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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.
Latest 13F Filing Activity
Pinnacle West Asset Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $145M. The fund increased holdings in Microsoft Corporation, Nvidia Corp., Meta Platforms Inc. among other positions. Pinnacle West Asset Management, Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Oneok, Inc. among others.
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 |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
G G Estevein Perkins | Asset Manager | Chicago, IL , United States | |
K Kenyon Lederer | Chief Investment Officer | Roseville, CA , United States | |
T Todd Tindall | Investment Management Consultant, RJFS | Senior Vice President of Investments | Chattanooga, TN , United States |
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