Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Pinnacle West Asset Management, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Pinnacle West Asset Management, Inc. (CIK 1975730) reported $144.7M across 104 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($5.8M, 3.99%), STX ($5.6M, 3.87%), NVDA ($5.1M, 3.53%), CAT ($4.9M, 3.37%), GOOGL ($4.5M, 3.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLApple Inc$5.8M3.99%19,935Trimmed
2STXSeagate Technology$5.6M3.87%5,810Trimmed
3NVDANVIDIA Corp$5.1M3.53%25,515Added
4CATCaterpillar Inc$4.9M3.37%4,586Trimmed
5GOOGLAlphabet Inc Class A$4.5M3.11%12,610Trimmed
6JPMJ P Morgan Chase & Company$4.4M3.07%13,570Hold
7AMZNAmazon.Com Inc$4.3M2.94%17,857Trimmed
8MSFTMicrosoft Corporation$4.1M2.83%10,975Trimmed
9GSGoldman Sachs Group Inc$3.8M2.65%3,795Hold
10WMBWilliams Companies Inc$3.7M2.58%50,294Hold
11JNJJohnson & Johnson$3.5M2.39%13,605Trimmed
12WMTWal-Mart Stores Inc$3.4M2.34%29,950Trimmed
13INTCIntel Corporation$3.4M2.33%24,154Trimmed
14AMGNAMGEN Inc$3.2M2.21%8,815Trimmed
15UNHUnitedHealth Group Inc$3.0M2.11%7,338Trimmed
16METAMeta Platforms Inc$3.0M2.06%5,286Hold
17HDHome Depot Inc$2.9M2.03%8,349Added
18KMIKinder Morgan Inc$2.9M1.98%89,740Hold
19CSCOCISCO Systems Inc$2.9M1.97%24,275Trimmed
20LLYEli Lilly & Company$2.7M1.84%2,221Trimmed
21XOMExxonMobil Holdings Corp$2.5M1.76%18,630Trimmed
22BLKBlackrock Inc$2.4M1.63%2,458Added
23DEDeere & Company$2.3M1.62%3,688Trimmed
24CVXChevron Corporation$2.3M1.61%14,090Trimmed
25TXNTexas Instruments Inc$2.2M1.49%7,225Hold

Source: SEC Form 13F filings · as of 2026-06-30