American Assets Investment Management, LLC
Annual return '25
+11.0%
SPY '25
+17.7%
Alpha
-6.8ptsvs SPY
Invested
$1.5B
Holdings
146
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WFC
WELLS FARGO & CO
Q4 2025: New position (2.9k shares)
5.1%
02
$BAC
BANK AMERICA CORP
Q1 2026: Sold 75.6% (10.9k → 2.7k shares)
4.8%
03
$XOM
EXXON MOBIL CORP
Q1 2026: New position (1.8k shares)
4.7%
04
$SHEL
SHELL PLC
Held since at least Q1 2024
4.1%
05
$JPM
JPMORGAN CHASE & CO
Q4 2025: New position (1.9k shares)
3.8%
06
$AAPL
APPLE INC
Q1 2026: Sold 40.2% (13.0k → 7.8k shares)
3.6%
07
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: Exited (was 820 shares)
3.2%
08
$CHV
CHEVRON CORPORATION
Q1 2026: Exited (was 5.3k shares)
2.5%
09
$MSFT
MICROSOFT CORP
Q1 2026: Increased +236.7% (2.4k → 8.1k shares)
2.3%
10
$CAT
CATERPILLAR INC
Q1 2026: Exited (was 412 shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.