Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $5.77K | 4.0% |
| Seagate TechnologyCOM | COM | $5.61K | 3.9% |
| Nvidia Corp.COM | COM | $5.11K | 3.5% |
| Caterpillar Inc.COM | COM | $4.88K | 3.4% |
| Alphabet Inc. Class ACOM | COM | $4.51K | 3.1% |
| J P Morgan Chase & CompanyCOM | COM | $4.44K | 3.1% |
| Amazon.com Inc.COM | COM | $4.26K | 2.9% |
| Microsoft CorporationCOM | COM | $4.09K | 2.8% |
| Goldman Sachs Group Inc.COM | COM | $3.84K | 2.7% |
| Williams Companies Inc.COM | COM | $3.74K | 2.6% |
| Johnson & JohnsonCOM | COM | $3.46K | 2.4% |
| Wal-mart Stores Inc.COM | COM | $3.39K | 2.3% |
| Intel CorporationCOM | COM | $3.37K | 2.3% |
| Amgen Inc.COM | COM | $3.19K | 2.2% |
| Unitedhealth Group Inc.COM | COM | $3.05K | 2.1% |
| Meta Platforms Inc.COM | COM | $2.98K | 2.1% |
| Home Depot Inc.COM | COM | $2.95K | 2.0% |
| Kinder Morgan Inc.COM | COM | $2.87K | 2.0% |
| Cisco Systems Inc.COM | COM | $2.85K | 2.0% |
| Eli Lilly & CompanyCOM | COM | $2.66K | 1.8% |
| Exxonmobil Holdings Corp.COM | COM | $2.55K | 1.8% |
| Blackrock Inc.COM | COM | $2.36K | 1.6% |
| Deere & CompanyCOM | COM | $2.34K | 1.6% |
| Chevron CorporationCOM | COM | $2.34K | 1.6% |
| Texas Instruments Inc.COM | COM | $2.15K | 1.5% |
| Enterprise Products Partners LCOM | COM | $2.02K | 1.4% |
| Union Pacific CorporationCOM | COM | $2K | 1.4% |
| Oneok, Inc.COM | COM | $1.83K | 1.3% |
| Visa Inc. Class ACOM | COM | $1.72K | 1.2% |
| Mcdonalds CorporationCOM | COM | $1.7K | 1.2% |
| International Business MachineCOM | COM | $1.67K | 1.2% |
| Oracle CorporationCOM | COM | $1.51K | 1.0% |
| Alphabet Inc. Class CCOM | COM | $1.36K | 0.9% |
| The Blackstone GroupCOM | COM | $1.36K | 0.9% |
| Berkshire Hathaway Inc.COM | COM | $1.3K | 0.9% |
| The Walt Disney CompanyCOM | COM | $1.3K | 0.9% |
| Merck & Company Inc.COM | COM | $1.22K | 0.8% |
| Norfolk Southern CorporationCOM | COM | $1.18K | 0.8% |
| Automatic Data Processing Inc.COM | COM | $1.12K | 0.8% |
| ConocophillipsCOM | COM | $1.03K | 0.7% |
| Boeing Company Inc.COM | COM | $1K | 0.7% |
| Qualcomm Inc.COM | COM | $935 | 0.6% |
| United Parcel Service Class BCOM | COM | $928 | 0.6% |
| Dell Computer Corp.COM | COM | $913 | 0.6% |
| Verizon CommunicationsCOM | COM | $908 | 0.6% |
| Procter & Gamble CoCOM | COM | $907 | 0.6% |
| The Coca-cola CompanyCOM | COM | $897 | 0.6% |
| Aflac Inc.COM | COM | $874 | 0.6% |
| Genuine Parts CompanyCOM | COM | $839 | 0.6% |
| Bristol-myers Squibb CompanyCOM | COM | $830 | 0.6% |
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.9%
- Class
- COM
- Share
- 3.5%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- COM
- Share
- 2.9%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.7%
- Class
- COM
- Share
- 2.6%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 104 positions by value, with holdings of the same security combined. The 104 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1975730
- File number
- 028-23222
- Options
- 0 call, 0 put
- In the 25 largest
- 61.3%
- Prior quarter
- $147K at 31 March 2026
- Positions opened
- 2
- Positions closed
- 12
Common questions
What are Pinnacle West Asset Management’s 13F holdings worth?
$145 thousand across 104 positions for the quarter ended 30 June 2026.
What is Pinnacle West Asset Management’s largest 13F holding?
Apple Inc (COM) was the largest position at $5.77 thousand, or 4.0% of reported 13F value, as of 30 June 2026.
How concentrated is Pinnacle West Asset Management’s 13F portfolio?
The ten largest positions accounted for 32.0% of reported value and the twenty-five largest for 61.3%, across 104 positions as of 30 June 2026.
Does Form 13F show everything Pinnacle West Asset Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Pinnacle West Asset Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.