MondegarAI
AR ASSET MANAGEMENT INC

Q4 2024 · 13F-HR

AR ASSET MANAGEMENT INCholdings as filed

Filed 2025-02-03 · accession 0001080166-25-000001

$441,393
Reported value
111
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$63,00314.3%251,588CommonNONE
166764100CVXCHEVRON CORP$16,4203.72%113,364CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$14,3943.26%60,046CommonNONE
46284v101IRON MOUNTAIN INC. REIT$13,7273.11%130,600CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL-AL$13,4223.04%111,528CommonNONE
58933Y105MRKMERCK & CO., INC.$13,3473.02%134,170CommonNONE
742718109PGPROCTER & GAMBLE CO$12,5422.84%74,809CommonNONE
02079K107GOOGALPHABET INC. CL C$12,4532.82%65,390CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC. CL A$12,2572.78%18CommonNONE
67066G104NVDANVIDIA CORPORATION$11,0562.50%82,330CommonNONE
191216100KOCOCA-COLA CO$10,6172.41%170,531CommonNONE
594918104MSFTMICROSOFT CORPORATION$10,2342.32%24,279CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC. CL B$9,3002.11%20,518CommonNONE
875465106SKTTANGER INC. REIT$8,0911.83%237,050CommonNONE
87612E106TGTTARGET CORP-FRMLY DAYTON HUDSO$7,9171.79%58,570CommonNONE
00287y109ABBVIE INC.$7,6341.73%42,960CommonNONE
437076102HDHOME DEPOT$7,4881.70%19,250CommonNONE
931142103WMTWALMART INC.$7,2551.64%80,300CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINE$6,9141.57%31,452CommonNONE
49456B101KMIKINDER MORGAN, INC.$6,6641.51%243,220CommonNONE
540424108LLOEWS CORP$6,5991.50%77,917CommonNONE
713448108PEPPEPSICO$6,4181.45%42,209CommonNONE
254687106DISDISNEY WALT CO$6,2221.41%55,875CommonNONE
37045v100GENERAL MOTORS COMPANY$6,0481.37%113,540CommonNONE
023135106AMZNAMAZON.COM, INC.$5,9141.34%26,955CommonNONE
654106103NKENIKE, INC. CL B$5,7711.31%76,270CommonNONE
25243Q205DEODIAGEO PLC ADR$5,6331.28%44,310CommonNONE
98978v103ZOETIS INC.$5,5171.25%33,864CommonNONE
02209S103MOALTRIA GROUP INC.$5,3891.22%103,051CommonNONE
062540109BOHBANK OF HAWAII CORPORATION$5,1831.17%72,760CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS,$4,8861.11%155,810CommonNONE
478160104JNJJOHNSON & JOHNSON$4,5091.02%31,180CommonNONE
037389103AON PLC$4,1730.95%11,618CommonNONE
H1467J104CBCHUBB LIMITED (FRMLY ACE LIMIT$4,1190.93%14,906CommonNONE
253868103DLRDIGITAL REALTY TRUST, INC. REI$4,0500.92%22,840CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC.$4,0090.91%100,259CommonNONE
29476l107EQUITY RESIDENTIAL REIT$3,9110.89%54,500CommonNONE
771195104RHHBYROCHE HOLDING LTD ADR$3,7670.85%108,000CommonNONE
717081103PFEPFIZER, INC.$3,5810.81%134,965CommonNONE
370334104GISGENERAL MILLS, INC.$3,5710.81%56,000CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,3810.77%59,774CommonNONE
925652109VICIVICI PROPERTIES INC. (REIT)$3,0330.69%103,850CommonNONE
609207105MDLZMONDELEZ INTL INC.(FMRLY KRAFT$2,7180.62%45,500CommonNONE
48251w104KKR & CO. INC.$2,6620.60%18,000CommonNONE
816851109SRESEMPRA ENERGY$2,5440.58%29,000CommonNONE
149123101CATCATERPILLAR INC.$2,4300.55%6,700CommonNONE
21036P108STZCONSTELLATION BRANDS, INC.$2,3260.53%10,525CommonNONE
110448107BTIBRITISH AMERICAN TOBACCO PLC -$2,1740.49%59,864CommonNONE
20825c104CONOCOPHILLIPS$2,1520.49%21,700CommonNONE
580135101MCDMCDONALD'S CORP$2,0290.46%7,000CommonNONE
75513e101RTX CORP (FRMLY RAYTHEON TECH$2,0140.46%17,400CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LT$1,9760.45%10,006CommonNONE
09260d107BLACKSTONE INC. (THE)$1,8970.43%11,000CommonNONE
882508104TXNTEXAS INSTRUMENTS INC.$1,8750.42%10,000CommonNONE
494368103KMBKIMBERLY-CLARK$1,7720.40%13,520CommonNONE
907818108UNPUNION PACIFIC CORPORATION$1,7100.39%7,500CommonNONE
744320805PRUDENTIAL FINANCIAL INC 5.625$1,6960.38%73,000CommonNONE
125523100CICIGNA CORP (ACQUIRED EXPRESS S$1,6380.37%5,932CommonNONE
194162103CLCOLGATE-PALMOLIVE COMPANY$1,6360.37%18,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1,5630.35%3,090CommonNONE
718546104PSXPHILLIPS 66$1,4360.33%12,600CommonNONE
617446448MSMORGAN STANLEY$1,4330.32%11,400CommonNONE
641069406NSRGYNESTLE SA - SPON ADR$1,3890.31%17,000CommonNONE
G16249149BROOKFIELD PRPTY PTNRS LP 6.5$1,3700.31%100,000CommonNONE
30231G102XOMEXXON MOBIL CORPORATION$1,2590.29%11,700CommonNONE
76169c100REXFORD INDUSTRIAL REALTY, INC$1,1060.25%28,600CommonNONE
053484101AVBAVALONBAY COMMUNITIES, INC REI$1,1000.25%5,000CommonNONE
66987v109NOVARTIS AG - ADR$1,0460.24%10,750CommonNONE
002824100ABTABBOTT LABORATORIES$9840.22%8,700CommonNONE
14448c104CARRIER GLOBAL CORP (RTX SPINO$9830.22%14,400CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$9220.21%10,000CommonNONE
30212p303EXPEDIA INC.(IAC/INTERACTIVECO$9130.21%4,900CommonNONE
74460W685PUBLIC STORAGE 5.15 SER F CAL$8860.20%40,000CommonNONE
291011104EMREMERSON ELECTRIC CO$8840.20%7,130CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP.$8600.19%11,620CommonNONE
895953107YUM BRANDS INC. (FORMERLY TRIC$8000.18%5,960CommonNONE
89417e109TRAVELERS COMPANIES, INC.$7860.18%3,264CommonNONE
871829107SYYSYSCO CORP$7650.17%10,000CommonNONE
48128b648JPMORGAN CHASE 6.00 CALLABLE$7630.17%30,000CommonNONE
086233517ASML HOLDING ADR$7620.17%1,100CommonNONE
74460D109PSAPUBLIC STORAGE - REIT$7150.16%2,388CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS(FRMLY Z$7080.16%6,700CommonNONE
902973106U.S. BANCORP (FORMERLY FIRST B$6990.16%14,610CommonNONE
751212101RLRALPH LAUREN CORP (FMLY POLO R$6930.16%3,000CommonNONE
68902v107OTIS WORLDWIDE CORP (RTX SPINO$6670.15%7,200CommonNONE
911312106UPSUNITED PARCEL SERVICE, INC. CL$6430.15%5,100CommonNONE
767204100RIORIO TINTO PLC SPONSORED ADR$5880.13%10,000CommonNONE
31620r303FIDELITY NATIONAL FINANCIAL, I$5870.13%10,458CommonNONE
237194105DRIDARDEN RESTAURANTS INC.$5600.13%3,000CommonNONE
h5919c104ON HOLDING AG$5480.12%10,000CommonNONE
046353108AZNNASTRAZENECA PLC-SPONS ADR$5240.12%8,000CommonNONE
039483102ADMARCHER-DANIELS-MIDLAND CORP$5140.12%10,172CommonNONE
68389X105ORCLORACLE CORP$5000.11%3,000CommonNONE
038222105AMATAPPLIED MATERIALS INC$5000.11%3,075CommonNONE
101121101BXPBXP INC. (FRMLY BOSTON PROPERT$4460.10%6,000CommonNONE
31620m106FIDELITY NATIONAL INFORMATION$4330.10%5,364CommonNONE
888787108TOSTTOAST, INC.$4300.10%11,800CommonNONE
020002101ALLALLSTATE CORP$3860.09%2,000CommonNONE
870794302SWRAYSWIRE PACIFIC LTD SPONS ADR RP$3650.08%40,000CommonNONE
055622104BPBP PLC SPONS ADR$3440.08%11,642CommonNONE
59156r108METLIFE INC.$3280.07%4,000CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC.$3150.07%4,100CommonNONE
22002T108CDPCOPT DEFENSE PROP REIT(FRM COR$2820.06%9,100CommonNONE
92857w308VODAFONE GROUP PLC SPONS ADR$2760.06%32,564CommonNONE
92826c839VISA INC.$2720.06%860CommonNONE
98850p109YUM CHINA HOLDINGS, INC.$2700.06%5,600CommonNONE
171340102CHDCHURCH & DWIGHT$2510.06%2,400CommonNONE
57055L107MARKER THERAPEUTICS, INC.$2290.05%73,700CommonNONE
0076ca104AEGON LTD - NY REG SHRS$2160.05%36,691CommonNONE
00846U101AAGILENT TECHNOLOGIES, INC.(SPU$2140.05%1,593CommonNONE
44891n208IAC INC.$2120.05%4,925CommonNONE

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.