Pinnacle West Asset Management, Inc.

CIK 0001975730 · CASPER, WY · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Pinnacle West Asset Management, Inc. reported 104 positions worth $144.7K as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$144.7K
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.0%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLApple IncSH$5.8K3.99%19,935
2STXSeagate TechnologySH$5.6K3.87%5,810
3NVDANVIDIA CorpSH$5.1K3.53%25,515
4CATCaterpillar IncSH$4.9K3.37%4,586
5GOOGLAlphabet Inc Class ASH$4.5K3.11%12,610
6JPMJ P Morgan Chase & CompanySH$4.4K3.07%13,570
7AMZNAmazon.Com IncSH$4.3K2.94%17,857
8MSFTMicrosoft CorporationSH$4.1K2.83%10,975
9GSGoldman Sachs Group IncSH$3.8K2.65%3,795
10WMBWilliams Companies IncSH$3.7K2.58%50,294

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Pinnacle West Asset Management, Inc. hold as of Q2 2026?

Pinnacle West Asset Management, Inc. reported 104 positions worth $144.7K in its Q2 2026 13F filing. Largest positions: AAPL (4.0%), STX (3.9%), NVDA (3.5%), CAT (3.4%) and GOOGL (3.1%).

What did Pinnacle West Asset Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Pinnacle West Asset Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.