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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SRE Sempra Energy Utilities 2,535.0 $235K 0.16% $92.70 -9.1%
102 AWK American Water Works Company I Utilities 1,740.0 $229K 0.16% $131.61 +5.1%
103 ES Eversource Energy Utilities 2,850.0 $206K 0.14% NEW $72.28 -2.0%
104 CLX Clorox Corp Consumer Defensive 2,100.0 $200K 0.14% +75.0 +3.7% $95.24 +7.7%
Page 6 of 6  ·  104 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%