StockDriftsStockDriftsTop 50 Pinnacle West Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 3.99% | 19.9K | $5.8M | -45.73%(-16.80K) | $144.29(+112.54%) | 2026-06-30 | |
| STX | Seagate Technology | 3.87% | 5.8K | $5.6M | -1.69%(-100) | $69.55(+1071.30%) | 2026-06-30 | |
| NVDA | NVIDIA Corp | 3.53% | 25.5K | $5.1M | +0.22%(+55) | $23.45(+840.05%) | 2026-06-30 | |
| CAT | Caterpillar Inc | 3.37% | 4.6K | $4.9M | -1.40%(-65) | $238.39(+258.99%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Class A | 3.11% | 12.6K | $4.5M | -0.20%(-25) | $100.18(+250.83%) | 2026-06-30 | |
| JPM | J P Morgan Chase & Company | 3.07% | 13.6K | $4.4M | +0.00%(+0) | $134.37(+169.03%) | 2026-06-30 | |
| AMZN | Amazon.Com Inc | 2.94% | 17.9K | $4.3M | -0.39%(-70) | $98.59(+178.87%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 2.83% | 11.0K | $4.1M | -53.54%(-12.64K) | $267.47(+87.97%) | 2026-06-30 | |
| GS | Goldman Sachs Group Inc | 2.65% | 3.8K | $3.8M | +0.00%(+0) | $350.30(+196.15%) | 2026-06-30 | |
| WMB | Williams Companies Inc | 2.58% | 50.3K | $3.7M | +0.00%(+0) | $31.75(+128.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.51% | +75.03% | — | — | +85.83% |
| Top 20 Holdings Unweighted | +25.34% | +96.93% | — | — | +107.88% |
Pinnacle West Asset Management INC reports $144.72M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.0%), STX (3.9%) and NVDA (3.5%). The top 20 holdings account for 53.2% of reported assets. Its disclosed equity book has returned +75.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Pinnacle West Asset Management INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pinnacle West Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1975730). View Pinnacle West Asset Management INC’s 13F filings on SEC