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: $147K114 positionsView on SEC.gov

			% of Portfolio
3M Company	COM	$739	0.5%Prev: 0.6%	5,090 SH	Decreased-490 SH
Abbott Laboratories Inc	COM	$826	0.6%Prev: 0.8%	8,050 SH	Decreased-235 SH
AbbVie	COM	$435	0.3%Prev: 0.3%	2,000 SH	Increased
Adobe Systems Inc	COM	$341	0.2%Prev: 0.4%	1,401 SH	Decreased+1 SH
AFLAC Inc	COM	$817	0.6%Prev: 0.6%	7,450 SH	Decreased-570 SH
Alphabet Inc Class A	COM	$4K	2.5%Prev: 1.5%	12,635 SH	Increased-530 SH
Alphabet Inc Class C	COM	$1K	0.8%Prev: 0.5%	3,870 SH	Increased-890 SH
Amazon.Com Inc	COM	$4K	2.5%Prev: 2.7%	17,927 SH	Increased-1,553 SH
American Electric Power Inc	COM	$611	0.4%Prev: 0.4%	4,665 SH	Increased-235 SH
American Express Co	COM	$302	0.2%Prev: 0.2%	1,000 SH	Increased
American Water Works Company I	COM	$237	0.2%Prev: 0.2%	1,740 SH	Decreased+80 SH
AMGEN Inc	COM	$3K	2.1%Prev: 2.2%	8,980 SH	Increased-740 SH
Apple Inc	COM	$9K	6.3%Prev: 6.2%	36,735 SH	Increased-1,795 SH
Archer Daniels Midland Co	COM	$262	0.2%	3,605 SH	New
AT&T Inc	COM	$929	0.6%Prev: 0.7%	32,039 SH	Decreased-2,798 SH
Atmos Energy Corporation	COM	$341	0.2%Prev: 0.2%	1,845 SH	Increased-130 SH
Automatic Data Processing Inc	COM	$1K	0.7%Prev: 1.2%	4,990 SH	Decreased-270 SH
Bank of America Corp	COM	$315	0.2%	6,465 SH	New
Becton Dickenson & Company Inc	COM	$400	0.3%Prev: 0.4%	2,545 SH	Decreased+230 SH
Berkshire Hathaway Inc	COM	$1K	0.9%Prev: 1.1%	2,615 SH	Decreased-160 SH
BHP Group Ltd	COM	$662	0.4%Prev: 0.3%	9,100 SH	Increased-450 SH
Black Hills Corporation	COM	$344	0.2%Prev: 0.2%	4,950 SH	Increased-340 SH
Blackrock Inc	COM	$2K	1.6%Prev: 1.8%	2,457 SH	Decreased-190 SH
Boeing Company Inc	COM	$923	0.6%Prev: 0.6%	4,640 SH	Increased-120 SH
Bristol-Myers Squibb Company	COM	$873	0.6%Prev: 0.6%	14,400 SH	Increased+675 SH
Caterpillar Inc	COM	$3K	2.2%Prev: 1.2%	4,651 SH	Increased-244 SH
CH Robinson Worldwide Inc	COM	$249	0.2%	1,500 SH	New
Chevron Corporation	COM	$3K	2.0%Prev: 1.9%	14,210 SH	Increased-1,190 SH
CISCO Systems Inc	COM	$2K	1.3%Prev: 1.2%	24,475 SH	Increased-2,900 SH
Clorox Corp	COM	$210	0.1%Prev: 0.2%	2,025 SH	Decreased+295 SH
Colgate-Palmolive Company	COM	$676	0.5%Prev: 0.6%	7,935 SH	Decreased-225 SH
ConocoPhillips	COM	$1K	0.9%Prev: 0.8%	10,025 SH	Increased-210 SH
Consolidated Edison Inc	COM	$333	0.2%Prev: 0.3%	2,940 SH	Decreased-195 SH
Corteva, Inc	COM	$345	0.2%Prev: 0.2%	4,125 SH	Increased-123 SH
Costco Wholesale Corp	COM	$2K	1.4%Prev: 1.4%	2,005 SH	Increased+5 SH
Danaher Corporation	COM	$465	0.3%Prev: 0.4%	2,455 SH	Decreased-60 SH
Darden Resturants Inc	COM	$733	0.5%Prev: 0.6%	3,737 SH	Decreased+67 SH
Deere & Company	COM	$2K	1.4%Prev: 1.4%	3,728 SH	Increased-295 SH
Dell Computer Corp	COM	$341	0.2%	2,075 SH	New
Diageo PLC ADR	COM	$243	0.2%Prev: 0.2%	3,270 SH	Decreased+30 SH
Dominion Energy Inc	COM	$253	0.2%Prev: 0.2%	4,100 SH	Increased-195 SH
Duke Energy Corporation	COM	$589	0.4%Prev: 0.4%	4,495 SH	Increased-145 SH
Eli Lilly & Company	COM	$4K	2.7%Prev: 2.6%	4,256 SH	Increased-175 SH
Enterprise Products Partners L	COM	$2K	1.4%Prev: 1.5%	55,037 SH	Increased-5,245 SH
Exxon Mobil Corporation	COM	$3K	2.2%Prev: 1.7%	18,880 SH	Increased-1,345 SH
Fastenal Company	COM	$406	0.3%Prev: 0.2%	8,760 SH	Increased+5,135 SH
General Dynamics Corporation	COM	$541	0.4%Prev: 0.3%	1,575 SH	Increased-65 SH
Genuine Parts Company	COM	$759	0.5%Prev: 0.6%	7,175 SH	Decreased-95 SH
Goldman Sachs Group Inc	COM	$3K	2.2%Prev: 1.6%	3,795 SH	Increased-265 SH
Home Depot Inc	COM	$3K	1.9%Prev: 2.4%	8,344 SH	Decreased-591 SH
Huntington Ingalls Industries	COM	$538	0.4%Prev: 0.2%	1,415 SH	Increased-90 SH
Illinois Tool Works Inc	COM	$728	0.5%Prev: 0.5%	2,795 SH	Decreased-160 SH
Intel Corporation	COM	$1K	0.7%Prev: 0.5%	24,779 SH	Increased-4,175 SH
International Business Machine	COM	$1K	1.0%Prev: 1.1%	5,940 SH	Decreased-395 SH
International Paper Company	COM	$346	0.2%Prev: 0.4%	9,700 SH	Decreased-825 SH
Intuit Inc	COM	$584	0.4%Prev: 0.6%	1,350 SH	Decreased-15 SH
J P Morgan Chase & Company	COM	$4K	2.7%Prev: 2.6%	13,570 SH	Increased-1,355 SH
Johnson & Johnson	COM	$3K	2.3%Prev: 1.8%	13,955 SH	Increased-1,250 SH
Kinder Morgan Inc	COM	$3K	2.0%Prev: 2.0%	89,740 SH	Increased-6,675 SH
Linde plc	COM	$513	0.3%Prev: 0.4%	1,034 SH	Decreased-71 SH
Lockheed Martin Company	COM	$772	0.5%Prev: 0.4%	1,278 SH	Increased-85 SH
Lowe's Companies Inc	COM	$732	0.5%Prev: 0.5%	3,100 SH	Increased
McDonalds Corporation	COM	$2K	1.3%Prev: 1.5%	6,295 SH	Decreased-360 SH
Medtronic PLC	COM	$689	0.5%Prev: 0.5%	7,955 SH	Decreased-195 SH
Merck & Company Inc	COM	$1K	0.8%Prev: 0.6%	9,470 SH	Increased-25 SH
Meta Platforms Inc	COM	$3K	2.1%Prev: 2.4%	5,286 SH	Decreased-424 SH
Microsoft Corporation	COM	$9K	5.9%Prev: 6.6%	23,620 SH	Decreased-865 SH
Mondelez International Inc	COM	$452	0.3%Prev: 0.4%	7,845 SH	Decreased-310 SH
Nestle S A ADR	COM	$289	0.2%Prev: 0.2%	2,920 SH	Decreased-110 SH
NextEra Energy Inc	COM	$752	0.5%Prev: 0.4%	8,095 SH	Increased-515 SH
Norfolk Southern Corporation	COM	$1K	0.7%Prev: 0.7%	3,790 SH	Increased-270 SH
Novartis AG	COM	$635	0.4%Prev: 0.3%	4,155 SH	Increased-75 SH
Nutrien Ltd	COM	$226	0.2%	2,990 SH	New
NVIDIA Corp	COM	$4K	3.0%Prev: 2.3%	25,460 SH	Increased-3,535 SH
OGE Energy Corporation	COM	$291	0.2%Prev: 0.2%	6,065 SH	Decreased-370 SH
ONEOK, Inc	COM	$2K	1.3%Prev: 1.6%	21,093 SH	Decreased-749 SH
Oracle Corporation	COM	$2K	1.0%Prev: 1.1%	10,485 SH	Increased-450 SH
Paccar Inc	COM	$672	0.5%Prev: 0.4%	5,820 SH	Increased+15 SH
Pepsico Inc	COM	$912	0.6%Prev: 0.6%	5,870 SH	Increased-85 SH
Pfizer Inc	COM	$454	0.3%Prev: 0.3%	16,158 SH	Increased-2 SH
Philip Morris International	COM	$496	0.3%Prev: 0.3%	3,000 SH	Increased
Phillips 66	COM	$228	0.2%	1,250 SH	New
Procter & Gamble Co	COM	$893	0.6%Prev: 0.8%	6,185 SH	Decreased-460 SH
Prudential Financial Inc	COM	$540	0.4%Prev: 0.5%	5,530 SH	Decreased-215 SH
Qualcomm Inc	COM	$655	0.4%Prev: 0.6%	5,085 SH	Decreased-222 SH
Royal Bank of Canada	COM	$647	0.4%Prev: 0.3%	4,000 SH	Increased
RTX Corporation	COM	$591	0.4%Prev: 0.3%	3,065 SH	Increased-190 SH
salesforce.com inc	COM	$217	0.1%Prev: 0.2%	1,160 SH	Decreased+10 SH
Sanofi ADR	COM	$306	0.2%Prev: 0.2%	6,350 SH	Increased+1,450 SH
Seagate Technology	COM	$2K	1.6%Prev: 0.4%	5,910 SH	Increased+165 SH
Sempra Energy	COM	$246	0.2%	2,535 SH	New
Siemens AG	COM	$235	0.2%Prev: 0.2%	1,930 SH	Increased+80 SH
Skyworks Solutions Inc	COM	$205	0.1%Prev: 0.2%	3,835 SH	Decreased+270 SH
Smith & Nephew plc	COM	$352	0.2%Prev: 0.2%	11,090 SH	Increased+915 SH
Southern Company	COM	$495	0.3%Prev: 0.4%	5,125 SH	Decreased-280 SH
Starbucks Corporation	COM	$664	0.5%Prev: 0.6%	7,410 SH	Decreased-360 SH
Stryker Corporation	COM	$332	0.2%Prev: 0.2%	1,010 SH	Increased+175 SH
Target Corporation	COM	$364	0.2%Prev: 0.2%	3,000 SH	Increased
Texas Instruments Inc	COM	$1K	1.0%Prev: 1.0%	7,225 SH	Increased-355 SH
The Blackstone Group	COM	$1K	0.9%Prev: 1.4%	11,543 SH	Decreased-2,512 SH
The Coca-Cola Company	COM	$840	0.6%Prev: 0.6%	11,040 SH	Increased-275 SH
The Hershey Company	COM	$405	0.3%Prev: 0.2%	1,950 SH	Increased-70 SH
The Walt Disney Company	COM	$1K	0.9%Prev: 1.0%	13,460 SH	Decreased-960 SH
Union Pacific Corporation	COM	$2K	1.2%Prev: 1.3%	7,430 SH	Decreased-205 SH
United Parcel Service Class B	COM	$850	0.6%Prev: 0.6%	8,635 SH	Increased+1,495 SH
UnitedHealth Group Inc	COM	$2K	1.4%Prev: 2.7%	7,438 SH	Decreased+323 SH
Verizon Communications	COM	$1K	0.7%Prev: 0.8%	21,510 SH	Increased-1,869 SH
Visa Inc Class A	COM	$2K	1.0%Prev: 1.4%	5,070 SH	Decreased-285 SH
Wal-Mart Stores Inc	COM	$4K	2.5%Prev: 2.1%	30,150 SH	Increased-2,205 SH
Washington Federal Inc	COM	$314	0.2%Prev: 0.2%	10,000 SH	Increased
Waste Management Inc.	COM	$356	0.2%Prev: 0.3%	1,550 SH	Increased+30 SH
WEC Energy Group Inc	COM	$292	0.2%Prev: 0.2%	2,520 SH	Increased-45 SH
Weyerhauser Company	COM	$258	0.2%Prev: 0.2%	10,565 SH	Decreased-775 SH
Williams Companies Inc	COM	$4K	2.5%Prev: 2.4%	50,294 SH	Increased-4,350 SH

Sold (vs prior filing)

Check Point Software Technolog — $274
DuPont de Nemours, Inc. — $249
General Mills Inc — $278
Honeywell International Inc — $1K
Yum! Brands Inc — $236

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