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Portfolio (Quarterly) Guide ↗

Pinnacle West Asset Management, Inc.

· CIK 0001975730
13F Portfolio $147M AUM 114 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 8 Added 87 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PSX Phillips 66 Energy 1,250.0 $228K 0.15% NEW $182.40 +33.8%
2 NTR Nutrien Ltd Basic Materials 2,990.0 $226K 0.15% NEW $75.59 -2.7%
3 CLX Clorox Corp Consumer Defensive 2,025.0 $210K 0.14% NEW $103.70 -1.1%

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 24.7%
Healthcare 13.9%
Industrials 11.9%
Energy 11.6%
Financial Services 9.3%
Consumer Cyclical 8.3%
Consumer Defensive 8.2%
Communication Services 7.1%
Utilities 3.4%
Basic Materials 1.2%