Ar Asset Management Inc Top Holdings and 13F Report (2025)

About Ar Asset Management Inc

Investment Activity

Ar Asset Management Inc has $441.39 thousand in total holdings as of December 31, 2024.
Ar Asset Management Inc owns shares of 111 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 0.39% of the portfolio was purchased this quarter.
About 1.45% of the portfolio was sold this quarter.
This quarter, Ar Asset Management Inc has purchased 112 new stocks and bought additional shares in 1 stock.
Ar Asset Management Inc sold shares of 9 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $63,003
Chevron: $16,420
JPMorgan Chase & Co.: $14,394
Iron Mountain: $13,727
Philip Morris International: $13,422

Largest New Holdings this Quarter

Colgate-Palmolive: $1,636 Holding

Largest Purchases this Quarter

Colgate-Palmolive: 18,000 shares (about $1.64K)
ASML HOLDING ADR: 100 shares (about $69.27)

Largest Sales this Quarter

JPMorgan Chase & Co.: 3,885 shares (about $931.30)
Rexford Industrial Realty: 20,000 shares (about $773.43)
Apple: 2,200 shares (about $550.93)
Pfizer: 20,000 shares (about $530.66)
NVIDIA: 2,030 shares (about $272.61)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$63,003	$551 ▼	-0.9%	251,588	14.3%	Computer and Technology
CVX Chevron	$16,420		0.0%	113,364	3.7%	Oils/Energy
JPM JPMorgan Chase & Co.	$14,394	$931 ▼	-6.1%	60,046	3.3%	Finance
IRM Iron Mountain	$13,727		0.0%	130,600	3.1%	Business Services
PM Philip Morris International	$13,422	$58 ▼	-0.4%	111,528	3.0%	Consumer Staples
MRK Merck & Co., Inc.	$13,347		0.0%	134,170	3.0%	Medical
PG Procter & Gamble	$12,542		0.0%	74,809	2.8%	Consumer Staples
GOOG Alphabet	$12,453		0.0%	65,390	2.8%	Computer and Technology
BRK.A Berkshire Hathaway	$12,257		0.0%	18	2.8%	Finance
NVDA NVIDIA	$11,056	$273 ▼	-2.4%	82,330	2.5%	Computer and Technology
KO Coca-Cola	$10,617		0.0%	170,531	2.4%	Consumer Staples
MSFT Microsoft	$10,234		0.0%	24,279	2.3%	Computer and Technology
BRK.B Berkshire Hathaway	$9,300		0.0%	20,518	2.1%	Finance
SKT Tanger	$8,091		0.0%	237,050	1.8%	Finance
TGT Target	$7,917		0.0%	58,570	1.8%	Retail/Wholesale
ABBV AbbVie	$7,634	$43 ▼	-0.6%	42,960	1.7%	Medical
HD Home Depot	$7,488		0.0%	19,250	1.7%	Retail/Wholesale
WMT Walmart	$7,255		0.0%	80,300	1.6%	Retail/Wholesale
IBM International Business Machines	$6,914		0.0%	31,452	1.6%	Computer and Technology
KMI Kinder Morgan	$6,664		0.0%	243,220	1.5%	Oils/Energy
L Loews	$6,599		0.0%	77,917	1.5%	Finance
PEP PepsiCo	$6,418		0.0%	42,209	1.5%	Consumer Staples
DIS Walt Disney	$6,222		0.0%	55,875	1.4%	Consumer Discretionary
GM General Motors	$6,048		0.0%	113,540	1.4%	Auto/Tires/Trucks
AMZN Amazon.com	$5,914		0.0%	26,955	1.3%	Retail/Wholesale
NKE NIKE	$5,771	$189 ▼	-3.2%	76,270	1.3%	Consumer Discretionary
DEO Diageo	$5,633		0.0%	44,310	1.3%	Consumer Staples
ZTS Zoetis	$5,517		0.0%	33,864	1.2%	Medical
MO Altria Group	$5,389		0.0%	103,051	1.2%	Consumer Staples
BOH Bank of Hawaii	$5,183		0.0%	72,760	1.2%	Finance
EPD Enterprise Products Partners	$4,886		0.0%	155,810	1.1%	Oils/Energy
JNJ Johnson & Johnson	$4,509		0.0%	31,180	1.0%	Medical
AON PLC	$4,173		0.0%	11,618	0.9%	COM
CB Chubb	$4,119		0.0%	14,906	0.9%	Finance
DLR Digital Realty Trust	$4,050		0.0%	22,840	0.9%	Finance
VZ Verizon Communications	$4,009		0.0%	100,259	0.9%	Computer and Technology
EQR Equity Residential	$3,911		0.0%	54,500	0.9%	Finance
RHHBY Roche	$3,767		0.0%	108,000	0.9%	Medical
PFE Pfizer	$3,581	$531 ▼	-12.9%	134,965	0.8%	Medical
GIS General Mills	$3,571		0.0%	56,000	0.8%	Consumer Staples
BMY Bristol-Myers Squibb	$3,381		0.0%	59,774	0.8%	Medical
VICI VICI Properties	$3,033		0.0%	103,850	0.7%	Finance
MDLZ Mondelez International	$2,718		0.0%	45,500	0.6%	Consumer Staples
KKR KKR & Co. Inc.	$2,662		0.0%	18,000	0.6%	Finance
SRE Sempra	$2,544		0.0%	29,000	0.6%	Utilities
CAT Caterpillar	$2,430		0.0%	6,700	0.6%	Industrial Products
STZ Constellation Brands	$2,326	$6 ▼	-0.2%	10,525	0.5%	Consumer Staples
BTI British American Tobacco	$2,174		0.0%	59,864	0.5%	Consumer Staples
COP ConocoPhillips	$2,152		0.0%	21,700	0.5%	Oils/Energy
MCD McDonald's	$2,029		0.0%	7,000	0.5%	Retail/Wholesale
RTX RTX	$2,014		0.0%	17,400	0.5%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$1,976		0.0%	10,006	0.4%	Computer and Technology
BX Blackstone	$1,897		0.0%	11,000	0.4%	Finance
TXN Texas Instruments	$1,875		0.0%	10,000	0.4%	Computer and Technology
KMB Kimberly-Clark	$1,772		0.0%	13,520	0.4%	Consumer Staples
UNP Union Pacific	$1,710		0.0%	7,500	0.4%	Transportation
PRUDENTIAL FINANCIAL INC 5.625	$1,696		0.0%	73,000	0.4%	PREFERRED
CI The Cigna Group	$1,638		0.0%	5,932	0.4%	Medical
CL Colgate-Palmolive	$1,636	$1,636 ▲	New Holding	18,000	0.4%	Consumer Staples
UNH UnitedHealth Group	$1,563		0.0%	3,090	0.4%	Medical
PSX Phillips 66	$1,436		0.0%	12,600	0.3%	Oils/Energy
MS Morgan Stanley	$1,433		0.0%	11,400	0.3%	Finance
NSRGY Nestlé	$1,389		0.0%	17,000	0.3%	Consumer Staples
BPYPP Brookfield Property Partners	$1,370		0.0%	100,000	0.3%	Real Estate
XOM Exxon Mobil	$1,259		0.0%	11,700	0.3%	Oils/Energy
REXR Rexford Industrial Realty	$1,106	$773 ▼	-41.2%	28,600	0.3%	Finance
AVB AvalonBay Communities	$1,100		0.0%	5,000	0.2%	Finance
NVS Novartis	$1,046		0.0%	10,750	0.2%	Medical
ABT Abbott Laboratories	$984		0.0%	8,700	0.2%	Medical
CARR Carrier Global	$983		0.0%	14,400	0.2%	Computer and Technology
AEP American Electric Power	$922		0.0%	10,000	0.2%	Utilities
EXPE Expedia Group	$913		0.0%	4,900	0.2%	Retail/Wholesale
PUBLIC STORAGE 5.15 SER F CAL	$886		0.0%	40,000	0.2%	PREFERRED
EMR Emerson Electric	$884		0.0%	7,130	0.2%	Industrial Products
EW Edwards Lifesciences	$860		0.0%	11,620	0.2%	Medical
YUM BRANDS INC. (FORMERLY TRIC	$800		0.0%	5,960	0.2%	COM
TRV Travelers Companies	$786		0.0%	3,264	0.2%	Finance
SYY Sysco	$765		0.0%	10,000	0.2%	Consumer Staples
JPMORGAN CHASE 6.00 CALLABLE	$763		0.0%	30,000	0.2%	PREFERRED
ASML HOLDING ADR	$762	$69 ▲	10.0%	1,100	0.2%	COM
PSA Public Storage	$715		0.0%	2,388	0.2%	Finance
ZBH Zimmer Biomet	$708		0.0%	6,700	0.2%	Medical
U.S. BANCORP (FORMERLY FIRST B	$699		0.0%	14,610	0.2%	COM
RL Ralph Lauren	$693		0.0%	3,000	0.2%	Consumer Discretionary
OTIS Otis Worldwide	$667		0.0%	7,200	0.2%	Construction
UPS United Parcel Service	$643		0.0%	5,100	0.1%	Transportation
RIO Rio Tinto Group	$588		0.0%	10,000	0.1%	Basic Materials
FNF Fidelity National Financial	$587		0.0%	10,458	0.1%	Finance
DRI Darden Restaurants	$560		0.0%	3,000	0.1%	Retail/Wholesale
ONON ON	$548		0.0%	10,000	0.1%	Retail/Wholesale
AZN AstraZeneca	$524		0.0%	8,000	0.1%	Medical
ADM Archer-Daniels-Midland	$514		0.0%	10,172	0.1%	Consumer Staples
AMAT Applied Materials	$500		0.0%	3,075	0.1%	Computer and Technology
ORCL Oracle	$500		0.0%	3,000	0.1%	Computer and Technology
BXP Boston Properties	$446		0.0%	6,000	0.1%	Finance
FIS Fidelity National Information Services	$433		0.0%	5,364	0.1%	Business Services
TOST Toast	$430		0.0%	11,800	0.1%	Computer and Technology
ALL Allstate	$386		0.0%	2,000	0.1%	Finance
SWRAY Swire Pacific	$365		0.0%	40,000	0.1%	Multi-Sector Conglomerates
BP BP	$344		0.0%	11,642	0.1%	Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Ar Asset Management Inc Top Holdings and 13F Report (2025)

About Ar Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Ar Asset Management Inc Top Holdings and 13F Report (2025)

About Ar Asset Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAr Asset Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools