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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FAST Fastenal Company Industrials 8,760.0 $406K 0.28% +735.0 +9.2% $46.35 -6.1%
82 HSY The Hershey Company Consumer Defensive 1,950.0 $405K 0.28% -85.0 -4.2% $207.69 -8.3%
83 BDX Becton Dickenson & Company Inc Healthcare 2,545.0 $400K 0.27% $157.17 -6.9%
84 TGT Target Corporation Consumer Defensive 3,000.0 $364K 0.25% $121.33 +0.8%
85 WM Waste Management Inc. Industrials 1,550.0 $356K 0.24% -30.0 -1.9% $229.68 -4.4%
86 SNN Smith & Nephew plc Healthcare 11,090.0 $352K 0.24% -375.0 -3.3% $31.74 -2.3%
87 IP International Paper Company Consumer Cyclical 9,700.0 $346K 0.23% -455.0 -4.5% $35.67 -11.7%
88 CTVA Corteva, Inc Basic Materials 4,125.0 $345K 0.23% -75.0 -1.8% $83.64 -5.5%
89 BKH Black Hills Corporation Utilities 4,950.0 $344K 0.23% -180.0 -3.5% $69.49 +6.7%
90 ADBE Adobe Systems Inc Technology 1,401.0 $341K 0.23% +23.0 +1.7% $243.40 +0.3%
91 ATO Atmos Energy Corporation Utilities 1,845.0 $341K 0.23% -140.0 -7.0% $184.82 -4.0%
92 DELL Dell Computer Corp Technology 2,075.0 $341K 0.23% +300.0 +16.9% $164.34 +53.9%
93 ED Consolidated Edison Inc Utilities 2,940.0 $333K 0.23% -110.0 -3.6% $113.27 -5.2%
94 SYK Stryker Corporation Healthcare 1,010.0 $332K 0.23% -25.0 -2.4% $328.71 -2.2%
95 BAC Bank of America Corp Financial Services 6,465.0 $315K 0.21% +840.0 +14.9% $48.72 +5.7%
96 WAFD Washington Federal Inc Financial Services 10,000.0 $314K 0.21% $31.40 +12.9%
97 SNY Sanofi ADR Healthcare 6,350.0 $306K 0.21% +175.0 +2.8% $48.19 -7.3%
98 AXP American Express Co Financial Services 1,000.0 $302K 0.20% $302.00 +2.5%
99 WEC WEC Energy Group Inc Utilities 2,520.0 $292K 0.20% -60.0 -2.3% $115.87 -4.5%
100 OGE OGE Energy Corporation Utilities 6,065.0 $291K 0.20% -160.0 -2.6% $47.98 +0.2%
Page 5 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 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%