Grassi Investment Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $180M, Apple Inc. with a value of $73.6M, Eli Lilly & CO with a value of $65.8M, Microsoft Corp with a value of $60.6M, and Broadcom LTD with a value of $45.8M.
Examining the 13F form we can see an decrease of $90.8M in the current position value, from $1.17B to 1.08B.
Below you can find more details about Grassi Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
Technology: $447 Million
Healthcare: $126 Million
Financial Services: $122 Million
Industrials: $74.1 Million
Real Estate: $54.6 Million
Consumer Defensive: $51.6 Million
Consumer Cyclical: $41.5 Million
ETFs: $25.4 Million
Other: $60.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
