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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

American Assets Investment Management, LLC

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001389256-25-000019

Total Value
$1.36B
Positions
142
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (142)

#IssuerTicker / CUSIPSharesValue% of Filing
1WELLS FARGO CO NEW949746101940,400$78.8M5.79%
2RIGETTI COMPUTING INCRGTIW2,366,749$70.5M5.18%
3BANK AMERICA CORP0605051041,128,950$58.2M4.28%
4JPMORGAN CHASE & CO.VYLD177,600$56.0M4.11%
5APPLE INCAAPL210,000$53.5M3.93%
6MICROSOFT CORPMSFT89,650$46.4M3.41%
7EXXON MOBIL CORPXOM410,000$46.2M3.40%
8GOLDMAN SACHS GROUP INCGSCE54,000$43.0M3.16%
9AMERICAN ASSETS TR INCAAT1,475,336$30.0M2.20%
10CHEVRON CORP NEWCVX180,000$28.0M2.05%
11CATERPILLAR INCCAT45,000$21.5M1.58%
12CAPITAL ONE FINL CORP14040H10599,500$21.2M1.55%
13SHELL PLCRYDAF286,000$20.5M1.50%
14PHILLIPS 66PSX130,800$17.8M1.31%
15TRUIST FINL CORP89832Q109384,000$17.6M1.29%
16TAIWAN SEMICONDUCTOR MFG LTD87403910060,000$16.8M1.23%
17WALMART INCWMT162,000$16.7M1.23%
18ESSEX PPTY TR INC29717810559,500$15.9M1.17%
19CITIGROUP INCC-PR156,400$15.9M1.17%
20GE AEROSPACE36960430152,500$15.8M1.16%
21INTERNATIONAL BUSINESS MACHSINTR55,000$15.5M1.14%
22ROYAL BK CDA780087102103,500$15.2M1.12%
23MORGAN STANLEYMS-PQ92,000$14.6M1.07%
24ABBVIE INCABBV60,294$14.0M1.03%
25KROGER COKR206,150$13.9M1.02%
26VANGUARD SCOTTSDALE FDS92206C102230,855$13.6M1.00%
27TORONTO DOMINION BK ONTTORO165,000$13.2M0.97%
28US BANCORP DELUSB-PS270,000$13.0M0.96%
29BANK NEW YORK MELLON CORP064058100115,000$12.5M0.92%
30BANK MONTREAL QUE06367110196,000$12.5M0.92%
31PNC FINL SVCS GROUP INC69347510560,000$12.1M0.89%
32NOVARTIS AGNVSEF93,610$12.0M0.88%
33ALPHABET INCGOOG49,000$11.9M0.87%
34HSBC HLDGS PLCHBCYF166,918$11.8M0.87%
35CONSTELLATION ENERGY CORPCEG33,333$11.0M0.81%
36LENNAR CORPLEN-B86,370$10.9M0.80%
37JOHNSON & JOHNSONJNJ57,000$10.6M0.78%
38MERCK & CO INCMRK125,000$10.5M0.77%
39UNILEVER PLCUNLYF170,000$10.1M0.74%
40COCA COLA COKO150,060$10.0M0.73%
41AMGEN INCAMGN35,190$9.9M0.73%
42STATE STR CORPSTT-PG85,000$9.9M0.72%
43ELI LILLY & COLLY12,000$9.2M0.67%
44DEERE & CODE20,000$9.1M0.67%
45NORTHROP GRUMMAN CORPNOC15,000$9.1M0.67%
46TOTALENERGIES SETTE150,000$9.0M0.66%
47NRG ENERGY INCNRG53,146$8.6M0.63%
48METLIFE INCMET-PF103,304$8.5M0.62%
49PRUDENTIAL FINL INCPUKPF80,459$8.3M0.61%
50SEMPRASREA92,000$8.3M0.61%
51SCHWAB CHARLES CORPSCHW-PJ86,674$8.3M0.61%
52FEDEX CORPFDX35,000$8.3M0.61%
53NORTHERN TR CORPNTRSO60,000$8.1M0.59%
54GE VERNOVA INCGEV13,125$8.1M0.59%
55PINNACLE WEST CAP CORPPNW83,000$7.4M0.55%
56WESTERN DIGITAL CORPWDC60,000$7.2M0.53%
57CHUBB LIMITEDCB25,000$7.1M0.52%
58MEDTRONIC PLCMDT71,632$6.8M0.50%
59AMERICAN ELEC PWR CO INC02553710160,000$6.8M0.50%
60UNITED RENTALS INCURI7,000$6.7M0.49%
61CONOCOPHILLIPSCOP70,000$6.6M0.49%
62JEFFERIES FINL GROUP INC47233W109100,000$6.5M0.48%
63EQUITY RESIDENTIALEQR100,000$6.5M0.48%
64BANK NOVA SCOTIA HALIFAX064149107100,000$6.5M0.47%
65VERIZON COMMUNICATIONS INCVZ140,000$6.2M0.45%
66QUEST DIAGNOSTICS INCDGX32,000$6.1M0.45%
67HILTON WORLDWIDE HLDGS INCHLT23,332$6.1M0.44%
68TOYOTA MOTOR CORPTOYOF30,000$5.7M0.42%
69WEC ENERGY GROUP INCWEC50,000$5.7M0.42%
70BRISTOL-MYERS SQUIBB COCELG-RI127,000$5.7M0.42%
71XCEL ENERGY INCXELLL70,000$5.6M0.41%
72PEPSICO INCPEP39,800$5.6M0.41%
73EDISON INTL281020107100,000$5.5M0.41%
74AMERIPRISE FINL INCAMP11,250$5.5M0.41%
75LABCORP HOLDINGS INCLH18,000$5.2M0.38%
76MICROCHIP TECHNOLOGY INC.MCHPP80,000$5.1M0.38%
77RTX CORPORATIONRTX30,000$5.0M0.37%
78ADVANCED MICRO DEVICES INCAMD30,000$4.9M0.36%
79PPG INDS INC69350610745,250$4.8M0.35%
80ALLY FINL INC02005N100115,000$4.5M0.33%
81EXELON CORPEXC100,000$4.5M0.33%
82ALIBABA GROUP HLDG LTDBBAAY24,000$4.3M0.32%
83DUPONT DE NEMOURS INCDD53,943$4.2M0.31%
84UNITED THERAPEUTICS CORP DELUTHR10,000$4.2M0.31%
85ABBOTT LABSABLZF30,500$4.1M0.30%
86DUKE ENERGY CORP NEWDUKB32,666$4.0M0.30%
87AMERICAN INTL GROUP INC02687478450,000$3.9M0.29%
88ENERGY TRANSFER L PET-PI225,800$3.9M0.28%
89ISHARES TR46428765516,000$3.9M0.28%
90HCA HEALTHCARE INCHCA9,000$3.8M0.28%
91MONDELEZ INTL INC60920710561,010$3.8M0.28%
92SANOFI SASNYNF80,000$3.8M0.28%
93NEXTERA ENERGY INCNEE-PW50,000$3.8M0.28%
94CARDINAL HEALTH INCCAH23,277$3.7M0.27%
95UNION PAC CORPUNP15,000$3.5M0.26%
96KINDER MORGAN INC DELEP-PC125,000$3.5M0.26%
97STRYKER CORPORATIONSYK9,000$3.3M0.24%
98PHILIP MORRIS INTL INC71817210920,000$3.2M0.24%
99FIRSTENERGY CORPFE70,000$3.2M0.24%
100SELECT SECTOR SPDR TR81369y88634,000$3.0M0.22%
101THE CIGNA GROUP12552310010,040$2.9M0.21%
102JOHNSON CTLS INTL PLCJCI26,200$2.9M0.21%
103PROCTER AND GAMBLE CO74271810917,000$2.6M0.19%
104PPL CORPPPLC70,000$2.6M0.19%
105WYNN RESORTS LTDWYNN20,000$2.6M0.19%
106GILEAD SCIENCES INCGILD23,000$2.6M0.19%
107ALCOA CORPAA75,000$2.5M0.18%
108PFIZER INCPFE96,000$2.4M0.18%
109CANADIAN IMPERIAL BANK OF COCNDIF30,000$2.4M0.18%
110SOUTHERN COSOMN25,000$2.4M0.17%
111MADISON SQUARE GRDN SPRT COR55825T10310,000$2.3M0.17%
112SANDISK CORPSNDK20,000$2.2M0.16%
113COMCAST CORP NEWCCZ60,000$1.9M0.14%
114ARCHER DANIELS MIDLAND COADM30,830$1.8M0.14%
115WELLTOWER INCWELL10,000$1.8M0.13%
116ALBERTSONS COS INC013091103100,000$1.8M0.13%
117WEYERHAEUSER CO MTN BEWY70,000$1.7M0.13%
118GSK PLCGLAXF40,000$1.7M0.13%
119REGENERON PHARMACEUTICALSREGN3,000$1.7M0.12%
120KENVUE INCKVUE100,000$1.6M0.12%
121DOW INCDOW69,044$1.6M0.12%
122ENTERPRISE PRODS PARTNERS L29379210750,000$1.6M0.11%
123PITNEY BOWES INCPBI-PB130,000$1.5M0.11%
124UBER TECHNOLOGIES INCUBER15,000$1.5M0.11%
125MILLROSE PPTYS INC60113710243,663$1.5M0.11%
126ALCON AGALC18,722$1.4M0.10%
127BAXTER INTL INC07181310957,829$1.3M0.10%
128GE HEALTHCARE TECHNOLOGIES IGEHC17,499$1.3M0.10%
129UNITED PARCEL SERVICE INCUPS15,000$1.3M0.09%
130COTERRA ENERGY INCCTRA48,000$1.1M0.08%
131BERKSHIRE HATHAWAY INC DELBRK-A2,250$1.1M0.08%
132RIVIAN AUTOMOTIVE INCRIVN75,000$1.1M0.08%
133ISHARES TR46428743212,000$1.1M0.08%
134BRIGHTHOUSE FINL INC10922N10320,000$1.1M0.08%
135ADOBE INCADBE3,000$1.1M0.08%
136BECTON DICKINSON & COBDX5,500$1.0M0.08%
137CORTEVA INCCTVA13,646$922,8790.07%
138JAZZ PHARMACEUTICALS PLCJAZZ7,000$922,6000.07%
139HALEON PLCHLNCF100,000$897,0000.07%
140SNOWFLAKE INCSNOW3,000$676,6500.05%
141GENERAL MLS INC37033410410,000$504,2000.04%
142BLOCK INCBSQKZ5,000$361,3500.03%