Stock Taper 
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Exxon Mobil Corporation | XOM | 300K | $41.02M |
 Morgan Stanley | MS | 280K | $58.53M |
 Twilio Inc. | TWLO | 275K | $56.74M |
 Lennar Corporation | LEN | 275K | $24.88M |
 Broadcom Inc. | AVGO | 260K | $98.22M |
 State Street Corporation | STT | 250K | $42.4M |
 Meta Platforms, Inc. | META | 230K | $129.56M |
 IPG Photonics Corporation | IPGP | 225K | $26.4M |
 Prologis, Inc. | PLD | 225K | $30.48M |
 Albemarle Corporation | ALB | 200K | $27.01M |
 Wynn Resorts, Limited | WYNN | 200K | $19.42M |
 The Walt Disney Company | DIS | 200K | $19.25M |
 Federal Realty Investment Trust | FRT | 200K | $24.69M |
 American Tower Corporation | AMT | 200K | $32.71M |
 Nucor Corporation | NUE | 175K | $38.98M |
 AppLovin Corporation | APP | 175K | $90.17M |
| AC AVALONBAY CMNTYS INC | AVB | 150K | $28.3M |
 Digital Realty Trust, Inc. | DLR | 150K | $26.94M |
 Agilent Technologies, Inc. | A | 150K | $19.92M |
 Williams-Sonoma, Inc. | WSM | 150K | $34.97M |