AMERICAN ASSETS INC

CIK
885118
City
SAN DIEGO
State / Country
CA

Top Portfolio Positions

30 positions · $393,933,698 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAT
American Assets Trust, Inc.
Real Estate
7,374,599 $135,766,367 34.46%
WFC
Wells Fargo & Company/Mn
Financial Services
1,600,626 $127,425,835 32.35%
MSFT
Microsoft Corp
Technology
150,000 $55,525,500 14.10%
AMZN
Amazon Com Inc
Consumer Cyclical
75,000 $15,620,250 3.97%
SPOT
Spotify Technology S.A.
Communication Services
17,000 $8,243,470 2.09%
ORCL
Oracle Corp
Technology
45,000 $6,619,950 1.68%
XOM
Exxon Mobil Corp
Energy
35,000 $5,938,100 1.51%
ISRG
Intuitive Surgical Inc
Healthcare
12,000 $5,531,880 1.40%
COF
Capital One Financial Corp
Financial Services
30,000 $5,472,900 1.39%
REGN
Regeneron Pharmaceuticals, Inc.
Healthcare
7,000 $5,408,480 1.37%

Portfolio Trend

25 quarters · across all stocks

Holdings in ALK

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Report Date Value (USD) Shares
2026-03-31 $4,781,400 130,000