MondegarAI
AR ASSET MANAGEMENT INC

Q2 2025 · 13F-HR

AR ASSET MANAGEMENT INCholdings as filed

Filed 2025-08-06 · accession 0001080166-25-000005

$449,957
Reported value
112
Positions
2025-06-30
Period end
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The Brief · AR ASSET MANAGEMENT INC · Q2 2025

AI · grounded in 13F

AR ASSET MANAGEMENT INC established a new position in AAPL valued at $51,662. The fund also initiated new stakes in PM for $20,313 and JPM for $17,344. Other new additions include CVX at $16,233 and IRON MOUNTAIN INC. REIT at $13,396.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$51,66211.5%251,803CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL-AL$20,3134.51%111,528CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$17,3443.85%59,825CommonNONE
166764100CVXCHEVRON CORP$16,2333.61%113,364CommonNONE
46284v101IRON MOUNTAIN INC. REIT$13,3962.98%130,600CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC. CL A$13,1182.92%18CommonSOLE
67066G104NVDANVIDIA CORPORATION$13,0782.91%82,780CommonNONE
58933Y105MRKMERCK & CO., INC.$12,3072.74%155,470CommonNONE
594918104MSFTMICROSOFT CORPORATION$12,1362.70%24,399CommonNONE
191216100KOCOCA-COLA CO$12,0652.68%170,531CommonNONE
742718109PGPROCTER & GAMBLE CO$11,9192.65%74,809CommonNONE
02079K107GOOGALPHABET INC. CL C$11,6002.58%65,390CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC. CL B$9,9672.22%20,518CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINE$9,2712.06%31,452CommonNONE
00287y109ABBVIE INC.$7,9741.77%42,960CommonNONE
931142103WMTWALMART INC.$7,8521.75%80,300CommonNONE
023135106AMZNAMAZON.COM, INC.$7,5531.68%34,425CommonNONE
875465106SKTTANGER INC. REIT$7,2491.61%237,050CommonNONE
49456B101KMIKINDER MORGAN, INC.$7,1511.59%243,220CommonNONE
540424108LLOEWS CORP$7,1421.59%77,917CommonNONE
437076102HDHOME DEPOT$7,0581.57%19,250CommonSOLE
254687106DISDISNEY WALT CO$6,9291.54%55,875CommonNONE
654106103NKENIKE, INC. CL B$6,4551.43%90,870CommonSOLE
02209S103MOALTRIA GROUP INC.$6,0421.34%103,051CommonNONE
37045v100GENERAL MOTORS COMPANY$5,5871.24%113,540CommonNONE
713448108PEPPEPSICO$5,5731.24%42,209CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS,$5,4521.21%175,810CommonNONE
98978v103ZOETIS INC.$5,2811.17%33,864CommonNONE
062540109BOHBANK OF HAWAII CORPORATION$4,9131.09%72,760CommonNONE
478160104JNJJOHNSON & JOHNSON$4,6741.04%30,597CommonNONE
25243Q205DEODIAGEO PLC ADR$4,4680.99%44,310CommonNONE
771195104RHHBYROCHE HOLDING LTD ADR$4,4020.98%108,000CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC.$4,3380.96%100,259CommonNONE
H1467J104CBCHUBB LIMITED (FRMLY ACE LIMIT$4,3190.96%14,906CommonNONE
037389103AON PLC$4,1450.92%11,618CommonNONE
253868103DLRDIGITAL REALTY TRUST, INC. REI$3,9820.88%22,840CommonNONE
717081103PFEPFIZER, INC.$3,8530.86%158,965CommonNONE
29476l107EQUITY RESIDENTIAL REIT$3,6780.82%54,500CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$3,4610.77%74,774CommonNONE
925652109VICIVICI PROPERTIES INC. (REIT)$3,3530.75%102,850CommonNONE
609207105MDLZMONDELEZ INTL INC.(FMRLY KRAFT$3,0690.68%45,500CommonNONE
370334104GISGENERAL MILLS, INC.$2,9010.64%56,000CommonNONE
110448107BTIBRITISH AMERICAN TOBACCO PLC -$2,8330.63%59,864CommonNONE
149123101CATCATERPILLAR INC.$2,6010.58%6,700CommonSOLE
75513e101RTX CORP (FRMLY RAYTHEON TECH$2,5410.56%17,400CommonNONE
48251w104KKR & CO. INC.$2,3950.53%18,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LT$2,2920.51%10,121CommonNONE
816851109SRESEMPRA ENERGY$2,1970.49%29,000CommonSOLE
76169c100REXFORD INDUSTRIAL REALTY, INC$2,1380.48%60,100CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC.$2,0760.46%10,000CommonNONE
580135101MCDMCDONALD'S CORP$2,0450.45%7,000CommonSOLE
125523100CICIGNA CORP (ACQUIRED EXPRESS S$1,9610.44%5,932CommonNONE
670100205NVONOVO-NORDISK A/S ADR$1,9490.43%28,240CommonSOLE
20825c104CONOCOPHILLIPS$1,9470.43%21,700CommonSOLE
21036P108STZCONSTELLATION BRANDS, INC.$1,9360.43%11,900CommonNONE
494368103KMBKIMBERLY-CLARK$1,7430.39%13,520CommonNONE
907818108UNPUNION PACIFIC CORPORATION$1,7260.38%7,500CommonNONE
744320805PRUPRUDENTIAL FINANCIAL INC 5.625$1,7160.38%73,000CommonNONE
641069406NSRGYNESTLE SA - SPON ADR$1,6880.38%17,000CommonNONE
09260d107BLACKSTONE INC. (THE)$1,6450.37%11,000CommonSOLE
194162103CLCOLGATE-PALMOLIVE COMPANY$1,6360.36%18,000CommonSOLE
617446448MSMORGAN STANLEY$1,6060.36%11,400CommonSOLE
718546104PSXPHILLIPS 66$1,5030.33%12,600CommonNONE
G16249149BROOKFIELD PRPTY PTNRS LP 6.5$1,4790.33%98,000CommonNONE
66987v109NOVARTIS AG - ADR$1,3010.29%10,750CommonNONE
30231G102XOMEXXON MOBIL CORPORATION$1,2610.28%11,700CommonSOLE
46120e602INTUITIVE SURGICAL, INC.$1,2230.27%2,250CommonSOLE
002824100ABTABBOTT LABORATORIES$1,1830.26%8,700CommonNONE
345370860FFORD MOTOR COMPANY$1,1710.26%107,890CommonSOLE
48128b648JPMORGAN CHASE 6.00 CALLABLE$1,0840.24%43,000CommonSOLE
086233517ASML HOLDING ADR$1,0610.24%1,324CommonSOLE
14448c104CARRIER GLOBAL CORP (RTX SPINO$1,0470.23%14,300CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$1,0380.23%10,000CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC.$1,0260.23%11,000CommonSOLE
053484101AVBAVALONBAY COMMUNITIES, INC REI$1,0180.23%5,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9640.21%3,090CommonNONE
291011104EMREMERSON ELECTRIC CO$9510.21%7,130CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP.$9090.20%11,620CommonNONE
895953107YUM BRANDS INC. (FORMERLY TRIC$8830.20%5,960CommonNONE
89417e109TRAVELERS COMPANIES, INC.$8730.19%3,264CommonNONE
751212101RLRALPH LAUREN CORP (FMLY POLO R$8230.18%3,000CommonSOLE
74460W685PSAPUBLIC STORAGE 5.15 SER F CAL$8140.18%40,000CommonSOLE
871829107SYYSYSCO CORP$7570.17%10,000CommonNONE
68902v107OTIS WORLDWIDE CORP (RTX SPINO$7080.16%7,150CommonNONE
74460D109PSAPUBLIC STORAGE - REIT$7010.16%2,388CommonNONE
313745101FRTFEDERAL REALTY INVESTMENT TRUS$6650.15%7,000CommonSOLE
902973106U.S. BANCORP (FORMERLY FIRST B$6610.15%14,610CommonNONE
68389X105ORCLORACLE CORP$6560.15%3,000CommonNONE
237194105DRIDARDEN RESTAURANTS INC.$6540.15%3,000CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS(FRMLY Z$6110.14%6,700CommonNONE
31620r303FIDELITY NATIONAL FINANCIAL, I$5860.13%10,458CommonNONE
767204100RIORIO TINTO PLC SPONSORED ADR$5830.13%10,000CommonNONE
038222105AMATAPPLIED MATERIALS INC$5630.13%3,075CommonNONE
046353108AZNNASTRAZENECA PLC-SPONS ADR$5590.12%8,000CommonNONE
039483102ADMARCHER-DANIELS-MIDLAND CORP$5370.12%10,172CommonNONE
888787108TOSTTOAST, INC.$5230.12%11,800CommonNONE
h5919c104ON HOLDING AG$5210.12%10,000CommonNONE
911312106UPSUNITED PARCEL SERVICE, INC. CL$5150.11%5,100CommonSOLE
80105n105SANOFI ADR$4830.11%10,000CommonSOLE
31620m106FIDELITY NATIONAL INFORMATION$4370.10%5,364CommonNONE
101121101BXPBXP INC. (FRMLY BOSTON PROPERT$4050.09%6,000CommonNONE
020002101ALLALLSTATE CORP$4030.09%2,000CommonNONE
055622104BPBP PLC SPONS ADR$3480.08%11,642CommonNONE
92857w308VODAFONE GROUP PLC SPONS ADR$3470.08%32,564CommonSOLE
870794302SWRAYSWIRE PACIFIC LTD SPONS ADR RP$3440.08%40,000CommonNONE
59156r108METLIFE INC.$3220.07%4,000CommonNONE
92826c839VISA INC.$3050.07%860CommonNONE
0076ca104AEGON LTD - NY REG SHRS$2660.06%36,691CommonNONE
22002T108CDPCOPT DEFENSE PROP REIT(FRM COR$2510.06%9,100CommonSOLE
98850p109YUM CHINA HOLDINGS, INC.$2500.06%5,600CommonNONE
171340102CHDCHURCH & DWIGHT$2310.05%2,400CommonNONE
172967424CCITIGROUP INC.$2190.05%2,576CommonNONE

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.