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Portfolio (Quarterly) Guide ↗

Pinnacle West Asset Management, Inc.

· CIK 0001975730
13F Portfolio $147M AUM 114 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 8 Added 87 Reduced 3 Exited
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA Boeing Company Inc Industrials 4,640.0 $923K 0.63% -25.0 -0.5% $198.92 +10.4%
42 PEP Pepsico Inc Consumer Defensive 5,870.0 $912K 0.62% -100.0 -1.7% $155.37 -4.2%
43 PG Procter & Gamble Co Consumer Defensive 6,185.0 $893K 0.61% -225.0 -3.5% $144.38 -1.3%
44 KO The Coca-Cola Company Consumer Defensive 11,040.0 $840K 0.57% -150.0 -1.3% $76.09 +6.7%
45 ABT Abbott Laboratories Inc Healthcare 8,050.0 $826K 0.56% -115.0 -1.4% $102.61 -14.5%
46 AFL AFLAC Inc Financial Services 7,450.0 $817K 0.56% -225.0 -2.9% $109.66 +7.4%
47 LMT Lockheed Martin Company Industrials 1,278.0 $772K 0.53% -60.0 -4.5% $604.07 -13.5%
48 GPC Genuine Parts Company Consumer Cyclical 7,175.0 $759K 0.52% -150.0 -2.0% $105.78 -7.7%
49 NEE NextEra Energy Inc Utilities 8,095.0 $752K 0.51% -180.0 -2.2% $92.90 -3.5%
50 MMM 3M Company Industrials 5,090.0 $739K 0.50% -425.0 -7.7% $145.19 +4.4%
51 DRI Darden Resturants Inc Consumer Cyclical 3,737.0 $733K 0.50% -73.0 -1.9% $196.15 +0.5%
52 ITW Illinois Tool Works Inc Industrials 2,795.0 $728K 0.49% -80.0 -2.8% $260.47 -4.0%
53 MDT Medtronic PLC Healthcare 7,955.0 $689K 0.47% -100.0 -1.2% $86.61 -9.8%
54 CL Colgate-Palmolive Company Consumer Defensive 7,935.0 $676K 0.46% -100.0 -1.2% $85.19 +6.2%
55 PCAR Paccar Inc Industrials 5,820.0 $672K 0.46% -50.0 -0.8% $115.46 -5.3%
56 SBUX Starbucks Corporation Consumer Cyclical 7,410.0 $664K 0.45% -260.0 -3.4% $89.61 +18.9%
57 BHP BHP Group Ltd Basic Materials 9,100.0 $662K 0.45% -275.0 -2.9% $72.75 +16.8%
58 QCOM Qualcomm Inc Technology 5,085.0 $655K 0.45% -125.0 -2.4% $128.81 +57.2%
59 NVS Novartis AG Healthcare 4,155.0 $635K 0.43% -115.0 -2.7% $152.83 -0.7%
60 AEP American Electric Power Inc Utilities 4,665.0 $611K 0.41% -110.0 -2.3% $130.98 -1.0%
Page 3 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Healthcare 13.6%
Energy 12.8%
Industrials 11.7%
Financial Services 9.1%
Consumer Cyclical 8.2%
Consumer Defensive 8.0%
Communication Services 7.7%
Utilities 3.3%
Basic Materials 1.2%