Fund HoldingsAMERICAN ASSETS INC

Total Portfolio Value
$287.77M
Total Bought
$1.20M
Total Sold
$4.85M
Net Transaction
-$3.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
WELLS FARGO CO NEW(WFC)1,600,6261,600,6260114,909119,69541.59%+4,786
E L F BEAUTY INC(ELF)12,60012,60007911,4170.49%+626
ALIGN TECHNOLOGY INC3,0005,000+2,0004779050.31%+428
MGM RESORTS INTERNATIONAL(MGM)18,00030,000+12,0005349500.33%+416
REXFORD INDL RLTY INC(REXR)010,000+10,00003520.12%+352
BANK AMERICA CORP87,50087,50003,6513,8611.34%+210
TORONTO DOMINION BK ONT(TD)15,00015,00008991,0360.36%+137
CAPITAL ONE FINL CORP(COF)10,00010,00001,7931,8920.66%+99
ANHEUSER BUSCH INBEV SA/NV(BUD)5,0005,00003083520.12%+45
SIMON PPTY GROUP INC NEW(SPG)5,0005,00008308150.28%-15
TRUIST FINL CORP(TFC)10,00010,00004123950.14%-16
PG&E CORP(PCG)57,00057,00009799620.33%-17
DIAMONDBACK ENERGY INC(FANG)5,0005,00007996730.23%-127
CHEVRON CORP NEW(CVX)5,0005,00008366840.24%-153
MERCK & CO INC(MRK)12,00012,00001,0779220.32%-155
CONOCOPHILLIPS(COP)8,0008,00008406830.24%-157
SCHLUMBERGER LTD(SLB)20,00020,00008366610.23%-175
REGENERON PHARMACEUTICALS(REGN)1,8001,80001,1428830.31%-259
ASTRAZENECA PLC(AZN)7,0000-7,0005150-514
EXXON MOBIL CORP35,00035,00004,1633,5811.24%-582
JAZZ PHARMACEUTICALS PLC(JAZZ)5,0000-5,0006210-621
CHORD ENERGY CORPORATION(CHRD)7,0000-7,0007890-789
WYNN RESORTS LTD(WYNN)10,2000-10,2008520-852
MONDELEZ INTL INC(MDLZ)14,0000-14,0009500-950
DEVON ENERGY CORP NEW(DVN)30,0000-30,0001,1220-1,122
AMERICAN ASSETS TR INC7,374,5997,374,5990148,524147,05051.10%-1,475
Page 1 of 1