P
Pinnacle West Asset Management, Inc.
RIA/Wealth
Pinnacle West Asset Management, Inc. is a RIA/Wealth based in Casper, WY led by Tom R Creager, reporting $229.5M in AUM as of Q3 2025 with MSFT as the largest holding (8% allocation).
PresidentTom R Creager
- Portfolio Value
- $151.8M
- Positions
- 109
- Top Holding
- MSFT at 8.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pinnacle West Asset Management, Inc.'s portfolio (35.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $12.6M | 8.30% | -$38.8K Sold | 0.00% 24.3K shares | |
Consumer Electronics Technology | $9.7M | 6.40% | -$25.5K Sold | 0.00% 38.1K shares | |
Semiconductors Technology | $5.2M | 3.45% | -$181.9K Sold | 0.00% 28.1K shares | |
Banks - Diversified Financial Services | $4.6M | 3.01% | -$31.5K Sold | 0.00% 14.5K shares | |
Specialty Retail Consumer Cyclical | $4.3M | 2.81% | +$17.6K Bought | 0.00% 19.4K shares | |
Internet Content & Information Communication Services | $4.1M | 2.69% | -$69.8K Sold | 0.00% 5.6K shares | |
Home Improvement Consumer Cyclical | $3.6M | 2.37% | — | 0.00% 8.9K shares | |
Oil & Gas Midstream Energy | $3.5M | 2.28% | — | 0.00% 54.5K shares | |
Drug Manufacturers - General Healthcare | $3.4M | 2.22% | +$9.9K Bought | 0.00% 4.4K shares | |
Discount Stores Consumer Defensive | $3.3M | 2.17% | — | 0.00% 32.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pinnacle West Asset Management, Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+22.14% | |
+15.98% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-9.96% | |
-3.36% | |
-1.68% | |
-1.56% |
Analytics
Portfolio insights and performance metrics for Pinnacle West Asset Management, Inc.
GthenA