Pinnacle West Asset Management, Inc.
Pinnacle West Asset Management, Inc. is an SEC-registered investment adviser headquartered in Casper, Wyoming. The firm manages asset portfolios primarily for high net worth individuals, other individuals, charitable organizations, pension plans, and corporations. As of early 2025, it reported 3 employees, all investors, and manages approximately $229.5 million in assets. The firm serves a diverse mix of clients with discretionary portfolio management, and was founded in Wyoming.
Investment Strategy
The firm primarily offers discretionary investment management services, constructing diverse portfolios for clients with a significant focus on U.S. equities. Recent 13F filings show holdings in large-cap technology, healthcare, financial, and consumer sectors. The approach serves both high-net-worth and other individual investors, as well as charitable and institutional accounts. The firm appears to actively manage asset allocations and liquidity, aiming for growth and diversification across leading market sectors.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation | 8.38% | $12.1M | 24,385 | $290.98 | $497.41 | +$2.9M |
A AAPL | Apple Inc | 5.42% | $7.8M | 38,245 | $165.32 | $205.17 | -$712.0K |
N NVDA | NVIDIA Corp | 3.17% | $4.6M | 29,045 | $29.44 | $157.99 | +$1.4M |
A AMZN | Amazon.Com Inc | 2.94% | $4.2M | 19,365 | $107.09 | $219.39 | +$542.0K |
J JPM | J P Morgan Chase & Company | 2.92% | $4.2M | 14,590 | $133.53 | $289.91 | +$569.0K |