DOSSIER · 13F-HR · Q4 2025

Pinnacle West Asset Management, Inc.

$154M in tracked AUM across 114 positions as of Q4 2025.

PW
CIK 0001975730 · last filed Dec 31, 2025
Total AUM
$154M
as of Q4 2025
Holdings
114
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Pinnacle West Asset Management, Inc. filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
MSFT
Microsoft Corporation
$12M24K7.6%
02
AAPL
Apple Inc
$10M38K6.6%
03
NVDA
NVIDIA Corp
$5M27K3.3%
04
LLY
Eli Lilly & Company
$5M4K3.1%
05
JPM
J P Morgan Chase & Company
$5M14K3.0%
06
AMZN
Amazon.Com Inc
$4M19K2.9%
07
GOOGL
Alphabet Inc Class A
$4M13K2.6%
08
META
Meta Platforms Inc
$4M5K2.3%
09
WMT
Wal-Mart Stores Inc
$4M32K2.3%
10
GS
Goldman Sachs Group Inc
$4M4K2.3%

Filing history

2025Q4Dec 31
$154M 0.3%
114 positionsView →
2025Q3Sep 30
$154M 6.7%
116 positionsView →
2025Q2Jun 30
$145M 4.5%
113 positionsLocked
2025Q1Mar 31
$138M 0.9%
112 positionsLocked
2024Q4Dec 31
$140M 0.1%
114 positionsLocked
2024Q3Sep 30
$140M 8.4%
113 positionsLocked
2024Q2Jun 30
$129M 2.1%
105 positionsLocked
2024Q1Mar 31
$126M 8.0%
105 positionsLocked
2023Q4Dec 31
$117M 14.4%
100 positionsLocked
2023Q3Sep 30
$102M 1.0%
97 positionsLocked
2023Q2Jun 30
$103M 7.6%
100 positionsLocked
2023Q1Mar 31
$96M
99 positionsLocked