Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PINNACLE WEST ASSET MANAGEMENT INC 08-15-2023 06-30-2023 100 102,993,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Microsoft Corporation COM 1 $8,246,000 24,215 8.01 24,215 +Inf 06-30-2023
Apple Inc COM 2 $8,019,000 41,340 7.79 41,340 +Inf 06-30-2023
UnitedHealth Group Inc COM 3 $3,203,000 6,665 3.11 6,665 +Inf 06-30-2023
Home Depot Inc COM 4 $2,404,000 7,740 2.33 7,740 +Inf 06-30-2023
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