Long-term investor

American Assets Investment Management, LLC @americanassetsinvestment

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001389256).

Record

  • Tracked since 2025-06-30 (431 days), 58 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.6% · 6 months +10.0% · 1 year +18.0% · all +18.0%
  • Max drawdown 0.0% · Sharpe 1.51 · win rate 19% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • BAC · 4.9% · long · since 2025-06-30
  • WFC · 4.7% · long · since 2025-06-30
  • AAPL · 3.7% · long · since 2025-06-30
  • JPM · 3.6% · long · since 2025-06-30
  • XOM · 3.4% · long · since 2025-06-30
  • GS · 3.4% · long · since 2025-06-30
  • SHEL · 3.1% · long · since 2025-06-30
  • CAT · 2.9% · long · since 2025-06-30
  • SNDK · 2.8% · long · since 2025-06-30
  • WDC · 2.3% · long · since 2025-06-30
  • AAT · 2.2% · long · since 2025-06-30
  • MSFT · 2.0% · long · since 2025-06-30

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