Ar Asset Management Inc Portfolio Stock Holdings

Ar Asset Management Inc disclosed 119 stock positions valued at approximately $517,349 in its latest SEC 13F filing. The largest holdings include APPLE INC., CHEVRON CORP, and PHILIP MORRIS INTERNATIONAL-AL. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
119
Portfolio Value
$517.3K
Holdings by Sector
Ar Asset Management Inc Portfolio Holdings in Q1 2026

107 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INC.AAPLTechnology13.19%268,802+19,649+7.89%$68,219
CHEVRON CORPCVXEnergy4.78%119,618+6,254+5.52%$24,749
PHILIP MORRIS INTERNATIONAL-ALPMConsumer Defensive3.78%118,326+6,798+6.10%$19,564
ALPHABET INC. CL CGOOGCommunication Services3.61%65,090-300-0.46%$18,672
MERCK & CO., INC.MRKHealthcare3.61%155,220--$18,671
JPMORGAN CHASE & CO.JPMFinancial Services3.34%58,772-1,053-1.76%$17,288
NVIDIA CORPORATIONNVDATechnology2.78%82,430+4,200+5.37%$14,376
COCA-COLA COKOConsumer Defensive2.60%176,595+6,364+3.74%$13,430
IRON MOUNTAIN INC. REITIRMReal Estate2.58%130,600+130,600+100.00%$13,339
BERKSHIRE HATHAWAY INC. CL ABRK-AFinancial Services2.50%18--$12,927
MICROSOFT CORPORATIONMSFTTechnology2.37%33,098+8,699+35.65%$12,252
PROCTER & GAMBLE COPGConsumer Defensive2.24%80,269+4,910+6.52%$11,594
BERKSHIRE HATHAWAY INC. CL BBRK-BFinancial Services2.10%22,722+2,304+11.28%$10,888
WALMART INC.WMTConsumer Defensive1.98%82,265+1,965+2.45%$10,224
ABBVIE INC.ABBVHealthcare1.90%45,226+45,226+100.00%$9,836
GENERAL MOTORS COMPANYGMConsumer Cyclical1.64%113,540+113,540+100.00%$8,459
LOEWS CORPLFinancial Services1.61%77,917--$8,317
KINDER MORGAN, INC.KMIEnergy1.59%245,570--$8,234
TANGER INC. REITSKTReal Estate1.56%237,050--$8,055
JOHNSON & JOHNSONJNJHealthcare1.56%32,917+2,320+7.58%$8,046
AMAZON.COM, INC.AMZNConsumer Cyclical1.52%37,655+3,230+9.38%$7,842
INTERNATIONAL BUSINESS MACHINEIBMTechnology1.47%31,452--$7,624
ENTERPRISE PRODUCTS PARTNERS, EPDEnergy1.39%190,278+13,218+7.47%$7,200
ALTRIA GROUP INC.MOConsumer Defensive1.33%104,401--$6,889
PEPSICOPEPConsumer Defensive1.27%42,209--$6,555
HOME DEPOTHDConsumer Cyclical1.22%19,250--$6,331
ENERGY TRANSFER LPETEnergy1.20%321,920+321,920+100.00%$6,213
CHUBB LIMITED (FRMLY ACE LIMITCBFinancial Services1.09%17,285+2,379+15.96%$5,634
ROCHE HOLDING LTD ADRRHHBYHealthcare1.03%107,700--$5,354
BANK OF HAWAII CORPORATIONBOHFinancial Services1.03%71,760-1,000-1.37%$5,328
VERIZON COMMUNICATIONS INC.VZCommunication Services0.97%100,259--$5,033
TAIWAN SEMICONDUCTOR MFG CO LTTSMTechnology0.95%14,511+4,390+43.38%$4,904
NIKE, INC. CL BNKEConsumer Cyclical0.92%89,670-1,000-1.10%$4,736
BRISTOL-MYERS SQUIBB COBMYHealthcare0.88%74,774--$4,535
ZOETIS INC. ZTSHealthcare0.87%37,864+37,864+100.00%$4,476
PFIZER, INC.PFEHealthcare0.86%158,661--$4,455
CATERPILLAR INC.CATIndustrials0.81%5,900-800-11.94%$4,180
DIGITAL REALTY TRUST, INC. REIDLRReal Estate0.80%22,840--$4,116
BRITISH AMERICAN TOBACCO PLC -BTIConsumer Defensive0.69%61,464--$3,594
RTX CORP (FRMLY RAYTHEON TECH RTXIndustrials0.65%17,400+17,400+100.00%$3,356
EQUITY RESIDENTIAL REITEQRReal Estate0.62%54,100+54,100+100.00%$3,200
MCDONALD'S CORPMCDConsumer Cyclical0.59%9,832+2,832+40.46%$3,056
EXXON MOBIL CORPORATIONXOMEnergy0.56%16,945+4,645+37.76%$2,875
CONOCOPHILLIPSCOPEnergy0.55%21,700+21,700+100.00%$2,864
SEMPRA ENERGY SREUtilities0.54%29,000--$2,818
TEXAS INSTRUMENTS INC.TXNTechnology0.52%13,965+3,965+39.65%$2,711
VICI PROPERTIES INC. (REIT)VICIReal Estate0.52%98,350-3,500-3.44%$2,687
MONDELEZ INTL INC.(FMRLY KRAFTMDLZConsumer Defensive0.51%45,500--$2,623
REXFORD INDUSTRIAL REALTY, INCREXRReal Estate0.49%77,050+77,050+100.00%$2,522
PHILLIPS 66PSXEnergy0.44%12,600--$2,295
CONSTELLATION BRANDS, INC.STZConsumer Defensive0.44%15,200--$2,280
GENERAL MILLS, INC.GISConsumer Defensive0.40%56,000--$2,084
MORGAN STANLEY MSFinancial Services0.36%11,400--$1,876
NESTLE SA - SPON ADRNSRGYConsumer Defensive0.33%17,000--$1,685
KKR & CO. INC.KKRFinancial Services0.32%18,000--$1,665
NOVARTIS AG - ADRNVSHealthcare0.32%10,750--$1,642
CIGNA CORP (ACQUIRED EXPRESS SCIHealthcare0.31%5,932--$1,582
AMERICAN ELECTRIC POWERAEPUtilities0.25%10,000--$1,311
KIMBERLY-CLARKKMBConsumer Defensive0.25%13,520--$1,304
BLACKSTONE INC. (THE)BXFinancial Services0.24%11,000+11,000+100.00%$1,265
VISA INC.VFinancial Services0.24%4,185+4,185+100.00%$1,265
FORD MOTOR COMPANYFConsumer Cyclical0.24%107,890--$1,245
ON HOLDING AGONONOther0.23%35,000+35,000+100.00%$1,191
ABBOTT LABORATORIESABTHealthcare0.22%10,966+2,266+26.05%$1,126
ENBRIDGE INC.ENBEnergy0.21%20,000+20,000+100.00%$1,083
APPLIED MATERIALS INCAMATTechnology0.20%3,075--$1,051
INTUITIVE SURGICAL, INC. ISRGHealthcare0.20%2,250+2,250+100.00%$1,037
RALPH LAUREN CORP (FMLY POLO RRLConsumer Cyclical0.20%3,000--$1,032
COLGATE-PALMOLIVE COMPANYCLConsumer Defensive0.20%12,000--$1,023
TRAVELERS COMPANIES, INC.TRVFinancial Services0.18%3,264+3,264+100.00%$952
EMERSON ELECTRIC COEMRIndustrials0.18%7,130--$934
RIO TINTO PLC SPONSORED ADRRIOBasic Materials0.18%10,000--$933
EDWARDS LIFESCIENCES CORP.EWHealthcare0.18%11,620--$931
LVMH MOET HENNESSY LOUIS VUITTLVMUYConsumer Cyclical0.18%8,500--$929
ELI LILLY & CO.LLYHealthcare0.18%1,000--$920
AVALONBAY COMMUNITIES, INC REIAVBReal Estate0.16%5,000--$817
CARRIER GLOBAL CORP (RTX SPINOCARRIndustrials0.16%14,300+14,300+100.00%$805
FEDERAL REALTY INVESTMENT TRUSFRTReal Estate0.14%7,000--$743
ARCHER-DANIELS-MIDLAND CORPADMConsumer Defensive0.14%10,172--$739
SYSCO CORPSYYConsumer Defensive0.14%10,000--$713
ARES MANAGEMENT CORP. CL AARESFinancial Services0.14%6,500+6,500+100.00%$709
PUBLIC STORAGE - REITPSAReal Estate0.13%2,388--$647
ZIMMER BIOMET HOLDINGS(FRMLY ZZBHHealthcare0.12%6,700--$606
COSTCO WHOLESALE CORPCOSTConsumer Defensive0.12%600--$598
DARDEN RESTAURANTS INC.DRIConsumer Cyclical0.11%3,000--$588
NOVO-NORDISK A/S ADRNVOHealthcare0.11%15,862+15,862+100.00%$583
AIR PRODUCTS & CHEMICALS, INC.APDBasic Materials0.11%1,964+1,964+100.00%$571
BROADCOM INC.AVGOTechnology0.11%1,800--$557
OTIS WORLDWIDE CORP (RTX SPINOOTISIndustrials0.11%7,150+7,150+100.00%$551
BP PLC SPONS ADRBPEnergy0.11%11,642--$547
UNITED PARCEL SERVICE, INC. CLUPSIndustrials0.10%5,100--$502
VODAFONE GROUP PLC SPONS ADRVODCommunication Services0.09%32,564+32,564+100.00%$489
FIDELITY NATIONAL FINANCIAL, IFNFFinancial Services0.09%10,458+10,458+100.00%$485
S&P GLOBAL INC.(FRMRLY MCGRAW SPGIFinancial Services0.09%1,133+1,133+100.00%$482
BLACKROCK, INC.BLKFinancial Services0.09%478+478+100.00%$460
ORACLE CORPORCLTechnology0.09%3,000--$441
ALLSTATE CORPALLFinancial Services0.08%2,000--$415
TOAST, INC.TOSTTechnology0.06%11,800--$313
BXP INC. (FRMLY BOSTON PROPERTBXPReal Estate0.06%6,000--$311
AUTOMATIC DATA PROCESSING, INCADPTechnology0.06%1,511+1,511+100.00%$307