MondegarAI
American Assets Investment Management, LLC

Q1 2025 · 13F-HR/A

American Assets Investment Management, LLCholdings as filed

Filed 2025-05-09 · accession 0001389256-25-000009

$1.14B
Reported value
146
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30231G102XOMEXXON MOBIL CORP$53.5M4.68%450,000CommonNONE
060505104BACBANK AMERICA CORP$47.1M4.12%1,128,950CommonNONE
037833100AAPLAPPLE INC$46.6M4.08%210,000CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$43.6M3.81%177,600CommonNONE
949746101WMT2WELLS FARGO CO NEW$39.8M3.49%555,000CommonNONE
594918104MSFTMICROSOFT CORP$33.7M2.94%89,650CommonNONE
166764100CVXCHEVRON CORP NEW$30.1M2.63%180,000CommonNONE
024013104AATAMERICAN ASSETS TR INC$29.7M2.60%1,475,336CommonNONE
76655K103RGTIRIGETTI COMPUTING INC$29.7M2.60%3,746,149CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$29.5M2.58%54,000CommonNONE
297178105ESSESSEX PPTY TR INC$18.2M1.60%59,500CommonNONE
14040H105COFCAPITAL ONE FINL CORP$17.8M1.56%99,500CommonNONE
780259305SHELSHELL PLC$16.2M1.42%221,000CommonNONE
718546104PSXPHILLIPS 66$16.2M1.41%130,800CommonNONE
89832Q109TFCTRUIST FINL CORP$15.8M1.38%384,000CommonNONE
149123101CATCATERPILLAR INC$14.8M1.30%45,000CommonNONE
931142103WMTWALMART INC$14.2M1.24%162,000CommonNONE
501044101KRKROGER CO$14.0M1.22%206,150CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$13.7M1.20%55,000CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$13.4M1.17%227,755CommonNONE
00287Y109ABBVABBVIE INC$12.6M1.11%60,294CommonNONE
780087102RYROYAL BK CDA$11.7M1.02%103,500CommonNONE
902973304USBUS BANCORP DEL$11.4M1.00%270,000CommonNONE
58933Y105MRKMERCK & CO INC$11.2M0.98%125,000CommonNONE
172967424CCITIGROUP INC$11.1M0.97%156,400CommonNONE
031162100AMGNAMGEN INC$11.0M0.96%35,190CommonNONE
191216100KOCOCA COLA CO$10.7M0.94%150,060CommonNONE
617446448MSMORGAN STANLEY$10.7M0.94%92,000CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$10.5M0.92%60,000CommonNONE
369604301GEGE AEROSPACE$10.5M0.92%52,500CommonNONE
66987V109NVSNOVARTIS AG$10.4M0.91%93,610CommonNONE
904767704UNILEVER PLC$10.1M0.89%170,000CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.0M0.87%60,000CommonNONE
526057104LENLENNAR CORP$9.9M0.87%86,370CommonSOLE
532457108LLYELI LILLY & CO$9.9M0.87%12,000CommonNONE
891160509TDTORONTO DOMINION BK ONT$9.9M0.87%165,000CommonNONE
89151E109TTENTOTALENERGIES SE$9.7M0.85%150,000CommonNONE
064058100BKBANK NEW YORK MELLON CORP$9.6M0.84%115,000CommonNONE
404280406HSBCHSBC HLDGS PLC$9.6M0.84%166,918CommonNONE
244199105DEDEERE & CO$9.4M0.82%20,000CommonNONE
063671101BMOBANK MONTREAL QUE$9.2M0.80%96,000CommonNONE
744320102PRUPRUDENTIAL FINL INC$9.0M0.79%80,459CommonNONE
31428X106FDXFEDEX CORP$8.5M0.75%35,000CommonNONE
59156R108METMETLIFE INC$8.3M0.73%103,304CommonNONE
478160104JNJJOHNSON & JOHNSON$8.3M0.73%50,000CommonNONE
723484101PNWPINNACLE WEST CAP CORP$7.9M0.69%83,000CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$7.7M0.68%127,000CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$7.7M0.67%15,000CommonNONE
857477103STTSTATE STR CORP$7.6M0.67%85,000CommonNONE
02079K305GOOGLALPHABET INC$7.6M0.66%49,000CommonNONE
h1467j104CHUBB LIMITED$7.5M0.66%25,000CommonSOLE
20825C104COPCONOCOPHILLIPS$7.4M0.64%70,000CommonNONE
29476L107EQREQUITY RESIDENTIAL$7.2M0.63%100,000CommonNONE
808513105SCHWSCHWAB CHARLES CORP$6.8M0.59%86,674CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$6.7M0.59%33,333CommonNONE
816851109SRESEMPRA$6.6M0.57%92,000CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$6.6M0.57%60,000CommonNONE
G5960L103MDTMEDTRONIC PLC$6.4M0.56%71,632CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6.4M0.56%140,000CommonNONE
713448108PEPPEPSICO INC$6.0M0.52%39,800CommonNONE
665859104NTRSNORTHERN TR CORP$5.9M0.52%60,000CommonNONE
281020107EIXEDISON INTL$5.9M0.52%100,000CommonNONE
855244109SBUXSTARBUCKS CORP$5.9M0.51%60,000CommonNONE
92939U106WECWEC ENERGY GROUP INC$5.4M0.48%50,000CommonNONE
03076c106AMERIPRISE FINL INC$5.4M0.48%11,250CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$5.4M0.47%32,000CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$5.4M0.47%100,000CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.3M0.46%23,332CommonNONE
892331307TMTOYOTA MOTOR CORP$5.3M0.46%30,000CommonNONE
629377508NRGNRG ENERGY INC$5.1M0.44%53,146CommonNONE
98389B100XELXCEL ENERGY INC$5.0M0.43%70,000CommonNONE
693506107PPGPPG INDS INC$4.9M0.43%45,250CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$4.7M0.41%100,000CommonNONE
30161N101EXCEXELON CORP$4.6M0.40%100,000CommonNONE
80105N105SNYSANOFI$4.4M0.39%80,000CommonNONE
911363109URIUNITED RENTALS INC$4.4M0.38%7,000CommonNONE
026874784AIGAMERICAN INTL GROUP INC$4.3M0.38%50,000CommonNONE
29273V100ETENERGY TRANSFER L P$4.2M0.37%225,800CommonNONE
02005N100ALLYALLY FINL INC$4.2M0.37%115,000CommonNONE
504922105LHLABCORP HOLDINGS INC$4.2M0.37%18,000CommonNONE
609207105MDLZMONDELEZ INTL INC$4.1M0.36%61,010CommonSOLE
002824100ABTABBOTT LABS$4.0M0.35%30,500CommonNONE
26614N102DDDUPONT DE NEMOURS INC$4.0M0.35%53,943CommonNONE
36828A101GEVGE VERNOVA INC$4.0M0.35%13,125CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$4.0M0.35%32,666CommonNONE
75513E101RTXRTX CORPORATION$4.0M0.35%30,000CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.9M0.34%80,000CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$3.6M0.31%125,000CommonNONE
65339F101NEENEXTERA ENERGY INC$3.5M0.31%50,000CommonNONE
907818108UNPUNION PAC CORP$3.5M0.31%15,000CommonNONE
863667101SYKSTRYKER CORPORATION$3.4M0.29%9,000CommonNONE
125523100CITHE CIGNA GROUP$3.3M0.29%10,040CommonNONE
14149Y108CAHCARDINAL HEALTH INC$3.2M0.28%23,277CommonNONE
464287655IWMISHARES TR$3.2M0.28%16,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$3.2M0.28%20,000CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$3.2M0.28%24,000CommonNONE
40412C101HCAHCA HEALTHCARE INC$3.1M0.27%9,000CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.1M0.27%10,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.1M0.27%30,000CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.25%17,000CommonNONE
337932107FEFIRSTENERGY CORP$2.8M0.25%70,000CommonNONE
81369y886SELECT SECTOR SPDR TR$2.7M0.23%34,000CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.6M0.23%23,000CommonNONE
69351T106PPLPPL CORP$2.5M0.22%70,000CommonNONE
717081103PFEPFIZER INC$2.4M0.21%96,000CommonNONE
958102105WDCWESTERN DIGITAL CORP$2.4M0.21%60,000CommonNONE
260557103DOWDOW INC$2.4M0.21%69,044CommonNONE
49177J102KVUEKENVUE INC$2.4M0.21%100,000CommonNONE
842587107SOSOUTHERN CO$2.3M0.20%25,000CommonNONE
013872106AAALCOA CORP$2.3M0.20%75,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.2M0.19%60,000CommonNONE
013091103ACIALBERTSONS COS INC$2.2M0.19%100,000CommonNONE
92556V106VTRSVIATRIS INC$2.2M0.19%250,000CommonNONE
g51502105JOHNSON CTLS INTL PLC$2.1M0.18%26,200CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$2.0M0.18%70,000CommonNONE
071813109BAXBAXTER INTL INC$2.0M0.17%57,829CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$1.9M0.17%10,000CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.9M0.17%3,000CommonNONE
15118V207CELHCELSIUS HLDGS INC$1.8M0.16%50,000CommonNONE
H01301128ALCALCON AG$1.8M0.16%18,722CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.7M0.15%50,000CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$1.7M0.15%30,000CommonNONE
983134107WYNNWYNN RESORTS LTD$1.7M0.15%20,000CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.6M0.14%15,000CommonNONE
37733W204GSKGSK PLC$1.5M0.14%40,000CommonNONE
95040Q104WELLWELLTOWER INC$1.5M0.13%10,000CommonNONE
05534B760BCEBCE INC$1.5M0.13%65,000CommonNONE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$1.5M0.13%4,500CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.5M0.13%30,830CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.4M0.12%17,500CommonNONE
127097103CTRACOTERRA ENERGY INC$1.4M0.12%48,000CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.3M0.11%5,500CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.10%2,250CommonNONE
724479100PBIPITNEY BOWES INC$1.2M0.10%130,000CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$1.2M0.10%20,000CommonNONE
601137102MRPMILLROSE PPTYS INC$1.2M0.10%43,663CommonSOLE
00724f101ADOBE INC$1.2M0.10%3,000CommonSOLE
405552100HLNHALEON PLC$1.0M0.09%100,000CommonNONE
80004C200SNDKSANDISK CORP$952,2000.08%20,000CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$869,0500.08%7,000CommonNONE
464287432TLTISHARES TR$864,7850.08%9,500CommonNONE
22052l104CORTEVA INC$858,7430.08%13,646CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$643,8000.06%60,000CommonSOLE
370334104GISGENERAL MLS INC$597,9000.05%10,000CommonNONE
833445109SNOWSNOWFLAKE INC$438,4800.04%3,000CommonSOLE
852234103XYZBLOCK INC$271,6500.02%5,000CommonSOLE

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.