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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COP ConocoPhillips Energy 9,925.0 $1.0M 0.71% -100.0 -1.0% $103.98 +25.4%
22 GPC Genuine Parts Company Consumer Cyclical 7,115.0 $839K 0.58% -60.0 -0.8% $117.92 +16.6%
23 MMM 3M Company Industrials 5,030.0 $814K 0.56% -60.0 -1.2% $161.83 +7.7%
24 ITW Illinois Tool Works Inc Industrials 2,745.0 $742K 0.51% -50.0 -1.8% $270.31 +3.6%
25 SBUX Starbucks Corporation Consumer Cyclical 7,260.0 $742K 0.51% -150.0 -2.0% $102.20 +5.5%
26 ABT Abbott Laboratories Inc Healthcare 8,000.0 $726K 0.50% -50.0 -0.6% $90.75 +23.9%
27 NEE NextEra Energy Inc Utilities 8,045.0 $706K 0.49% -50.0 -0.6% $87.76 -6.7%
28 T AT&T Inc Communication Services 31,857.0 $659K 0.46% -182.0 -0.6% $20.69 +25.7%
29 DHR Danaher Corporation Healthcare 2,380.0 $453K 0.31% -75.0 -3.0% $190.34 +13.5%
30 BDX Becton Dickenson & Company Inc Healthcare 2,520.0 $381K 0.26% -25.0 -1.0% $151.19 +25.4%
31 CTVA Corteva, Inc Basic Materials 4,100.0 $347K 0.24% -25.0 -0.6% $84.63 -0.9%
32 DEO Diageo PLC ADR Consumer Defensive 3,245.0 $261K 0.18% -25.0 -0.8% $80.43 +15.6%
Page 2 of 2  ·  32 positions

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%