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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
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PBI PITNEY BOWES INC Industrials 8,000.0 $733K 0.05% -122K -93.8% $91.66 -83.1%
142 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 34,000.0 $508K 0.03% $14.95 +4.7%
143 SNOW SNOWFLAKE INC Technology 3,000.0 $452K 0.03% $150.82 +17.8%
144 SPG SIMON PPTY GROUP INC NEW Real Estate 7,500.0 $393K 0.03% $52.43 +294.7%
145 GIS GENERAL MILLS INC Consumer Defensive 10,000.0 $372K 0.03% $37.22 -10.9%
146 WAT WATERS CORP Healthcare 744.0 $222K 0.01% NEW $297.80 +15.0%
Page 8 of 8  ·  146 positions

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%