MondegarAI
American Assets Investment Management, LLC

Q4 2024 · 13F-HR

American Assets Investment Management, LLCholdings as filed

Filed 2025-02-10 · accession 0001581794-25-000005

$1.23B
Reported value
152
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
76655K103RGTIRIGETTI COMPUTING INC$110.2M9.00%7,221,216CommonNONE
037833100AAPLAPPLE INC$52.6M4.29%210,000CommonNONE
060505104BACBANK AMERICA CORP$49.6M4.05%1,128,950CommonNONE
30231G102XOMEXXON MOBIL CORP$48.4M3.95%450,000CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$42.6M3.48%177,600CommonNONE
949746101WMT2WELLS FARGO CO NEW$39.0M3.18%555,000CommonNONE
024013104AATAMERICAN ASSETS TR INC$38.7M3.16%1,475,336CommonNONE
594918104MSFTMICROSOFT CORP$37.8M3.08%89,650CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$30.9M2.52%54,000CommonNONE
166764100CVXCHEVRON CORP NEW$26.1M2.13%180,000CommonNONE
14040H105COFCAPITAL ONE FINL CORP$17.7M1.45%99,500CommonNONE
297178105ESSESSEX PPTY TR INC$17.0M1.39%59,500CommonNONE
89832Q109TFCTRUIST FINL CORP$16.7M1.36%384,000CommonNONE
149123101CATCATERPILLAR INC$16.3M1.33%45,000CommonNONE
718546104PSXPHILLIPS 66$14.9M1.22%130,800CommonNONE
931142103WMTWALMART INC$14.6M1.19%162,000CommonNONE
780259305SHELSHELL PLC$13.8M1.13%221,000CommonNONE
902973304USBUS BANCORP DEL$12.9M1.05%270,000CommonNONE
501044101KRKROGER CO$12.6M1.03%206,150CommonNONE
780087102RYROYAL BK CDA$12.5M1.02%103,500CommonNONE
58933Y105MRKMERCK & CO INC$12.4M1.02%125,000CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.1M0.99%55,000CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.8M0.97%60,000CommonNONE
526057104LENLENNAR CORP$11.8M0.96%86,370CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$11.6M0.94%60,000CommonNONE
617446448MSMORGAN STANLEY$11.6M0.94%92,000CommonNONE
172967424CCITIGROUP INC$11.0M0.90%156,400CommonNONE
00287Y109ABBVABBVIE INC$10.7M0.87%60,294CommonNONE
31428X106FDXFEDEX CORP$9.8M0.80%35,000CommonNONE
904767704UNILEVER PLC$9.6M0.79%170,000CommonNONE
744320102PRUPRUDENTIAL FINL INC$9.5M0.78%80,459CommonNONE
191216100KOCOCA COLA CO$9.3M0.76%150,060CommonNONE
063671101BMOBANK MONTREAL QUE$9.3M0.76%96,000CommonNONE
02079K305GOOGLALPHABET INC$9.3M0.76%49,000CommonNONE
532457108LLYELI LILLY & CO$9.3M0.76%12,000CommonNONE
031162100AMGNAMGEN INC$9.2M0.75%35,190CommonNONE
66987V109NVSNOVARTIS AG$9.1M0.74%93,610CommonNONE
064058100BKBANK NEW YORK MELLON CORP$8.8M0.72%115,000CommonNONE
891160509TDTORONTO DOMINION BK ONT$8.8M0.72%165,000CommonNONE
369604301GEGE AEROSPACE$8.8M0.71%52,500CommonNONE
244199105DEDEERE & CO$8.5M0.69%20,000CommonNONE
59156R108METMETLIFE INC$8.5M0.69%103,304CommonNONE
857477103STTSTATE STR CORP$8.3M0.68%85,000CommonNONE
404280406HSBCHSBC HLDGS PLC$8.3M0.67%166,918CommonNONE
89151E109TTENTOTALENERGIES SE$8.2M0.67%150,000CommonNONE
816851109SRESEMPRA$8.1M0.66%92,000CommonNONE
281020107EIXEDISON INTL$8.0M0.65%100,000CommonNONE
47233W109JEFJEFFERIES FINL GROUP INC$7.8M0.64%100,000CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$7.5M0.61%33,333CommonNONE
478160104JNJJOHNSON & JOHNSON$7.2M0.59%50,000CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$7.2M0.59%127,000CommonNONE
29476L107EQREQUITY RESIDENTIAL$7.2M0.59%100,000CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$7.0M0.57%15,000CommonNONE
723484101PNWPINNACLE WEST CAP CORP$7.0M0.57%83,000CommonNONE
20825C104COPCONOCOPHILLIPS$6.9M0.57%70,000CommonNONE
h1467j104CHUBB LIMITED$6.9M0.56%25,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$6.4M0.52%86,674CommonNONE
665859104NTRSNORTHERN TR CORP$6.2M0.50%60,000CommonNONE
713448108PEPPEPSICO INC$6.1M0.49%39,800CommonNONE
03076c106AMERIPRISE FINL INC$6.0M0.49%11,250CommonSOLE
892331307TMTOYOTA MOTOR CORP$5.8M0.48%30,000CommonNONE
717081103PFEPFIZER INC$5.8M0.48%220,000CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$5.8M0.47%23,332CommonNONE
G5960L103MDTMEDTRONIC PLC$5.7M0.47%71,632CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$5.6M0.46%140,000CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$5.5M0.45%60,000CommonNONE
36828A101GEVGE VERNOVA INC$5.5M0.45%16,755CommonNONE
855244109SBUXSTARBUCKS CORP$5.5M0.45%60,000CommonNONE
693506107PPGPPG INDS INC$5.4M0.44%45,250CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$5.4M0.44%100,000CommonNONE
911363109URIUNITED RENTALS INC$4.9M0.40%7,000CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$4.8M0.39%32,000CommonNONE
629377508NRGNRG ENERGY INC$4.8M0.39%53,146CommonNONE
98389B100XELXCEL ENERGY INC$4.7M0.39%70,000CommonNONE
92939U106WECWEC ENERGY GROUP INC$4.7M0.38%50,000CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$4.6M0.37%80,000CommonSOLE
29273V100ETENERGY TRANSFER L P$4.4M0.36%225,800CommonNONE
02005N100ALLYALLY FINL INC$4.1M0.34%115,000CommonNONE
504922105LHLABCORP HOLDINGS INC$4.1M0.34%18,000CommonNONE
26614N102DDDUPONT DE NEMOURS INC$4.1M0.34%53,943CommonNONE
80105N105SNYSANOFI$3.9M0.31%80,000CommonNONE
30161N101EXCEXELON CORP$3.8M0.31%100,000CommonNONE
609207105MDLZMONDELEZ INTL INC$3.6M0.30%61,010CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$3.6M0.30%50,000CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.6M0.30%30,000CommonNONE
65339F101NEENEXTERA ENERGY INC$3.6M0.29%50,000CommonNONE
958102105WDCWESTERN DIGITAL CORP$3.6M0.29%60,000CommonNONE
464287655IWMISHARES TR$3.5M0.29%16,000CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$3.5M0.29%10,000CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.5M0.29%32,666CommonNONE
75513E101RTXRTX CORPORATION$3.5M0.28%30,000CommonNONE
002824100ABTABBOTT LABS$3.4M0.28%30,500CommonNONE
49456B101KMIKINDER MORGAN INC DEL$3.4M0.28%125,000CommonNONE
907818108UNPUNION PAC CORP$3.4M0.28%15,000CommonNONE
863667101SYKSTRYKER CORPORATION$3.2M0.26%9,000CommonNONE
92556V106VTRSVIATRIS INC$3.1M0.25%250,000CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.9M0.23%17,000CommonNONE
644393100NFENEW FORTRESS ENERGY INC$2.8M0.23%188,012CommonNONE
013872106AAALCOA CORP$2.8M0.23%75,000CommonNONE
337932107FEFIRSTENERGY CORP$2.8M0.23%70,000CommonNONE
125523100CITHE CIGNA GROUP$2.8M0.23%10,040CommonNONE
260557103DOWDOW INC$2.8M0.23%69,044CommonNONE
14149Y108CAHCARDINAL HEALTH INC$2.8M0.22%23,277CommonNONE
40412C101HCAHCA HEALTHCARE INC$2.7M0.22%9,000CommonNONE
126650100CVSCVS HEALTH CORP$2.7M0.22%60,000CommonNONE
983134107WYNNWYNN RESORTS LTD$2.6M0.21%29,924CommonNONE
81369y886SELECT SECTOR SPDR TR$2.6M0.21%34,000CommonSOLE
G97822103PRGOPERRIGO CO PLC$2.6M0.21%100,000CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.4M0.20%20,000CommonNONE
69351T106PPLPPL CORP$2.3M0.19%70,000CommonNONE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$2.3M0.18%10,000CommonNONE
49177J102KVUEKENVUE INC$2.1M0.17%100,000CommonNONE
375558103GILDGILEAD SCIENCES INC$2.1M0.17%23,000CommonNONE
g51502105JOHNSON CTLS INTL PLC$2.1M0.17%26,200CommonSOLE
842587107SOSOUTHERN CO$2.1M0.17%25,000CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$2.0M0.17%24,000CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$2.0M0.16%70,000CommonNONE
013091103ACIALBERTSONS COS INC$2.0M0.16%100,000CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM$1.9M0.15%30,000CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$1.9M0.15%15,000CommonNONE
071813109BAXBAXTER INTL INC$1.7M0.14%57,829CommonNONE
H01301128ALCALCON AG$1.6M0.13%18,722CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.6M0.13%50,000CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$1.6M0.13%30,830CommonSOLE
05534B760BCEBCE INC$1.5M0.12%65,000CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.5M0.12%40,000CommonNONE
35953C106FIPFTAI INFRASTRUCTURE INC$1.4M0.11%190,611CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.4M0.11%17,500CommonNONE
37733W204GSKGSK PLC$1.4M0.11%40,000CommonNONE
00724f101ADOBE INC$1.3M0.11%3,000CommonSOLE
G3730V105FTAIFTAI AVIATION LTD$1.3M0.10%8,927CommonNONE
95040Q104WELLWELLTOWER INC$1.3M0.10%10,000CommonNONE
075887109BDXBECTON DICKINSON & CO$1.2M0.10%5,500CommonNONE
127097103CTRACOTERRA ENERGY INC$1.2M0.10%48,000CommonSOLE
497266106KEXKIRBY CORP$1.1M0.09%10,580CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$1.1M0.09%31,565CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.0M0.08%2,250CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$960,8000.08%20,000CommonNONE
405552100HLNHALEON PLC$954,0000.08%100,000CommonNONE
29444U700EQIXEQUINIX INC$940,0610.08%997CommonNONE
G50871105JAZZJAZZ PHARMACEUTICALS PLC$862,0500.07%7,000CommonNONE
127537207CDZICADIZ INC$784,1650.06%150,801CommonNONE
22052l104CORTEVA INC$777,2760.06%13,646CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$759,1440.06%67,300CommonNONE
253868103DLRDIGITAL RLTY TR INC$695,6660.06%3,923CommonNONE
370334104GISGENERAL MLS INC$637,7000.05%10,000CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$634,2000.05%60,000CommonSOLE
09260D107BXBLACKSTONE INC$595,7110.05%3,455CommonNONE
45781V101IIPRINNOVATIVE INDL PPTYS INC$466,8130.04%7,005CommonNONE
833445109SNOWSNOWFLAKE INC$463,2300.04%3,000CommonSOLE
852234103XYZBLOCK INC$424,9500.03%5,000CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$318,1250.03%9,519CommonNONE

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.