Pinnacle West Asset Management, Inc.
•CIK: 1975730•Filing: Q4 2025
**Pinnacle West Asset Management, Inc.** manages $154M across a portfolio of 114 positions, demonstrating concentrated exposure to mega-cap technology and financial names. Top holdings are anchored by Microsoft ($11.6M) and Apple ($10.2M), representing a significant portion of the fund's disclosed capital. Further allocations include substantial positions in Nvidia ($5.0M), Eli Lilly ($4.7M), and JPMorgan Chase ($4.5M). The portfolio exhibits a clear tilt toward established market leaders across the technology, healthcare, and financial sectors.
Total AUM
$153.9M
QoQ Performance
-0.3%
Positions
114
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT7.6%
AAPL6.6%
NVDA3.3%
LLY3.1%
JPM3.0%
AMZN2.9%
GOOGL2.6%
META2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology30.3%
Other23.3%
Healthcare12.0%
Consumer10.6%
Financial7.9%
Industrial7.3%
Energy3.7%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑12 increased
↓87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022