American Assets Investment Management, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.22 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wells Fargo & Company with a value of $75.3M, Bank Of America Corp with a value of $53.4M, Jpmorgan Chase & CO with a value of $51.5M, Microsoft Corp with a value of $44.6M, and Rigetti Computing, Inc. with a value of $44.4M.
Examining the 13F form we can see an increase of $99.9M in the current position value, from $1.12B to 1.22B.
Below you can find more details about American Assets Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.22 Billion
Financial Services: $442 Million
Technology: $178 Million
Energy: $133 Million
Healthcare: $114 Million
Industrials: $75.4 Million
Utilities: $74.2 Million
Consumer Defensive: $72.8 Million
Real Estate: $55.5 Million
Other: $80.6 Million
Stock Holdings Table Market Cap. of $200 Billions or more
