Pinnacle West Asset Management, Inc. Diversified Active

Location: Casper, WY

CIK: 0001975730 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 5, 2025

Total Value: $154M

Holdings (116)

MSFT Microsoft Corporation 8.2%
Value $12.59M Shares 24,310 Est. Cost $253.25 Unrealized +100.9%
AAPL Apple Inc 6.3%
Value $9.713M Shares 38,145 Est. Cost $146.02 Unrealized +54.5%
NVDA NVIDIA Corp 3.4%
Value $5.237M Shares 28,070 Est. Cost $93.20 Unrealized +87.0%
JPM J P Morgan Chase & Company 3.0%
Value $4.571M Shares 14,490 Est. Cost $129.82 Unrealized +127.9%
AMZN Amazon.Com Inc 2.8%
Value $4.27M Shares 19,445 Est. Cost $100.35 Unrealized +125.6%
META Meta Platforms Inc 2.6%
Value $4.083M Shares 5,560 Est. Cost $179.38 Unrealized +314.3%
HD Home Depot Inc 2.3%
Value $3.6M Shares 8,885 Est. Cost $286.49 Unrealized +35.8%
WMB Williams Companies Inc 2.2%
Value $3.455M Shares 54,544 Est. Cost $27.67 Unrealized +109.0%
LLY Eli Lilly & Company 2.2%
Value $3.373M Shares 4,421 Est. Cost $333.59 Unrealized +122.5%
WMT Wal-Mart Stores Inc 2.1%
Value $3.293M Shares 31,950 Est. Cost $53.76 Unrealized +84.6%
GS Goldman Sachs Group Inc 2.1%
Value $3.229M Shares 4,055 Est. Cost $337.56 Unrealized +117.7%
GOOGL Alphabet Inc Class A 2.0%
Value $3.155M Shares 12,980 Est. Cost $98.77 Unrealized +111.8%
ORCL Oracle Corporation 2.0%
Value $3.054M Shares 10,860 Est. Cost $85.69 Unrealized +196.6%
Blackrock Inc 2.0%
Value $3.045M Shares 2,612 Est. Cost $698.85 Unrealized
JNJ Johnson & Johnson 1.8%
Value $2.774M Shares 14,960 Est. Cost $147.99 Unrealized +14.5%
KMI Kinder Morgan Inc 1.8%
Value $2.724M Shares 96,218 Est. Cost $15.24 Unrealized +76.9%
AMGN AMGEN Inc 1.8%
Value $2.723M Shares 9,650 Est. Cost $226.21 Unrealized +26.7%
UNH UnitedHealth Group Inc 1.7%
Value $2.579M Shares 7,468 Est. Cost $452.36 Unrealized -33.9%
CVX Chevron Corporation 1.6%
Value $2.394M Shares 15,415 Est. Cost $147.86 Unrealized +3.0%
CAT Caterpillar Inc 1.5%
Value $2.331M Shares 4,886 Est. Cost $233.36 Unrealized +82.3%
XOM Exxon Mobil Corporation 1.5%
Value $2.295M Shares 20,355 Est. Cost $100.68 Unrealized +9.0%
BX The Blackstone Group 1.4%
Value $2.155M Shares 12,615 Est. Cost $82.34 Unrealized +105.8%
MCD McDonalds Corporation 1.3%
Value $2.012M Shares 6,620 Est. Cost $251.82 Unrealized +19.7%
EPD Enterprise Products Partners L 1.2%
Value $1.875M Shares 59,960 Est. Cost $26.06 Unrealized
CSCO CISCO Systems Inc 1.2%
Value $1.866M Shares 27,275 Est. Cost $45.38 Unrealized +48.5%
Costco Wholesale Corp 1.2%
Value $1.856M Shares 2,005 Est. Cost $497.00 Unrealized
V Visa Inc Class A 1.2%
Value $1.809M Shares 5,300 Est. Cost $219.99 Unrealized +56.9%
UNP Union Pacific Corporation 1.2%
Value $1.804M Shares 7,630 Est. Cost $190.20 Unrealized +17.3%
DE Deere & Company 1.2%
Value $1.801M Shares 3,938 Est. Cost $396.54 Unrealized +23.5%
IBM International Business Machine 1.1%
Value $1.768M Shares 6,265 Est. Cost $122.18 Unrealized +112.4%
DIS The Walt Disney Company 1.1%
Value $1.636M Shares 14,285 Est. Cost $97.48 Unrealized +20.0%
OKE ONEOK, Inc 1.0%
Value $1.597M Shares 21,892 Est. Cost $57.49 Unrealized +30.6%
ADP Automatic Data Processing Inc 1.0%
Value $1.532M Shares 5,220 Est. Cost $213.10 Unrealized +39.7%
STX Seagate Technology 0.9%
Value $1.451M Shares 6,145 Est. Cost $66.79 Unrealized +154.1%
BRK/B Berkshire Hathaway Inc 0.9%
Value $1.388M Shares 2,760 Est. Cost $311.86 Unrealized +55.3%
TXN Texas Instruments Inc 0.9%
Value $1.383M Shares 7,530 Est. Cost $160.84 Unrealized +20.2%
NSC Norfolk Southern Corporation 0.8%
Value $1.212M Shares 4,035 Est. Cost $215.76 Unrealized +27.9%
GOOG Alphabet Inc Class C 0.7%
Value $1.14M Shares 4,680 Est. Cost $95.84 Unrealized +119.0%
ABT Abbott Laboratories Inc 0.7%
Value $1.114M Shares 8,315 Est. Cost $100.01 Unrealized +30.6%
GPC Genuine Parts Company 0.7%
Value $1.033M Shares 7,450 Est. Cost $150.20 Unrealized -11.9%
BA Boeing Company Inc 0.7%
Value $1.02M Shares 4,725 Est. Cost $205.08 Unrealized +9.9%
PG Procter & Gamble Co 0.6%
Value $1M Shares 6,510 Est. Cost $133.61 Unrealized +15.9%
HON Honeywell International Inc 0.6%
Value $994K Shares 4,720 Est. Cost $176.67 Unrealized +17.2%
VZ Verizon Communications 0.6%
Value $993K Shares 22,585 Est. Cost $32.77 Unrealized +29.7%
COP ConocoPhillips 0.6%
Value $988K Shares 10,450 Est. Cost $99.78 Unrealized -6.5%
INTC Intel Corporation 0.6%
Value $953K Shares 28,404 Est. Cost $28.54 Unrealized -15.1%
T AT&T Inc 0.6%
Value $934K Shares 33,089 Est. Cost $16.40 Unrealized +71.2%
INTU Intuit Inc 0.6%
Value $932K Shares 1,365 Est. Cost $432.79 Unrealized +66.2%
AFL AFLAC Inc 0.6%
Value $882K Shares 7,900 Est. Cost $64.47 Unrealized +61.6%
QCOM Qualcomm Inc 0.6%
Value $879K Shares 5,285 Est. Cost $116.15 Unrealized +35.3%
MMM 3M Company 0.6%
Value $865K Shares 5,575 Est. Cost $86.95 Unrealized +76.1%
PEP Pepsico Inc 0.5%
Value $849K Shares 6,045 Est. Cost $157.98 Unrealized -11.1%
MRK Merck & Company Inc 0.5%
Value $810K Shares 9,645 Est. Cost $98.27 Unrealized -17.6%
LOW Lowe's Companies Inc 0.5%
Value $779K Shares 3,100 Est. Cost $192.20 Unrealized +27.1%
MDT Medtronic PLC 0.5%
Value $777K Shares 8,155 Est. Cost $75.26 Unrealized +21.3%
ITW Illinois Tool Works Inc 0.5%
Value $765K Shares 2,935 Est. Cost $219.01 Unrealized +17.5%
KO The Coca-Cola Company 0.5%
Value $747K Shares 11,265 Est. Cost $55.71 Unrealized +21.9%
DRI Darden Resturants Inc 0.5%
Value $725K Shares 3,810 Est. Cost $151.80 Unrealized +34.2%
UPS United Parcel Service Class B 0.5%
Value $723K Shares 8,660 Est. Cost $136.78 Unrealized -35.6%
LMT Lockheed Martin Company 0.4%
Value $680K Shares 1,363 Est. Cost $432.51 Unrealized +3.6%
SBUX Starbucks Corporation 0.4%
Value $655K Shares 7,745 Est. Cost $95.40 Unrealized -7.2%
CL Colgate-Palmolive Company 0.4%
Value $648K Shares 8,110 Est. Cost $69.66 Unrealized +21.5%
BMY Bristol-Myers Squibb Company 0.4%
Value $634K Shares 14,050 Est. Cost $59.64 Unrealized -23.7%
NEE NextEra Energy Inc 0.4%
Value $632K Shares 8,375 Est. Cost $70.15 Unrealized +2.9%
PRU Prudential Financial Inc 0.4%
Value $594K Shares 5,730 Est. Cost $82.75 Unrealized +24.8%
RY Royal Bank of Canada 0.4%
Value $589K Shares 4,000 Est. Cost $99.10 Unrealized +39.1%
PCAR Paccar Inc 0.4%
Value $582K Shares 5,920 Est. Cost $75.69 Unrealized +28.0%
DUK Duke Energy Corporation 0.4%
Value $576K Shares 4,655 Est. Cost $88.89 Unrealized +34.8%
NVS Novartis AG 0.4%
Value $560K Shares 4,370 Est. Cost $95.34 Unrealized
GD General Dynamics Corporation 0.4%
Value $559K Shares 1,640 Est. Cost $228.58 Unrealized +37.3%
RTX RTX Corporation 0.4%
Value $546K Shares 3,265 Est. Cost $154.28 Unrealized 0.0%
AEP American Electric Power Inc 0.4%
Value $546K Shares 4,850 Est. Cost $81.57 Unrealized +32.6%
BHP BHP Group Ltd 0.3%
Value $528K Shares 9,475 Est. Cost $60.66 Unrealized
LIN Linde plc 0.3%
Value $520K Shares 1,095 Est. Cost $326.86 Unrealized +44.0%
SO Southern Company 0.3%
Value $513K Shares 5,410 Est. Cost $60.88 Unrealized +51.5%
MDLZ Mondelez International Inc 0.3%
Value $506K Shares 8,095 Est. Cost $61.49 Unrealized +3.1%
DHR Danaher Corporation 0.3%
Value $502K Shares 2,530 Est. Cost $222.94 Unrealized -11.0%
ADBE Adobe Systems Inc 0.3%
Value $498K Shares 1,413 Est. Cost $394.78 Unrealized -9.1%
PM Philip Morris International 0.3%
Value $487K Shares 3,000 Est. Cost $86.95 Unrealized +90.0%
IP International Paper Company 0.3%
Value $479K Shares 10,330 Est. Cost $32.41 Unrealized +48.1%
AbbVie 0.3%
Value $463K Shares 2,000 Est. Cost $159.50 Unrealized
BDX Becton Dickenson & Company Inc 0.3%
Value $456K Shares 2,435 Est. Cost $230.44 Unrealized -20.1%
HII Huntington Ingalls Industries 0.3%
Value $433K Shares 1,505 Est. Cost $213.48 Unrealized +23.9%
Smith & Nephew plc 0.3%
Value $411K Shares 11,315 Est. Cost $30.67 Unrealized
PFE Pfizer Inc 0.3%
Value $407K Shares 15,958 Est. Cost $33.24 Unrealized -27.4%
HSY The Hershey Company 0.2%
Value $383K Shares 2,045 Est. Cost $206.81 Unrealized -13.1%
FAST Fastenal Company 0.2%
Value $381K Shares 7,775 Est. Cost $39.47 Unrealized +18.9%
SYK Stryker Corporation 0.2%
Value $362K Shares 980 Est. Cost $350.78 Unrealized +9.6%
Waste Management Inc. 0.2%
Value $351K Shares 1,590 Est. Cost $203.48 Unrealized
ATO Atmos Energy Corporation 0.2%
Value $339K Shares 1,985 Est. Cost $109.98 Unrealized +45.5%
AXP American Express Co 0.2%
Value $332K Shares 1,000 Est. Cost $202.90 Unrealized +56.0%
BKH Black Hills Corporation 0.2%
Value $321K Shares 5,205 Est. Cost $56.59 Unrealized +1.4%
ED Consolidated Edison Inc 0.2%
Value $314K Shares 3,125 Est. Cost $84.67 Unrealized +17.1%
DEO Diageo PLC ADR 0.2%
Value $312K Shares 3,265 Est. Cost $164.20 Unrealized
WAFD Washington Federal Inc 0.2%
Value $303K Shares 10,000 Est. Cost $30.32 Unrealized -1.1%
SWKS Skyworks Solutions Inc 0.2%
Value $297K Shares 3,860 Est. Cost $96.33 Unrealized -24.0%
WEC WEC Energy Group Inc 0.2%
Value $296K Shares 2,580 Est. Cost $84.61 Unrealized +26.6%
OGE OGE Energy Corporation 0.2%
Value $295K Shares 6,375 Est. Cost $34.62 Unrealized +29.3%
BAC Bank of America Corp 0.2%
Value $294K Shares 5,700 Est. Cost $42.02 Unrealized +15.0%
CRM salesforce.com inc 0.2%
Value $292K Shares 1,230 Est. Cost $219.30 Unrealized +14.6%
CTVA Corteva, Inc 0.2%
Value $287K Shares 4,250 Est. Cost $50.77 Unrealized +42.1%
NSRGY Nestle S A ADR 0.2%
Value $279K Shares 3,045 Est. Cost $119.42 Unrealized
WY Weyerhauser Company 0.2%
Value $279K Shares 11,240 Est. Cost $28.84 Unrealized -12.7%
Sanofi ADR 0.2%
Value $271K Shares 5,750 Est. Cost $55.12 Unrealized
TGT Target Corporation 0.2%
Value $269K Shares 3,000 Est. Cost $96.73 Unrealized 0.0%
SIEGY Siemens AG 0.2%
Value $263K Shares 1,950 Est. Cost $116.00 Unrealized
D Dominion Energy Inc 0.2%
Value $261K Shares 4,270 Est. Cost $51.26 Unrealized +13.7%
Check Point Software Technolog 0.2%
Value $260K Shares 1,255 Est. Cost $196.34 Unrealized
Dell Computer Corp 0.2%
Value $241K Shares 1,700 Est. Cost $141.76 Unrealized
DD DuPont de Nemours, Inc. 0.2%
Value $236K Shares 3,030 Est. Cost $28.65 Unrealized +8.7%
SRE Sempra Energy 0.2%
Value $236K Shares 2,620 Est. Cost $79.82 Unrealized 0.0%
GIS General Mills Inc 0.2%
Value $232K Shares 4,605 Est. Cost $70.79 Unrealized -30.1%
AWK American Water Works Company I 0.1%
Value $231K Shares 1,660 Est. Cost $121.98 Unrealized +14.8%
ADM Archer Daniels Midland Co 0.1%
Value $227K Shares 3,805 Est. Cost $57.76 Unrealized 0.0%
CLX Clorox Corp 0.1%
Value $219K Shares 1,780 Est. Cost $142.59 Unrealized -14.3%
ES Eversource Energy 0.1%
Value $205K Shares 2,880 Est. Cost $64.19 Unrealized 0.0%