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

About Ar Asset Management Inc

Investment Activity

Ar Asset Management Inc has $440.33 thousand in total holdings as of March 31, 2025.
Ar Asset Management Inc owns shares of 113 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 14.11% of the portfolio was purchased this quarter.
About 1.85% of the portfolio was sold this quarter.
This quarter, Ar Asset Management Inc has purchased 86 new stocks and bought additional shares in 7 stocks.
Ar Asset Management Inc sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $55,880
Chevron: $18,965
Philip Morris International: $17,703
JPMorgan Chase & Co.: $14,729
Berkshire Hathaway: $14,372

Largest New Holdings this Quarter

46284V101 - Iron Mountain: $11,237 Holding
00287Y109 - AbbVie: $9,001 Holding
98978V103 - Zoetis: $5,576 Holding
37045V100 - General Motors: $5,340 Holding
29476L107 - Equity Residential: $3,901 Holding

Largest Purchases this Quarter

Iron Mountain: 130,600 shares (about $11.24K)
AbbVie: 42,960 shares (about $9.00K)
Zoetis: 33,864 shares (about $5.58K)
General Motors: 113,540 shares (about $5.34K)
Equity Residential: 54,500 shares (about $3.90K)

Largest Sales this Quarter

Johnson & Johnson: 77 shares (about $12.77)
Apple: 25 shares (about $5.55)

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	$55,880	$6 ▼	0.0%	251,563	12.7%	Computer and Technology
CVX Chevron	$18,965		0.0%	113,364	4.3%	Energy
PM Philip Morris International	$17,703		0.0%	111,528	4.0%	Consumer Staples
JPM JPMorgan Chase & Co.	$14,729		0.0%	60,046	3.3%	Finance
BRK.A Berkshire Hathaway	$14,372		0.0%	18	3.3%	Finance
MRK Merck & Co., Inc.	$13,955	$1,912 ▲	15.9%	155,470	3.2%	Medical
PG Procter & Gamble	$12,749		0.0%	74,809	2.9%	Consumer Staples
KO Coca-Cola	$12,213		0.0%	170,531	2.8%	Consumer Staples
IRM Iron Mountain	$11,237	$11,237 ▲	New Holding	130,600	2.6%	Business Services
BRK.B Berkshire Hathaway	$10,927		0.0%	20,518	2.5%	Finance
GOOG Alphabet	$10,216		0.0%	65,390	2.3%	Computer and Technology
MSFT Microsoft	$9,114		0.0%	24,279	2.1%	Computer and Technology
ABBV AbbVie	$9,001	$9,001 ▲	New Holding	42,960	2.0%	Medical
NVDA NVIDIA	$8,975	$52 ▲	0.6%	82,810	2.0%	Computer and Technology
SKT Tanger	$8,010		0.0%	237,050	1.8%	Finance
IBM International Business Machines	$7,821		0.0%	31,452	1.8%	Computer and Technology
L Loews	$7,161		0.0%	77,917	1.6%	Finance
HD Home Depot	$7,055		0.0%	19,250	1.6%	Retail/Wholesale
WMT Walmart	$7,050		0.0%	80,300	1.6%	Retail/Wholesale
KMI Kinder Morgan	$6,939		0.0%	243,220	1.6%	Energy
AMZN Amazon.com	$6,498	$1,370 ▲	26.7%	34,155	1.5%	Retail/Wholesale
PEP PepsiCo	$6,329		0.0%	42,209	1.4%	Consumer Staples
MO Altria Group	$6,185		0.0%	103,051	1.4%	Consumer Staples
EPD Enterprise Products Partners	$6,002	$683 ▲	12.8%	175,810	1.4%	Energy
ZTS Zoetis	$5,576	$5,576 ▲	New Holding	33,864	1.3%	Medical
DIS Walt Disney	$5,515		0.0%	55,875	1.3%	Consumer Discretionary
GM General Motors	$5,340	$5,340 ▲	New Holding	113,540	1.2%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$5,158	$13 ▼	-0.2%	31,103	1.2%	Medical
BOH Bank of Hawaii	$5,018		0.0%	72,760	1.1%	Finance
NKE NIKE	$5,000	$159 ▲	3.3%	78,770	1.1%	Consumer Discretionary
DEO Diageo	$4,643		0.0%	44,310	1.1%	Consumer Staples
AON PLC	$4,637		0.0%	11,618	1.1%	COM
VZ Verizon Communications	$4,548		0.0%	100,259	1.0%	Computer and Technology
CB Chubb	$4,501		0.0%	14,906	1.0%	Finance
RHHBY Roche	$4,444		0.0%	108,000	1.0%	Medical
PFE Pfizer	$4,003	$583 ▲	17.0%	157,965	0.9%	Medical
EQR Equity Residential	$3,901	$3,901 ▲	New Holding	54,500	0.9%	Finance
BMY Bristol-Myers Squibb	$3,646		0.0%	59,774	0.8%	Medical
VICI VICI Properties	$3,388		0.0%	103,850	0.8%	Finance
GIS General Mills	$3,348		0.0%	56,000	0.8%	Consumer Staples
DLR Digital Realty Trust	$3,273		0.0%	22,840	0.7%	Finance
MDLZ Mondelez International	$3,087		0.0%	45,500	0.7%	Consumer Staples
BTI British American Tobacco	$2,477		0.0%	59,864	0.6%	Consumer Staples
REXR Rexford Industrial Realty	$2,353	$2,353 ▲	New Holding	60,100	0.5%	Finance
RTX RTX	$2,305	$2,305 ▲	New Holding	17,400	0.5%	Aerospace
COP ConocoPhillips	$2,279	$2,279 ▲	New Holding	21,700	0.5%	Energy
CAT Caterpillar	$2,210		0.0%	6,700	0.5%	Industrials
MCD McDonald's	$2,187		0.0%	7,000	0.5%	Retail/Wholesale
KKR KKR & Co. Inc.	$2,081	$2,081 ▲	New Holding	18,000	0.5%	Finance
SRE Sempra	$2,069		0.0%	29,000	0.5%	Utilities
CI The Cigna Group	$1,952		0.0%	5,932	0.4%	Medical
STZ Constellation Brands	$1,932		0.0%	10,525	0.4%	Consumer Staples
KMB Kimberly-Clark	$1,923		0.0%	13,520	0.4%	Consumer Staples
TXN Texas Instruments	$1,797		0.0%	10,000	0.4%	Computer and Technology
UNP Union Pacific	$1,772		0.0%	7,500	0.4%	Transportation
NSRGY Nestlé	$1,720		0.0%	17,000	0.4%	Consumer Staples
PRUDENTIAL FINANCIAL INC 5.625	$1,694		0.0%	73,000	0.4%	PREFERRED
CL Colgate-Palmolive	$1,687		0.0%	18,000	0.4%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$1,680	$19 ▲	1.1%	10,121	0.4%	Computer and Technology
UNH UnitedHealth Group	$1,618		0.0%	3,090	0.4%	Medical
PSX Phillips 66	$1,556		0.0%	12,600	0.4%	Energy
BX Blackstone	$1,538	$1,538 ▲	New Holding	11,000	0.3%	Finance
XOM Exxon Mobil	$1,391		0.0%	11,700	0.3%	Energy
BPYPP Brookfield Property Partners	$1,361		0.0%	100,000	0.3%	Real Estate
MS Morgan Stanley	$1,330		0.0%	11,400	0.3%	Finance
NVS Novartis	$1,198	$1,198 ▲	New Holding	10,750	0.3%	Medical
ABT Abbott Laboratories	$1,154		0.0%	8,700	0.3%	Medical
AEP American Electric Power	$1,093		0.0%	10,000	0.2%	Utilities
AVB AvalonBay Communities	$1,073		0.0%	5,000	0.2%	Finance
F Ford Motor	$1,047	$1,047 ▲	New Holding	104,390	0.2%	Auto/Tires/Trucks
YUM BRANDS INC. (FORMERLY TRIC	$938		0.0%	5,960	0.2%	COM
CARR Carrier Global	$913	$913 ▲	New Holding	14,400	0.2%	Computer and Technology
TRV Travelers Companies	$863	$863 ▲	New Holding	3,264	0.2%	Finance
PUBLIC STORAGE 5.15 SER F CAL	$846		0.0%	40,000	0.2%	PREFERRED
EW Edwards Lifesciences	$842		0.0%	11,620	0.2%	Medical
EXPE Expedia Group	$824	$824 ▲	New Holding	4,900	0.2%	Retail/Wholesale
UBER Uber Technologies	$801	$801 ▲	New Holding	11,000	0.2%	Computer and Technology
EMR Emerson Electric	$782		0.0%	7,130	0.2%	Industrials
ZBH Zimmer Biomet	$758		0.0%	6,700	0.2%	Medical
JPMORGAN CHASE 6.00 CALLABLE	$751	$751 ▲	New Holding	30,000	0.2%	PREFERRED
SYY Sysco	$750		0.0%	10,000	0.2%	Consumer Staples
OTIS Otis Worldwide	$743	$743 ▲	New Holding	7,200	0.2%	Construction
NVO Novo Nordisk A/S	$729	$729 ▲	New Holding	10,500	0.2%	Medical
ASML HOLDING ADR	$729		0.0%	1,100	0.2%	COM
PSA Public Storage	$715		0.0%	2,388	0.2%	Finance
FRT Federal Realty Investment Trust	$685	$685 ▲	New Holding	7,000	0.2%	Finance
FNF Fidelity National Financial	$681	$681 ▲	New Holding	10,458	0.2%	Finance
RL Ralph Lauren	$662		0.0%	3,000	0.2%	Consumer Discretionary
DRI Darden Restaurants	$623		0.0%	3,000	0.1%	Retail/Wholesale
U.S. BANCORP (FORMERLY FIRST B	$617		0.0%	14,610	0.1%	COM
RIO Rio Tinto Group	$601		0.0%	10,000	0.1%	Basic Materials
AZN AstraZeneca	$588		0.0%	8,000	0.1%	Medical
UPS United Parcel Service	$561		0.0%	5,100	0.1%	Transportation
ADM Archer-Daniels-Midland	$488		0.0%	10,172	0.1%	Consumer Staples
AMAT Applied Materials	$446		0.0%	3,075	0.1%	Computer and Technology
ONON ON	$439	$439 ▲	New Holding	10,000	0.1%	Retail/Wholesale
ORCL Oracle	$419		0.0%	3,000	0.1%	Computer and Technology
ALL Allstate	$414		0.0%	2,000	0.1%	Finance
BXP Boston Properties	$403		0.0%	6,000	0.1%	Finance
FIS Fidelity National Information Services	$401	$401 ▲	New Holding	5,364	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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