Pinnacle West Asset Management, Inc. Diversified Active

Location: CASPER, WY

CIK: 0001975730 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $147K (100.0% shares, 0.0% debt)

Holdings (114)

New Positions (3)

Decreased Positions (85)

MSFT Microsoft Corporation 5.9%
Value $8,743 (-99.9%) Shares 23,620 (-1.9%) Est. Cost Unrealized
AAPL Apple Inc 6.3%
Value $9,323 (-99.9%) Shares 36,735 (-2.1%) Est. Cost Unrealized
NVDA NVIDIA Corp 3.0%
Value $4,440 (-99.9%) Shares 25,460 (-5.8%) Est. Cost Unrealized
LLY Eli Lilly & Company 2.7%
Value $3,915 (-99.9%) Shares 4,256 (-2.9%) Est. Cost Unrealized
JPM J P Morgan Chase & Company 2.7%
Value $3,992 (-99.9%) Shares 13,570 (-3.8%) Est. Cost Unrealized
AMZN Amazon.Com Inc 2.5%
Value $3,734 (-99.9%) Shares 17,927 (-6.0%) Est. Cost Unrealized
META Meta Platforms Inc 2.1%
Value $3,024 (-99.9%) Shares 5,286 (-2.8%) Est. Cost Unrealized
WMT Wal-Mart Stores Inc 2.5%
Value $3,747 (-99.9%) Shares 30,150 (-4.7%) Est. Cost Unrealized
GS Goldman Sachs Group Inc 2.2%
Value $3,211 (-99.9%) Shares 3,795 (-5.0%) Est. Cost Unrealized
WMB Williams Companies Inc 2.5%
Value $3,660 (-99.9%) Shares 50,294 (-5.2%) Est. Cost Unrealized
AMGN AMGEN Inc 2.1%
Value $3,160 (-99.9%) Shares 8,980 (-5.9%) Est. Cost Unrealized
JNJ Johnson & Johnson 2.3%
Value $3,411 (-99.9%) Shares 13,955 (-4.8%) Est. Cost Unrealized
HD Home Depot Inc 1.9%
Value $2,744 (-99.9%) Shares 8,344 (-4.7%) Est. Cost Unrealized
Blackrock Inc 1.6%
Value $2,363 (-99.9%) Shares 2,457 (-4.8%) Est. Cost Unrealized
CAT Caterpillar Inc 2.2%
Value $3,295 (-99.9%) Shares 4,651 (-3.3%) Est. Cost Unrealized
KMI Kinder Morgan Inc 2.0%
Value $3,009 (-99.9%) Shares 89,740 (-4.8%) Est. Cost Unrealized
UNH UnitedHealth Group Inc 1.4%
Value $2,013 (-99.9%) Shares 7,438 (-1.6%) Est. Cost Unrealized
XOM Exxon Mobil Corporation 2.2%
Value $3,203 (-99.9%) Shares 18,880 (-6.1%) Est. Cost Unrealized
CVX Chevron Corporation 2.0%
Value $2,940 (-99.9%) Shares 14,210 (-6.1%) Est. Cost Unrealized
ORCL Oracle Corporation 1.0%
Value $1,542 (-99.9%) Shares 10,485 (-1.4%) Est. Cost Unrealized
CSCO CISCO Systems Inc 1.3%
Value $1,899 (-99.9%) Shares 24,475 (-7.3%) Est. Cost Unrealized
MCD McDonalds Corporation 1.3%
Value $1,956 (-99.9%) Shares 6,295 (-3.6%) Est. Cost Unrealized
EPD Enterprise Products Partners L 1.4%
Value $2,083 (-99.9%) Shares 55,037 (-6.0%) Est. Cost Unrealized
BX The Blackstone Group 0.9%
Value $1,327 (-99.9%) Shares 11,543 (-3.9%) Est. Cost Unrealized
V Visa Inc Class A 1.0%
Value $1,532 (-99.9%) Shares 5,070 (-3.6%) Est. Cost Unrealized
IBM International Business Machine 1.0%
Value $1,440 (-99.9%) Shares 5,940 (-3.0%) Est. Cost Unrealized
DE Deere & Company 1.4%
Value $2,100 (-99.9%) Shares 3,728 (-4.1%) Est. Cost Unrealized
UNP Union Pacific Corporation 1.2%
Value $1,803 (-99.9%) Shares 7,430 (-1.7%) Est. Cost Unrealized
STX Seagate Technology 1.6%
Value $2,315 (-99.9%) Shares 5,910 (-3.0%) Est. Cost Unrealized
DIS The Walt Disney Company 0.9%
Value $1,297 (-99.9%) Shares 13,460 (-4.3%) Est. Cost Unrealized
GOOG Alphabet Inc Class C 0.8%
Value $1,110 (-99.9%) Shares 3,870 (-17.1%) Est. Cost Unrealized
BRK/B Berkshire Hathaway Inc 0.9%
Value $1,253 (-99.9%) Shares 2,615 (-3.5%) Est. Cost Unrealized
ADP Automatic Data Processing Inc 0.7%
Value $1,014 (-99.9%) Shares 4,990 (-3.6%) Est. Cost Unrealized
TXN Texas Instruments Inc 1.0%
Value $1,403 (-99.9%) Shares 7,225 (-1.5%) Est. Cost Unrealized
NSC Norfolk Southern Corporation 0.7%
Value $1,088 (-99.9%) Shares 3,790 (-3.8%) Est. Cost Unrealized
INTC Intel Corporation 0.7%
Value $1,093 (-99.9%) Shares 24,779 (-11.7%) Est. Cost Unrealized
MRK Merck & Company Inc 0.8%
Value $1,139 (-99.9%) Shares 9,470 (-2.8%) Est. Cost Unrealized
ABT Abbott Laboratories Inc 0.6%
Value $826 (-99.9%) Shares 8,050 (-1.4%) Est. Cost Unrealized
COP ConocoPhillips 0.9%
Value $1,323 (-99.9%) Shares 10,025 (-4.8%) Est. Cost Unrealized
PG Procter & Gamble Co 0.6%
Value $893 (-99.9%) Shares 6,185 (-3.5%) Est. Cost Unrealized
VZ Verizon Communications 0.7%
Value $1,080 (-99.9%) Shares 21,510 (-3.8%) Est. Cost Unrealized
GPC Genuine Parts Company 0.5%
Value $759 (-99.9%) Shares 7,175 (-2.0%) Est. Cost Unrealized
QCOM Qualcomm Inc 0.4%
Value $655 (-99.9%) Shares 5,085 (-2.4%) Est. Cost Unrealized
MMM 3M Company 0.5%
Value $739 (-99.9%) Shares 5,090 (-7.7%) Est. Cost Unrealized
PEP Pepsico Inc 0.6%
Value $912 (-99.9%) Shares 5,870 (-1.7%) Est. Cost Unrealized
AFL AFLAC Inc 0.6%
Value $817 (-99.9%) Shares 7,450 (-2.9%) Est. Cost Unrealized
T AT&T Inc 0.6%
Value $929 (-99.9%) Shares 32,039 (-2.3%) Est. Cost Unrealized
KO The Coca-Cola Company 0.6%
Value $840 (-99.9%) Shares 11,040 (-1.3%) Est. Cost Unrealized
MDT Medtronic PLC 0.5%
Value $689 (-99.9%) Shares 7,955 (-1.2%) Est. Cost Unrealized
ITW Illinois Tool Works Inc 0.5%
Value $728 (-99.9%) Shares 2,795 (-2.8%) Est. Cost Unrealized
DRI Darden Resturants Inc 0.5%
Value $733 (-99.9%) Shares 3,737 (-1.9%) Est. Cost Unrealized
NEE NextEra Energy Inc 0.5%
Value $752 (-99.9%) Shares 8,095 (-2.2%) Est. Cost Unrealized
LMT Lockheed Martin Company 0.5%
Value $772 (-99.9%) Shares 1,278 (-4.5%) Est. Cost Unrealized
SBUX Starbucks Corporation 0.5%
Value $664 (-99.9%) Shares 7,410 (-3.4%) Est. Cost Unrealized
PRU Prudential Financial Inc 0.4%
Value $540 (-99.9%) Shares 5,530 (-1.8%) Est. Cost Unrealized
CL Colgate-Palmolive Company 0.5%
Value $676 (-99.9%) Shares 7,935 (-1.2%) Est. Cost Unrealized
NVS Novartis AG 0.4%
Value $635 (-99.9%) Shares 4,155 (-2.7%) Est. Cost Unrealized
RTX Corporation 0.4%
Value $591 (-99.9%) Shares 3,065 (-3.2%) Est. Cost Unrealized
DHR Danaher Corporation 0.3%
Value $465 (-99.9%) Shares 2,455 (-3.0%) Est. Cost Unrealized
BHP BHP Group Ltd 0.4%
Value $662 (-99.9%) Shares 9,100 (-2.9%) Est. Cost Unrealized
AEP American Electric Power Inc 0.4%
Value $611 (-99.9%) Shares 4,665 (-2.3%) Est. Cost Unrealized
GD General Dynamics Corporation 0.4%
Value $541 (-99.9%) Shares 1,575 (-2.5%) Est. Cost Unrealized
DUK Duke Energy Corporation 0.4%
Value $589 (-99.9%) Shares 4,495 (-2.4%) Est. Cost Unrealized
HII Huntington Ingalls Industries 0.4%
Value $538 (-99.9%) Shares 1,415 (-4.4%) Est. Cost Unrealized
SO Southern Company 0.3%
Value $495 (-99.9%) Shares 5,125 (-3.5%) Est. Cost Unrealized
LIN Linde plc 0.3%
Value $513 (-99.9%) Shares 1,034 (-4.3%) Est. Cost Unrealized
MDLZ Mondelez International Inc 0.3%
Value $452 (-99.9%) Shares 7,845 (-1.6%) Est. Cost Unrealized
IP International Paper Company 0.2%
Value $346 (-99.9%) Shares 9,700 (-4.5%) Est. Cost Unrealized
Smith & Nephew plc 0.2%
Value $352 (-99.9%) Shares 11,090 (-3.3%) Est. Cost Unrealized
HSY The Hershey Company 0.3%
Value $405 (-99.9%) Shares 1,950 (-4.2%) Est. Cost Unrealized
SYK Stryker Corporation 0.2%
Value $332 (-99.9%) Shares 1,010 (-2.4%) Est. Cost Unrealized
BKH Black Hills Corporation 0.2%
Value $344 (-99.9%) Shares 4,950 (-3.5%) Est. Cost Unrealized
Waste Management Inc. 0.2%
Value $356 (-99.9%) Shares 1,550 (-1.9%) Est. Cost Unrealized
ATO Atmos Energy Corporation 0.2%
Value $341 (-99.9%) Shares 1,845 (-7.1%) Est. Cost Unrealized
CRM salesforce.com inc 0.1%
Value $217 (-99.9%) Shares 1,160 (-2.1%) Est. Cost Unrealized
ED Consolidated Edison Inc 0.2%
Value $333 (-99.9%) Shares 2,940 (-3.6%) Est. Cost Unrealized
NSRGY Nestle S A ADR 0.2%
Value $289 (-99.9%) Shares 2,920 (-1.7%) Est. Cost Unrealized
CTVA Corteva, Inc 0.2%
Value $345 (-99.9%) Shares 4,125 (-1.8%) Est. Cost Unrealized
SIEGY Siemens AG 0.2%
Value $235 (-99.9%) Shares 1,930 (-1.0%) Est. Cost Unrealized
WEC WEC Energy Group Inc 0.2%
Value $292 (-99.9%) Shares 2,520 (-2.3%) Est. Cost Unrealized
OGE OGE Energy Corporation 0.2%
Value $291 (-99.9%) Shares 6,065 (-2.6%) Est. Cost Unrealized
WY Weyerhauser Company 0.2%
Value $258 (-99.9%) Shares 10,565 (-3.9%) Est. Cost Unrealized
D Dominion Energy Inc 0.2%
Value $253 (-99.9%) Shares 4,100 (-1.1%) Est. Cost Unrealized
SRE Sempra Energy 0.2%
Value $246 (-99.9%) Shares 2,535 (-2.3%) Est. Cost Unrealized
ADM Archer Daniels Midland Co 0.2%
Value $262 (-99.9%) Shares 3,605 (-2.0%) Est. Cost Unrealized

Unchanged Positions (19)

GOOGL Alphabet Inc Class A 2.5%
Value $3,633 Shares 12,635 Est. Cost Unrealized
Costco Wholesale Corp 1.4%
Value $1,998 Shares 2,005 Est. Cost Unrealized
OKE ONEOK, Inc 1.3%
Value $1,907 Shares 21,093 Est. Cost Unrealized
BA Boeing Company Inc 0.6%
Value $923 Shares 4,640 Est. Cost Unrealized
INTU Intuit Inc 0.4%
Value $584 Shares 1,350 Est. Cost Unrealized
UPS United Parcel Service Class B 0.6%
Value $850 Shares 8,635 Est. Cost Unrealized
BMY Bristol-Myers Squibb Company 0.6%
Value $873 Shares 14,400 Est. Cost Unrealized
LOW Lowe's Companies Inc 0.5%
Value $732 Shares 3,100 Est. Cost Unrealized
RY Royal Bank of Canada 0.4%
Value $647 Shares 4,000 Est. Cost Unrealized
PCAR Paccar Inc 0.5%
Value $672 Shares 5,820 Est. Cost Unrealized
BDX Becton Dickenson & Company Inc 0.3%
Value $400 Shares 2,545 Est. Cost Unrealized
PM Philip Morris International 0.3%
Value $496 Shares 3,000 Est. Cost Unrealized
AbbVie 0.3%
Value $435 Shares 2,000 Est. Cost Unrealized
PFE Pfizer Inc 0.3%
Value $454 Shares 16,158 Est. Cost Unrealized
AXP American Express Co 0.2%
Value $302 Shares 1,000 Est. Cost Unrealized
WAFD Washington Federal Inc 0.2%
Value $314 Shares 10,000 Est. Cost Unrealized
Target Corporation 0.2%
Value $364 Shares 3,000 Est. Cost Unrealized
DEO Diageo PLC ADR 0.2%
Value $243 Shares 3,270 Est. Cost Unrealized
CH Robinson Worldwide Inc 0.2%
Value $249 Shares 1,500 Est. Cost Unrealized