PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | A | 120K | $15.40M |
 | APP | 105K | $75.45M |
 | ITW | 100K | $26.08M |
 | OXY-WT | 100K | $2.55M |
 | R | 100K | $18.86M |
 | PSX | 90K | $12.24M |
 | AVB | 85K | $16.42M |
 | ESS | 85K | $22.75M |
 | APD | 85K | $23.18M |
 | ADSK | 85K | $27.00M |
 | FDX | 85K | $20.04M |
 | AMGN | 85K | $23.99M |
 | LMT | 75K | $37.44M |
 | PH | 65K | $49.28M |
 | LULU | 65K | $11.57M |
 | V | 65K | $22.19M |
 | COST | 52K | $48.13M |
Agilent Technologies, Inc.
A
Shares Held
120K
Value
$15.40M
AppLovin Corporation
APP
Shares Held
105K
Value
$75.45M
Illinois Tool Works Inc.
ITW
Shares Held
100K
Value
$26.08M
Occidental Petroleum Corporation
OXY-WT
Shares Held
100K
Value
$2.55M
Ryder System, Inc.
R
Shares Held
100K
Value
$18.86M
Phillips 66
PSX
Shares Held
90K
Value
$12.24M
AvalonBay Communities, Inc.
AVB
Shares Held
85K
Value
$16.42M
Essex Property Trust, Inc.
ESS
Shares Held
85K
Value
$22.75M
Air Products and Chemicals, Inc.
APD
Shares Held
85K
Value
$23.18M
Autodesk, Inc.
ADSK
Shares Held
85K
Value
$27.00M
FedEx Corporation
FDX
Shares Held
85K
Value
$20.04M
Amgen Inc.
AMGN
Shares Held
85K
Value
$23.99M
Lockheed Martin Corporation
LMT
Shares Held
75K
Value
$37.44M
Parker-Hannifin Corporation
PH
Shares Held
65K
Value
$49.28M
Lululemon Athletica Inc.
LULU
Shares Held
65K
Value
$11.57M
Visa Inc.
V
Shares Held
65K
Value
$22.19M
Costco Wholesale Corporation
COST
Shares Held
52K
Value
$48.13M