Fund HoldingsAMERICAN ASSETS INC

Total Portfolio Value
$315.97M
Total Bought
$2.62M
Total Sold
$4.62M
Net Transaction
-$2.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WELLS FARGO CO NEW(WFC)1,600,6261,600,6260134,164149,17847.21%+15,014
WEYERHAEUSER CO MTN BE(WY)035,000+35,00008290.26%+829
AEROVIRONMENT INC02,500+2,50006050.19%+605
ORACLE CORP(ORCL)03,000+3,00005850.19%+585
REGENERON PHARMACEUTICALS(REGN)1,8001,80001,0121,3890.44%+377
ALIGN TECHNOLOGY INC6,0007,000+1,0007511,0930.35%+342
BANK AMERICA CORP87,50087,50004,5144,8131.52%+298
CAPITAL ONE FINL CORP(COF)10,00010,00002,1262,4240.77%+298
EXXON MOBIL CORP35,00035,00003,9464,2121.33%+266
LANTHEUS HLDGS INC(LNTH)17,00017,00008721,1310.36%+259
TORONTO DOMINION BK ONT(TD)15,00015,00001,1991,4130.45%+214
INTUITIVE SURGICAL INC1,5001,50006718500.27%+179
AMERICOLD REALTY TRUST INC(COLD)50,00060,000+10,0006127720.24%+160
NOMAD FOODS LTD(NOMD)40,00050,000+10,0005266260.20%+100
ARS PHARMACEUTICALS INC55,00055,00005536410.20%+88
EVOLUS INC125,000125,00007688310.26%+64
PG&E CORP(PCG)57,00057,00008609160.29%+56
KENVUE INC(KVUE)35,00035,00005686040.19%+36
TRUIST FINL CORP(TFC)10,00010,00004574920.16%+35
ANHEUSER BUSCH INBEV SA/NV(BUD)5,0005,00002983200.10%+22
SIMON PPTY GROUP INC NEW(SPG)5,0005,00009389260.29%-13
CHEVRON CORP NEW(CVX)5,0005,00007767620.24%-14
REXFORD INDL RLTY INC(REXR)10,0000-10,0004110-411
BATH & BODY WORKS INC17,0000-17,0004380-438
PERRIGO CO PLC(PRGO)27,0000-27,0006010-601
SCHLUMBERGER LTD(SLB)20,0000-20,0006870-687
E L F BEAUTY INC(ELF)12,60012,60001,6699580.30%-711
DIAMONDBACK ENERGY INC(FANG)5,0000-5,0007160-715
CONOCOPHILLIPS(COP)8,0000-8,0007570-757
MERCK & CO INC(MRK)12,0000-12,0001,0070-1,007
AMERICAN ASSETS TR INC7,374,5997,374,5990149,852139,60144.18%-10,251
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