Holdings of Pinnacle West Asset Management, Inc.
109 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 34 % of the equity sleeve
Sector breakdown
- Technology 22.4 %
- Health care 12.9 %
- Industrials 11.5 %
- Energy 9.3 %
- Financials 9.3 %
- Consumer staples 7.9 %
- Communication 7.8 %
- Consumer discretionary 7.7 %
- Utilities 2.9 %
- Materials 1.1 %
- Unattributed 7.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 98.5 %
- AU 0.5 %
- GB 0.4 %
- FR 0.2 %
- CH 0.2 %
- DE 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 103 | 140.7K $ | 98.54 % |
| 2 | AU | 1 | 662 $ | 0.46 % |
| 3 | GB | 2 | 595 $ | 0.42 % |
| 4 | FR | 1 | 306 $ | 0.21 % |
| 5 | CH | 1 | 289 $ | 0.20 % |
| 6 | DE | 1 | 235 $ | 0.16 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Apple Inc | 36,735 | 9.3K $ | |
| 2 | Microsoft Corp | 23,620 | 8.7K $ | |
| 3 | NVIDIA Corp | 25,460 | 4.4K $ | |
| 4 | JPMorgan Chase & Co | 13,570 | 4K $ | |
| 5 | Eli Lilly & Co | 4,256 | 3.9K $ | |
| 6 | Walmart Inc | 30,150 | 3.7K $ | |
| 7 | Amazon.com Inc | 17,927 | 3.7K $ | |
| 8 | Williams Cos Inc/The | 50,294 | 3.7K $ | |
| 9 | Alphabet Inc | 12,635 | 3.6K $ | |
| 10 | Johnson & Johnson | 13,955 | 3.4K $ | |
| 11 | Caterpillar Inc | 4,651 | 3.3K $ | |
| 12 | Goldman Sachs Group Inc/The | 3,795 | 3.2K $ | |
| 13 | Exxon Mobil Corp | 18,880 | 3.2K $ | |
| 14 | Amgen Inc | 8,980 | 3.2K $ | |
| 15 | Meta Platforms Inc | 5,286 | 3K $ | |
| 16 | Kinder Morgan, Inc. | 89,740 | 3K $ | |
| 17 | Chevron Corp | 14,210 | 2.9K $ | |
| 18 | Home Depot Inc/The | 8,344 | 2.7K $ | |
| 19 | BlackRock, Inc. | 2,457 | 2.4K $ | |
| 20 | Deere & Co | 3,728 | 2.1K $ | |
| 21 | Enterprise Products Partners LP | 55,037 | 2.1K $ | |
| 22 | UnitedHealth Group Inc | 7,438 | 2K $ | |
| 23 | Costco Wholesale Corp | 2,005 | 2K $ | |
| 24 | McDonald's Corp. | 6,295 | 2K $ | |
| 25 | ONEOK Inc | 21,093 | 1.9K $ | |
| 26 | Cisco Systems, Inc. | 24,475 | 1.9K $ | |
| 27 | Union Pacific Corp | 7,430 | 1.8K $ | |
| 28 | Oracle Corp | 10,485 | 1.5K $ | |
| 29 | Visa Inc | 5,070 | 1.5K $ | |
| 30 | International Business Machines Corp. | 5,940 | 1.4K $ | |
| 31 | Texas Instruments Inc | 7,225 | 1.4K $ | |
| 32 | Blackstone Inc | 11,543 | 1.3K $ | |
| 33 | ConocoPhillips | 10,025 | 1.3K $ | |
| 34 | Walt Disney Co/The | 13,460 | 1.3K $ | |
| 35 | Berkshire Hathaway Inc | 2,615 | 1.3K $ | |
| 36 | Merck & Co Inc | 9,470 | 1.1K $ | |
| 37 | Alphabet Inc | 3,870 | 1.1K $ | |
| 38 | Intel Corp | 24,779 | 1.1K $ | |
| 39 | Norfolk Southern Corp | 3,790 | 1.1K $ | |
| 40 | Verizon Communications Inc | 21,510 | 1.1K $ | |
| 41 | Automatic Data Processing Inc | 4,990 | 1K $ | |
| 42 | AT&T Inc | 32,039 | 929 $ | |
| 43 | Boeing Co/The | 4,640 | 923 $ | |
| 44 | PepsiCo Inc | 5,870 | 912 $ | |
| 45 | Procter & Gamble Co/The | 6,185 | 893 $ | |
| 46 | Bristol-Myers Squibb Co | 14,400 | 873 $ | |
| 47 | United Parcel Service Inc | 8,635 | 850 $ | |
| 48 | Coca-Cola Co/The | 11,040 | 840 $ | |
| 49 | Abbott Laboratories | 8,050 | 826 $ | |
| 50 | Aflac Inc | 7,450 | 817 $ | |
| 51 | Lockheed Martin Corp | 1,278 | 772 $ | |
| 52 | Genuine Parts Co | 7,175 | 759 $ | |
| 53 | NextEra Energy Inc | 8,095 | 752 $ | |
| 54 | 3M Co | 5,090 | 739 $ | |
| 55 | Darden Restaurants Inc | 3,737 | 733 $ | |
| 56 | Lowe's Cos Inc | 3,100 | 732 $ | |
| 57 | Illinois Tool Works Inc | 2,795 | 728 $ | |
| 58 | Colgate-Palmolive Co | 7,935 | 676 $ | |
| 59 | PACCAR Inc | 5,820 | 672 $ | |
| 60 | Starbucks Corp | 7,410 | 664 $ | |
| 61 | BHP Group Ltd | 9,100 | 662 $ | |
| 62 | QUALCOMM Inc | 5,085 | 655 $ | |
| 63 | Novartis AG | 4,155 | 635 $ | |
| 64 | American Electric Power Co Inc | 4,665 | 611 $ | |
| 65 | RTX Corp | 3,065 | 591 $ | |
| 66 | Duke Energy Corp | 4,495 | 589 $ | |
| 67 | Intuit Inc | 1,350 | 584 $ | |
| 68 | General Dynamics Corp | 1,575 | 541 $ | |
| 69 | Prudential Financial, Inc. | 5,530 | 540 $ | |
| 70 | Huntington Ingalls Industries, Inc. | 1,415 | 538 $ | |
| 71 | Philip Morris International Inc. | 3,000 | 496 $ | |
| 72 | Southern Co/The | 5,125 | 495 $ | |
| 73 | Danaher Corp | 2,455 | 465 $ | |
| 74 | Pfizer Inc | 16,158 | 454 $ | |
| 75 | Mondelez International Inc | 7,845 | 452 $ | |
| 76 | AbbVie Inc | 2,000 | 435 $ | |
| 77 | Fastenal Co | 8,760 | 406 $ | |
| 78 | Hershey Co/The | 1,950 | 405 $ | |
| 79 | Becton Dickinson & Co | 2,545 | 400 $ | |
| 80 | Target Corp | 3,000 | 364 $ | |
| 81 | Waste Management Inc | 1,550 | 356 $ | |
| 82 | Smith & Nephew PLC | 11,090 | 352 $ | |
| 83 | International Paper Co | 9,700 | 346 $ | |
| 84 | Corteva Inc | 4,125 | 345 $ | |
| 85 | Black Hills Corp | 4,950 | 344 $ | |
| 86 | Adobe Inc | 1,401 | 341 $ | |
| 87 | Atmos Energy Corp | 1,845 | 341 $ | |
| 88 | Dell Technologies Inc | 2,075 | 341 $ | |
| 89 | Consolidated Edison Inc | 2,940 | 333 $ | |
| 90 | Stryker Corp | 1,010 | 332 $ | |
| 91 | Bank of America Corp | 6,465 | 315 $ | |
| 92 | WaFd Inc | 10,000 | 314 $ | |
| 93 | Sanofi SA | 6,350 | 306 $ | |
| 94 | American Express Co | 1,000 | 302 $ | |
| 95 | WEC Energy Group Inc | 2,520 | 292 $ | |
| 96 | OGE Energy Corp | 6,065 | 291 $ | |
| 97 | Nestle SA | 2,920 | 289 $ | |
| 98 | Archer-Daniels-Midland Co | 3,605 | 262 $ | |
| 99 | Weyerhaeuser Co | 10,565 | 258 $ | |
| 100 | Dominion Energy Inc | 4,100 | 253 $ | |