CIK 1323414
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 1.2M | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORP | 620K | $1M+ | SH |
| NVDA | NVIDIA CORP | 860K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 2.6M | $1M+ | SH |
| META | META PLATFORMS INC | 190K | $1M+ | SH |
| AVGO | BROADCOM INC | 252K | $1M+ | SH |
| APP | APPLOVIN CORP | 120K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 72K | $1M+ | SH |
| PH | PARKER HANNIFIN CORP | 65K | $1M+ | SH |
| GPCR | STRUCTURE THERAPEUTICS INC | 700K | $1M+ | SH |
| CCJ | CAMECO CORP | 500K | $1M+ | SH |
| MS | MORGAN STANLEY | 250K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 90K | $1M+ | SH |
| CVX | CHEVRON CORP | 275K | $1M+ | SH |
| AFRM | AFFIRM HLDGS INC | 525K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 200K | $1M+ | SH |
| RIO | RIO TINTO PLC | 425K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 275K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 330K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 275K | $1M+ | SH |
| TWLO | TWILIO INC | 210K | $1M+ | SH |
| V | VISA INC | 85K | $1M+ | SH |
| PLD | PROLOGIS INC | 225K | $1M+ | SH |
| NUE | NUCOR CORP | 175K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 115K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 200K | $1M+ | SH |
| ADSK | AUTODESK INC | 95K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 300K | $1M+ | SH |
| AMGN | AMGEN INC | 85K | $1M+ | SH |
| STT | STATE STREET CORPORATION | 215K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 335K | $1M+ | SH |
| AVB | AVALONBAY CMNTYS INC | 150K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 150K | $1M+ | SH |
| ESS | ESSEX PPTY TR INC | 100K | $1M+ | SH |
| BHP | BHP BILLITON LTD | 425K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 100K | $1M+ | SH |
| NTR | NUTRIEN LTD | 400K | $1M+ | SH |
| FDX | FEDEX CORP | 85K | $1M+ | SH |
| OVV | OVINTIV INC | 600K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC | 150K | $1M+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 125K | $1M+ | SH |
| LEN | LENNAR CORP | 225K | $1M+ | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 285K | $1M+ | SH |
| MRP | MILLROSE PPTYS INC | 700K | $1M+ | SH |
| OUT | OUTFRONT MEDIA INC | 850K | $1M+ | SH |
| A | AGILENT TECHNOLOGIES INC | 150K | $1M+ | SH |
| FRT | FEDERAL RLTY INVT TR | 200K | $1M+ | SH |
| DVN | DEVON ENERGY CORPORATION | 550K | $1M+ | SH |
| DINO | HF SINCLAIR CORPORATION | 425K | $1M+ | SH |
| R | RYDER SYS INC | 100K | $1M+ | SH |