§ 13F · FUND PROFILE
American Assets Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1244.2T (13F)Positions · 143Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$32.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WFC | WELLS FARGO CO NEW | 940K | $87.6T | 6.0% | ±0% |
| 2 | BAC | BANK AMERICA CORP | 15.22M | $78.3T | 5.4% | — |
| 3 | JPM | JPMORGAN CHASE & CO. | 2.26M | $60.8T | 4.2% | — |
| 4 | AAPL | APPLE INC | 210K | $57.1T | 3.9% | ±0% |
| 5 | XOM | EXXON MOBIL CORP | 410K | $49.3T | 3.4% | ±0% |
| 6 | GS | GOLDMAN SACHS GROUP INC | 99K | $48.3T | 3.3% | +83% |
| 7 | SHEL | SHELL PLC | 651K | $47.8T | 3.3% | +128% |
| 8 | MSFT | MICROSOFT CORP | 90K | $43.4T | 3.0% | ±0% |
| 9 | RGTI | RIGETTI COMPUTING INC | 1.64M | $36.3T | 2.5% | −31% |
| 10 | AAT | AMERICAN ASSETS TR INC | 1.48M | $28.0T | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICAN SIGNAL
AC read
American Assets Investment Management, LLC is a Other fund managing $1244166.8 trillion in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed