Stock Taper 
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Devon Energy Corporation | DVN | 600K | $24.79M |
 Murphy Oil Corporation | MUR | 600K | $19.54M |
 APA Corporation | APA | 600K | $19.54M |
 Kimco Realty Corporation | KIM | 600K | $15.21M |
 Ovintiv Inc. | OVV | 650K | $34.22M |
 Affirm Holdings, Inc. | AFRM | 650K | $53.01M |
 UMH Properties, Inc. | UMH | 700K | $10.6M |
 Weyerhaeuser Company | WY | 750K | $17.95M |
 Millrose Properties, Inc. | MRP | 750K | $22.54M |
 NVIDIA Corporation | NVDA | 875K | $175.08M |
 Outfront Media Inc. | OUT | 900K | $29.48M |
 Quantum Computing, Inc. | QUBT | 1M | $9.7M |
 Palantir Technologies Inc. | PLTR | 1.43M | $166.25M |
 Freeport-McMoRan Inc. | FCX | 2.65M | $166.66M |