Pinnacle West Asset Management, Inc. Diversified Active

Location: Casper, WY

CIK: 0001975730 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $154M

Holdings (114)

MSFT Microsoft Corporation 7.6%
Value $11.65M Shares 24,085 Est. Cost $253.25 Unrealized +97.7%
AAPL Apple Inc 6.6%
Value $10.2M Shares 37,505 Est. Cost $146.02 Unrealized +83.8%
NVDA NVIDIA Corp 3.3%
Value $5.039M Shares 27,020 Est. Cost $93.20 Unrealized +99.7%
LLY Eli Lilly & Company 3.1%
Value $4.708M Shares 4,381 Est. Cost $333.59 Unrealized +186.4%
JPM J P Morgan Chase & Company 3.0%
Value $4.543M Shares 14,100 Est. Cost $129.82 Unrealized +138.4%
AMZN Amazon.Com Inc 2.9%
Value $4.402M Shares 19,070 Est. Cost $100.35 Unrealized +128.0%
GOOGL Alphabet Inc Class A 2.6%
Value $3.945M Shares 12,605 Est. Cost $98.77 Unrealized +189.2%
META Meta Platforms Inc 2.3%
Value $3.59M Shares 5,438 Est. Cost $179.38 Unrealized +272.0%
WMT Wal-Mart Stores Inc 2.3%
Value $3.523M Shares 31,625 Est. Cost $53.76 Unrealized +99.4%
GS Goldman Sachs Group Inc 2.3%
Value $3.512M Shares 3,995 Est. Cost $337.56 Unrealized +141.0%
WMB Williams Companies Inc 2.1%
Value $3.188M Shares 53,044 Est. Cost $27.67 Unrealized +117.1%
AMGN AMGEN Inc 2.0%
Value $3.123M Shares 9,540 Est. Cost $226.21 Unrealized +39.7%
JNJ Johnson & Johnson 2.0%
Value $3.034M Shares 14,660 Est. Cost $147.99 Unrealized +33.1%
HD Home Depot Inc 2.0%
Value $3.014M Shares 8,760 Est. Cost $286.49 Unrealized +27.3%
Blackrock Inc 1.8%
Value $2.761M Shares 2,580 Est. Cost $698.85 Unrealized
CAT Caterpillar Inc 1.8%
Value $2.756M Shares 4,811 Est. Cost $233.36 Unrealized +138.0%
KMI Kinder Morgan Inc 1.7%
Value $2.591M Shares 94,268 Est. Cost $15.24 Unrealized +76.5%
UNH UnitedHealth Group Inc 1.6%
Value $2.495M Shares 7,558 Est. Cost $450.99 Unrealized -25.2%
XOM Exxon Mobil Corporation 1.6%
Value $2.419M Shares 20,105 Est. Cost $100.68 Unrealized +14.7%
CVX Chevron Corporation 1.5%
Value $2.307M Shares 15,140 Est. Cost $147.86 Unrealized +2.4%
ORCL Oracle Corporation 1.3%
Value $2.073M Shares 10,635 Est. Cost $85.69 Unrealized +177.8%
CSCO CISCO Systems Inc 1.3%
Value $2.034M Shares 26,400 Est. Cost $45.38 Unrealized +62.6%
MCD McDonalds Corporation 1.3%
Value $1.996M Shares 6,530 Est. Cost $251.82 Unrealized +21.2%
EPD Enterprise Products Partners L 1.2%
Value $1.877M Shares 58,537 Est. Cost $26.06 Unrealized
BX The Blackstone Group 1.2%
Value $1.851M Shares 12,010 Est. Cost $82.34 Unrealized +83.9%
V Visa Inc Class A 1.2%
Value $1.844M Shares 5,257 Est. Cost $219.99 Unrealized +54.7%
IBM International Business Machine 1.2%
Value $1.813M Shares 6,122 Est. Cost $122.18 Unrealized +144.6%
DE Deere & Company 1.2%
Value $1.81M Shares 3,888 Est. Cost $396.54 Unrealized +17.9%
UNP Union Pacific Corporation 1.1%
Value $1.748M Shares 7,555 Est. Cost $190.20 Unrealized +19.5%
Costco Wholesale Corp 1.1%
Value $1.729M Shares 2,005 Est. Cost $497.00 Unrealized
STX Seagate Technology 1.1%
Value $1.679M Shares 6,095 Est. Cost $66.79 Unrealized +287.6%
DIS The Walt Disney Company 1.0%
Value $1.6M Shares 14,060 Est. Cost $97.48 Unrealized +12.4%
OKE ONEOK, Inc 1.0%
Value $1.547M Shares 21,042 Est. Cost $57.49 Unrealized +22.6%
GOOG Alphabet Inc Class C 1.0%
Value $1.465M Shares 4,670 Est. Cost $95.84 Unrealized +198.8%
BRK/B Berkshire Hathaway Inc 0.9%
Value $1.362M Shares 2,710 Est. Cost $311.86 Unrealized +59.5%
ADP Automatic Data Processing Inc 0.9%
Value $1.332M Shares 5,177 Est. Cost $213.10 Unrealized +24.3%
TXN Texas Instruments Inc 0.8%
Value $1.273M Shares 7,337 Est. Cost $160.84 Unrealized +6.1%
NSC Norfolk Southern Corporation 0.7%
Value $1.138M Shares 3,940 Est. Cost $215.76 Unrealized +33.8%
INTC Intel Corporation 0.7%
Value $1.035M Shares 28,054 Est. Cost $28.54 Unrealized +32.3%
MRK Merck & Company Inc 0.7%
Value $1.026M Shares 9,745 Est. Cost $98.22 Unrealized -5.1%
ABT Abbott Laboratories Inc 0.7%
Value $1.023M Shares 8,165 Est. Cost $100.01 Unrealized +27.3%
BA Boeing Company Inc 0.7%
Value $1.013M Shares 4,665 Est. Cost $205.08 Unrealized +0.3%
COP ConocoPhillips 0.6%
Value $985K Shares 10,525 Est. Cost $99.78 Unrealized -9.8%
PG Procter & Gamble Co 0.6%
Value $919K Shares 6,410 Est. Cost $133.61 Unrealized +10.2%
VZ Verizon Communications 0.6%
Value $911K Shares 22,360 Est. Cost $32.77 Unrealized +23.5%
HON Honeywell International Inc 0.6%
Value $911K Shares 4,670 Est. Cost $176.67 Unrealized +10.4%
GPC Genuine Parts Company 0.6%
Value $901K Shares 7,325 Est. Cost $150.20 Unrealized -14.3%
QCOM Qualcomm Inc 0.6%
Value $891K Shares 5,210 Est. Cost $116.15 Unrealized +47.0%
INTU Intuit Inc 0.6%
Value $886K Shares 1,338 Est. Cost $432.79 Unrealized +52.7%
MMM 3M Company 0.6%
Value $883K Shares 5,515 Est. Cost $86.95 Unrealized +87.7%
PEP Pepsico Inc 0.6%
Value $857K Shares 5,970 Est. Cost $157.98 Unrealized -7.6%
UPS United Parcel Service Class B 0.6%
Value $854K Shares 8,610 Est. Cost $136.78 Unrealized -32.2%
AFL AFLAC Inc 0.5%
Value $846K Shares 7,675 Est. Cost $64.47 Unrealized +70.4%
T AT&T Inc 0.5%
Value $814K Shares 32,789 Est. Cost $16.40 Unrealized +54.2%
KO The Coca-Cola Company 0.5%
Value $782K Shares 11,190 Est. Cost $55.71 Unrealized +24.6%
BMY Bristol-Myers Squibb Company 0.5%
Value $774K Shares 14,350 Est. Cost $59.39 Unrealized -20.0%
MDT Medtronic PLC 0.5%
Value $774K Shares 8,055 Est. Cost $75.26 Unrealized +29.1%
LOW Lowe's Companies Inc 0.5%
Value $748K Shares 3,100 Est. Cost $192.20 Unrealized +24.8%
ITW Illinois Tool Works Inc 0.5%
Value $708K Shares 2,875 Est. Cost $219.01 Unrealized +13.0%
DRI Darden Resturants Inc 0.5%
Value $701K Shares 3,810 Est. Cost $151.80 Unrealized +20.0%
RY Royal Bank of Canada 0.4%
Value $682K Shares 4,000 Est. Cost $99.10 Unrealized +55.0%
NEE NextEra Energy Inc 0.4%
Value $664K Shares 8,275 Est. Cost $70.15 Unrealized +17.6%
LMT Lockheed Martin Company 0.4%
Value $647K Shares 1,338 Est. Cost $432.51 Unrealized +10.1%
SBUX Starbucks Corporation 0.4%
Value $646K Shares 7,670 Est. Cost $95.40 Unrealized -11.9%
PCAR Paccar Inc 0.4%
Value $643K Shares 5,870 Est. Cost $75.69 Unrealized +33.7%
PRU Prudential Financial Inc 0.4%
Value $636K Shares 5,630 Est. Cost $82.75 Unrealized +28.7%
CL Colgate-Palmolive Company 0.4%
Value $635K Shares 8,035 Est. Cost $69.66 Unrealized +12.4%
NVS Novartis AG 0.4%
Value $589K Shares 4,270 Est. Cost $95.34 Unrealized
RTX Corporation 0.4%
Value $580K Shares 3,165 Est. Cost $183.25 Unrealized
DHR Danaher Corporation 0.4%
Value $579K Shares 2,530 Est. Cost $222.94 Unrealized -1.5%
BHP BHP Group Ltd 0.4%
Value $566K Shares 9,375 Est. Cost $60.66 Unrealized
AEP American Electric Power Inc 0.4%
Value $551K Shares 4,775 Est. Cost $81.57 Unrealized +44.3%
GD General Dynamics Corporation 0.4%
Value $544K Shares 1,615 Est. Cost $228.58 Unrealized +49.1%
DUK Duke Energy Corporation 0.4%
Value $540K Shares 4,605 Est. Cost $88.89 Unrealized +36.8%
HII Huntington Ingalls Industries 0.3%
Value $503K Shares 1,480 Est. Cost $213.48 Unrealized +45.0%
BDX Becton Dickenson & Company Inc 0.3%
Value $494K Shares 2,545 Est. Cost $228.68 Unrealized -17.1%
ADBE Adobe Systems Inc 0.3%
Value $482K Shares 1,378 Est. Cost $394.78 Unrealized -13.9%
PM Philip Morris International 0.3%
Value $481K Shares 3,000 Est. Cost $86.95 Unrealized +76.6%
SO Southern Company 0.3%
Value $463K Shares 5,310 Est. Cost $60.88 Unrealized +49.3%
LIN Linde plc 0.3%
Value $461K Shares 1,080 Est. Cost $326.86 Unrealized +30.7%
AbbVie 0.3%
Value $457K Shares 2,000 Est. Cost $159.50 Unrealized
MDLZ Mondelez International Inc 0.3%
Value $429K Shares 7,970 Est. Cost $61.49 Unrealized -7.2%
PFE Pfizer Inc 0.3%
Value $403K Shares 16,183 Est. Cost $33.13 Unrealized -24.4%
IP International Paper Company 0.3%
Value $400K Shares 10,155 Est. Cost $32.41 Unrealized +26.1%
Smith & Nephew plc 0.2%
Value $376K Shares 11,465 Est. Cost $30.70 Unrealized
HSY The Hershey Company 0.2%
Value $370K Shares 2,035 Est. Cost $206.81 Unrealized -11.9%
AXP American Express Co 0.2%
Value $370K Shares 1,000 Est. Cost $202.90 Unrealized +75.9%
SYK Stryker Corporation 0.2%
Value $364K Shares 1,035 Est. Cost $351.46 Unrealized +3.4%
BKH Black Hills Corporation 0.2%
Value $356K Shares 5,130 Est. Cost $56.59 Unrealized +17.5%
Waste Management Inc. 0.2%
Value $347K Shares 1,580 Est. Cost $203.48 Unrealized
ATO Atmos Energy Corporation 0.2%
Value $333K Shares 1,985 Est. Cost $109.98 Unrealized +56.7%
FAST Fastenal Company 0.2%
Value $322K Shares 8,025 Est. Cost $39.55 Unrealized +6.3%
WAFD Washington Federal Inc 0.2%
Value $320K Shares 10,000 Est. Cost $30.32 Unrealized +0.6%
CRM salesforce.com inc 0.2%
Value $314K Shares 1,185 Est. Cost $219.30 Unrealized +13.2%
BAC Bank of America Corp 0.2%
Value $309K Shares 5,625 Est. Cost $42.02 Unrealized +25.3%
ED Consolidated Edison Inc 0.2%
Value $303K Shares 3,050 Est. Cost $84.67 Unrealized +16.7%
Sanofi ADR 0.2%
Value $299K Shares 6,175 Est. Cost $54.66 Unrealized
Target Corporation 0.2%
Value $293K Shares 3,000 Est. Cost $97.67 Unrealized
NSRGY Nestle S A ADR 0.2%
Value $293K Shares 2,970 Est. Cost $119.42 Unrealized
CTVA Corteva, Inc 0.2%
Value $282K Shares 4,200 Est. Cost $50.77 Unrealized +27.1%
DEO Diageo PLC ADR 0.2%
Value $281K Shares 3,255 Est. Cost $164.20 Unrealized
SIEGY Siemens AG 0.2%
Value $273K Shares 1,950 Est. Cost $116.00 Unrealized
WEC WEC Energy Group Inc 0.2%
Value $272K Shares 2,580 Est. Cost $84.61 Unrealized +30.3%
OGE OGE Energy Corporation 0.2%
Value $266K Shares 6,225 Est. Cost $34.62 Unrealized +28.8%
WY Weyerhauser Company 0.2%
Value $260K Shares 10,990 Est. Cost $28.84 Unrealized -20.3%
D Dominion Energy Inc 0.2%
Value $243K Shares 4,145 Est. Cost $51.26 Unrealized +16.6%
CH Robinson Worldwide Inc 0.2%
Value $241K Shares 1,500 Est. Cost $160.67 Unrealized
Check Point Software Technolog 0.2%
Value $239K Shares 1,290 Est. Cost $196.04 Unrealized
SWKS Skyworks Solutions Inc 0.2%
Value $238K Shares 3,760 Est. Cost $96.33 Unrealized -27.9%
SRE Sempra Energy 0.1%
Value $229K Shares 2,595 Est. Cost $79.82 Unrealized +13.4%
Dell Computer Corp 0.1%
Value $223K Shares 1,775 Est. Cost $141.08 Unrealized
GIS General Mills Inc 0.1%
Value $213K Shares 4,580 Est. Cost $70.79 Unrealized -33.0%
AWK American Water Works Company I 0.1%
Value $213K Shares 1,635 Est. Cost $121.98 Unrealized +9.2%
ADM Archer Daniels Midland Co 0.1%
Value $212K Shares 3,680 Est. Cost $57.76 Unrealized +3.0%