MondegarAI
AR ASSET MANAGEMENT INC

Q2 2024 · 13F-HR

AR ASSET MANAGEMENT INCholdings as filed

Filed 2024-08-12 · accession 0001080166-24-000003

$414,943
Reported value
110
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$54,76313.2%260,008CommonNONE
166764100CVXCHEVRON CORP$17,7234.27%113,304CommonNONE
58933Y105MRKMERCK & CO., INC.$16,6294.01%134,320CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$12,9313.12%63,931CommonNONE
742718109PGPROCTER & GAMBLE CO$12,3382.97%74,809CommonNONE
02079K107GOOGALPHABET INC. CL C$11,9112.87%64,940CommonNONE
46284v101IRON MOUNTAIN INC. REIT$11,7042.82%130,600CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL-AL$11,3602.74%112,106CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC. CL A$11,0202.66%18CommonNONE
191216100KOCOCA-COLA CO$10,9942.65%172,731CommonNONE
594918104MSFTMICROSOFT CORPORATION$10,8512.62%24,279CommonNONE
67066G104NVDANVIDIA CORPORATION$10,0622.42%81,450CommonNONE
87612E106TGTTARGET CORP-FRMLY DAYTON HUDSO$8,6712.09%58,570CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC. CL B$8,3472.01%20,518CommonNONE
00287y109ABBVIE INC.$7,4101.79%43,200CommonNONE
713448108PEPPEPSICO$6,9621.68%42,209CommonNONE
437076102HDHOME DEPOT$6,7301.62%19,550CommonNONE
875465106SKTTANGER INC. REIT$6,4261.55%237,050CommonNONE
654106103NKENIKE, INC. CL B$5,9371.43%78,770CommonNONE
98978v103ZOETIS INC.$5,8711.41%33,864CommonNONE
540424108LLOEWS CORP$5,8241.40%77,917CommonNONE
25243Q205DEODIAGEO PLC ADR$5,6721.37%44,990CommonNONE
254687106DISDISNEY WALT CO$5,5481.34%55,875CommonNONE
931142103WMTWALMART INC.$5,4851.32%81,000CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINE$5,4401.31%31,452CommonNONE
37045v100GENERAL MOTORS COMPANY$5,2751.27%113,540CommonNONE
49456B101KMIKINDER MORGAN, INC.$4,8331.16%243,220CommonNONE
02209S103MOALTRIA GROUP INC.$4,6951.13%103,076CommonNONE
023135106AMZNAMAZON.COM, INC.$4,6291.12%23,955CommonNONE
478160104JNJJOHNSON & JOHNSON$4,5571.10%31,180CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS,$4,5151.09%155,810CommonNONE
717081103PFEPFIZER, INC.$4,3361.04%154,965CommonNONE
062540109BOHBANK OF HAWAII CORPORATION$4,1631.00%72,760CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC.$4,1471.00%100,559CommonNONE
H1467J104CBCHUBB LIMITED (FRMLY ACE LIMIT$3,8020.92%14,906CommonNONE
29476l107EQUITY RESIDENTIAL REIT$3,7790.91%54,500CommonNONE
771195104RHHBYROCHE HOLDING LTD ADR$3,7440.90%108,000CommonNONE
370334104GISGENERAL MILLS, INC.$3,5430.85%56,000CommonNONE
253868103DLRDIGITAL REALTY TRUST, INC. REI$3,4730.84%22,840CommonNONE
037389103AON PLC$3,4110.82%11,618CommonNONE
609207105MDLZMONDELEZ INTL INC.(FMRLY KRAFT$2,9780.72%45,500CommonNONE
925652109VICIVICI PROPERTIES INC. (REIT)$2,9740.72%103,850CommonNONE
21036P108STZCONSTELLATION BRANDS, INC.$2,7140.65%10,550CommonNONE
89151E109TTENTOTALENERGIES SE ADR (FRMRLY T$2,6120.63%39,175CommonNONE
20825c104CONOCOPHILLIPS$2,4820.60%21,700CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2,4820.60%59,774CommonNONE
149123101CATCATERPILLAR INC.$2,2320.54%6,700CommonNONE
816851109SRESEMPRA ENERGY$2,2060.53%29,000CommonNONE
76169c100REXFORD INDUSTRIAL REALTY, INC$2,1670.52%48,600CommonNONE
494368103KMBKIMBERLY-CLARK$1,9620.47%14,200CommonNONE
125523100CICIGNA CORP (ACQUIRED EXPRESS S$1,9610.47%5,932CommonNONE
882508104TXNTEXAS INSTRUMENTS INC.$1,9450.47%10,000CommonNONE
48251w104KKR & CO. INC.$1,8940.46%18,000CommonNONE
110448107BTIBRITISH AMERICAN TOBACCO PLC -$1,8520.45%59,864CommonNONE
744320805PRUDENTIAL FINANCIAL INC 5.625$1,7890.43%73,000CommonNONE
580135101MCDMCDONALD'S CORP$1,7840.43%7,000CommonNONE
718546104PSXPHILLIPS 66$1,7790.43%12,600CommonNONE
75513e101RTX CORP (FRMLY RAYTHEON TECH$1,7470.42%17,400CommonNONE
641069406NSRGYNESTLE SA - SPON ADR$1,7420.42%17,000CommonNONE
907818108UNPUNION PACIFIC CORPORATION$1,6970.41%7,500CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1,5740.38%3,090CommonNONE
G16249149BROOKFIELD PRPTY PTNRS LP 6.5$1,4200.34%100,000CommonNONE
09260d107BLACKSTONE INC. (THE)$1,3620.33%11,000CommonNONE
30231G102XOMEXXON MOBIL CORPORATION$1,3470.32%11,700CommonNONE
66987v109NOVARTIS AG - ADR$1,1440.28%10,750CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP.$1,1430.28%12,370CommonNONE
617446448MSMORGAN STANLEY$1,1080.27%11,400CommonNONE
053484101AVBAVALONBAY COMMUNITIES, INC REI$1,0340.25%5,000CommonNONE
74460W685PUBLIC STORAGE 5.15 SER F CAL$9250.22%40,000CommonNONE
14448c104CARRIER GLOBAL CORP (UNITED TE$9080.22%14,400CommonNONE
002824100ABTABBOTT LABORATORIES$9040.22%8,700CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$8770.21%10,000CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LT$8700.21%5,006CommonNONE
895953107YUM BRANDS INC. (FORMERLY TRIC$8050.19%6,080CommonNONE
291011104EMREMERSON ELECTRIC CO$7850.19%7,130CommonNONE
48128b648JPMORGAN CHASE 6.00 CALLABLE$7530.18%30,000CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS(FRMLY Z$7270.18%6,700CommonNONE
038222105AMATAPPLIED MATERIALS INC$7260.17%3,075CommonNONE
871829107SYYSYSCO CORP$7140.17%10,000CommonNONE
911312106UPSUNITED PARCEL SERVICE, INC. CL$6980.17%5,100CommonNONE
68902v107OTIS WORLDWIDE CORP (UNITED TE$6930.17%7,200CommonNONE
74460D109PSAPUBLIC STORAGE - REIT$6870.17%2,388CommonNONE
89417e109TRAVELERS COMPANIES, INC.$6640.16%3,264CommonNONE
767204100RIORIO TINTO PLC SPONSORED ADR$6590.16%10,000CommonNONE
046353108AZNNASTRAZENECA PLC-SPONS ADR$6240.15%8,000CommonNONE
30212p303EXPEDIA INC.(IAC/INTERACTIVECO$6170.15%4,900CommonNONE
039483102ADMARCHER-DANIELS-MIDLAND CORP$6150.15%10,172CommonNONE
902973106U.S. BANCORP (FORMERLY FIRST B$5800.14%14,610CommonNONE
751212101RLRALPH LAUREN CORP (FMLY POLO R$5250.13%3,000CommonNONE
31620r303FIDELITY NATIONAL FINANCIAL, I$5170.12%10,458CommonNONE
237194105DRIDARDEN RESTAURANTS INC.$4540.11%3,000CommonNONE
68389X105ORCLORACLE CORP$4240.10%3,000CommonNONE
22822v101CROWN CASTLE INTERNATIONAL COR$4200.10%4,300CommonNONE
055622104BPBP PLC SPONS ADR$4200.10%11,642CommonNONE
31620m106FIDELITY NATIONAL INFORMATION$4040.10%5,364CommonNONE
h5919c104ON HOLDING AG$3880.09%10,000CommonNONE
57055L107MARKER THERAPEUTICS, INC.$3840.09%70,700CommonNONE
101121101BXPBOSTON PROPERTIES INC. REIT$3690.09%6,000CommonNONE
870794302SWRAYSWIRE PACIFIC LTD SPONS ADR RP$3560.09%40,000CommonNONE
020002101ALLALLSTATE CORP$3190.08%2,000CommonNONE
888787108TOSTTOAST, INC.$3040.07%11,800CommonNONE
92857w308VODAFONE GROUP PLC SPONS ADR$2890.07%32,564CommonNONE
59156r108METLIFE INC.$2810.07%4,000CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC.$2660.06%4,100CommonNONE
171340102CHDCHURCH & DWIGHT$2490.06%2,400CommonNONE
44891n208IAC INC.$2310.06%4,925CommonNONE
22002T108CDPCOPT DEFENSE PROP REIT(FRM COR$2280.05%9,100CommonNONE
0076ca104AEGON LTD - NY REG SHRS$2250.05%36,691CommonNONE
92826c839VISA INC.$2100.05%800CommonNONE
00846U101AAGILENT TECHNOLOGIES, INC.(SPU$2070.05%1,593CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.