Arkolith/Funds/American Assets Inc

American Assets Inc

CIK 885118
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

American Assets Inc holds a concentrated book of 12 stocks worth $332.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Estee Lauder Companies-CL A and trimmed Capital One Financial Corp. Their largest long position is American Assets Trust Inc at 55% of the equity book.

Opened
19
bought for the first time
Added to
1
already held, bought more
Trimmed
2
sold some, still holds it
Sold out
18
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
98%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Real Estate
55%
Financials
43%
Energy
2%
Health Care
0%
Consumer Discretionary
0%
Consumer Staples
0%
Materials
0%
Information Technology
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as American Assets Inc

Manager / fundShared namesTheir $ in those
BlackRock, Inc.48 / 12$699.1B
STATE STREET CORP48 / 12$397.1B
FMR LLC48 / 12$256.3B
JPMORGAN CHASE & CO48 / 12$158.4B
MORGAN STANLEY48 / 12$157.6B
BANK OF AMERICA CORP /DE/48 / 12$95.1B
NORTHERN TRUST CORP48 / 12$90.0B
CHARLES SCHWAB INVESTMENT MANAGEMENT INC48 / 12$78.0B

Ranked by how many of American Assets Inc's top 12 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

12 positions
#SecurityValueShares% PortLast moveHistory
1American Assets TR Inc
COM
$182.1M7.37M
54.8%
Held
2Wells Fargo & Co
COM
$132.3M1.60M
39.8%
Held
3Bank Of Amer Corp
COM
$5.0M87.5K
1.5%
Held
4Exxon Mobil Corp
COM
$4.8M35.0K
1.4%
Held
5Capital One Finl Corp
COM
$2.0M10.0K
0.6%
−67%
Reduced · −20K sh
6Toronto Dominion BK Ont
COM NEW
$1.8M15.0K
0.5%
Held
7Simon Ppty Group Inc New
COM
$1.1M5.0K
0.3%
Held
8Ars Pharmaceuticals Inc
COM
$1.0M125.0K
0.3%
18×
Added · +118K sh
9Chevron Corporation
COM
$829K5.0K
0.2%
Held
10Truist Finl Corp
COM
$498K10.0K
0.1%
Held
11Amazon Com Inc
COM
$477K2.0K
0.1%
−97%
Reduced · −73K sh
12Anheuser Busch Inbev Sa NV
SPONSORED ADR
$412K5.0K
0.1%
Held
Showing all 12 positions
Build

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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202612$332.3M13F-HR
Q1 2026Mar 31, 2026May 11, 202631$298.5M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202624$316.0M13F-HR
Q3 2025Sep 30, 2025Nov 5, 202528$311.8M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202520$287.8M13F-HR
Q1 2025Mar 31, 2025May 9, 202525$288.6M13F-HR
Q4 2024Dec 31, 2024Mar 17, 202519$323.2M13F-HR/A
Amended / restated
  • Q4 2024 · filed Feb 7, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.