MondegarAI
AR ASSET MANAGEMENT INC

Q1 2026 · 13F-HR

AR ASSET MANAGEMENT INCholdings as filed

Filed 2026-05-13 · accession 0001080166-26-000002

$517,349
Reported value
119
Positions
2026-03-31
Period end
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The Brief · AR ASSET MANAGEMENT INC · Q1 2026

AI · grounded in 13F

AR ASSET MANAGEMENT INC established a new position in IRM worth $13,339. The fund also opened new stakes in ABBV for $9,836 and GM for $8,459. Additionally, the manager increased its holding in CVX by 5.5167%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC.$68,21913.2%268,802CommonNONE
166764100CVXCHEVRON CORP$24,7494.78%119,618CommonNONE
718172109PMPHILIP MORRIS INTERNATIONAL-AL$19,5643.78%118,326CommonNONE
02079K107GOOGALPHABET INC. CL C$18,6723.61%65,090CommonNONE
58933Y105MRKMERCK & CO., INC.$18,6713.61%155,220CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$17,2883.34%58,772CommonNONE
67066G104NVDANVIDIA CORPORATION$14,3762.78%82,430CommonNONE
191216100KOCOCA-COLA CO$13,4302.60%176,595CommonNONE
46284V101IRMIRON MOUNTAIN INC. REIT$13,3392.58%130,600CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC. CL A$12,9272.50%18CommonSOLE
594918104MSFTMICROSOFT CORPORATION$12,2522.37%33,098CommonNONE
742718109PGPROCTER & GAMBLE CO$11,5942.24%80,269CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC. CL B$10,8882.10%22,722CommonNONE
931142103WMTWALMART INC.$10,2241.98%82,265CommonNONE
00287Y109ABBVABBVIE INC.$9,8361.90%45,226CommonNONE
37045V100GMGENERAL MOTORS COMPANY$8,4591.64%113,540CommonNONE
540424108LLOEWS CORP$8,3171.61%77,917CommonNONE
49456B101KMIKINDER MORGAN, INC.$8,2341.59%245,570CommonNONE
875465106SKTTANGER INC. REIT$8,0551.56%237,050CommonNONE
478160104JNJJOHNSON & JOHNSON$8,0461.56%32,917CommonNONE
023135106AMZNAMAZON.COM, INC.$7,8421.52%37,655CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHINE$7,6241.47%31,452CommonNONE
293792107EPDENTERPRISE PRODUCTS PARTNERS,$7,2001.39%190,278CommonNONE
02209S103MOALTRIA GROUP INC.$6,8891.33%104,401CommonNONE
713448108PEPPEPSICO$6,5551.27%42,209CommonNONE
437076102HDHOME DEPOT$6,3311.22%19,250CommonSOLE
29273V100ETENERGY TRANSFER LP$6,2131.20%321,920CommonNONE
H1467J104CBCHUBB LIMITED (FRMLY ACE LIMIT$5,6341.09%17,285CommonNONE
771195104RHHBYROCHE HOLDING LTD ADR$5,3541.03%107,700CommonNONE
062540109BOHBANK OF HAWAII CORPORATION$5,3281.03%71,760CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC.$5,0330.97%100,259CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG CO LT$4,9040.95%14,511CommonNONE
654106103NKENIKE, INC. CL B$4,7360.92%89,670CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4,5350.88%74,774CommonNONE
98978V103ZTSZOETIS INC.$4,4760.87%37,864CommonNONE
717081103PFEPFIZER, INC.$4,4550.86%158,661CommonNONE
149123101CATCATERPILLAR INC.$4,1800.81%5,900CommonSOLE
253868103DLRDIGITAL REALTY TRUST, INC. REI$4,1160.80%22,840CommonNONE
037389103AON PLC$3,7500.72%11,618CommonNONE
110448107BTIBRITISH AMERICAN TOBACCO PLC -$3,5940.69%61,464CommonNONE
75513E101RTXRTX CORP (FRMLY RAYTHEON TECH$3,3560.65%17,400CommonNONE
29476L107EQREQUITY RESIDENTIAL REIT$3,2000.62%54,100CommonNONE
580135101MCDMCDONALD'S CORP$3,0560.59%9,832CommonSOLE
30231G102XOMEXXON MOBIL CORPORATION$2,8750.56%16,945CommonNONE
20825C104COPCONOCOPHILLIPS$2,8640.55%21,700CommonSOLE
816851109SRESEMPRA ENERGY$2,8180.54%29,000CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC.$2,7110.52%13,965CommonNONE
086233517ASML HOLDING ADR$2,6930.52%2,039CommonSOLE
925652109VICIVICI PROPERTIES INC. (REIT)$2,6870.52%98,350CommonNONE
609207105MDLZMONDELEZ INTL INC.(FMRLY KRAFT$2,6230.51%45,500CommonNONE
76169C100REXRREXFORD INDUSTRIAL REALTY, INC$2,5220.49%77,050CommonSOLE
718546104PSXPHILLIPS 66$2,2950.44%12,600CommonNONE
21036P108STZCONSTELLATION BRANDS, INC.$2,2800.44%15,200CommonNONE
370334104GISGENERAL MILLS, INC.$2,0840.40%56,000CommonNONE
617446448MSMORGAN STANLEY$1,8760.36%11,400CommonSOLE
641069406NSRGYNESTLE SA - SPON ADR$1,6850.33%17,000CommonNONE
48251W104KKRKKR & CO. INC.$1,6650.32%18,000CommonSOLE
744320805PRUPRUDENTIAL FINANCIAL INC 5.625$1,6440.32%73,000CommonNONE
66987V109NVSNOVARTIS AG - ADR$1,6420.32%10,750CommonNONE
G16249149BROOKFIELD PRPTY PTNRS LP 6.5$1,6130.31%98,000CommonNONE
125523100CICIGNA CORP (ACQUIRED EXPRESS S$1,5820.31%5,932CommonNONE
025537101AEPAMERICAN ELECTRIC POWER$1,3110.25%10,000CommonSOLE
494368103KMBKIMBERLY-CLARK$1,3040.25%13,520CommonNONE
09260D107BXBLACKSTONE INC. (THE)$1,2650.24%11,000CommonSOLE
92826C839VVISA INC.$1,2650.24%4,185CommonSOLE
345370860FFORD MOTOR COMPANY$1,2450.24%107,890CommonSOLE
H5919C104ONONON HOLDING AG$1,1910.23%35,000CommonNONE
002824100ABTABBOTT LABORATORIES$1,1260.22%10,966CommonNONE
29250N105ENBENBRIDGE INC.$1,0830.21%20,000CommonSOLE
48128B648JPM 6 PERP EEJPMORGAN CHASE 6.00 CALLABLE$1,0670.21%43,000CommonSOLE
038222105AMATAPPLIED MATERIALS INC$1,0510.20%3,075CommonNONE
46120E602ISRGINTUITIVE SURGICAL, INC.$1,0370.20%2,250CommonSOLE
029912201AMERICAN TOWER CORP-CL A REIT$1,0350.20%6,000CommonSOLE
751212101RLRALPH LAUREN CORP (FMLY POLO R$1,0320.20%3,000CommonSOLE
194162103CLCOLGATE-PALMOLIVE COMPANY$1,0230.20%12,000CommonSOLE
89417E109TRVTRAVELERS COMPANIES, INC.$9520.18%3,264CommonNONE
291011104EMREMERSON ELECTRIC CO$9340.18%7,130CommonNONE
767204100RIORIO TINTO PLC SPONSORED ADR$9330.18%10,000CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP.$9310.18%11,620CommonNONE
502441306LVMUYLVMH MOET HENNESSY LOUIS VUITT$9290.18%8,500CommonSOLE
895953107YUM BRANDS INC. (FORMERLY TRIC$9270.18%5,960CommonNONE
532457108LLYELI LILLY & CO.$9200.18%1,000CommonSOLE
053484101AVBAVALONBAY COMMUNITIES, INC REI$8170.16%5,000CommonSOLE
14448C104CARRCARRIER GLOBAL CORP (RTX SPINO$8050.16%14,300CommonNONE
G0593M107AZNASTRAZENECA PLC$7890.15%4,000CommonNONE
74460W685PSAPUBLIC STORAGE 5.15 SER F CAL$7840.15%40,000CommonSOLE
902973106U.S. BANCORP (FORMERLY FIRST B$7600.15%14,610CommonNONE
313745101FRTFEDERAL REALTY INVESTMENT TRUS$7430.14%7,000CommonSOLE
039483102ADMARCHER-DANIELS-MIDLAND CORP$7390.14%10,172CommonNONE
871829107SYYSYSCO CORP$7130.14%10,000CommonNONE
03990B101ARESARES MANAGEMENT CORP. CL A$7090.14%6,500CommonSOLE
74460D109PSAPUBLIC STORAGE - REIT$6470.13%2,388CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS(FRMLY Z$6060.12%6,700CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$5980.12%600CommonSOLE
237194105DRIDARDEN RESTAURANTS INC.$5880.11%3,000CommonNONE
670100205NVONOVO-NORDISK A/S ADR$5830.11%15,862CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS, INC.$5710.11%1,964CommonNONE
11135F101AVGOBROADCOM INC.$5570.11%1,800CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP (RTX SPINO$5510.11%7,150CommonNONE
055622104BPBP PLC SPONS ADR$5470.11%11,642CommonNONE
G5494J103LINDE PLC (ACQUIRED PRAXAIR)$5060.10%1,020CommonNONE
911312106UPSUNITED PARCEL SERVICE, INC. CL$5020.10%5,100CommonSOLE
92857W308VODVODAFONE GROUP PLC SPONS ADR$4890.09%32,564CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL, I$4850.09%10,458CommonNONE
78409V104SPGIS&P GLOBAL INC.(FRMRLY MCGRAW$4820.09%1,133CommonNONE
09247X101BLKCHFBLACKROCK, INC.$4600.09%478CommonNONE
870794302SWRAYSWIRE PACIFIC LTD SPONS ADR RP$4420.09%40,000CommonNONE
68389X105ORCLORACLE CORP$4410.09%3,000CommonNONE
020002101ALLALLSTATE CORP$4150.08%2,000CommonNONE
888787108TOSTTOAST, INC.$3130.06%11,800CommonNONE
101121101BXPBXP INC. (FRMLY BOSTON PROPERT$3110.06%6,000CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING, INC$3070.06%1,511CommonNONE
172967424CCITIGROUP INC.$2920.06%2,576CommonNONE
59156R108METMETLIFE INC.$2830.05%4,000CommonNONE
22002T108CDPCOPT DEFENSE PROP REIT(FRM COR$2780.05%9,100CommonSOLE
98850P109YUMCYUM CHINA HOLDINGS, INC.$2730.05%5,600CommonNONE
0076CA104AEGAEGON LTD - NY REG SHRS$2660.05%36,691CommonNONE
31620M106FISFIDELITY NATIONAL INFORMATION$2520.05%5,364CommonNONE
171340102CHDCHURCH & DWIGHT$2240.04%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.