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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 Nestle S A ADR 2,920.0 $289K 0.20% -50.0 -1.7% $98.97
102 ADM Archer Daniels Midland Co Consumer Defensive 3,605.0 $262K 0.18% -75.0 -2.0% $72.68 +6.1%
103 WY Weyerhauser Company Real Estate 10,565.0 $258K 0.17% -425.0 -3.9% $24.42 -4.8%
104 D Dominion Energy Inc Utilities 4,100.0 $253K 0.17% -45.0 -1.1% $61.71 +10.7%
105 CHRW CH Robinson Worldwide Inc Industrials 1,500.0 $249K 0.17% $166.00 +7.3%
106 SRE Sempra Energy Utilities 2,535.0 $246K 0.17% -60.0 -2.3% $97.04 -5.8%
107 DEO Diageo PLC ADR Consumer Defensive 3,270.0 $243K 0.17% $74.31 +15.7%
108 AWK American Water Works Company I Utilities 1,740.0 $237K 0.16% +105.0 +6.4% $136.21 -9.1%
109 Siemens AG 1,930.0 $235K 0.16% -20.0 -1.0% $121.76
110 PSX Phillips 66 Energy 1,250.0 $228K 0.15% NEW $182.40 -1.7%
111 NTR Nutrien Ltd Basic Materials 2,990.0 $226K 0.15% NEW $75.59 -7.1%
112 CRM salesforce.com inc Technology 1,160.0 $217K 0.15% -25.0 -2.1% $187.07 -5.8%
113 CLX Clorox Corp Consumer Defensive 2,025.0 $210K 0.14% NEW $103.70 -8.2%
114 SWKS Skyworks Solutions Inc Technology 3,835.0 $205K 0.14% +75.0 +2.0% $53.46 +39.1%
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 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%