Pinnacle West Asset Management, Inc. Diversified Active

Location: Casper, WY

CIK: 0001975730 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $147M

Holdings (114)

AAPL Apple Inc 6.3%
Value $9.323M Shares 36,735 Est. Cost $146.02 Unrealized +80.0%
MSFT Microsoft Corporation 5.9%
Value $8.743M Shares 23,620 Est. Cost $253.25 Unrealized +71.6%
NVDA NVIDIA Corp 3.0%
Value $4.44M Shares 25,460 Est. Cost $93.20 Unrealized +100.3%
JPM J P Morgan Chase & Company 2.7%
Value $3.992M Shares 13,570 Est. Cost $129.82 Unrealized +139.9%
LLY Eli Lilly & Company 2.7%
Value $3.915M Shares 4,256 Est. Cost $333.59 Unrealized +213.9%
WMT Wal-Mart Stores Inc 2.5%
Value $3.747M Shares 30,150 Est. Cost $53.76 Unrealized +127.0%
AMZN Amazon.Com Inc 2.5%
Value $3.734M Shares 17,927 Est. Cost $100.35 Unrealized +126.1%
WMB Williams Companies Inc 2.5%
Value $3.66M Shares 50,294 Est. Cost $27.67 Unrealized +139.8%
GOOGL Alphabet Inc Class A 2.5%
Value $3.633M Shares 12,635 Est. Cost $98.77 Unrealized +227.3%
JNJ Johnson & Johnson 2.3%
Value $3.411M Shares 13,955 Est. Cost $147.99 Unrealized +54.0%
CAT Caterpillar Inc 2.2%
Value $3.295M Shares 4,651 Est. Cost $233.36 Unrealized +193.3%
GS Goldman Sachs Group Inc 2.2%
Value $3.211M Shares 3,795 Est. Cost $337.56 Unrealized +176.3%
XOM Exxon Mobil Corporation 2.2%
Value $3.203M Shares 18,880 Est. Cost $100.68 Unrealized +37.8%
AMGN AMGEN Inc 2.1%
Value $3.16M Shares 8,980 Est. Cost $226.21 Unrealized +54.6%
META Meta Platforms Inc 2.1%
Value $3.024M Shares 5,286 Est. Cost $179.38 Unrealized +265.5%
KMI Kinder Morgan Inc 2.0%
Value $3.009M Shares 89,740 Est. Cost $15.24 Unrealized +95.1%
CVX Chevron Corporation 2.0%
Value $2.94M Shares 14,210 Est. Cost $147.86 Unrealized +16.2%
HD Home Depot Inc 1.9%
Value $2.744M Shares 8,344 Est. Cost $286.49 Unrealized +31.6%
Blackrock Inc 1.6%
Value $2.363M Shares 2,457 Est. Cost $698.85 Unrealized
STX Seagate Technology 1.6%
Value $2.315M Shares 5,910 Est. Cost $66.79 Unrealized +463.6%
DE Deere & Company 1.4%
Value $2.1M Shares 3,728 Est. Cost $396.54 Unrealized +39.0%
EPD Enterprise Products Partners L 1.4%
Value $2.083M Shares 55,037 Est. Cost $26.06 Unrealized
UNH UnitedHealth Group Inc 1.4%
Value $2.013M Shares 7,438 Est. Cost $450.99 Unrealized -31.6%
Costco Wholesale Corp 1.4%
Value $1.998M Shares 2,005 Est. Cost $497.00 Unrealized
MCD McDonalds Corporation 1.3%
Value $1.956M Shares 6,295 Est. Cost $251.82 Unrealized +26.0%
OKE ONEOK, Inc 1.3%
Value $1.907M Shares 21,093 Est. Cost $57.49 Unrealized +36.6%
CSCO CISCO Systems Inc 1.3%
Value $1.899M Shares 24,475 Est. Cost $45.38 Unrealized +71.7%
UNP Union Pacific Corporation 1.2%
Value $1.803M Shares 7,430 Est. Cost $190.20 Unrealized +27.9%
ORCL Oracle Corporation 1.0%
Value $1.542M Shares 10,485 Est. Cost $85.69 Unrealized +97.9%
V Visa Inc Class A 1.0%
Value $1.532M Shares 5,070 Est. Cost $219.99 Unrealized +49.6%
IBM International Business Machine 1.0%
Value $1.44M Shares 5,940 Est. Cost $122.18 Unrealized +132.4%
TXN Texas Instruments Inc 1.0%
Value $1.403M Shares 7,225 Est. Cost $160.84 Unrealized +28.2%
BX The Blackstone Group 0.9%
Value $1.327M Shares 11,543 Est. Cost $82.34 Unrealized +71.1%
COP ConocoPhillips 0.9%
Value $1.323M Shares 10,025 Est. Cost $99.78 Unrealized +2.9%
DIS The Walt Disney Company 0.9%
Value $1.297M Shares 13,460 Est. Cost $97.48 Unrealized +12.3%
BRK/B Berkshire Hathaway Inc 0.9%
Value $1.253M Shares 2,615 Est. Cost $311.86 Unrealized +58.2%
MRK Merck & Company Inc 0.8%
Value $1.139M Shares 9,470 Est. Cost $98.22 Unrealized +16.4%
GOOG Alphabet Inc Class C 0.8%
Value $1.11M Shares 3,870 Est. Cost $95.84 Unrealized +237.7%
INTC Intel Corporation 0.7%
Value $1.093M Shares 24,779 Est. Cost $28.54 Unrealized +62.6%
NSC Norfolk Southern Corporation 0.7%
Value $1.088M Shares 3,790 Est. Cost $215.76 Unrealized +38.2%
VZ Verizon Communications 0.7%
Value $1.08M Shares 21,510 Est. Cost $32.77 Unrealized +33.7%
ADP Automatic Data Processing Inc 0.7%
Value $1.014M Shares 4,990 Est. Cost $213.10 Unrealized +13.0%
T AT&T Inc 0.6%
Value $929K Shares 32,039 Est. Cost $16.40 Unrealized +57.0%
BA Boeing Company Inc 0.6%
Value $923K Shares 4,640 Est. Cost $205.08 Unrealized +16.3%
PEP Pepsico Inc 0.6%
Value $912K Shares 5,870 Est. Cost $157.98 Unrealized -2.1%
PG Procter & Gamble Co 0.6%
Value $893K Shares 6,185 Est. Cost $133.61 Unrealized +13.6%
BMY Bristol-Myers Squibb Company 0.6%
Value $873K Shares 14,400 Est. Cost $59.39 Unrealized -3.3%
UPS United Parcel Service Class B 0.6%
Value $850K Shares 8,635 Est. Cost $136.78 Unrealized -19.7%
KO The Coca-Cola Company 0.6%
Value $840K Shares 11,040 Est. Cost $55.71 Unrealized +34.2%
ABT Abbott Laboratories Inc 0.6%
Value $826K Shares 8,050 Est. Cost $100.01 Unrealized +15.4%
AFL AFLAC Inc 0.6%
Value $817K Shares 7,450 Est. Cost $64.47 Unrealized +72.5%
LMT Lockheed Martin Company 0.5%
Value $772K Shares 1,278 Est. Cost $432.51 Unrealized +38.9%
GPC Genuine Parts Company 0.5%
Value $759K Shares 7,175 Est. Cost $150.20 Unrealized -11.1%
NEE NextEra Energy Inc 0.5%
Value $752K Shares 8,095 Est. Cost $70.15 Unrealized +24.3%
MMM 3M Company 0.5%
Value $739K Shares 5,090 Est. Cost $86.95 Unrealized +88.6%
DRI Darden Resturants Inc 0.5%
Value $733K Shares 3,737 Est. Cost $151.80 Unrealized +36.6%
LOW Lowe's Companies Inc 0.5%
Value $732K Shares 3,100 Est. Cost $192.20 Unrealized +41.3%
ITW Illinois Tool Works Inc 0.5%
Value $728K Shares 2,795 Est. Cost $219.01 Unrealized +24.8%
MDT Medtronic PLC 0.5%
Value $689K Shares 7,955 Est. Cost $75.26 Unrealized +32.2%
CL Colgate-Palmolive Company 0.5%
Value $676K Shares 7,935 Est. Cost $69.66 Unrealized +27.4%
PCAR Paccar Inc 0.5%
Value $672K Shares 5,820 Est. Cost $75.69 Unrealized +62.5%
SBUX Starbucks Corporation 0.5%
Value $664K Shares 7,410 Est. Cost $95.40 Unrealized -1.9%
BHP BHP Group Ltd 0.4%
Value $662K Shares 9,100 Est. Cost $60.66 Unrealized
QCOM Qualcomm Inc 0.4%
Value $655K Shares 5,085 Est. Cost $116.15 Unrealized +32.5%
RY Royal Bank of Canada 0.4%
Value $647K Shares 4,000 Est. Cost $99.10 Unrealized +71.5%
NVS Novartis AG 0.4%
Value $635K Shares 4,155 Est. Cost $95.34 Unrealized
AEP American Electric Power Inc 0.4%
Value $611K Shares 4,665 Est. Cost $81.57 Unrealized +47.8%
RTX Corporation 0.4%
Value $591K Shares 3,065 Est. Cost $183.25 Unrealized
DUK Duke Energy Corporation 0.4%
Value $589K Shares 4,495 Est. Cost $88.89 Unrealized +36.0%
INTU Intuit Inc 0.4%
Value $584K Shares 1,350 Est. Cost $432.79 Unrealized +15.0%
GD General Dynamics Corporation 0.4%
Value $541K Shares 1,575 Est. Cost $228.58 Unrealized +55.1%
PRU Prudential Financial Inc 0.4%
Value $540K Shares 5,530 Est. Cost $82.75 Unrealized +29.8%
HII Huntington Ingalls Industries 0.4%
Value $538K Shares 1,415 Est. Cost $213.48 Unrealized +92.3%
LIN Linde plc 0.3%
Value $513K Shares 1,034 Est. Cost $326.86 Unrealized +40.7%
PM Philip Morris International 0.3%
Value $496K Shares 3,000 Est. Cost $86.95 Unrealized +102.3%
SO Southern Company 0.3%
Value $495K Shares 5,125 Est. Cost $60.88 Unrealized +47.1%
DHR Danaher Corporation 0.3%
Value $465K Shares 2,455 Est. Cost $222.94 Unrealized +0.8%
PFE Pfizer Inc 0.3%
Value $454K Shares 16,158 Est. Cost $33.13 Unrealized -21.0%
MDLZ Mondelez International Inc 0.3%
Value $452K Shares 7,845 Est. Cost $61.49 Unrealized -5.4%
AbbVie 0.3%
Value $435K Shares 2,000 Est. Cost $159.50 Unrealized
FAST Fastenal Company 0.3%
Value $406K Shares 8,760 Est. Cost $39.94 Unrealized +10.8%
HSY The Hershey Company 0.3%
Value $405K Shares 1,950 Est. Cost $206.81 Unrealized -1.0%
BDX Becton Dickenson & Company Inc 0.3%
Value $400K Shares 2,545 Est. Cost $228.68 Unrealized -26.6%
Target Corporation 0.2%
Value $364K Shares 3,000 Est. Cost $97.67 Unrealized
Waste Management Inc. 0.2%
Value $356K Shares 1,550 Est. Cost $203.48 Unrealized
Smith & Nephew plc 0.2%
Value $352K Shares 11,090 Est. Cost $30.70 Unrealized
IP International Paper Company 0.2%
Value $346K Shares 9,700 Est. Cost $32.41 Unrealized +35.1%
CTVA Corteva, Inc 0.2%
Value $345K Shares 4,125 Est. Cost $50.77 Unrealized +43.3%
BKH Black Hills Corporation 0.2%
Value $344K Shares 4,950 Est. Cost $56.59 Unrealized +27.1%
ATO Atmos Energy Corporation 0.2%
Value $341K Shares 1,845 Est. Cost $109.98 Unrealized +55.9%
ADBE Adobe Systems Inc 0.2%
Value $341K Shares 1,401 Est. Cost $393.06 Unrealized -26.3%
Dell Computer Corp 0.2%
Value $341K Shares 2,075 Est. Cost $144.45 Unrealized
ED Consolidated Edison Inc 0.2%
Value $333K Shares 2,940 Est. Cost $84.67 Unrealized +24.4%
SYK Stryker Corporation 0.2%
Value $332K Shares 1,010 Est. Cost $351.46 Unrealized +3.8%
BAC Bank of America Corp 0.2%
Value $315K Shares 6,465 Est. Cost $43.53 Unrealized +23.3%
WAFD Washington Federal Inc 0.2%
Value $314K Shares 10,000 Est. Cost $30.32 Unrealized +7.4%
Sanofi ADR 0.2%
Value $306K Shares 6,350 Est. Cost $54.48 Unrealized
AXP American Express Co 0.2%
Value $302K Shares 1,000 Est. Cost $202.90 Unrealized +75.5%
WEC WEC Energy Group Inc 0.2%
Value $292K Shares 2,520 Est. Cost $84.61 Unrealized +29.9%
OGE OGE Energy Corporation 0.2%
Value $291K Shares 6,065 Est. Cost $34.62 Unrealized +28.4%
NSRGY Nestle S A ADR 0.2%
Value $289K Shares 2,920 Est. Cost $119.42 Unrealized
ADM Archer Daniels Midland Co 0.2%
Value $262K Shares 3,605 Est. Cost $57.76 Unrealized +13.6%
WY Weyerhauser Company 0.2%
Value $258K Shares 10,565 Est. Cost $28.84 Unrealized -17.5%
D Dominion Energy Inc 0.2%
Value $253K Shares 4,100 Est. Cost $51.26 Unrealized +20.2%
CH Robinson Worldwide Inc 0.2%
Value $249K Shares 1,500 Est. Cost $160.67 Unrealized
SRE Sempra Energy 0.2%
Value $246K Shares 2,535 Est. Cost $79.82 Unrealized +12.2%
DEO Diageo PLC ADR 0.2%
Value $243K Shares 3,270 Est. Cost $164.20 Unrealized
AWK American Water Works Company I 0.2%
Value $237K Shares 1,740 Est. Cost $122.40 Unrealized +5.3%
SIEGY Siemens AG 0.2%
Value $235K Shares 1,930 Est. Cost $116.00 Unrealized
PSX Phillips 66 0.2%
Value $228K Shares 1,250 Est. Cost $147.11 Unrealized 0.0%
Nutrien Ltd 0.2%
Value $226K Shares 2,990 Est. Cost $75.59 Unrealized
CRM salesforce.com inc 0.1%
Value $217K Shares 1,160 Est. Cost $219.30 Unrealized -1.6%
CLX Clorox Corp 0.1%
Value $210K Shares 2,025 Est. Cost $114.41 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.1%
Value $205K Shares 3,835 Est. Cost $95.62 Unrealized -37.3%