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Holders — by stockHoldings — by fund

American Assets Investment Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001389256

$1.65B

disclosed book value

146

positions

4.9%

largest position share

Positions, as of 2026-06-30

top 100 of 146 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BACBANK OF AMER CORP15.2M$80.5M4.9%
2WFCWELLS FARGO & CO940,400$77.7M4.7%
3AAPLAPPLE INC210,000$60.8M3.7%
4JPMJPMORGAN CHASE & CO259,400$59.6M3.6%
5EXMOCEXXON MOBIL CORP410,000$56.1M3.4%
6GSGOLDMAN SACHS GROUP INC99,000$55.5M3.4%
7SHELSHELL PLC651,000$50.5M3.1%
8CATCATERPILLAR INC45,000$47.9M2.9%
9SNDKSANDISK CORP20,000$45.5M2.8%
10WDCWESTERN DIGITAL CORP60,000$38.3M2.3%
11AATAMERICAN ASSETS TR INC1.5M$36.5M2.2%
12MSFTMICROSOFT CORP89,650$33.4M2%
13RGTIRIGETTI COMPUTING INC1.6M$31.7M1.9%
14CVXCHEVRON CORPORATION180,000$29.8M1.8%
15TSMTAIWAN SEMICONDUCTOR MANUFAC60,000$28.7M1.7%
16CCITIGROUP INC176,400$22.5M1.4%
17TFCTRUIST FINL CORP3.4M$22.1M1.3%
18PSXPHILLIPS 66130,800$22.1M1.3%
19RYROYAL BK CDA103,500$21.4M1.3%
20GOOGLALPHABET INC59,000$21.1M1.3%
21MSMORGAN STANLEY132,000$20.2M1.2%
22TDTORONTO DOMINION BK ONT165,000$20.0M1.2%
23COFCAPITAL ONE FINL CORP99,500$20.0M1.2%
24GEGE AEROSPACE52,500$19.6M1.2%
25WMTWALMART INC162,000$18.3M1.1%
26AMDADVANCED MICRO DEVICES INC30,000$17.4M1.1%
27ESSESSEX PPTY TR INC59,500$17.3M1.1%
28BMOBANK MONTREAL MEDIUM96,000$17.0M1%
29BNYBANK OF NY MELLON CORP115,000$16.6M1%
30USBUS BANCORP270,000$16.3M1%
31MRKMERCK & CO INC125,000$16.1M1%
32HSBCHSBC HLDGS PLC166,918$15.9M1%
33IBMINTERNATIONAL BUSINESS MACHS55,000$15.5M0.9%
34GEVGE VERNOVA INC13,125$15.4M0.9%
35ABBVABBVIE INC60,294$15.2M0.9%
36PNCPNC FINL SVCS GROUP INC60,000$14.8M0.9%
37NVSNOVARTIS AG93,610$14.7M0.9%
38JNJJOHNSON & JOHNSON57,000$14.5M0.9%
39STTSTATE STR CORP85,000$14.4M0.9%
40LLYELI LILLY & CO12,000$14.4M0.9%
41AMGNAMGEN INC35,190$12.7M0.8%
42DEDEERE & CO20,000$12.7M0.8%
43KOCOCA COLA CO150,060$12.2M0.7%
44TOTALENERGIES SE150,000$11.7M0.7%
45KRKROGER CO206,150$11.4M0.7%
46FDXFEDEX CORP35,000$11.0M0.7%
47NTRSNORTHERN TR CORP60,000$10.4M0.6%
48ULUNILEVER PLC151,111$9.1M0.5%
49PNWPINNACLE WEST CAP CORP83,000$8.9M0.5%
50METMETLIFE INC103,304$8.7M0.5%
51BNSBANK NOVA SCOTIA B C100,000$8.7M0.5%
52PRUPRUDENTIAL FINL INC80,459$8.7M0.5%
53SRESEMPRA92,000$8.5M0.5%
54CHUBB LIMITED25,000$8.5M0.5%
55CEGCONSTELLATION ENERGY CORP33,333$8.3M0.5%
56AEPAMERICAN ELEC PWR CO INC60,000$8.2M0.5%
57SCHWSCHWAB CHARLES CORP86,674$8.0M0.5%
58URIUNITED RENTALS INC7,000$7.9M0.5%
59LENLENNAR CORP86,370$7.8M0.5%
60NRGNRG ENERGY INC53,146$7.8M0.5%
61HLTHILTON WORLDWIDE HLDGS INC23,332$7.7M0.5%
62NOCNORTHROP GRUMMAN CORP15,000$7.6M0.5%
63EIXEDISON INTL100,000$7.4M0.5%
64BMYBRISTOL-MYERS SQUIBB CO127,000$7.3M0.4%
65MCHPMICROCHIP TECHNOLOGY INC.80,000$7.3M0.4%
66COPCONOCOPHILLIPS70,000$7.3M0.4%
67EQREQUITY RESIDENTIAL100,000$6.8M0.4%
68DGXQUEST DIAGNOSTICS INC32,000$6.8M0.4%
69WECWEC ENERGY GROUP INC50,000$5.8M0.4%
70RTXRTX CORPORATION30,000$5.7M0.3%
71XELXCEL ENERGY INC70,000$5.6M0.3%
72MEDTRONIC PLC71,632$5.6M0.3%
73CAHCARDINAL HEALTH INC23,277$5.5M0.3%
74PPGPPG INDS INC45,250$5.5M0.3%
75UTHRUNITED THERAPEUTICS CORP DEL10,000$5.4M0.3%
76PEPPEPSICO INC39,800$5.4M0.3%
77ALLYALLY FINL INC115,000$5.3M0.3%
78AMPAMERIPRISE FINL INC11,250$5.2M0.3%
79TMTOYOTA MOTOR CORP30,000$5.1M0.3%
80LHLABCORP HOLDINGS INC18,000$5.0M0.3%
81JEFJEFFERIES FINANCIAL GROUP IN100,000$5.0M0.3%
82IWMISHARES TR16,000$4.8M0.3%
83EXCEXELON CORP100,000$4.7M0.3%
84QQNITY ELECTRONICS INC26,970$4.4M0.3%
85NEENEXTERA ENERGY INC50,000$4.4M0.3%
86ETENERGY TRANSFER L P225,800$4.3M0.3%
87DUKDUKE ENERGY CORP NEW32,666$4.1M0.3%
88UNPUNION PAC CORP15,000$4.1M0.2%
89MSGSMADISON SQUARE GRDN SPRT COR10,000$4.0M0.2%
90KMIKINDER MORGAN INC DEL125,000$4.0M0.2%
91AAALCOA CORP75,000$3.9M0.2%
92JOHNSON CONTROLS INTERNATION26,200$3.8M0.2%
93KVUEKENVUE INC200,000$3.8M0.2%
94AIGAMERICAN INTL GROUP INC50,000$3.7M0.2%
95PMPHILIP MORRIS INTL INC20,000$3.6M0.2%
96MDLZMONDELEZ INTL INC61,010$3.5M0.2%
97HCAHCA HEALTHCARE INC9,000$3.5M0.2%
98CMCANADIAN IMPERIAL BANK OF CO30,000$3.5M0.2%
99SNYSANOFI SA80,000$3.4M0.2%
100FEFIRSTENERGY CORP70,000$3.3M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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