Pinnacle West Asset Management
Pinnacle West Asset Management reported 104 stocks worth $145K in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (4.0%), STX (3.9%) and NVDA (3.5%). Compared with Q1 2026, the fund opened new positions in AMAT, added to NVDA, DELL and PRU, trimmed AAPL, STX and CAT and sold out of COST, LOW and RY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $6K | 4.0% | 20K | −17K (−46%) | 8 of 8 | |
| 2 |  STX Seagate Technology Hldngs PL | $6K | 3.9% | 5,810 | −100 (−2%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $5K | 3.5% | 26K | +55 (+0%) | 8 of 8 | |
| 4 |  CAT Caterpillar Inc | $5K | 3.4% | 4,586 | −65 (−1%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $5K | 3.1% | 13K | −25 (−0%) | 8 of 8 | |
| 6 |  JPM Jpmorgan Chase & Co. | $4K | 3.1% | 14K | No change | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $4K | 2.9% | 18K | −70 (−0%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $4K | 2.8% | 11K | −13K (−54%) | 8 of 8 | |
| 9 |  GS Goldman Sachs Group Inc | $4K | 2.6% | 3,795 | No change | 8 of 8 | |
| 10 |  WMB Williams Cos Inc | $4K | 2.6% | 50K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 COST Costco Whsl Corp New | $2K | 2,005 |
 LOW Lowes Cos Inc | $732 | 3,100 |
 RY Royal BK Cda | $647 | 4,000 |
 PM Philip Morris Intl Inc | $496 | 3,000 |
 ABBV Abbvie Inc | $435 | 2,000 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Pinnacle West Asset Management 13F FAQ
What does Pinnacle West Asset Management own?
Pinnacle West Asset Management reported 104 stocks worth $145K in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (4.0%), STX (3.9%) and NVDA (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Pinnacle West Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 10 added to, 38 trimmed and 12 sold out. New positions include AMAT. It sold all of COST, LOW and RY.
When will Pinnacle West Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Pinnacle West Asset Management's portfolio worth?
The Q2 2026 filing reports $145K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.