Pinnacle West Asset Management, Inc. Diversified Active

Location: Casper, WY

CIK: 0001975730 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 7, 2024

Total Value: $129M

Holdings (105)

MSFT Microsoft Corporation 8.6%
Value $11.03M Shares 24,680 Est. Cost $253.25 Unrealized +64.8%
AAPL Apple Inc 6.5%
Value $8.406M Shares 39,910 Est. Cost $146.02 Unrealized +26.8%
NVDA NVIDIA Corp 3.3%
Value $4.231M Shares 34,250 Est. Cost $93.20 Unrealized +8.4%
LLY Eli Lilly & Company 3.2%
Value $4.119M Shares 4,550 Est. Cost $333.59 Unrealized +137.1%
AMZN Amazon.Com Inc 2.9%
Value $3.741M Shares 19,360 Est. Cost $100.35 Unrealized +83.1%
UNH UnitedHealth Group Inc 2.8%
Value $3.603M Shares 7,075 Est. Cost $458.96 Unrealized +3.1%
JPM J P Morgan Chase & Company 2.4%
Value $3.151M Shares 15,580 Est. Cost $129.82 Unrealized +45.7%
META Meta Platforms Inc 2.4%
Value $3.093M Shares 6,135 Est. Cost $179.38 Unrealized +169.4%
HD Home Depot Inc 2.4%
Value $3.033M Shares 8,810 Est. Cost $286.49 Unrealized +14.3%
AMGN AMGEN Inc 2.3%
Value $3.012M Shares 9,640 Est. Cost $226.21 Unrealized +23.5%
GOOGL Alphabet Inc Class A 2.0%
Value $2.568M Shares 14,100 Est. Cost $98.77 Unrealized +69.4%
WMB Williams Companies Inc 1.8%
Value $2.311M Shares 54,369 Est. Cost $27.67 Unrealized +36.3%
CVX Chevron Corporation 1.7%
Value $2.241M Shares 14,330 Est. Cost $148.10 Unrealized +0.2%
XOM Exxon Mobil Corporation 1.7%
Value $2.226M Shares 19,340 Est. Cost $100.13 Unrealized +9.9%
JNJ Johnson & Johnson 1.7%
Value $2.21M Shares 15,120 Est. Cost $147.99 Unrealized -4.4%
WMT Wal-Mart Stores Inc 1.6%
Value $2.118M Shares 31,280 Est. Cost $52.97 Unrealized +17.0%
Blackrock Inc 1.5%
Value $1.965M Shares 2,496 Est. Cost $678.36 Unrealized
KMI Kinder Morgan Inc 1.5%
Value $1.901M Shares 95,650 Est. Cost $15.24 Unrealized +16.3%
BX The Blackstone Group 1.5%
Value $1.876M Shares 15,155 Est. Cost $82.34 Unrealized +43.1%
OKE ONEOK, Inc 1.4%
Value $1.764M Shares 21,632 Est. Cost $57.49 Unrealized +28.6%
EPD Enterprise Products Partners L 1.3%
Value $1.733M Shares 59,807 Est. Cost $26.06 Unrealized
GS Goldman Sachs Group Inc 1.3%
Value $1.712M Shares 3,785 Est. Cost $322.73 Unrealized +31.3%
UNP Union Pacific Corporation 1.3%
Value $1.708M Shares 7,550 Est. Cost $190.20 Unrealized +18.6%
Costco Wholesale Corp 1.3%
Value $1.7M Shares 2,000 Est. Cost $497.00 Unrealized
MCD McDonalds Corporation 1.3%
Value $1.658M Shares 6,505 Est. Cost $251.62 Unrealized +1.4%
CAT Caterpillar Inc 1.3%
Value $1.616M Shares 4,850 Est. Cost $232.28 Unrealized +45.8%
ORCL Oracle Corporation 1.2%
Value $1.574M Shares 11,145 Est. Cost $85.69 Unrealized +42.7%
TXN Texas Instruments Inc 1.2%
Value $1.518M Shares 7,805 Est. Cost $160.84 Unrealized +9.5%
DIS The Walt Disney Company 1.1%
Value $1.456M Shares 14,660 Est. Cost $97.48 Unrealized +8.2%
DE Deere & Company 1.1%
Value $1.427M Shares 3,818 Est. Cost $396.24 Unrealized -4.0%
V Visa Inc Class A 1.1%
Value $1.406M Shares 5,355 Est. Cost $219.99 Unrealized +23.1%
CSCO CISCO Systems Inc 1.0%
Value $1.307M Shares 27,500 Est. Cost $45.38 Unrealized -0.2%
ADP Automatic Data Processing Inc 1.0%
Value $1.256M Shares 5,260 Est. Cost $213.10 Unrealized +11.0%
MRK Merck & Company Inc 0.9%
Value $1.174M Shares 9,480 Est. Cost $98.68 Unrealized +23.3%
BRK/B Berkshire Hathaway Inc 0.9%
Value $1.157M Shares 2,845 Est. Cost $311.86 Unrealized +31.0%
COP ConocoPhillips 0.9%
Value $1.145M Shares 10,010 Est. Cost $99.85 Unrealized +15.5%
PG Procter & Gamble Co 0.9%
Value $1.097M Shares 6,650 Est. Cost $133.61 Unrealized +17.7%
IBM International Business Machine 0.8%
Value $1.091M Shares 6,310 Est. Cost $122.18 Unrealized +35.7%
QCOM Qualcomm Inc 0.8%
Value $1.055M Shares 5,295 Est. Cost $116.15 Unrealized +57.0%
GOOG Alphabet Inc Class C 0.8%
Value $1.041M Shares 5,675 Est. Cost $95.84 Unrealized +76.2%
HON Honeywell International Inc 0.8%
Value $1.019M Shares 4,770 Est. Cost $176.49 Unrealized +4.1%
VZ Verizon Communications 0.7%
Value $932K Shares 22,600 Est. Cost $32.54 Unrealized +12.1%
GPC Genuine Parts Company 0.7%
Value $927K Shares 6,705 Est. Cost $152.86 Unrealized -7.4%
PEP Pepsico Inc 0.7%
Value $898K Shares 5,445 Est. Cost $158.75 Unrealized +2.3%
INTC Intel Corporation 0.7%
Value $897K Shares 28,979 Est. Cost $28.54 Unrealized +13.9%
INTU Intuit Inc 0.7%
Value $894K Shares 1,360 Est. Cost $432.79 Unrealized +41.9%
NSC Norfolk Southern Corporation 0.7%
Value $854K Shares 3,980 Est. Cost $215.48 Unrealized +4.1%
ABT Abbott Laboratories Inc 0.7%
Value $850K Shares 8,180 Est. Cost $99.92 Unrealized +3.0%
AFL AFLAC Inc 0.6%
Value $814K Shares 9,110 Est. Cost $64.47 Unrealized +28.9%
BA Boeing Company Inc 0.6%
Value $793K Shares 4,355 Est. Cost $208.18 Unrealized -14.4%
CL Colgate-Palmolive Company 0.6%
Value $787K Shares 8,115 Est. Cost $69.66 Unrealized +27.8%
UPS United Parcel Service Class B 0.6%
Value $773K Shares 5,650 Est. Cost $154.59 Unrealized -15.9%
ADBE Adobe Systems Inc 0.6%
Value $758K Shares 1,365 Est. Cost $393.18 Unrealized +23.2%
KO The Coca-Cola Company 0.5%
Value $698K Shares 10,960 Est. Cost $55.44 Unrealized +6.2%
LOW Lowe's Companies Inc 0.5%
Value $683K Shares 3,100 Est. Cost $192.20 Unrealized +15.2%
PRU Prudential Financial Inc 0.5%
Value $679K Shares 5,795 Est. Cost $82.44 Unrealized +29.5%
ITW Illionois Tool Works Inc 0.5%
Value $678K Shares 2,860 Est. Cost $218.50 Unrealized +8.4%
DHR Danaher Corporation 0.5%
Value $628K Shares 2,515 Est. Cost $222.94 Unrealized +12.3%
T AT&T Inc 0.5%
Value $625K Shares 32,702 Est. Cost $15.83 Unrealized +2.1%
LMT Lockheed Martin Company 0.5%
Value $621K Shares 1,330 Est. Cost $431.57 Unrealized +2.3%
MDT Medtronic PLC 0.5%
Value $609K Shares 7,735 Est. Cost $74.88 Unrealized +4.3%
NEE NextEra Energy Inc 0.5%
Value $603K Shares 8,510 Est. Cost $70.15 Unrealized -3.6%
SBUX Starbucks Corporation 0.5%
Value $583K Shares 7,495 Est. Cost $95.82 Unrealized -18.5%
BMY Bristol-Myers Squibb Company 0.4%
Value $550K Shares 13,250 Est. Cost $60.46 Unrealized -32.2%
STX Seagate Technology 0.4%
Value $536K Shares 5,190 Est. Cost $60.35 Unrealized +48.8%
MMM 3M Company 0.4%
Value $528K Shares 5,170 Est. Cost $84.40 Unrealized +11.7%
MDLZ Mondelez International Inc 0.4%
Value $518K Shares 7,920 Est. Cost $61.34 Unrealized +6.2%
BDX Becton Dickenson & Company Inc 0.4%
Value $494K Shares 2,115 Est. Cost $233.48 Unrealized -2.4%
LIN Linde plc 0.4%
Value $478K Shares 1,090 Est. Cost $326.86 Unrealized +31.7%
PCAR Paccar Inc 0.4%
Value $467K Shares 4,535 Est. Cost $68.98 Unrealized +50.3%
BHP BHP Group Ltd 0.4%
Value $452K Shares 7,925 Est. Cost $62.63 Unrealized
IP International Paper Company 0.3%
Value $448K Shares 10,375 Est. Cost $32.18 Unrealized +18.4%
DUK Duke Energy Corporation 0.3%
Value $444K Shares 4,425 Est. Cost $88.00 Unrealized +7.1%
Target Corporation 0.3%
Value $444K Shares 3,000 Est. Cost $165.67 Unrealized
NVS Novartis AG 0.3%
Value $436K Shares 4,100 Est. Cost $93.94 Unrealized
AEP American Electric Power Inc 0.3%
Value $428K Shares 4,875 Est. Cost $81.57 Unrealized +1.3%
RY Royal Bank of Canada 0.3%
Value $426K Shares 4,000 Est. Cost $99.10 Unrealized +3.8%
SO Southern Company 0.3%
Value $419K Shares 5,405 Est. Cost $60.88 Unrealized +17.9%
GD General Dynamics Corporation 0.3%
Value $411K Shares 1,415 Est. Cost $220.23 Unrealized +29.0%
PFE Pfizer Inc 0.3%
Value $389K Shares 13,900 Est. Cost $34.72 Unrealized -28.7%
SWKS Skyworks Solutions Inc 0.3%
Value $375K Shares 3,515 Est. Cost $99.12 Unrealized -6.3%
AbbVie 0.3%
Value $343K Shares 2,000 Est. Cost $159.50 Unrealized
DEO Diageo PLC ADR 0.3%
Value $327K Shares 2,590 Est. Cost $174.56 Unrealized
HSY The Hershey Company 0.3%
Value $327K Shares 1,780 Est. Cost $211.58 Unrealized -13.1%
PM Philip Morris International 0.2%
Value $304K Shares 3,000 Est. Cost $86.95 Unrealized +5.0%
DRI Darden Resturants Inc 0.2%
Value $303K Shares 2,000 Est. Cost $144.82 Unrealized 0.0%
HII Huntington Ingalls Industries 0.2%
Value $301K Shares 1,220 Est. Cost $212.93 Unrealized +17.5%
NSRGY Nestle S A ADR 0.2%
Value $295K Shares 2,880 Est. Cost $120.73 Unrealized
WY Weyerhauser Company 0.2%
Value $292K Shares 10,290 Est. Cost $28.78 Unrealized +2.2%
GIS General Mills Inc 0.2%
Value $288K Shares 4,545 Est. Cost $70.90 Unrealized -9.1%
RTX Corporation 0.2%
Value $288K Shares 2,870 Est. Cost $84.80 Unrealized
CRM salesforce.com inc 0.2%
Value $287K Shares 1,115 Est. Cost $214.20 Unrealized +23.6%
WAFD Washington Federal Inc 0.2%
Value $286K Shares 10,000 Est. Cost $30.32 Unrealized -14.4%
ED Consolidated Edison Inc 0.2%
Value $280K Shares 3,135 Est. Cost $84.67 Unrealized +3.7%
BKH Black Hills Corporation 0.2%
Value $278K Shares 5,115 Est. Cost $56.65 Unrealized -11.3%
DD DuPont de Nemours, Inc. 0.2%
Value $271K Shares 3,366 Est. Cost $28.65 Unrealized +10.2%
XIFR NextEra Energy Partners 0.2%
Value $240K Shares 8,675 Est. Cost $28.81 Unrealized +5.3%
AXP American Express Co 0.2%
Value $232K Shares 1,000 Est. Cost $202.90 Unrealized +12.0%
DOW Dow Inc 0.2%
Value $229K Shares 4,322 Est. Cost $47.13 Unrealized +8.6%
ATO Atmos Energy Corporation 0.2%
Value $228K Shares 1,955 Est. Cost $109.68 Unrealized +2.2%
OGE OGE Energy Corporation 0.2%
Value $223K Shares 6,260 Est. Cost $34.50 Unrealized +1.8%
CTVA Corteva, Inc 0.2%
Value $219K Shares 4,066 Est. Cost $50.65 Unrealized +6.8%
AWK American Water Works Company I 0.2%
Value $209K Shares 1,620 Est. Cost $121.75 Unrealized 0.0%
TD Toronto-Dominion Bank 0.2%
Value $206K Shares 3,750 Est. Cost $64.58 Unrealized -12.3%
WBD Warner Brother's Discovery 0.1%
Value $106K Shares 14,288 Est. Cost $12.16 Unrealized -34.1%