American Assets Inc.
Annual return '25
-0.1%
SPY '25
+17.7%
Alpha
-17.9ptsvs SPY
Invested
$298.5M
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAT
AMERICAN ASSETS TR INC
Held since at least Q1 2024
45.5%
02
$WFC
WELLS FARGO & CO
Held since at least Q1 2024
42.7%
03
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 6.5% (27.1k → 25.3k shares)
2.0%
04
$BAC
BANK AMERICA CORP
Held since at least Q1 2024
1.4%
05
$COF
CAPITAL ONE FINL CORP
Held since at least Q1 2024
0.9%
06
$SPRY
ARS PHARMACEUTICALS INC
Held since at least Q1 2024
0.6%
07
$ALK
ALASKA AIR GROUP INC
Held since at least Q1 2024
0.5%
08
$TD
TORONTO DOMINION BK ONT
Held since at least Q1 2024
0.5%
09
$SPOT
SPOTIFY TECHNOLOGY S A
Held since at least Q1 2024
0.4%
10
$WY
WEYERHAEUSER CO
Held since at least Q1 2024
0.4%
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 15:14 UTC.