Pinnacle West Asset Management, Inc. has filed its Form 13F-HR, disclosing the firm’s equity securities portfolio as of September 30, 2026. The filing lists 103 separate holdings across various sectors.
The report indicates that the firm holds a total of 139,817 shares of common stock. The filing lists the Chief Compliance Officer, Arin B. Wesnitzer, as the authorized signatory.
The largest position disclosed in the filing is Kinder Morgan Inc., for which the firm holds 25,790 shares. Other significant holdings include Williams Companies Inc. with 32,860 shares, Enterprise Products Partners L.P. with 18,720 shares, and ExxonMobil Holdings Corp. with 2,912 shares.
The portfolio includes a mix of major technology and consumer companies. Notable entries include Microsoft Corporation with 5,383 shares, NVIDIA Corp. with 5,667 shares, Apple Inc. with 6,401 shares, and Visa Inc. Class A with 1,723 shares. Additionally, the firm holds positions in J.P. Morgan Chase & Company, Johnson & Johnson, and Procter & Gamble Co.
The filing also lists holdings in energy and utility companies such as NextEra Energy Inc., Southern Company, and Duke Energy Corporation. Other disclosed positions include shares in The Coca-Cola Company, The Walt Disney Company, and UnitedHealth Group Inc.
