§ 13F · FUND PROFILE
Pinnacle West Asset Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $154K (13F)Positions · 116Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 37K | $9K | 6.3% | −2% |
| 2 | MSFT | Microsoft Corporation | 24K | $9K | 5.9% | −2% |
| 3 | NVDA | NVIDIA Corp | 25K | $4K | 3.0% | −6% |
| 4 | JPM | J P Morgan Chase & Company | 14K | $4K | 2.7% | −4% |
| 5 | LLY | Eli Lilly & Company | 4K | $4K | 2.7% | −3% |
| 6 | WMT | Wal-Mart Stores Inc | 30K | $4K | 2.5% | −5% |
| 7 | AMZN | Amazon.Com Inc | 18K | $4K | 2.5% | −6% |
| 8 | WMB | Williams Companies Inc | 50K | $4K | 2.5% | −5% |
| 9 | GOOGL | Alphabet Inc Class A | 13K | $4K | 2.5% | ±0% |
| 10 | JNJ | Johnson & Johnson | 14K | $3K | 2.3% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PINNACLE SIGNAL
AC read
Pinnacle West Asset Management, Inc. is a Other fund managing $154 thousand in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed