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ARIN WESNITZER Portfolio
Invests via Pinnacle West Asset Management, Inc. | Managed by Arin Wesnitzer
Invests via Pinnacle West Asset Management, Inc.
Managed by Arin Wesnitzer
Automatically Tracked
ARIN WESNITZER Profile
Seasoned investor and operator focusing on growth-stage technology and healthcare companies, with experience across venture capital and private equity. ARIN WESNITZER has led deal sourcing, portfolio strategy and board engagements, specializing in scale-ups, go-to-market execution and financial operations. Known for structuring growth financings and exits, leverages cross-border networks to support commercial expansion and M&A readiness.
Seasoned investor and operator focusing on growth-stage technology and healthcare companies, with experience across venture capital and private equity. ARIN WESNITZER has led deal sourcing, portfolio strategy and board engagements, specializing in scale-ups, go-to-market execution and financial operations. Known for structuring growth financings and exits, leverages cross-border networks to support commercial expansion and M&A readiness.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare businesses, deploying patient, stage-gated capital to drive scalable go-to-market and durable unit economics. Combines venture agility with private-equity rigor: prioritizes repeatable revenue models, strong margin improvement levers, and clear exit pathways. Investment decisions emphasize operational engagement, board-led governance, and KPI-driven restructurings to derisk expansion and M&A readiness. Prefers cross-border opportunities where commercial networks accelerate adoption; time horizon is growth-to-exit with disciplined downside protection and staged financing milestones.
Focuses on growth-stage technology and healthcare businesses, deploying patient, stage-gated capital to drive scalable go-to-market and durable unit economics. Combines venture agility with private-equity rigor: prioritizes repeatable revenue models, strong margin improvement levers, and clear exit pathways. Investment decisions emphasize operational engagement, board-led governance, and KPI-driven restructurings to derisk expansion and M&A readiness. Prefers cross-border opportunities where commercial networks accelerate adoption; time horizon is growth-to-exit with disciplined downside protection and staged financing milestones.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-1.69%
Gain
Monthly
0.14%
Yearly
1.69%
Drawdown
40.01%
$159.97M
Equity
Holdings
$159.97M
Investment
$98.6M
$66.58M
Profit +$148,686.34
Realized
$5.21M
Unrealized
$61.37M
Dividends
$8.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$148,686.34
Win %
71%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$12,458.53
Win %
71%
This Month
Compared to last month
Gain
1.28%
Profit
$2.01M
Win %
71%
This Year
Compared to last year
Gain
12.64%
Profit
$17.95M
Win %
71%
ABT Abbott Laboratories
+10.8%
+$77,602 
SYK Stryker Corporation
+4.32%
+$13,816.8 
UNH UnitedHealth Group Incorporated
+4.25%
+$132,136.07 
MDT Medtronic plc
+3.74%
+$23,944.55 
ITW Illinois Tool Works Inc.
+3.55%
+$26,943.8 
MRK Merck & Co., Inc.
+3.5%
+$40,911.35 
DEO Diageo plc Sponsored ADR
+3.48%
+$9,368.55 
GPC Genuine Parts Company
+3.44%
+$29,883.87 
INTU Intuit Inc.
+3.35%
+$12,636 
UNP Union Pacific Corporation
+3.07%
+$65,718.28 
UPS United Parcel Service, Inc.
+2.99%
+$29,143.12 
SBUX Starbucks Corporation
+2.97%
+$23,119.2 
ADP Automatic Data Processing Inc.
+2.87%
+$35,503.85 
WY Weyerhaeuser Company
+2.87%
+$7,237.02 
AWK American Water Works Company, Inc.
+2.85%
+$6,403.2 
PM Philip Morris International Inc.
+2.84%
+$15,420 
CL Colgate-Palmolive Company
+2.73%
+$19,837.5 
PSX Phillips 66
+2.64%
+$6,481.64 
MDLZ Mondelez International, Inc.
+2.59%
+$11,924.4 
FAST Fastenal Co.
+2.57%
+$10,205.4 
AMGN Amgen Inc.
+2.54%
+$81,718 
NSC Norfolk Southern Corporation
+2.48%
+$30,850.6 
IP International Paper Company
+2.48%
+$8,827 
VZ Verizon Communications Inc.
+2.44%
+$22,477.95 
LOW Lowe's Companies Inc.
+2.44%
+$15,841 
BDX Becton, Dickinson and Company
+2.4%
+$9,441.95 
MCD McDonald's Corporation
+2.34%
+$39,091.95 
CRM Salesforce Inc
+2.29%
+$4,431.2 
KO The Coca-Cola Company
+2.2%
+$20,037.6 
PEP PepsiCo, Inc.
+2.13%
+$16,905.6 
T AT&T Inc.
+2.12%
+$14,577.75 
LLY Eli Lilly and Company
+2.11%
+$103,931.73 
WAFD WaFd, Inc.
+2.06%
+$7,900 
PCAR PACCAR Inc.
+2.01%
+$14,375.4 
PRU Prudential Financial, Inc.
+1.98%
+$12,608.4 
OKE ONEOK, Inc.
+1.96%
+$37,545.54 
DRI Darden Restaurants, Inc.
+1.87%
+$13,696.1 
V Visa Inc. Class A
+1.84%
+$33,208.5 
CLX The Clorox Company
+1.76%
+$3,452.62 
HD The Home Depot, Inc.
+1.75%
+$49,980.56 
WMT Walmart Inc.
+1.71%
+$57,888 
HSY The Hershey Company
+1.67%
+$5,538 
BMY Bristol-Myers Squibb Company
+1.52%
+$12,888 
PG Procter & Gamble Co
+1.52%
+$13,916.25 
CVX Chevron Corporation
+1.5%
+$38,651.2 
BKH Black Hills Corporation
+1.47%
+$5,395.5 
DE Deere & Company
+1.46%
+$31,986.24 
ADBE Adobe Inc.
+1.41%
+$4,427.29 
PFE Pfizer Inc.
+1.37%
+$5,490.49 
CTVA Corteva Inc.
+1.35%
+$4,702.5 
AAPL Apple Inc.
+1.33%
+$159,797.25 
DHR Danaher Corporation
+1.32%
+$6,518.02 
DIS The Walt Disney Company
+1.32%
+$17,228.8 
AFL Aflac Inc.
+1.31%
+$11,771 
KMI Kinder Morgan, Inc.
+1.21%
+$34,998.6 
MSFT Microsoft Corp.
+1.19%
+$111,250.44 
ED Consolidated Edison, Inc.
+1.16%
+$3,763.2 
XOM Exxon Mobil Corporation
+1.15%
+$31,340.8 
ADM Archer-Daniels-Midland Co
+1.15%
+$3,399.51 
NVS Novartis AG Sponsored ADR
+1.13%
+$7,105.05 
EPD Enterprise Products Partners L.P.
+1.12%
+$23,115.54 
MMM 3M Company
+1.11%
+$9,085.65 
DUK Duke Energy Corporation
+1.07%
+$6,000.82 
IBM International Business Machines Corporation
+1.02%
+$12,851.84 
AXP American Express Company
+1%
+$3,575.01 
SO The Southern Company
+0.98%
+$4,766.25 
OGE Oge Energy Corp.
+0.92%
+$2,729.25 
D Dominion Energy, Inc.
+0.9%
+$2,624 
JNJ Johnson & Johnson
+0.78%
+$27,002.92 
LMT Lockheed Martin Corporation
+0.73%
+$4,811.67 
ATO Atmos Energy Corporation
+0.72%
+$2,333.93 
COP ConocoPhillips
+0.71%
+$7,969.87 
WEC WEC Energy Group Inc.
+0.69%
+$1,965.6 
NSRGY Nestle S.A. Sponsored ADR
+0.67%
+$2,044 
WMB The Williams Companies, Inc.
+0.66%
+$24,644.06 
AEP American Electric Power Company, Inc.
+0.63%
+$3,918.6 
BLK BlackRock, Inc.
+0.56%
+$15,012.27 
LIN Linde plc
+0.5%
+$2,657.35 
AMZN Amazon.com Inc
+0.45%
+$20,436.78 
BX Blackstone Inc.
+0.43%
+$6,348.65 
GD General Dynamics Corporation
+0.37%
+$2,141.98 
SRE Sempra
+0.28%
+$659.1 
NEE NextEra Energy, Inc.
+0.2%
+$1,457.1 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+0.05%
+$154.4 
GOOG Alphabet Inc
+0.05%
+$657.9 
00287Y109
0%
$0 
12541W209
0%
$0 
22160K105
0%
$0 
24703L202
0%
$0 
67077M108
0%
$0 
75513E101
0%
$0 
80105N105
0%
$0 
83175M205
0%
$0 
87612E106
0%
$0 
94106L109
0%
$0 
STX Seagate Technology Holdings plc
-8.3%
-$406,371.6 
INTC Intel Corporation
-4.93%
-$125,877.32 
ORCL Oracle Corporation
-4.6%
-$63,958.5 
BHP BHP Group Ltd.
-4.3%
-$33,488 
GS The Goldman Sachs Group, Inc.
-3.69%
-$161,249.55 
TXN Texas Instruments Inc
-3.54%
-$77,018.5 
QCOM QUALCOMM Incorporated
-3.17%
-$28,730.25 
CSCO Cisco Systems, Inc.
-3.02%
-$82,480.75 
CAT Caterpillar Inc.
-2.79%
-$118,600.5 
SWKS Skyworks Solutions Inc.
-2.49%
-$5,484.05 
NVDA NVIDIA Corporation
-2.34%
-$126,408.9 
HII Huntington Ingalls Industries Inc.
-1.18%
-$4,641.19 
META Meta Platforms Inc Class A
-1.06%
-$38,164.76 
BA Boeing Company
-0.49%
-$4,918.4 
JPM JPMorgan Chase & Co.
-0.46%
-$21,576.03 
RY Royal Bank of Canada
-0.29%
-$2,560 
BAC Bank of America Corporation
-0.15%
-$614.17 
BRK-B Berkshire Hathaway Inc.
-0.04%
-$470.67 
GOOGL Alphabet Inc
-0.03%
-$1,263.37 Events
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Dividends
Dividend Analysis
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| Trades 1159 | Longs Won 821/1159 70% | Profit Factor 18.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,994.64 |
| Average Win $85,637.29 | Best Trade (Jul 17) $6.06M | Sharpe Ratio -10.52 |
| Average Loss -$11,017.27 | Worst Trade (Jul 10) -$376,123.75 | Z-Score 9.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 2d | Expectancy $57,449.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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