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Pinnacle West Asset Management, Inc.

CIK:0001975730
Investment Adviser
$230M AUM
113 holdings
Casper, WY, US
Founded:2011
3 employees
Latest filing:Jun 30, 2025

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 Buys
M
MSFTMicrosoft Corporation
+$2.9M
N
NVDANVIDIA Corp
+$1.4M
M
METAMeta Platforms Inc
+$883.0K
O
ORCLOracle Corporation
+$845.0K
G
GSGoldman Sachs Group Inc
+$648.0K
Top Sells
U
UNHUnitedHealth Group Inc
-$1.5M
A
AAPLApple Inc
-$712.0K
O
OKEONEOK, Inc
-$384.0K
C
CVXChevron Corporation
-$383.0K
A
AMGNAMGEN Inc
-$346.0K

Top Holdings

M
MSFTMicrosoft Corporation
+8.4%$12.1M
A
AAPLApple Inc
+5.4%$7.8M
N
NVDANVIDIA Corp
+3.2%$4.6M
A
AMZNAmazon.Com Inc
+2.9%$4.2M
J
JPMJ P Morgan Chase & Company
+2.9%$4.2M

Equity Positions (112)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Microsoft Corporation8.38%$12.1M24,385$290.98$497.41+$2.9M
Apple Inc5.42%$7.8M38,245$165.32$205.17-$712.0K
NVIDIA Corp3.17%$4.6M29,045$29.44$157.99+$1.4M
Amazon.Com Inc2.94%$4.2M19,365$107.09$219.39+$542.0K
J P Morgan Chase & Company2.92%$4.2M14,590$133.53$289.91+$569.0K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.4%
PHARMACEUTICAL PREPARATIONS
+6.7%
ELECTRONIC COMPUTERS
+6.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.2%
NATURAL GAS TRANSMISSION
+5.2%

Investment Team (3)

NameRoleLocationLinkedIn
G
G Estevein Perkins
Asset ManagerChicago, IL , United States
K
Kenyon Lederer
Chief Investment OfficerRoseville, CA , United States
T
Todd Tindall
Investment Management Consultant, RJFS | Senior Vice President of InvestmentsChattanooga, TN , United States