Grassi Investment Management Purchases in Q2 2025

Grassi Investment Management

  • $1.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
3.54K
+ 7.38%
N/A
51.4K $6.61M
BA
Boeing CO

Industrials
4.3K
+ 10.56%
$136.59 - $217.51 $587K - $935K
45K $9.43M
Dell Inc
3.04K
+ 7.51%
N/A
43.5K $5.34M
WFC
Wells Fargo & Company

Financial Services
3
+ 0.0%
$60.98 - $80.12 $183 - $240
185K $14.9M
VST
Vistra Corp.

Utilities
1.75K
+ 13.99%
$98.07 - $195.04 $171K - $340K
14.2K $2.76M
STWD
Starwood Property Trust, Inc.

Real Estate
60K
+ 168.07%
$17.28 - $20.41 $1.04M - $1.22M
95.7K $1.92M
Western Midstream
30K
New
N/A
30K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
82
+ 0.73%
$416.06 - $551.64 $34.1K - $45.2K
11.3K $6.26M
MRVL
Marvell Technology, Inc.

Technology
2.05K
+ 7.5%
$49.38 - $79.97 $101K - $164K
29.4K $2.27M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
25
+ 0.55%
$177.93 - $313.14 $4.45K - $7.83K
4.58K $1.43M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.2K
New
$166.82 - $194.23 $201K - $234K
1.2K $234K
Fidelity Blue Chip
975
New
N/A
975 $231K
COIN
Coinbase Global, Inc.

Technology
650
New
$151.47 - $375.07 $98.5K - $244K
650 $228K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
387
New
$456.74 - $568.03 $177K - $220K
387 $220K
ESI
Element Solutions Inc

Basic Materials
9K
New
$17.5 - $22.96 $158K - $207K
9K $204K
AIQ
Global X Funds Global X Artifi

ETFs
725
+ 3.16%
$31.5 - $43.69 $22.8K - $31.7K
23.7K $1.04M
CRWD
Crowd Strike Holdings, Inc.

Technology
28
+ 2.67%
$321.63 - $509.31 $9.01K - $14.3K
1.08K $549K
CRM
Salesforce, Inc.

Technology
100
+ 0.3%
$236.26 - $291.15 $23.6K - $29.1K
33.6K $9.17M
Amplify Cybersecurity
125
+ 2.1%
N/A
6.09K $526K
XLC
Select Sector Spdr Tr Communic

ETFs
195
+ 3.64%
$86.13 - $108.53 $16.8K - $21.2K
5.55K $602K
Vanguard 500 Index
3
+ 0.32%
N/A
955 $547K
HD
Home Depot, Inc.

Consumer Cyclical
75
+ 0.21%
$335.24 - $380.78 $25.1K - $28.6K
36.3K $13.3M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.08%
$376.48 - $440.65 $376 - $441
1.18K $520K
Vanguard Wellington
19
+ 0.57%
N/A
3.33K $260K
Vanguard Well Fund
27
+ 0.56%
N/A
4.88K $221K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.05%
$41.67 - $45.62 $250 - $274
12.7K $552K
UNH
Unitedhealth Group Inc

Healthcare
167
+ 12.37%
$274.35 - $599.47 $45.8K - $100K
1.52K $473K
PEP
Pepsico Inc

Consumer Defensive
150
+ 0.4%
$128.02 - $151.37 $19.2K - $22.7K
37.4K $4.93M
LLY
Eli Lilly & CO

Healthcare
200
+ 0.25%
$713.71 - $898.95 $143K - $180K
79.9K $62.3M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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