Fund HoldingsAmerican Assets Investment Management, LLC

Total Portfolio Value
$1.14B
Total Bought
$1.14B
Total Sold
$0
Net Transaction
+$1.14B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
EXXON MOBIL CORP0450,000+450,000053,5194.68%+53,519
BANK AMERICA CORP01,128,950+1,128,950047,1114.12%+47,111
APPLE INC(AAPL)0210,000+210,000046,6474.08%+46,647
JPMORGAN CHASE & CO.(JPM)0177,600+177,600043,5653.81%+43,565
WELLS FARGO CO NEW(WFC)0555,000+555,000039,8433.49%+39,843
MICROSOFT CORP(MSFT)089,650+89,650033,6542.94%+33,654
CHEVRON CORP NEW(CVX)0180,000+180,000030,1122.63%+30,112
AMERICAN ASSETS TR INC01,475,336+1,475,336029,7132.60%+29,713
RIGETTI COMPUTING INC(RGTI)03,746,149+3,746,149029,6702.60%+29,670
GOLDMAN SACHS GROUP INC(GS)054,000+54,000029,5002.58%+29,500
ESSEX PPTY TR INC(ESS)059,500+59,500018,2411.60%+18,241
CAPITAL ONE FINL CORP(COF)099,500+99,500017,8401.56%+17,840
SHELL PLC(SHEL)0221,000+221,000016,1951.42%+16,195
PHILLIPS 66(PSX)0130,800+130,800016,1511.41%+16,151
TRUIST FINL CORP(TFC)0384,000+384,000015,8021.38%+15,802
CATERPILLAR INC(CAT)045,000+45,000014,8411.30%+14,841
WALMART INC(WMT)0162,000+162,000014,2221.24%+14,222
KROGER CO(KR)0206,150+206,150013,9541.22%+13,954
INTERNATIONAL BUSINESS MACHS(IBM)055,000+55,000013,6761.20%+13,676
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0227,755+227,755013,3671.17%+13,367
ABBVIE INC(ABBV)060,294+60,294012,6331.11%+12,633
ROYAL BK CDA(RY)0103,500+103,500011,6671.02%+11,667
US BANCORP DEL(USB)0270,000+270,000011,3991.00%+11,399
MERCK & CO INC(MRK)0125,000+125,000011,2200.98%+11,220
CITIGROUP INC(C)0156,400+156,400011,1030.97%+11,103
AMGEN INC(AMGN)035,190+35,190010,9630.96%+10,963
COCA COLA CO(KO)0150,060+150,060010,7470.94%+10,747
MORGAN STANLEY(MS)092,000+92,000010,7340.94%+10,734
PNC FINL SVCS GROUP INC(PNC)060,000+60,000010,5460.92%+10,546
GE AEROSPACE(GE)052,500+52,500010,5080.92%+10,508
NOVARTIS AG(NVS)093,610+93,610010,4360.91%+10,436
UNILEVER PLC(UL)0170,000+170,000010,1240.89%+10,124
TAIWAN SEMICONDUCTOR MFG LTD(TSM)060,000+60,00009,9600.87%+9,960
LENNAR CORP(LEN)086,370+86,37009,9140.87%+9,914
ELI LILLY & CO(LLY)012,000+12,00009,9110.87%+9,911
TORONTO DOMINION BK ONT(TD)0165,000+165,00009,8900.87%+9,890
TOTALENERGIES SE(TTE)0150,000+150,00009,7040.85%+9,704
BANK NEW YORK MELLON CORP0115,000+115,00009,6450.84%+9,645
HSBC HLDGS PLC(HSBC)0166,918+166,91809,5860.84%+9,586
DEERE & CO(DE)020,000+20,00009,3870.82%+9,387
BANK MONTREAL QUE096,000+96,00009,1690.80%+9,169
PRUDENTIAL FINL INC(PFH)080,459+80,45908,9860.79%+8,986
FEDEX CORP(FDX)035,000+35,00008,5320.75%+8,532
METLIFE INC(MET)0103,304+103,30408,2940.73%+8,294
JOHNSON & JOHNSON(JNJ)050,000+50,00008,2920.73%+8,292
PINNACLE WEST CAP CORP(PNW)083,000+83,00007,9060.69%+7,906
BRISTOL-MYERS SQUIBB CO(BMY)0127,000+127,00007,7460.68%+7,746
NORTHROP GRUMMAN CORP(NOC)015,000+15,00007,6800.67%+7,680
STATE STR CORP(STT)085,000+85,00007,6100.67%+7,610
ALPHABET INC(GOOG)049,000+49,00007,5770.66%+7,577
CHUBB LIMITED025,000+25,00007,5500.66%+7,550
CONOCOPHILLIPS(COP)070,000+70,00007,3510.64%+7,351
EQUITY RESIDENTIAL(EQR)0100,000+100,00007,1580.63%+7,158
SCHWAB CHARLES CORP(SCHW)086,674+86,67406,7850.59%+6,785
CONSTELLATION ENERGY CORP(CEG)033,333+33,33306,7210.59%+6,721
SEMPRA(SRE)092,000+92,00006,5650.57%+6,565
AMERICAN ELEC PWR CO INC060,000+60,00006,5560.57%+6,556
MEDTRONIC PLC(MDT)071,632+71,63206,4370.56%+6,437
VERIZON COMMUNICATIONS INC(VZ)0140,000+140,00006,3500.56%+6,350
PEPSICO INC(PEP)039,800+39,80005,9680.52%+5,968
NORTHERN TR CORP(NTRS)060,000+60,00005,9190.52%+5,919
EDISON INTL(EIX)0100,000+100,00005,8920.52%+5,892
STARBUCKS CORP(SBUX)060,000+60,00005,8850.51%+5,885
WEC ENERGY GROUP INC(WEC)050,000+50,00005,4490.48%+5,449
AMERIPRISE FINL INC(AMP)011,250+11,25005,4460.48%+5,446
QUEST DIAGNOSTICS INC(DGX)032,000+32,00005,4140.47%+5,414
JEFFERIES FINL GROUP INC(JEF)0100,000+100,00005,3570.47%+5,357
HILTON WORLDWIDE HLDGS INC(HLT)023,332+23,33205,3090.46%+5,309
TOYOTA MOTOR CORP(TM)030,000+30,00005,2960.46%+5,296
NRG ENERGY INC(NRG)053,146+53,14605,0730.44%+5,073
XCEL ENERGY INC(XEL)070,000+70,00004,9550.43%+4,955
PPG INDS INC(PPG)045,250+45,25004,9480.43%+4,948
BANK NOVA SCOTIA HALIFAX0100,000+100,00004,7430.41%+4,743
EXELON CORP(EXC)0100,000+100,00004,6080.40%+4,608
SANOFI(SNY)080,000+80,00004,4370.39%+4,437
UNITED RENTALS INC(URI)07,000+7,00004,3870.38%+4,387
AMERICAN INTL GROUP INC050,000+50,00004,3470.38%+4,347
ENERGY TRANSFER L P(ET)0225,800+225,80004,1980.37%+4,198
ALLY FINL INC(ALLY)0115,000+115,00004,1940.37%+4,194
LABCORP HOLDINGS INC(LH)018,000+18,00004,1890.37%+4,189
MONDELEZ INTL INC(MDLZ)061,010+61,01004,1400.36%+4,140
ABBOTT LABS030,500+30,50004,0460.35%+4,046
DUPONT DE NEMOURS INC(DD)053,943+53,94304,0280.35%+4,028
DUKE ENERGY CORP NEW(DUK)032,666+32,66603,9840.35%+3,984
RTX CORPORATION(RTX)030,000+30,00003,9740.35%+3,974
MICROCHIP TECHNOLOGY INC.(MCHP)080,000+80,00003,8730.34%+3,873
KINDER MORGAN INC DEL(KMI)0125,000+125,00003,5660.31%+3,566
NEXTERA ENERGY INC(NEE)050,000+50,00003,5450.31%+3,545
UNION PAC CORP(UNP)015,000+15,00003,5440.31%+3,544
STRYKER CORPORATION(SYK)09,000+9,00003,3500.29%+3,350
GE VERNOVA INC(GEV)2,00013,125+11,1256584,0070.35%+3,349
THE CIGNA GROUP(CI)010,040+10,04003,3030.29%+3,303
CARDINAL HEALTH INC(CAH)023,277+23,27703,2070.28%+3,207
ISHARES TR016,000+16,00003,1920.28%+3,192
PHILIP MORRIS INTL INC(PM)020,000+20,00003,1750.28%+3,175
ALIBABA GROUP HLDG LTD(BABA)024,000+24,00003,1740.28%+3,174
HCA HEALTHCARE INC(HCA)09,000+9,00003,1100.27%+3,110
UNITED THERAPEUTICS CORP DEL(UTHR)010,000+10,00003,0830.27%+3,083
ADVANCED MICRO DEVICES INC(AMD)030,000+30,00003,0820.27%+3,082
PROCTER AND GAMBLE CO(PG)017,000+17,00002,8970.25%+2,897
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