MondegarAI
AR ASSET MANAGEMENT INC

Q4 2025 · 13F-HR

AR ASSET MANAGEMENT INCholdings as filed

Filed 2026-02-09 · accession 0001080166-26-000001

$489,538
Reported value
115
Positions
2025-12-31
Period end
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The Brief · AR ASSET MANAGEMENT INC · Q4 2025

AI · grounded in 13F

AR ASSET MANAGEMENT INC established a new position in AAPL valued at $67,735. The fund also initiated new stakes in GOOG for $20,519 and JPM for $19,277. Additional new positions included PM, CVX, and MRK.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$67,73513.8%249,153CommonNONE
02079K107GOOGALPHABET INC. CL C$20,5194.19%65,390CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$19,2773.94%59,825CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL-AL$17,8893.65%111,528CommonNONE
166764100CVXCHEVRON CORP$17,2783.53%113,364CommonNONE
58933Y105MRKMERCK & CO., INC.$16,3383.34%155,220CommonNONE
67066G104NVDANVIDIA CORPORATION$14,5902.98%78,230CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC. CL A$13,5862.78%18CommonSOLE
191216100KOCOCA-COLA CO$11,9012.43%170,231CommonNONE
594918104MSFTMICROSOFT CORPORATION$11,8002.41%24,399CommonNONE
46284v101IRON MOUNTAIN INC. REIT$10,8332.21%130,600CommonNONE
742718109PGPROCTER & GAMBLE CO$10,8002.21%75,359CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC. CL B$10,2632.10%20,418CommonNONE
00287y109ABBVIE INC.$9,8162.01%42,960CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINE$9,3161.90%31,452CommonNONE
37045v100GENERAL MOTORS COMPANY$9,2331.89%113,540CommonNONE
931142103WMTWALMART INC.$8,9461.83%80,300CommonNONE
540424108LLOEWS CORP$8,2051.68%77,917CommonNONE
023135106AMZNAMAZON.COM, INC.$7,9461.62%34,425CommonNONE
875465106SKTTANGER INC. REIT$7,9101.62%237,050CommonNONE
49456B101KMIKINDER MORGAN, INC.$6,7511.38%245,570CommonNONE
437076102HDHOME DEPOT$6,6241.35%19,250CommonSOLE
478160104JNJJOHNSON & JOHNSON$6,3321.29%30,597CommonNONE
713448108PEPPEPSICO$6,0581.24%42,209CommonNONE
02209S103MOALTRIA GROUP INC.$6,0201.23%104,401CommonNONE
654106103NKENIKE, INC. CL B$5,7771.18%90,670CommonSOLE
293792107EPDENTERPRISE PRODUCTS PARTNERS,$5,6771.16%177,060CommonNONE
771195104RHHBYROCHE HOLDING LTD ADR$5,5541.13%107,700CommonNONE
29273v100ENERGY TRANSFER LP$5,1851.06%314,420CommonNONE
062540109BOHBANK OF HAWAII CORPORATION$4,9751.02%72,760CommonNONE
98978v103ZOETIS INC.$4,7640.97%37,864CommonNONE
H1467J104CBCHUBB LIMITED (FRMLY ACE LIMIT$4,6520.95%14,906CommonNONE
037389103AON PLC$4,1000.84%11,618CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC.$4,0840.83%100,259CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$4,0330.82%74,774CommonNONE
717081103PFEPFIZER, INC.$3,9510.81%158,661CommonNONE
149123101CATCATERPILLAR INC.$3,8380.78%6,700CommonSOLE
253868103DLRDIGITAL REALTY TRUST, INC. REI$3,5340.72%22,840CommonNONE
110448107BTIBRITISH AMERICAN TOBACCO PLC -$3,4800.71%61,464CommonNONE
29476l107EQUITY RESIDENTIAL REIT$3,4360.70%54,500CommonNONE
75513e101RTX CORP (FRMLY RAYTHEON TECH$3,1910.65%17,400CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LT$3,0760.63%10,121CommonNONE
925652109VICIVICI PROPERTIES INC. (REIT)$2,8640.59%101,850CommonNONE
370334104GISGENERAL MILLS, INC.$2,6040.53%56,000CommonNONE
816851109SRESEMPRA ENERGY$2,5600.52%29,000CommonSOLE
609207105MDLZMONDELEZ INTL INC.(FMRLY KRAFT$2,4490.50%45,500CommonNONE
48251w104KKR & CO. INC.$2,2950.47%18,000CommonSOLE
76169c100REXFORD INDUSTRIAL REALTY, INC$2,2090.45%57,050CommonSOLE
580135101MCDMCDONALD'S CORP$2,1390.44%7,000CommonSOLE
21036P108STZCONSTELLATION BRANDS, INC.$2,0970.43%15,200CommonNONE
20825c104CONOCOPHILLIPS$2,0310.41%21,700CommonSOLE
617446448MSMORGAN STANLEY$2,0240.41%11,400CommonSOLE
744320805PRUPRUDENTIAL FINANCIAL INC 5.625$1,7390.36%73,000CommonNONE
086233517ASML HOLDING ADR$1,7370.35%1,624CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC.$1,7350.35%10,000CommonNONE
907818108UNPUNION PACIFIC CORPORATION$1,7350.35%7,500CommonNONE
09260d107BLACKSTONE INC. (THE)$1,6960.35%11,000CommonSOLE
641069406NSRGYNESTLE SA - SPON ADR$1,6790.34%17,000CommonNONE
125523100CICIGNA CORP (ACQUIRED EXPRESS S$1,6330.33%5,932CommonNONE
h5919c104ON HOLDING AG$1,6270.33%35,000CommonNONE
718546104PSXPHILLIPS 66$1,6260.33%12,600CommonNONE
66987v109NOVARTIS AG - ADR$1,4820.30%10,750CommonNONE
30231G102XOMEXXON MOBIL CORPORATION$1,4800.30%12,300CommonNONE
92826c839VISA INC.$1,4680.30%4,185CommonSOLE
G16249149BROOKFIELD PRPTY PTNRS LP 6.5$1,4310.29%98,000CommonNONE
345370860FFORD MOTOR COMPANY$1,4160.29%107,890CommonSOLE
494368103KMBKIMBERLY-CLARK$1,3640.28%13,520CommonNONE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITT$1,2820.26%8,500CommonSOLE
46120e602INTUITIVE SURGICAL, INC.$1,2740.26%2,250CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$1,1530.24%10,000CommonSOLE
254687106DISDISNEY WALT CO$1,1380.23%10,000CommonSOLE
002824100ABTABBOTT LABORATORIES$1,0900.22%8,700CommonNONE
48128b648JPMORGAN CHASE 6.00 CALLABLE$1,0810.22%43,000CommonSOLE
532457108LLYELI LILLY & CO.$1,0750.22%1,000CommonSOLE
751212101RLRALPH LAUREN CORP (FMLY POLO R$1,0610.22%3,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP.$9910.20%11,620CommonNONE
29250n105ENBRIDGE INC.$9570.20%20,000CommonSOLE
194162103CLCOLGATE-PALMOLIVE COMPANY$9480.19%12,000CommonSOLE
89417e109TRAVELERS COMPANIES, INC.$9470.19%3,264CommonNONE
291011104EMREMERSON ELECTRIC CO$9460.19%7,130CommonNONE
053484101AVBAVALONBAY COMMUNITIES, INC REI$9070.19%5,000CommonSOLE
895953107YUM BRANDS INC. (FORMERLY TRIC$9020.18%5,960CommonNONE
90353T100UBERUBER TECHNOLOGIES INC.$8990.18%11,000CommonSOLE
74460W685PSAPUBLIC STORAGE 5.15 SER F CAL$8260.17%40,000CommonSOLE
767204100RIORIO TINTO PLC SPONSORED ADR$8000.16%10,000CommonNONE
038222105AMATAPPLIED MATERIALS INC$7900.16%3,075CommonNONE
902973106U.S. BANCORP (FORMERLY FIRST B$7800.16%14,610CommonNONE
14448c104CARRIER GLOBAL CORP (RTX SPINO$7560.15%14,300CommonNONE
871829107SYYSYSCO CORP$7370.15%10,000CommonNONE
046353108AZNNASTRAZENECA PLC-SPONS ADR$7350.15%8,000CommonNONE
313745101FRTFEDERAL REALTY INVESTMENT TRUS$7060.14%7,000CommonSOLE
68902v107OTIS WORLDWIDE CORP (RTX SPINO$6250.13%7,150CommonNONE
11135F101AVGOBROADCOM INC.$6230.13%1,800CommonSOLE
74460D109PSAPUBLIC STORAGE - REIT$6200.13%2,388CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS(FRMLY Z$6020.12%6,700CommonNONE
039483102ADMARCHER-DANIELS-MIDLAND CORP$5850.12%10,172CommonNONE
68389X105ORCLORACLE CORP$5850.12%3,000CommonNONE
31620r303FIDELITY NATIONAL FINANCIAL, I$5710.12%10,458CommonNONE
237194105DRIDARDEN RESTAURANTS INC.$5520.11%3,000CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$5170.11%600CommonSOLE
911312106UPSUNITED PARCEL SERVICE, INC. CL$5060.10%5,100CommonSOLE
92857w308VODAFONE GROUP PLC SPONS ADR$4300.09%32,564CommonSOLE
888787108TOSTTOAST, INC.$4190.09%11,800CommonNONE
020002101ALLALLSTATE CORP$4160.08%2,000CommonNONE
101121101BXPBXP INC. (FRMLY BOSTON PROPERT$4050.08%6,000CommonNONE
055622104BPBP PLC SPONS ADR$4040.08%11,642CommonNONE
31620m106FIDELITY NATIONAL INFORMATION$3560.07%5,364CommonNONE
870794302SWRAYSWIRE PACIFIC LTD SPONS ADR RP$3210.07%40,000CommonNONE
59156r108METLIFE INC.$3160.06%4,000CommonNONE
172967424CCITIGROUP INC.$3010.06%2,576CommonNONE
0076ca104AEGON LTD - NY REG SHRS$2830.06%36,691CommonNONE
98850p109YUM CHINA HOLDINGS, INC.$2670.05%5,600CommonNONE
22002T108CDPCOPT DEFENSE PROP REIT(FRM COR$2530.05%9,100CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$2060.04%1,002CommonNONE
171340102CHDCHURCH & DWIGHT$2010.04%2,400CommonNONE

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.