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Portfolio (Quarterly) Guide ↗

American Assets Investment Management, LLC

· CIK 0001389256
13F Portfolio $1.5B AUM 146 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JNJ JOHNSON & JOHNSON Healthcare 51,800.0 $13.6M 0.92% -5K -9.1% $262.79 -12.4%
2 A AGILENT TECHNOLOGIES INC Healthcare 6,000.0 $883K 0.06% -500.0 -7.7% $147.11 -21.8%
3 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 35,000.0 $855K 0.06% -40K -53.3% $24.43 -41.1%
4 PBI PITNEY BOWES INC Industrials 8,000.0 $733K 0.05% -122K -93.8% $91.66 -83.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.1%
Energy 15.0%
Technology 12.4%
Healthcare 10.5%
Industrials 7.3%
Utilities 6.6%
Consumer Defensive 4.8%
Real Estate 3.9%
Consumer Cyclical 1.9%
Communication Services 1.6%