Fund Holdings

AMERICAN ASSETS INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP35,00035,00004,211,9005,938,1001.99%+1,726,200
ALASKA AIR GROUP INC0130,000+130,00001,436,5000.48%+1,436,500
SPOTIFY TECHNOLOGY S A(SPOT)017,000+17,00001,289,4500.43%+1,289,450
AMAZON COM INC(AMZN)075,000+75,00001,128,7500.38%+1,128,750
ARS PHARMACEUTICALS INC55,0007,000-48,000640,7501,711,0800.57%+1,070,330
BOSTON SCIENTIFIC CORP(BSX)05,000+5,0000915,2500.31%+915,250
DOORDASH INC(DASH)04,000+4,0000833,0800.28%+833,080
KKR & CO INC(KKR)05,500+5,5000825,8250.28%+825,825
UNIVERSAL DISPLAY CORP(OLED)02,100+2,1000777,3570.26%+777,357
NETFLIX INC.(NFLX)01,500+1,5000691,4850.23%+691,485
MICROSOFT CORP(MSFT)0150,000+150,0000616,5000.21%+616,500
AEROVIRONMENT INC2,50010,000+7,500604,7251,139,8000.38%+535,075
WEYERHAEUSER CO(WY)35,00013,000-22,000829,1501,249,9500.42%+420,800
CHEVRON CORPORATION(CVX)5,0005,0000762,0501,034,5000.35%+272,450
KENVUE INC(KVUE)35,0004,500-30,500603,750820,9350.28%+217,185
ORACLE CORP(ORCL)3,00045,000+42,000584,730775,8000.26%+191,070
CAPITAL ONE FINL CORP(COF)10,00030,000+20,0002,423,6002,559,9000.86%+136,300
EVOLUS INC125,000110,000-15,000831,250883,3000.30%+52,050
ANHEUSER BUSCH INBEV SA NV(BUD)5,0005,0000320,200346,8500.12%+26,650
SIMON PPTY GROUP INC NEW(SPG)5,0005,0000925,550932,6500.31%+7,100
TORONTO DOMINION BK ONT(TD)15,00015,00001,413,0001,399,6500.47%-13,350
TRUIST FINL CORP(TFC)10,00010,0000492,100459,7000.15%-32,400
INTUITIVE SURGICAL INC1,50012,000+10,500849,540753,0000.25%-96,540
E L F BEAUTY INC(ELF)12,60060,000+47,400958,104687,6000.23%-270,504
AMERICOLD REALTY TRUST INC(COLD)60,0006,500-53,500771,600407,4200.14%-364,180
LANTHEUS HLDGS INC(LNTH)17,00012,600-4,4001,131,350763,6860.26%-367,664
BANK AMERICA CORP87,50087,50004,812,5004,265,6251.43%-546,875
NOMAD FOODS LTD(NOMD)50,0000-50,000625,5000-625,500
REGENERON PHARMACEUTICALS(REGN)1,8007,000+5,2001,389,366647,5000.22%-741,866
PG&E CORP(PCG)57,0000-57,000915,9900-915,990
ALIGN TECHNOLOGY INC7,0000-7,0001,093,0500-1,093,050
AMERICAN ASSETS TR INC7,374,5997,374,5990139,601,159135,766,36845.49%-3,834,791
WELLS FARGO & CO(WFC)1,600,6261,600,6260149,178,343127,425,83642.69%-21,752,507
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