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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX Corporation Industrials 3,065.0 $591K 0.40% -100.0 -3.2% $192.82 -9.3%
62 DUK Duke Energy Corporation Utilities 4,495.0 $589K 0.40% -110.0 -2.4% $131.03 -4.9%
63 GD General Dynamics Corporation Industrials 1,575.0 $541K 0.37% -40.0 -2.5% $343.49 -1.4%
64 PRU Prudential Financial Inc Financial Services 5,530.0 $540K 0.37% -100.0 -1.8% $97.65 +5.7%
65 HII Huntington Ingalls Industries Industrials 1,415.0 $538K 0.37% -65.0 -4.4% $380.21 -16.5%
66 LIN Linde plc Basic Materials 1,034.0 $513K 0.35% -46.0 -4.3% $496.13 +3.7%
67 SO Southern Company Utilities 5,125.0 $495K 0.34% -185.0 -3.5% $96.59 -3.1%
68 DHR Danaher Corporation Healthcare 2,455.0 $465K 0.32% -75.0 -3.0% $189.41 -8.5%
69 MDLZ Mondelez International Inc Consumer Defensive 7,845.0 $452K 0.31% -125.0 -1.6% $57.62 +6.7%
70 HSY The Hershey Company Consumer Defensive 1,950.0 $405K 0.28% -85.0 -4.2% $207.69 -8.3%
71 WM Waste Management Inc. Industrials 1,550.0 $356K 0.24% -30.0 -1.9% $229.68 -4.4%
72 SNN Smith & Nephew plc Healthcare 11,090.0 $352K 0.24% -375.0 -3.3% $31.74 -2.3%
73 IP International Paper Company Consumer Cyclical 9,700.0 $346K 0.23% -455.0 -4.5% $35.67 -11.7%
74 CTVA Corteva, Inc Basic Materials 4,125.0 $345K 0.23% -75.0 -1.8% $83.64 -5.5%
75 BKH Black Hills Corporation Utilities 4,950.0 $344K 0.23% -180.0 -3.5% $69.49 +6.7%
76 ATO Atmos Energy Corporation Utilities 1,845.0 $341K 0.23% -140.0 -7.0% $184.82 -4.0%
77 ED Consolidated Edison Inc Utilities 2,940.0 $333K 0.23% -110.0 -3.6% $113.27 -5.2%
78 SYK Stryker Corporation Healthcare 1,010.0 $332K 0.23% -25.0 -2.4% $328.71 -2.2%
79 WEC WEC Energy Group Inc Utilities 2,520.0 $292K 0.20% -60.0 -2.3% $115.87 -4.5%
80 OGE OGE Energy Corporation Utilities 6,065.0 $291K 0.20% -160.0 -2.6% $47.98 +0.2%
Page 4 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%