Pinnacle West Asset Management, Inc.

CIK 0001975730 • 6 13F filings • May 7, 2025 – Aug 12, 2026

Import this data to Google Sheets with:

=jivedata("pinnacle-west-asset-management-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Pinnacle West Asset Management, Inc., Chief Compliance Officer
Address: P.O. BOX 51407, CASPER, WY, 82605
Phone: 307-235-3300
AUM: $154K

AUM over time

$145K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $154K114 positionsView on SEC.gov

			% of Portfolio
3M Company	COM	$883	0.6%Prev: 0.6%	5,515 SH	Increased-60 SH
Abbott Laboratories Inc	COM	$1K	0.7%Prev: 0.7%	8,165 SH	Decreased-150 SH
AbbVie	COM	$457	0.3%Prev: 0.3%	2,000 SH	Decreased
Adobe Systems Inc	COM	$482	0.3%Prev: 0.3%	1,378 SH	Decreased-35 SH
AFLAC Inc	COM	$846	0.5%Prev: 0.6%	7,675 SH	Decreased-225 SH
Alphabet Inc Class A	COM	$4K	2.6%Prev: 2.0%	12,605 SH	Increased-375 SH
Alphabet Inc Class C	COM	$1K	1.0%Prev: 0.7%	4,670 SH	Increased-10 SH
Amazon.Com Inc	COM	$4K	2.9%Prev: 2.8%	19,070 SH	Increased-375 SH
American Electric Power Inc	COM	$551	0.4%Prev: 0.4%	4,775 SH	Increased-75 SH
American Express Co	COM	$370	0.2%Prev: 0.2%	1,000 SH	Increased
American Water Works Company I	COM	$213	0.1%Prev: 0.1%	1,635 SH	Decreased-25 SH
AMGEN Inc	COM	$3K	2.0%Prev: 1.8%	9,540 SH	Increased-110 SH
Apple Inc	COM	$10K	6.6%Prev: 6.3%	37,505 SH	Increased-640 SH
Archer Daniels Midland Co	COM	$212	0.1%Prev: 0.1%	3,680 SH	Decreased-125 SH
AT&T Inc	COM	$814	0.5%Prev: 0.6%	32,789 SH	Decreased-300 SH
Atmos Energy Corporation	COM	$333	0.2%Prev: 0.2%	1,985 SH	Decreased
Automatic Data Processing Inc	COM	$1K	0.9%Prev: 1.0%	5,177 SH	Decreased-43 SH
Bank of America Corp	COM	$309	0.2%Prev: 0.2%	5,625 SH	Increased-75 SH
Becton Dickenson & Company Inc	COM	$494	0.3%Prev: 0.3%	2,545 SH	Increased+110 SH
Berkshire Hathaway Inc	COM	$1K	0.9%Prev: 0.9%	2,710 SH	Decreased-50 SH
BHP Group Ltd	COM	$566	0.4%Prev: 0.3%	9,375 SH	Increased-100 SH
Black Hills Corporation	COM	$356	0.2%Prev: 0.2%	5,130 SH	Increased-75 SH
Blackrock Inc	COM	$3K	1.8%Prev: 2.0%	2,580 SH	Decreased-32 SH
Boeing Company Inc	COM	$1K	0.7%Prev: 0.7%	4,665 SH	Decreased-60 SH
Bristol-Myers Squibb Company	COM	$774	0.5%Prev: 0.4%	14,350 SH	Increased+300 SH
Caterpillar Inc	COM	$3K	1.8%Prev: 1.5%	4,811 SH	Increased-75 SH
CH Robinson Worldwide Inc	COM	$241	0.2%	1,500 SH	New
Check Point Software Technolog	COM	$239	0.2%Prev: 0.2%	1,290 SH	Decreased+35 SH
Chevron Corporation	COM	$2K	1.5%Prev: 1.6%	15,140 SH	Decreased-275 SH
CISCO Systems Inc	COM	$2K	1.3%Prev: 1.2%	26,400 SH	Increased-875 SH
Colgate-Palmolive Company	COM	$635	0.4%Prev: 0.4%	8,035 SH	Decreased-75 SH
ConocoPhillips	COM	$985	0.6%Prev: 0.6%	10,525 SH	Decreased+75 SH
Consolidated Edison Inc	COM	$303	0.2%Prev: 0.2%	3,050 SH	Decreased-75 SH
Corteva, Inc	COM	$282	0.2%Prev: 0.2%	4,200 SH	Decreased-50 SH
Costco Wholesale Corp	COM	$2K	1.1%Prev: 1.2%	2,005 SH	Decreased
Danaher Corporation	COM	$579	0.4%Prev: 0.3%	2,530 SH	Increased
Darden Resturants Inc	COM	$701	0.5%Prev: 0.5%	3,810 SH	Decreased
Deere & Company	COM	$2K	1.2%Prev: 1.2%	3,888 SH	Increased-50 SH
Dell Computer Corp	COM	$223	0.1%Prev: 0.2%	1,775 SH	Decreased+75 SH
Diageo PLC ADR	COM	$281	0.2%Prev: 0.2%	3,255 SH	Decreased-10 SH
Dominion Energy Inc	COM	$243	0.2%Prev: 0.2%	4,145 SH	Decreased-125 SH
Duke Energy Corporation	COM	$540	0.4%Prev: 0.4%	4,605 SH	Decreased-50 SH
Eli Lilly & Company	COM	$5K	3.1%Prev: 2.2%	4,381 SH	Increased-40 SH
Enterprise Products Partners L	COM	$2K	1.2%Prev: 1.2%	58,537 SH	Increased-1,423 SH
Exxon Mobil Corporation	COM	$2K	1.6%Prev: 1.5%	20,105 SH	Increased-250 SH
Fastenal Company	COM	$322	0.2%Prev: 0.2%	8,025 SH	Decreased+250 SH
General Dynamics Corporation	COM	$544	0.4%Prev: 0.4%	1,615 SH	Decreased-25 SH
General Mills Inc	COM	$213	0.1%Prev: 0.2%	4,580 SH	Decreased-25 SH
Genuine Parts Company	COM	$901	0.6%Prev: 0.7%	7,325 SH	Decreased-125 SH
Goldman Sachs Group Inc	COM	$4K	2.3%Prev: 2.1%	3,995 SH	Increased-60 SH
Home Depot Inc	COM	$3K	2.0%Prev: 2.3%	8,760 SH	Decreased-125 SH
Honeywell International Inc	COM	$911	0.6%Prev: 0.6%	4,670 SH	Decreased-50 SH
Huntington Ingalls Industries	COM	$503	0.3%Prev: 0.3%	1,480 SH	Increased-25 SH
Illinois Tool Works Inc	COM	$708	0.5%Prev: 0.5%	2,875 SH	Decreased-60 SH
Intel Corporation	COM	$1K	0.7%Prev: 0.6%	28,054 SH	Increased-350 SH
International Business Machine	COM	$2K	1.2%Prev: 1.1%	6,122 SH	Increased-143 SH
International Paper Company	COM	$400	0.3%Prev: 0.3%	10,155 SH	Decreased-175 SH
Intuit Inc	COM	$886	0.6%Prev: 0.6%	1,338 SH	Decreased-27 SH
J P Morgan Chase & Company	COM	$5K	3.0%Prev: 3.0%	14,100 SH	Decreased-390 SH
Johnson & Johnson	COM	$3K	2.0%Prev: 1.8%	14,660 SH	Increased-300 SH
Kinder Morgan Inc	COM	$3K	1.7%Prev: 1.8%	94,268 SH	Decreased-1,950 SH
Linde plc	COM	$461	0.3%Prev: 0.3%	1,080 SH	Decreased-15 SH
Lockheed Martin Company	COM	$647	0.4%Prev: 0.4%	1,338 SH	Decreased-25 SH
Lowe's Companies Inc	COM	$748	0.5%Prev: 0.5%	3,100 SH	Decreased
McDonalds Corporation	COM	$2K	1.3%Prev: 1.3%	6,530 SH	Decreased-90 SH
Medtronic PLC	COM	$774	0.5%Prev: 0.5%	8,055 SH	Decreased-100 SH
Merck & Company Inc	COM	$1K	0.7%Prev: 0.5%	9,745 SH	Increased+100 SH
Meta Platforms Inc	COM	$4K	2.3%Prev: 2.6%	5,438 SH	Decreased-122 SH
Microsoft Corporation	COM	$12K	7.6%Prev: 8.2%	24,085 SH	Decreased-225 SH
Mondelez International Inc	COM	$429	0.3%Prev: 0.3%	7,970 SH	Decreased-125 SH
Nestle S A ADR	COM	$293	0.2%Prev: 0.2%	2,970 SH	Increased-75 SH
NextEra Energy Inc	COM	$664	0.4%Prev: 0.4%	8,275 SH	Increased-100 SH
Norfolk Southern Corporation	COM	$1K	0.7%Prev: 0.8%	3,940 SH	Decreased-95 SH
Novartis AG	COM	$589	0.4%Prev: 0.4%	4,270 SH	Increased-100 SH
NVIDIA Corp	COM	$5K	3.3%Prev: 3.4%	27,020 SH	Decreased-1,050 SH
OGE Energy Corporation	COM	$266	0.2%Prev: 0.2%	6,225 SH	Decreased-150 SH
ONEOK, Inc	COM	$2K	1.0%Prev: 1.0%	21,042 SH	Decreased-850 SH
Oracle Corporation	COM	$2K	1.3%Prev: 2.0%	10,635 SH	Decreased-225 SH
Paccar Inc	COM	$643	0.4%Prev: 0.4%	5,870 SH	Increased-50 SH
Pepsico Inc	COM	$857	0.6%Prev: 0.5%	5,970 SH	Increased-75 SH
Pfizer Inc	COM	$403	0.3%Prev: 0.3%	16,183 SH	Decreased+225 SH
Philip Morris International	COM	$481	0.3%Prev: 0.3%	3,000 SH	Decreased
Procter & Gamble Co	COM	$919	0.6%Prev: 0.6%	6,410 SH	Decreased-100 SH
Prudential Financial Inc	COM	$636	0.4%Prev: 0.4%	5,630 SH	Increased-100 SH
Qualcomm Inc	COM	$891	0.6%Prev: 0.6%	5,210 SH	Increased-75 SH
Royal Bank of Canada	COM	$682	0.4%Prev: 0.4%	4,000 SH	Increased
RTX Corporation	COM	$580	0.4%Prev: 0.4%	3,165 SH	Increased-100 SH
salesforce.com inc	COM	$314	0.2%Prev: 0.2%	1,185 SH	Increased-45 SH
Sanofi ADR	COM	$299	0.2%Prev: 0.2%	6,175 SH	Increased+425 SH
Seagate Technology	COM	$2K	1.1%Prev: 0.9%	6,095 SH	Increased-50 SH
Sempra Energy	COM	$229	0.1%Prev: 0.2%	2,595 SH	Decreased-25 SH
Siemens AG	COM	$273	0.2%Prev: 0.2%	1,950 SH	Increased
Skyworks Solutions Inc	COM	$238	0.2%Prev: 0.2%	3,760 SH	Decreased-100 SH
Smith & Nephew plc	COM	$376	0.2%Prev: 0.3%	11,465 SH	Decreased+150 SH
Southern Company	COM	$463	0.3%Prev: 0.3%	5,310 SH	Decreased-100 SH
Starbucks Corporation	COM	$646	0.4%Prev: 0.4%	7,670 SH	Decreased-75 SH
Stryker Corporation	COM	$364	0.2%Prev: 0.2%	1,035 SH	Increased+55 SH
Target Corporation	COM	$293	0.2%Prev: 0.2%	3,000 SH	Increased
Texas Instruments Inc	COM	$1K	0.8%Prev: 0.9%	7,337 SH	Decreased-193 SH
The Blackstone Group	COM	$2K	1.2%Prev: 1.4%	12,010 SH	Decreased-605 SH
The Coca-Cola Company	COM	$782	0.5%Prev: 0.5%	11,190 SH	Increased-75 SH
The Hershey Company	COM	$370	0.2%Prev: 0.2%	2,035 SH	Decreased-10 SH
The Walt Disney Company	COM	$2K	1.0%Prev: 1.1%	14,060 SH	Decreased-225 SH
Union Pacific Corporation	COM	$2K	1.1%Prev: 1.2%	7,555 SH	Decreased-75 SH
United Parcel Service Class B	COM	$854	0.6%Prev: 0.5%	8,610 SH	Increased-50 SH
UnitedHealth Group Inc	COM	$2K	1.6%Prev: 1.7%	7,558 SH	Decreased+90 SH
Verizon Communications	COM	$911	0.6%Prev: 0.6%	22,360 SH	Decreased-225 SH
Visa Inc Class A	COM	$2K	1.2%Prev: 1.2%	5,257 SH	Increased-43 SH
Wal-Mart Stores Inc	COM	$4K	2.3%Prev: 2.1%	31,625 SH	Increased-325 SH
Washington Federal Inc	COM	$320	0.2%Prev: 0.2%	10,000 SH	Increased
Waste Management Inc.	COM	$347	0.2%Prev: 0.2%	1,580 SH	Decreased-10 SH
WEC Energy Group Inc	COM	$272	0.2%Prev: 0.2%	2,580 SH	Decreased
Weyerhauser Company	COM	$260	0.2%Prev: 0.2%	10,990 SH	Decreased-250 SH
Williams Companies Inc	COM	$3K	2.1%Prev: 2.2%	53,044 SH	Decreased-1,500 SH

Sold (vs prior filing)

Clorox Corp — $219
DuPont de Nemours, Inc. — $236
Eversource Energy — $205

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001975730-26-000002	$154K	View
Nov 5, 2025	Q3 2025	13F-HR	0001975730-25-000009	$154K	View
Aug 12, 2026	Q2 2026