Stock Taper 
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 FedEx Freight Holding Company, Inc. | FDXF | 42.5K | $6.42M |
 Parker-Hannifin Corporation | PH | 65K | $63.58M |
 Costco Wholesale Corporation | COST | 70K | $65.48M |
 FedEx Corporation | FDX | 85K | $26.62M |
 Amgen Inc. | AMGN | 90K | $32.59M |
 Air Products and Chemicals, Inc. | APD | 100K | $29.32M |
 Essex Property Trust, Inc. | ESS | 100K | $29.16M |
 Phillips 66 | PSX | 100K | $16.91M |
 Visa Inc. | V | 100K | $34.31M |
 Ryder System, Inc. | R | 100K | $26.38M |
 Lockheed Martin Corporation | LMT | 115K | $58.59M |
 Illinois Tool Works Inc. | ITW | 115K | $31.1M |
 Autodesk, Inc. | ADSK | 125K | $24.3M |
 Simon Property Group, Inc. | SPG | 125K | $27.96M |
| AC AVALONBAY CMNTYS INC | AVB | 150K | $28.3M |
 Williams-Sonoma, Inc. | WSM | 150K | $34.97M |
 Digital Realty Trust, Inc. | DLR | 150K | $26.94M |
 Agilent Technologies, Inc. | A | 150K | $19.92M |
 Nucor Corporation | NUE | 175K | $38.98M |
 AppLovin Corporation | APP | 175K | $90.17M |