account_balance
Investment manager · 13F filer · SEC CIK 1389256
American Assets Investment Management, LLC
Reported value$1.62Bas of Sep 30, 2026
Positions137 2 new, 11 sold out
Top 10 weight36.4%BAC alone is 5%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BACBank of America Corp
4.8%
WFCWells Fargo & Company
4.6%
AAPLApple Inc.
4.3%
XOMExxonMobil Holdings Corp
4.1%
SHELShell PLC
3.8%
JPMJPMorgan Chase & Co
3.7%
GSGoldman Sachs Group Inc
3.1%
PBAMPrivate Bancorp of America, Inc.
2.9%New
MSFTMicrosoft Corp
2.8%
CVXChevron Corp
2.3%
CATCaterpillar Inc
2.2%
AATAmerican Assets Trust, Inc.
1.9%
BACBank of America Corp
4.8%
WFCWells Fargo & Company
4.6%
AAPLApple Inc.
4.3%
XOMExxonMobil Holdings Corp
4.1%
SHELShell PLC
3.8%
JPMJPMorgan Chase & Co
3.7%
GSGoldman Sachs Group Inc
3.1%
PBAMPrivate Bancorp of America, Inc.
2.9%
MSFTMicrosoft Corp
2.8%
CVX2.3%CATCaterpillar Inc
2.2%
AATAmerican Assets Trust, Inc.
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BAC Bank of America Corp 4.8% HeldWFC Wells Fargo & Company 4.6% HeldAAPL Apple Inc. 4.3% HeldXOM ExxonMobil Holdings Corp 4.1% HeldSHEL Shell PLC 3.8% HeldJPM JPMorgan Chase & Co 3.7% HeldGS Goldman Sachs Group Inc 3.1% HeldPBAM Private Bancorp of America, Inc. 2.9% NewMSFT Microsoft Corp 2.8% HeldCVX Chevron Corp 2.3% HeldCAT Caterpillar Inc 2.2% HeldAAT American Assets Trust, Inc. 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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