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Portfolio (Quarterly) Guide ↗

Pinnacle West Asset Management, Inc.

· CIK 0001975730
13F Portfolio $145M AUM 104 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 6 Added 32 Reduced 12 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Dell Computer Corp 2,115.0 $913K 0.63% +40.0 +1.9% $431.68
2 BAC Bank of America Corp Financial Services 6,570.0 $374K 0.26% +105.0 +1.6% $56.93 +9.5%
3 IP International Paper Company Consumer Cyclical 9,775.0 $372K 0.26% +75.0 +0.8% $38.06 +3.3%
4 ADBE Adobe Systems Inc Technology 1,431.0 $293K 0.20% +30.0 +2.1% $204.75 +42.4%
5 WY Weyerhauser Company Real Estate 10,690.0 $256K 0.18% +125.0 +1.2% $23.95 -1.3%
6 CLX Clorox Corp Consumer Defensive 2,100.0 $200K 0.14% +75.0 +3.7% $95.24 +7.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Industrials 13.5%
Healthcare 13.3%
Energy 10.6%
Financial Services 9.8%
Consumer Cyclical 8.6%
Communication Services 7.7%
Consumer Defensive 6.1%
Utilities 3.7%
Basic Materials 1.2%