PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Centerspace
CSR
$11.43M1.34200,0000%+$00.95
Texas Pacific Land Corporation
TPL
$95.45M0.72165,000+200%+$63.64M7.9
Murphy Oil Corporation
MUR
$15.99M0.23350,0000%+$01.32
Ryder System, Inc.
R
$9.62M0.1880,0000%+$00.8
Freeport-McMoRan Inc.
FCX
$102.27M0.152.17M-1.14%-$1.18M8.46
Federal Realty Investment Trust
FRT
$10.21M0.12100,0000%+$00.85
Cameco Corporation
CCJ
$21.66M0.12500,0000%+$01.79
HF Sinclair Corporation
DINO
$12.98M0.11215,000-2.27%-$301,850.001.07
Twilio Inc.
TWLO
$11.31M0.11185,000-8.42%-$1.04M0.94
Affirm Holdings, Inc.
AFRM
$11.74M0.1315,0000%+$00.97
Essex Property Trust, Inc.
ESS
$14.69M0.0960,0000%+$01.22
Williams-Sonoma, Inc.
WSM
$19.05M0.0960,0000%+$01.58
Palantir Technologies Inc.
PLTR
$36.24M0.071.57M0%+$03
Ovintiv Inc.
OVV
$9.86M0.07190,0000%+$00.82
Devon Energy Corporation
DVN
$17.56M0.06350,0000%+$01.45
Albemarle Corporation
ALB
$7.9M0.0560,000-16.67%-$1.58M0.65
Parker-Hannifin Corporation
PH
$35.01M0.0563,000-13.7%-$5.56M2.9
Lennar Corporation
LEN
$22.36M0.05130,0000%+$01.85
Nucor Corporation
NUE
$20.38M0.04103,000-20.77%-$5.34M1.69
AvalonBay Communities, Inc.
AVB
$11.13M0.0460,0000%+$00.92
Simon Property Group, Inc.
SPG
$15.65M0.03100,0000%+$01.29
Nutrien Ltd.
NTR
$7.87M0.03145,0000%+$00.65
Autodesk, Inc.
ADSK
$15.1M0.0358,000-17.14%-$3.13M1.25
Air Products and Chemicals, Inc.
APD
$14.05M0.0358,000-14.71%-$2.42M1.16
Lockheed Martin Corporation
LMT
$26.38M0.0258,000-14.71%-$4.55M2.18
FedEx Corporation
FDX
$16.8M0.0258,000-14.71%-$2.9M1.39
Digital Realty Trust, Inc.
DLR
$10.8M0.0275,0000%+$00.89
Agilent Technologies, Inc.
A
$9.31M0.0264,000-13.51%-$1.46M0.77
Illinois Tool Works Inc.
ITW
$16.9M0.0263,000-13.7%-$2.68M1.4
Occidental Petroleum Corporation
OXY
$11.7M0.02180,0000%+$00.97
Phillips 66
PSX
$12.25M0.0275,0000%+$01.01
Canadian Pacific Railway Limited
CP
$14.55M0.02165,000-8.33%-$1.32M1.2
Prologis, Inc.
PLD
$19.53M0.02150,0000%+$01.62
Canadian Natural Resources Limited
CNQ
$12.21M0.02160,0000%+$01.01
Costco Wholesale Corporation
COST
$41.76M0.0157,0000%+$03.45
ConocoPhillips
COP
$19.09M0.01150,0000%+$01.58
Morgan Stanley
MS
$17.42M0.01185,0000%+$01.44
Amgen Inc.
AMGN
$16.49M0.0158,000-14.71%-$2.84M1.36
The Charles Schwab Corporation
SCHW
$13.38M0.01185,0000%+$01.11
Rio Tinto Group
RIO
$10.2M0.01160,0000%+$00.84
Uber Technologies, Inc.
UBER
$14.24M0.01185,000-11.9%-$1.92M1.18
Chevron Corporation
CVX
$23.66M0.01150,0000%+$01.96
BHP Group Limited
BHP
$9.23M0.01160,0000%+$00.76
Meta Platforms, Inc.
META
$75.26M0.01155,000-13.89%-$12.14M6.23
Broadcom Inc.
AVGO
$29.16M0.0122,000-31.25%-$13.25M2.41
Intel Corporation
INTC
$9.28M0.01210,000-2.33%-$220,850.000.77
The Walt Disney Company
DIS
$8.57M<0.0170,0000%+$00.71
NVIDIA Corporation
NVDA
$86.74M<0.0196,000-25.58%-$29.82M7.18
Exxon Mobil Corporation
XOM
$17.44M<0.01150,0000%+$01.44
Visa Inc.
V
$14.79M<0.0153,0000%+$01.22