Pinnacle West Asset Management, Inc. Diversified Active

Location: Casper, WY

CIK: 0001975730 · Show all filings

Period: Q1 2023 (Next →)

Filing Date: May 11, 2023

Total Value: $95.74M

Holdings (99)

MSFT Microsoft Corporation 7.3%
Value $7.019M Shares 24,345 Est. Cost $249.46 Unrealized 0.0%
AAPL Apple Inc 7.2%
Value $6.852M Shares 41,550 Est. Cost $145.49 Unrealized 0.0%
UNH UnitedHealth Group Inc 3.3%
Value $3.169M Shares 6,705 Est. Cost $457.25 Unrealized 0.0%
CVX Chevron Corporation 2.3%
Value $2.239M Shares 13,725 Est. Cost $148.45 Unrealized 0.0%
JNJ Johnson & Johnson 2.3%
Value $2.161M Shares 13,945 Est. Cost $147.89 Unrealized 0.0%
HD Home Depot Inc 2.2%
Value $2.112M Shares 7,155 Est. Cost $284.64 Unrealized 0.0%
XOM Exxon Mobil Corporation 2.1%
Value $2.051M Shares 18,705 Est. Cost $100.18 Unrealized 0.0%
AMGN AMGEN Inc 2.1%
Value $2.028M Shares 8,390 Est. Cost $224.03 Unrealized 0.0%
AMZN Amazon.Com Inc 1.9%
Value $1.847M Shares 17,885 Est. Cost $96.61 Unrealized 0.0%
JPM J P Morgan Chase & Company 1.9%
Value $1.824M Shares 14,000 Est. Cost $128.16 Unrealized 0.0%
MCD McDonalds Corporation 1.8%
Value $1.697M Shares 6,070 Est. Cost $250.51 Unrealized 0.0%
LLY Eli Lilly & Company 1.6%
Value $1.539M Shares 4,480 Est. Cost $329.89 Unrealized 0.0%
DE Deere & Company 1.6%
Value $1.505M Shares 3,645 Est. Cost $397.09 Unrealized 0.0%
Blackrock Inc 1.5%
Value $1.469M Shares 2,196 Est. Cost $668.94 Unrealized
UNP Union Pacific Corporation 1.5%
Value $1.459M Shares 7,250 Est. Cost $189.39 Unrealized 0.0%
WMB Williams Companies Inc 1.5%
Value $1.447M Shares 48,455 Est. Cost $27.14 Unrealized 0.0%
TXN Texas Instruments Inc 1.5%
Value $1.412M Shares 7,590 Est. Cost $161.35 Unrealized 0.0%
DIS The Walt Disney Company 1.5%
Value $1.404M Shares 14,025 Est. Cost $98.50 Unrealized 0.0%
GOOGL Alphabet Inc Class A 1.4%
Value $1.376M Shares 13,270 Est. Cost $95.22 Unrealized 0.0%
KMI Kinder Morgan Inc 1.4%
Value $1.368M Shares 78,133 Est. Cost $15.24 Unrealized 0.0%
WMT Wal-Mart Stores Inc 1.4%
Value $1.344M Shares 9,115 Est. Cost $45.79 Unrealized 0.0%
EPD Enterprise Products Partners L 1.4%
Value $1.303M Shares 50,325 Est. Cost $25.89 Unrealized
CSCO CISCO Systems Inc 1.4%
Value $1.299M Shares 24,850 Est. Cost $44.85 Unrealized 0.0%
BX The Blackstone Group 1.4%
Value $1.296M Shares 14,750 Est. Cost $81.16 Unrealized 0.0%
META Meta Platforms Inc 1.4%
Value $1.295M Shares 6,110 Est. Cost $169.12 Unrealized 0.0%
OKE ONEOK, Inc 1.3%
Value $1.285M Shares 20,217 Est. Cost $57.32 Unrealized 0.0%
V Visa Inc Class A 1.2%
Value $1.108M Shares 4,915 Est. Cost $217.85 Unrealized 0.0%
GS Goldman Sachs Group Inc 1.1%
Value $1.099M Shares 3,360 Est. Cost $323.64 Unrealized 0.0%
ADP Automatic Data Processing Inc 1.1%
Value $1.06M Shares 4,760 Est. Cost $211.47 Unrealized 0.0%
CAT Caterpillar Inc 1.1%
Value $1.055M Shares 4,610 Est. Cost $230.59 Unrealized 0.0%
ORCL Oracle Corporation 1.1%
Value $1.031M Shares 11,100 Est. Cost $84.79 Unrealized 0.0%
COP ConocoPhillips 1.1%
Value $1.022M Shares 10,300 Est. Cost $99.49 Unrealized 0.0%
NVDA NVIDA Corp 1.0%
Value $998K Shares 3,593 Est. Cost $21.62 Unrealized 0.0%
Costco Wholesale Corp 1.0%
Value $994K Shares 2,000 Est. Cost $497.00 Unrealized
MRK Merck & Company Inc 1.0%
Value $962K Shares 9,040 Est. Cost $98.68 Unrealized 0.0%
GPC Genuine Parts Company 1.0%
Value $955K Shares 5,710 Est. Cost $154.96 Unrealized 0.0%
PG Procter & Gamble Co 1.0%
Value $951K Shares 6,395 Est. Cost $133.20 Unrealized 0.0%
BA Boeing Company Inc 1.0%
Value $944K Shares 4,445 Est. Cost $207.77 Unrealized 0.0%
PEP Pepsico Inc 1.0%
Value $922K Shares 5,060 Est. Cost $158.70 Unrealized 0.0%
UPS United Parcel Service Class B 0.9%
Value $895K Shares 4,615 Est. Cost $158.15 Unrealized 0.0%
HON Honeywell International Inc 0.9%
Value $872K Shares 4,565 Est. Cost $176.65 Unrealized 0.0%
BMY Bristol-Myers Squibb Company 0.9%
Value $855K Shares 12,335 Est. Cost $61.50 Unrealized 0.0%
INTC Intel Corporation 0.9%
Value $849K Shares 25,975 Est. Cost $27.52 Unrealized 0.0%
VZ Verizon Communications 0.9%
Value $817K Shares 21,000 Est. Cost $32.70 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc 0.8%
Value $806K Shares 2,610 Est. Cost $308.18 Unrealized 0.0%
ProShares Ultra S&P 500 0.8%
Value $803K Shares 16,000 Est. Cost $50.19 Unrealized
ABT Abbott Laboratories Inc 0.8%
Value $786K Shares 7,760 Est. Cost $100.00 Unrealized 0.0%
NSC Norfolk Southern Corporation 0.8%
Value $774K Shares 3,650 Est. Cost $216.72 Unrealized 0.0%
IBM International Business Machine 0.8%
Value $765K Shares 5,835 Est. Cost $120.73 Unrealized 0.0%
ITW Illionois Tool Works Inc 0.7%
Value $646K Shares 2,655 Est. Cost $217.67 Unrealized 0.0%
SBUX Starbucks Corporation 0.7%
Value $643K Shares 6,175 Est. Cost $97.06 Unrealized 0.0%
GOOG Alphabet Inc Class C 0.7%
Value $631K Shares 6,070 Est. Cost $95.84 Unrealized 0.0%
NEE NextEra Energy Inc 0.7%
Value $630K Shares 8,170 Est. Cost $70.65 Unrealized 0.0%
QCOM Qualcomm Inc 0.7%
Value $624K Shares 4,890 Est. Cost $116.41 Unrealized 0.0%
LOW Lowe's Companies Inc 0.6%
Value $620K Shares 3,100 Est. Cost $192.20 Unrealized 0.0%
KO The Coca-Cola Company 0.6%
Value $606K Shares 9,775 Est. Cost $55.41 Unrealized 0.0%
AFL AFLAC Inc 0.6%
Value $592K Shares 9,175 Est. Cost $64.27 Unrealized 0.0%
CL Colgate-Palmolive Company 0.6%
Value $588K Shares 7,830 Est. Cost $69.59 Unrealized 0.0%
Magellan Midstream Partners L. 0.6%
Value $576K Shares 10,613 Est. Cost $54.27 Unrealized
LMT Lockheed Martin Company 0.6%
Value $567K Shares 1,200 Est. Cost $433.24 Unrealized 0.0%
DHR Danaher Corporation 0.6%
Value $557K Shares 2,210 Est. Cost $224.08 Unrealized 0.0%
MMM 3M Company 0.6%
Value $528K Shares 5,020 Est. Cost $84.88 Unrealized 0.0%
MDLZ Mondelez International Inc 0.6%
Value $527K Shares 7,553 Est. Cost $61.12 Unrealized 0.0%
T AT&T Inc 0.5%
Value $523K Shares 27,148 Est. Cost $16.36 Unrealized 0.0%
Target Corporation 0.5%
Value $497K Shares 3,000 Est. Cost $165.67 Unrealized
MDT Medtronic PLC 0.5%
Value $486K Shares 6,025 Est. Cost $74.52 Unrealized 0.0%
INTU Intuit Inc 0.5%
Value $479K Shares 1,075 Est. Cost $403.22 Unrealized 0.0%
BDX Becton Dickenson & Company Inc 0.5%
Value $474K Shares 1,915 Est. Cost $232.23 Unrealized 0.0%
PFE Pfizer Inc 0.5%
Value $450K Shares 11,025 Est. Cost $36.55 Unrealized 0.0%
ADBE Adobe Systems Inc 0.4%
Value $426K Shares 1,105 Est. Cost $355.42 Unrealized 0.0%
AEP American Electric Power Inc 0.4%
Value $419K Shares 4,600 Est. Cost $82.04 Unrealized 0.0%
PRU Prudential Financial Inc 0.4%
Value $414K Shares 5,000 Est. Cost $82.68 Unrealized 0.0%
BHP BHP Billiton Limited ADR 0.4%
Value $407K Shares 6,425 Est. Cost $63.35 Unrealized
TD Toronto-Dominion Bank 0.4%
Value $403K Shares 6,725 Est. Cost $64.61 Unrealized 0.0%
DUK Duke Energy Corporation 0.4%
Value $391K Shares 4,050 Est. Cost $88.17 Unrealized 0.0%
DEO Diageo PLC ADR 0.4%
Value $387K Shares 2,135 Est. Cost $181.26 Unrealized
RY Royal Bank of Canada 0.4%
Value $382K Shares 4,000 Est. Cost $99.10 Unrealized 0.0%
HSY The Hershey Company 0.4%
Value $370K Shares 1,455 Est. Cost $217.16 Unrealized 0.0%
GIS General Mills Inc 0.4%
Value $353K Shares 4,125 Est. Cost $71.95 Unrealized 0.0%
LIN Linde plc 0.4%
Value $350K Shares 984 Est. Cost $322.30 Unrealized 0.0%
SO Southern Company 0.4%
Value $350K Shares 5,025 Est. Cost $60.67 Unrealized 0.0%
NSRGY Nestle S A ADR 0.3%
Value $324K Shares 2,665 Est. Cost $121.58 Unrealized
AbbVie 0.3%
Value $319K Shares 2,000 Est. Cost $159.50 Unrealized
NVS Novartis AG 0.3%
Value $313K Shares 3,400 Est. Cost $92.06 Unrealized
WAFD Washington Federal Inc 0.3%
Value $301K Shares 10,000 Est. Cost $30.32 Unrealized 0.0%
BKH Black Hills Corporation 0.3%
Value $297K Shares 4,700 Est. Cost $57.47 Unrealized 0.0%
PM Philip Morris International 0.3%
Value $292K Shares 3,000 Est. Cost $86.95 Unrealized 0.0%
PCAR Paccar Inc 0.3%
Value $285K Shares 3,900 Est. Cost $64.13 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.3%
Value $278K Shares 2,360 Est. Cost $101.01 Unrealized 0.0%
ED Consolidated Edison Inc 0.3%
Value $275K Shares 2,872 Est. Cost $84.80 Unrealized 0.0%
IP International Paper Company 0.3%
Value $275K Shares 7,625 Est. Cost $32.51 Unrealized 0.0%
WY Weyerhauser Company 0.3%
Value $252K Shares 8,370 Est. Cost $28.59 Unrealized 0.0%
Raytheon Technologies Corp 0.2%
Value $229K Shares 2,340 Est. Cost $97.86 Unrealized
GD General Dynamics Corporation 0.2%
Value $220K Shares 965 Est. Cost $217.74 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.2%
Value $220K Shares 6,375 Est. Cost $34.51 Unrealized
CTVA Corteva, Inc 0.2%
Value $218K Shares 3,614 Est. Cost $59.12 Unrealized 0.0%
DOW Dow Inc 0.2%
Value $215K Shares 3,913 Est. Cost $47.30 Unrealized 0.0%
STX Seagate Technology 0.2%
Value $205K Shares 3,100 Est. Cost $58.30 Unrealized 0.0%
DD DuPont de Nemours, Inc. 0.2%
Value $202K Shares 2,815 Est. Cost $28.67 Unrealized 0.0%