Fund HoldingsPinnacle West Asset Management, Inc.

Total Portfolio Value
$153.9K
Total Bought
$889
Total Sold
$12.9K
Net Transaction
-$12.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Eli Lilly & Company(LLY)04,381+4,381053.06%+5
Alphabet Inc Class A(GOOG)12,98012,605-375342.56%+1
Apple Inc(AAPL)38,14537,505-64010106.62%0
Caterpillar Inc(CAT)4,8864,811-75231.79%0
AMGEN Inc(AMGN)9,6509,540-110332.03%0
Alphabet Inc Class C(GOOG)4,6804,670-10110.95%0
Goldman Sachs Group Inc(GS)4,0553,995-60342.28%0
Johnson & Johnson(JNJ)14,96014,660-300331.97%0
CH Robinson Worldwide Inc01,500+1,500000.16%0
Wal-Mart Stores Inc(WMT)31,95031,625-325342.29%0
Seagate Technology
ORD SHS
6,1456,095-50121.09%0
Merck & Company Inc(MRK)9,6459,745+100110.67%0
CISCO Systems Inc(CSCO)27,27526,400-875221.32%0
Bristol-Myers Squibb Company(BMY)14,05014,350+300110.50%0
Amazon.Com Inc(AMZN)19,44519,070-375442.86%0
United Parcel Service Class B(UPS)8,6608,610-50110.55%0
Exxon Mobil Corporation20,35520,105-250221.57%0
Royal Bank of Canada(RY)4,0004,0000110.44%0
Intel Corporation(INTC)28,40428,054-350110.67%0
Danaher Corporation(DHR)2,5302,5300110.38%0
Huntington Ingalls Industries(HII)1,5051,480-25010.33%0
Paccar Inc(PCAR)5,9205,870-50110.42%0
International Business Machine(IBM)06,122+6,122021.18%+2
Prudential Financial Inc(PFH)5,7305,630-100110.41%0
American Express Co(AXP)1,0001,0000000.24%0
BHP Group Ltd9,4759,375-100110.37%0
Becton Dickenson & Company Inc(BDX)2,4352,545+110000.32%0
Black Hills Corporation5,2055,130-75000.23%0
The Coca-Cola Company(KO)11,26511,190-75110.51%0
Visa Inc Class A(V)05,257+5,257021.20%+2
RTX Corporation(RTX)3,2653,165-100110.38%0
NextEra Energy Inc(NEE)8,3758,275-100110.43%0
Novartis AG(NVS)4,3704,270-100110.38%0
Sanofi ADR(SNY)5,7506,175+425000.19%0
Target Corporation(TGT)3,0003,0000000.19%0
salesforce.com inc(CRM)1,2301,185-45000.20%0
3M Company(MMM)5,5755,515-60110.57%0
Washington Federal Inc(WAFD)10,00010,0000000.21%0
Bank of America Corp5,7005,625-75000.20%0
Nestle S A ADR3,0452,970-75000.19%0
Qualcomm Inc(QCOM)5,2855,210-75110.58%0
Siemens AG1,9501,9500000.18%0
Deere & Company(DE)03,888+3,888021.18%+2
Pepsico Inc(PEP)6,0455,970-75110.56%0
American Electric Power Inc4,8504,775-75110.36%0
Enterprise Products Partners L(EPD)59,96058,537-1,423221.22%0
Stryker Corporation(SYK)9801,035+55000.24%0
ConocoPhillips(COP)10,45010,525+75110.64%-0
Medtronic PLC(MDT)8,1558,055-100110.50%-0
Pfizer Inc(PFE)15,95816,183+225000.26%-0
Waste Management Inc.(WM)1,5901,580-10000.23%-0
Corteva, Inc(CTVA)4,2504,200-50000.18%-0
AbbVie(ABBV)2,0002,0000000.30%-0
Atmos Energy Corporation(ATO)1,9851,9850000.22%-0
Philip Morris International(PM)03,000+3,000000.31%0
Boeing Company Inc(BA)4,7254,665-60110.66%-0
Sempra Energy(SRE)2,6202,595-25000.15%-0
Starbucks Corporation(SBUX)7,7457,670-75110.42%-0
Consolidated Edison Inc(ED)3,1253,050-75000.20%-0
Colgate-Palmolive Company(CL)08,035+8,035010.41%+1
The Hershey Company(HSY)2,0452,035-10000.24%-0
Archer Daniels Midland Co3,8053,680-125000.14%-0
General Dynamics Corporation(GD)1,6401,615-25110.35%-0
Adobe Systems Inc(ADBE)1,4131,378-35000.31%-0
McDonalds Corporation(MCD)6,6206,530-90221.30%-0
American Water Works Company I1,6601,635-25000.14%-0
Dell Computer Corp(DELL)1,7001,775+75000.14%-0
Dominion Energy Inc(D)4,2704,145-125000.16%-0
General Mills Inc(GIS)4,6054,580-25000.14%-0
Weyerhauser Company(WY)11,24010,990-250000.17%-0
Check Point Software Technolog1,2551,290+35000.16%-0
Darden Resturants Inc(DRI)03,810+3,810010.46%+1
WEC Energy Group Inc(WEC)2,5802,5800000.18%-0
Berkshire Hathaway Inc2,7602,710-50110.88%-0
J P Morgan Chase & Company(JPM)14,49014,100-390552.95%-0
OGE Energy Corporation(OGE)6,3756,225-150000.17%-0
Diageo PLC ADR(DEO)3,2653,255-10000.18%-0
Lowe's Companies Inc(LOW)3,1003,1000110.49%-0
Lockheed Martin Company(LMT)1,3631,338-25110.42%-0
Smith & Nephew plc(SNN)11,31511,465+150000.24%-0
AFLAC Inc(AFL)7,9007,675-225110.55%-0
Duke Energy Corporation(DUK)4,6554,605-50110.35%-0
The Walt Disney Company(DIS)014,060+14,060021.04%+2
Intuit Inc(INTU)01,338+1,338010.58%+1
ONEOK, Inc(OKE)021,042+21,042021.00%+2
Southern Company(SO)5,4105,310-100100.30%-0
Union Pacific Corporation(UNP)7,6307,555-75221.14%-0
Illinois Tool Works Inc(ITW)2,9352,875-60110.46%-0
Fastenal Company(FAST)7,7758,025+250000.21%-0
Linde plc(LIN)1,0951,080-15100.30%-0
Skyworks Solutions Inc(SWKS)3,8603,760-100000.15%-0
Norfolk Southern Corporation(NSC)4,0353,940-95110.74%-0
Mondelez International Inc(MDLZ)8,0957,970-125100.28%-0
International Paper Company(IP)10,33010,155-175000.26%-0
Procter & Gamble Co(PG)6,5106,410-100110.60%-0
Verizon Communications(VZ)22,58522,360-225110.59%-0
Honeywell International Inc(HON)04,670+4,670010.59%+1
UnitedHealth Group Inc(UNH)7,4687,558+90321.62%-0
Chevron Corporation(CVX)15,41515,140-275221.50%-0
Abbott Laboratories Inc8,3158,165-150110.66%-0
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