Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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. (CIK 1975730) reported $147.1M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($9.3M, 6.34%), MSFT ($8.7M, 5.94%), NVDA ($4.4M, 3.02%), JPM ($4.0M, 2.71%), LLY ($3.9M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $9.3M | 6.34% | 36,735 | Trimmed |
| 2 | MSFT | Microsoft Corporation | $8.7M | 5.94% | 23,620 | Trimmed |
| 3 | NVDA | NVIDIA Corp | $4.4M | 3.02% | 25,460 | Trimmed |
| 4 | JPM | J P Morgan Chase & Company | $4.0M | 2.71% | 13,570 | Trimmed |
| 5 | LLY | Eli Lilly & Company | $3.9M | 2.66% | 4,256 | Trimmed |
| 6 | WMT | Wal-Mart Stores Inc | $3.7M | 2.55% | 30,150 | Trimmed |
| 7 | AMZN | Amazon.Com Inc | $3.7M | 2.54% | 17,927 | Trimmed |
| 8 | WMB | Williams Companies Inc | $3.7M | 2.49% | 50,294 | Trimmed |
| 9 | GOOGL | Alphabet Inc Class A | $3.6M | 2.47% | 12,635 | Added |
| 10 | JNJ | Johnson & Johnson | $3.4M | 2.32% | 13,955 | Trimmed |
| 11 | CAT | Caterpillar Inc | $3.3M | 2.24% | 4,651 | Trimmed |
| 12 | GS | Goldman Sachs Group Inc | $3.2M | 2.18% | 3,795 | Trimmed |
| 13 | XOM | Exxon Mobil Corporation | $3.2M | 2.18% | 18,880 | Trimmed |
| 14 | AMGN | AMGEN Inc | $3.2M | 2.15% | 8,980 | Trimmed |
| 15 | META | Meta Platforms Inc | $3.0M | 2.06% | 5,286 | Trimmed |
| 16 | KMI | Kinder Morgan Inc | $3.0M | 2.05% | 89,740 | Trimmed |
| 17 | CVX | Chevron Corporation | $2.9M | 2.00% | 14,210 | Trimmed |
| 18 | HD | Home Depot Inc | $2.7M | 1.87% | 8,344 | Trimmed |
| 19 | BLK | Blackrock Inc | $2.4M | 1.61% | 2,457 | Trimmed |
| 20 | STX | Seagate Technology | $2.3M | 1.57% | 5,910 | Trimmed |
| 21 | DE | Deere & Company | $2.1M | 1.43% | 3,728 | Trimmed |
| 22 | EPD | Enterprise Products Partners L | $2.1M | 1.42% | 55,037 | Trimmed |
| 23 | UNH | UnitedHealth Group Inc | $2.0M | 1.37% | 7,438 | Trimmed |
| 24 | COST | Costco Wholesale Corp | $2.0M | 1.36% | 2,005 | Hold |
| 25 | MCD | McDonalds Corporation | $2.0M | 1.33% | 6,295 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31