13F Filings History of Pinnacle West Asset Management, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$153,936,000
Signature - Title
Arin Wesnitzer - Chief Compliance Officer
Location
Casper, WY
Summary
This page shows a list of all the recent 13F filings made by Pinnacle West Asset Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle West Asset Management, Inc. reported 114 stock holdings with total value $153,936,000 as of Q4 2025. Top holdings included MSFT, AAPL, NVDA, LLY, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 114 $153,936,000 +$402,172 -$3,147,702 -$2,745,530 MSFT, AAPL, NVDA, LLY, JPM 13F-HR 10 Feb 2026, 16:02
Q3 2025 116 $154,408,000 +$1,689,794 -$909,901 +$779,893 MSFT, AAPL, NVDA, JPM, AMZN 13F-HR 04 Nov 2025, 17:46
Q2 2025 113 $144,654,000 +$599,512 -$1,014,046 -$414,534 MSFT, AAPL, NVDA, AMZN, JPM 13F-HR 24 Jul 2025, 15:19
Q1 2025 112 $138,450,000 +$935,091 -$989,956 -$54,865 MSFT, AAPL, UNH, AMZN, JPM 13F-HR 07 May 2025, 15:35
Q4 2024 114 $139,684,000 +$2,164,348 -$1,688,574 +$475,774 MSFT, AAPL, AMZN, NVDA, JPM 13F-HR 04 Feb 2025, 16:16
Q3 2024 113 $139,500,000 +$3,466,726 -$1,077,986 +$2,388,740 MSFT, AAPL, UNH, LLY, NVDA 13F-HR 22 Oct 2024, 18:16
Q2 2024 105 $128,639,000 +$4,831,477 -$1,340,215 +$3,491,262 MSFT, AAPL, NVDA, LLY, AMZN 13F-HR 06 Aug 2024, 19:58
Q1 2024 105 $125,993,000 +$2,788,056 -$1,410,430 +$1,377,626 MSFT, AAPL, LLY, AMZN, UNH 13F-HR 23 Apr 2024, 18:05
Q4 2023 100 $116,645,000 +$4,958,933 -$16,145 +$4,942,788 MSFT, AAPL, UNH, HD, AMZN 13F-HR 13 Feb 2024, 17:21
Q3 2023 97 $102,000,000 +$4,887,571 -$3,686,887 +$1,200,684 MSFT, AAPL, UNH, HD, AMGN 13F-HR 07 Nov 2023, 21:01
Q2 2023 100 $102,993,000 +$2,813,527 -$1,529,012 +$1,284,515 MSFT, AAPL, UNH, HD, JNJ 13F-HR 15 Aug 2023, 12:29
Q1 2023 99 $95,739,000 $0 $0 $0 MSFT, AAPL, UNH, CVX, JNJ 13F-HR 10 May 2023, 18:19