)01,495+1,495000.22%0
Alphabet Inc Class A(GOOG)013,240+13,240031.79%+3
Visa Inc Class A(V)5,3555,3550121.21%0
Fastenal Company(FAST)03,025+3,025000.16%0
The Walt Disney Company(DIS)014,470+14,470021.15%+2
Accenture plc0600+600000.15%0
ONEOK, Inc(OKE)21,78221,7820221.57%0
Darden Resturants Inc(DRI)2,8503,550+700010.47%0
CISCO Systems Inc(CSCO)27,30027,3000121.16%0
The Blackstone Group(BX)15,05514,205-850221.75%0
Enterprise Products Partners L(EPD)60,10760,1070221.35%0
Boeing Company Inc(BA)04,695+4,695010.59%+1
Honeywell International Inc(HON)4,8454,865+20110.79%0
Deere & Company(DE)3,8734,023+150221.22%0
Automatic Data Processing Inc5,2605,2600121.10%0
Paccar Inc(PCAR)5,0605,605+545010.42%0
salesforce.com inc(CRM)1,1301,1300000.27%0
Bristol-Myers Squibb Company(BMY)13,55013,5500110.55%0
Costco Wholesale Corp2,0002,0000221.31%0
International Paper Company(IP)10,57510,5750110.41%0
AT&T Inc(T)32,20233,202+1,000110.54%0
Chevron Corporation(CVX)015,230+15,230021.58%+2
Clorox Corp(CLX)1,5151,705+190000.20%0
American Express Co(AXP)1,0001,0000000.21%0
United Parcel Service Class B(UPS)6,3607,050+690110.64%0
Sempra Energy(SRE)2,4602,585+125000.16%0
Stryker Corporation(SYK)715765+50000.20%0
Intuit Inc(INTU)1,3601,3600110.61%0
RTX Corporation(RTX)3,0053,205+200000.27%0
Atmos Energy Corporation(ATO)1,9551,975+20000.20%0
Check Point Software Technolog1,0401,100+60000.15%0
Diageo PLC ADR(DEO)2,8153,140+325000.29%0
OGE Energy Corporation(OGE)6,4356,4350000.19%0
Philip Morris International(PM)3,0003,0000000.26%-0
The Hershey Company(HSY)1,8052,020+215000.24%-0
Alphabet Inc Class C(GOOG)04,890+4,890010.67%+1
Corteva, Inc(CTVA)4,2234,248+25000.17%-0
WEC Energy Group Inc(WEC)2,5652,5650000.17%-0
Abbott Laboratories Inc8,2858,2850110.67%-0
International Business Machine(IBM)6,3356,3350111.00%-0
Dominion Energy Inc(D)4,1204,245+125000.16%-0
Yum! Brands Inc(YUM)1,5001,5000000.14%-0
Meta Platforms Inc(META)5,9505,800-150332.43%-0
Black Hills Corporation5,2655,2650000.22%-0
Sanofi ADR(SNY)4,1004,600+500000.16%-0
Prudential Financial Inc(PFH)5,7455,7450110.49%-0
Royal Bank of Canada(RY)4,0004,0000000.35%-0
Becton Dickenson & Company Inc(BDX)2,2202,280+60110.37%-0
Duke Energy Corporation(DUK)4,5404,640+100110.36%-0
General Dynamics Corporation(GD)1,4901,620+130000.31%-0
Illinois Tool Works Inc(ITW)2,9402,9400110.53%-0
Smith & Nephew plc(SNN)8,0759,175+1,100000.16%-0
Pfizer Inc(PFE)14,67515,025+350000.29%-0
Washington Federal Inc(WAFD)10,00010,0000000.23%-0
NextEra Energy Partners(XIFR)11,07515,575+4,500000.20%-0
American Water Works Company I1,6451,660+15000.15%-0
NVIDIA Corp(NVDA)028,940+28,940042.78%+4
Skyworks Solutions Inc(SWKS)3,5153,5150000.22%-0
Procter & Gamble Co(PG)6,6506,6500110.80%-0
AbbVie(ABBV)2,0002,0000000.25%-0
BHP Group Ltd8,1509,500+1,350100.33%-0
Southern Company(SO)5,4055,4050000.32%-0
3M Company(MMM)5,5805,5800110.52%-0
Berkshire Hathaway Inc2,8352,785-50110.90%-0
Consolidated Edison Inc(ED)3,1353,160+25000.20%-0
DuPont de Nemours, Inc.(DD)3,3733,3730000.18%-0
Starbucks Corporation(SBUX)7,7457,770+25110.51%-0
General Mills Inc(GIS)4,6454,6450000.21%-0
ConocoPhillips(COP)010,185+10,185010.72%+1
Nestle S A ADR2,9303,005+75000.18%-0
American Electric Power Inc4,9004,9000100.32%-0
Norfolk Southern Corporation(NSC)4,0454,0450110.68%-0
Oracle Corporation(ORCL)11,04510,960-85221.31%-0
Pepsico Inc(PEP)5,5655,830+265110.64%-0
Weyerhauser Company(WY)11,06511,230+165000.23%-0
Linde plc(LIN)1,1001,105+5100.33%-0
Target Corporation(TGT)3,0003,0000000.29%-0
Novartis AG(NVS)4,1304,155+25000.29%-0
Huntington Ingalls Industries(HII)1,2951,430+135000.19%-0
Lowe's Companies Inc(LOW)3,1003,1000110.55%-0
Medtronic PLC(MDT)8,0108,035+25110.46%-0
McDonalds Corporation(MCD)6,5906,640+50221.38%-0
Qualcomm Inc(QCOM)05,270+5,270010.58%+1
Adobe Systems Inc(ADBE)1,3651,380+15110.44%-0
Intel Corporation(INTC)028,979+28,979010.42%+1
The Coca-Cola Company(KO)11,13511,185+50110.50%-0
Colgate-Palmolive Company(CL)8,1658,115-50110.53%-0
NextEra Energy Inc(NEE)8,5858,5850110.44%-0
Verizon Communications(VZ)22,60022,610+10110.65%-0
Seagate Technology
ORD SHS
5,2155,315+100100.33%-0
Mondelez International Inc(MDLZ)8,1308,1300100.35%-0
Warner Brother's Discovery(WBD)14,5780-14,57800-0
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