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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 RTX RTX Corporation Industrials 3,065.0 $582K 0.40% NEW $189.89 +11.5%
2 AMAT Applied Materials, Inc Technology 480.0 $347K 0.24% NEW $722.92 -36.1%
3 ES Eversource Energy Utilities 2,850.0 $206K 0.14% NEW $72.28 -2.0%

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%