Fund HoldingsAMERICAN ASSETS INC

Total Portfolio Value
$298.48M
Total Bought
$10.49M
Total Sold
$5.13M
Net Transaction
+$5.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP35,00035,00004,2125,9381.99%+1,726
ALASKA AIR GROUP INC0130,000+130,00001,4370.48%+1,437
SPOTIFY TECHNOLOGY S A(SPOT)017,000+17,00001,2890.43%+1,289
AMAZON COM INC(AMZN)075,000+75,00001,1290.38%+1,129
ARS PHARMACEUTICALS INC55,0007,000-48,0006411,7110.57%+1,070
BOSTON SCIENTIFIC CORP(BSX)05,000+5,00009150.31%+915
DOORDASH INC(DASH)04,000+4,00008330.28%+833
KKR & CO INC(KKR)05,500+5,50008260.28%+826
UNIVERSAL DISPLAY CORP(OLED)02,100+2,10007770.26%+777
NETFLIX INC.(NFLX)01,500+1,50006910.23%+691
MICROSOFT CORP(MSFT)0150,000+150,00006170.21%+617
AEROVIRONMENT INC2,50010,000+7,5006051,1400.38%+535
WEYERHAEUSER CO(WY)35,00013,000-22,0008291,2500.42%+421
CHEVRON CORPORATION(CVX)5,0005,00007621,0350.35%+272
KENVUE INC(KVUE)35,0004,500-30,5006048210.28%+217
ORACLE CORP(ORCL)3,00045,000+42,0005857760.26%+191
CAPITAL ONE FINL CORP(COF)10,00030,000+20,0002,4242,5600.86%+136
EVOLUS INC125,000110,000-15,0008318830.30%+52
ANHEUSER BUSCH INBEV SA NV(BUD)5,0005,00003203470.12%+27
SIMON PPTY GROUP INC NEW(SPG)5,0005,00009269330.31%+7
TORONTO DOMINION BK ONT(TD)15,00015,00001,4131,4000.47%-13
TRUIST FINL CORP(TFC)10,00010,00004924600.15%-32
INTUITIVE SURGICAL INC1,50012,000+10,5008507530.25%-97
E L F BEAUTY INC(ELF)12,60060,000+47,4009586880.23%-271
AMERICOLD REALTY TRUST INC(COLD)60,0006,500-53,5007724070.14%-364
LANTHEUS HLDGS INC(LNTH)17,00012,600-4,4001,1317640.26%-368
BANK AMERICA CORP87,50087,50004,8134,2661.43%-547
NOMAD FOODS LTD(NOMD)50,0000-50,0006260-625
REGENERON PHARMACEUTICALS(REGN)1,8007,000+5,2001,3896480.22%-742
PG&E CORP(PCG)57,0000-57,0009160-916
ALIGN TECHNOLOGY INC7,0000-7,0001,0930-1,093
AMERICAN ASSETS TR INC7,374,5997,374,5990139,601135,76645.49%-3,835
WELLS FARGO & CO(WFC)1,600,6261,600,6260149,178127,42642.69%-21,753
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