Grassi Investment Management has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $261M, Microsoft Corp with a value of $79.4M, Broadcom LTD with a value of $73.2M, Apple Inc. with a value of $67.7M, and Eli Lilly & CO with a value of $62.3M.
Examining the 13F form we can see an increase of $176M in the current position value, from $1.08B to 1.26B.
Below you can find more details about Grassi Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.26 Billion
Technology: $571 Million
Financial Services: $136 Million
Healthcare: $118 Million
Industrials: $85 Million
Real Estate: $55.2 Million
Consumer Defensive: $49.5 Million
Consumer Cyclical: $46.3 Million
ETFs: $27.9 Million
Other: $59.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
