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Portfolio (Quarterly) Guide ↗

Pinnacle West Asset Management, Inc.

· CIK 0001975730
13F Portfolio $154M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 114 New
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABT Abbott Laboratories Inc Healthcare 8,165.0 $1.0M 0.67% NEW $125.29 -29.9%
42 BA Boeing Company Inc Industrials 4,665.0 $1.0M 0.66% NEW $217.15 +1.1%
43 COP ConocoPhillips Energy 10,525.0 $985K 0.64% NEW $93.59 +28.8%
44 PG Procter & Gamble Co Consumer Defensive 6,410.0 $919K 0.60% NEW $143.37 -0.6%
45 HON Honeywell International Inc Industrials 4,670.0 $911K 0.59% NEW $195.07 +14.7%
46 VZ Verizon Communications Communication Services 22,360.0 $911K 0.59% NEW $40.74 +17.4%
47 GPC Genuine Parts Company Consumer Cyclical 7,325.0 $901K 0.58% NEW $123.00 -20.6%
48 QCOM Qualcomm Inc Technology 5,210.0 $891K 0.58% NEW $171.02 +18.4%
49 INTU Intuit Inc Technology 1,338.0 $886K 0.58% NEW $662.18 -53.6%
50 MMM 3M Company Industrials 5,515.0 $883K 0.57% NEW $160.11 -5.3%
51 PEP Pepsico Inc Consumer Defensive 5,970.0 $857K 0.56% NEW $143.55 +3.7%
52 UPS United Parcel Service Class B Industrials 8,610.0 $854K 0.56% NEW $99.19 -0.3%
53 AFL AFLAC Inc Financial Services 7,675.0 $846K 0.55% NEW $110.23 +6.9%
54 T AT&T Inc Communication Services 32,789.0 $814K 0.53% NEW $24.83 +0.4%
55 KO The Coca-Cola Company Consumer Defensive 11,190.0 $782K 0.51% NEW $69.88 +16.1%
56 BMY Bristol-Myers Squibb Company Healthcare 14,350.0 $774K 0.50% NEW $53.94 +10.4%
57 MDT Medtronic PLC Healthcare 8,055.0 $774K 0.50% NEW $96.09 -18.7%
58 LOW Lowe's Companies Inc Consumer Cyclical 3,100.0 $748K 0.49% NEW $241.29 -9.9%
59 ITW Illinois Tool Works Inc Industrials 2,875.0 $708K 0.46% NEW $246.26 +1.5%
60 DRI Darden Resturants Inc Consumer Cyclical 3,810.0 $701K 0.46% NEW $183.99 +7.1%
Page 3 of 6  ·  114 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 26.8%
Healthcare 13.7%
Industrials 11.4%
Financial Services 10.0%
Energy 10.0%
Consumer Cyclical 8.6%
Communication Services 8.3%
Consumer Defensive 7.2%
Utilities 3.0%
Basic Materials 0.9%