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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DEO Diageo PLC ADR Consumer Defensive 3,255.0 $281K 0.18% NEW $86.33 -0.4%
102 Siemens AG 1,950.0 $273K 0.18% NEW $140.00
103 WEC WEC Energy Group Inc Utilities 2,580.0 $272K 0.18% NEW $105.43 +5.0%
104 OGE OGE Energy Corporation Utilities 6,225.0 $266K 0.17% NEW $42.73 +12.6%
105 WY Weyerhauser Company Real Estate 10,990.0 $260K 0.17% NEW $23.66 -1.8%
106 D Dominion Energy Inc Utilities 4,145.0 $243K 0.16% NEW $58.62 +16.5%
107 CHRW CH Robinson Worldwide Inc Industrials 1,500.0 $241K 0.16% NEW $160.67 +10.9%
108 CHKP Check Point Software Technolog Technology 1,290.0 $239K 0.15% NEW $185.27 -28.9%
109 SWKS Skyworks Solutions Inc Technology 3,760.0 $238K 0.15% NEW $63.30 +17.5%
110 SRE Sempra Energy Utilities 2,595.0 $229K 0.15% NEW $88.25 +3.6%
111 DELL Dell Computer Corp Technology 1,775.0 $223K 0.14% NEW $125.63 +101.3%
112 AWK American Water Works Company I Utilities 1,635.0 $213K 0.14% NEW $130.28 -4.9%
113 GIS General Mills Inc Consumer Defensive 4,580.0 $213K 0.14% NEW $46.51 -28.0%
114 ADM Archer Daniels Midland Co Consumer Defensive 3,680.0 $212K 0.14% NEW $57.61 +33.9%
Page 6 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%