Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AR ASSET MANAGEMENT INC (CIK 1080166) reported $546.1M across 121 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($73.3M, 13.43%), GOOG ($22.9M, 4.20%), PM ($21.5M, 3.93%), MRK ($19.8M, 3.63%), JPM ($19.2M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC. | $73.3M | 13.43% | 253,472 | Trimmed |
| 2 | GOOG | ALPHABET INC. CL C | $22.9M | 4.20% | 64,900 | Trimmed |
| 3 | PM | PHILIP MORRIS INTERNATIONAL-AL | $21.5M | 3.93% | 118,751 | Added |
| 4 | MRK | MERCK & CO., INC. | $19.8M | 3.63% | 154,124 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO. | $19.2M | 3.52% | 58,772 | Hold |
| 6 | CVX | CHEVRON CORP | $19.2M | 3.51% | 115,632 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $16.6M | 3.04% | 82,845 | Added |
| 8 | IRM | IRON MOUNTAIN INC. REIT | $16.5M | 3.02% | 130,600 | Hold |
| 9 | KO | COCA-COLA CO | $14.2M | 2.61% | 175,295 | Trimmed |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC. CL A | $12.7M | 2.33% | 17 | Trimmed |
| 11 | MSFT | MICROSOFT CORPORATION | $12.3M | 2.26% | 33,098 | Hold |
| 12 | PG | PROCTER & GAMBLE CO | $11.8M | 2.16% | 80,269 | Hold |
| 13 | ABBV | ABBVIE INC. | $11.4M | 2.08% | 45,226 | Hold |
| 14 | BRKB | BERKSHIRE HATHAWAY INC. CL B | $11.4M | 2.08% | 22,722 | Hold |
| 15 | WMT | WALMART INC. | $9.3M | 1.71% | 82,265 | Hold |
| 16 | SKT | TANGER INC. REIT | $9.4M | 1.71% | 237,050 | Hold |
| 17 | AMZN | AMAZON.COM, INC. | $9.0M | 1.64% | 37,655 | Hold |
| 18 | IBM | INTERNATIONAL BUSINESS MACHINE | $8.8M | 1.62% | 31,452 | Hold |
| 19 | GM | GENERAL MOTORS COMPANY | $8.8M | 1.60% | 113,540 | Hold |
| 20 | L | LOEWS CORP | $8.6M | 1.57% | 75,835 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $8.4M | 1.53% | 32,917 | Hold |
| 22 | KMI | KINDER MORGAN, INC. | $7.9M | 1.44% | 245,570 | Hold |
| 23 | MO | ALTRIA GROUP INC. | $7.5M | 1.38% | 104,401 | Hold |
| 24 | EPD | ENTERPRISE PRODUCTS PARTNERS, | $7.0M | 1.28% | 190,278 | Hold |
| 25 | TSM | TAIWAN SEMICONDUCTOR MFG CO LT | $6.9M | 1.27% | 14,511 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30