Stock Taper 
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cameco Corporation | CCJ | 500K | $50.93M |
 Vale S.A. | VALE | 500K | $7.52M |
 BHP Group Limited | BHP | 450K | $37.49M |
 Rio Tinto Group | RIO | 450K | $42.72M |
 HF Sinclair Corporation | DINO | 450K | $31.34M |
 Fluor Corporation | FLR | 400K | $20.96M |
 Nutrien Ltd. | NTR | 400K | $25.18M |
 BP p.l.c. | BP | 400K | $14.78M |
 UDR, Inc. | UDR | 400K | $15.97M |
 Vornado Realty Trust | VNO | 400K | $15.72M |
 Highwoods Properties, Inc. | HIW | 400K | $12.06M |
 Uber Technologies, Inc. | UBER | 375K | $27.06M |
 The Charles Schwab Corporation | SCHW | 350K | $32.29M |
 Arm Holdings plc American Depositary Shares | ARM | 325K | $115.24M |
 Canadian Pacific Kansas City Ltd. | CP | 325K | $28.16M |
 BXP, Inc. | BXP | 300K | $19.89M |
 Chevron Corporation | CVX | 300K | $49.73M |
 Regency Centers Corporation | REG | 300K | $23.92M |
 Centerspace | CSR | 300K | $16.86M |
 ConocoPhillips | COP | 300K | $31.19M |