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Portfolio (Quarterly) Guide ↗

AMERICAN ASSET MANAGEMENT INC.

· CIK 0001569454
13F Portfolio $123M AUM 33 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 10 Added 17 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PGIM ROCK ETF TR 146,757.0 $4.7M 3.86% +11K +7.9% $32.28
2 PGIM ROCK ETF TR 82,989.0 $2.6M 2.16% +70K +543.1% $31.92
3 PGIM ROCK ETF TR 82,439.0 $2.6M 2.10% +29K +54.7% $31.29
4 PGIM ROCK ETF TR 41,980.0 $1.3M 1.06% +33K +344.9% $30.84
5 AAPL APPLE INC Technology 3,778.0 $1.1M 0.89% +426.0 +12.7% $289.36 +8.7%
6 PGIM ROCK ETF TR 17,051.0 $529K 0.43% +4K +35.4% $31.01
7 NVDA NVIDIA CORPORATION Technology 2,365.0 $473K 0.39% +450.0 +23.5% $200.09 +13.9%
8 QQQ INVESCO QQQ TR Financial Services 610.0 $449K 0.37% +100.0 +19.6% $736.40 -2.1%
9 GOOGL ALPHABET INC Communication Services 1,013.0 $362K 0.29% +141.0 +16.2% $357.37 -4.7%
10 AMZN AMAZON COM INC Consumer Cyclical 1,464.0 $349K 0.28% +92.0 +6.7% $238.34 +7.5%

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 86.0%
Technology 9.3%
Communication Services 1.8%
Consumer Cyclical 1.8%
Consumer Defensive 1.1%