Grassi Investment Management 13F Holdings

CIK 0001608531 · MOUNTAIN VIEW, CA

As of Jun 30, 2025, Grassi Investment Management reported 128 positions worth .3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,653,100$261.2K20.78%
MICROSOFT CORPMSFTTechnology159,643$79.4K6.32%
Broadcom Ltd——265,630$73.2K5.82%
APPLE INCAAPLTechnology330,171$67.7K5.39%
ELI LILLY & COLLYHealthcare79,927$62.3K4.96%
APPLIED MATERIALS INCAMATTechnology273,851$50.1K3.99%
VISA INC CLASS AVFinancial Services98,967$35.1K2.80%
JPMORGAN CHASE & COJPMFinancial Services104,353$30.3K2.41%
PROLOGIS INCPLDReal Estate256,075$26.9K2.14%
CATERPILLAR INCCATIndustrials66,904$26.0K2.07%
ORACLE CORPORCLTechnology95,645$20.9K1.66%
ADVANCED MICRO DEVICES INCAMDEquity142,895$20.3K1.61%
BANK OF AMERICA CORPBACFinancial Services423,000$20.0K1.59%
ABBVIE INCABBVEquity96,025 7.8K1.42%
Blackstone GroupBXFinancial Services113,750 7.0K1.35%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology57,468 6.9K1.35%
MORGAN STANLEYMSFinancial Services120,050 6.9K1.35%
PROCTER & GAMBLE COPGConsumer Defensive104,400 6.6K1.32%
ABBOTT LABORATORIESABTHealthcare121,433 6.5K1.31%
AMAZON.COM INCAMZNEquity70,560 5.5K1.23%
WELLS FARGO & COMPANYWFCFinancial Services185,369 4.9K1.18%
MARRIOTT INTERNATIONAL INCMARConsumer Cyclical50,000 3.7K1.09%
HONEYWELL INTERNATIONAL INCHONIndustrials57,648 3.4K1.07%
HOME DEPOT INCHDConsumer Cyclical36,330 3.3K1.06%
LOCKHEED MARTIN CORPLMTIndustrials25,737 1.9K0.95%