Grassi Investment Management has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 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 $205M, Apple Inc. with a value of $79.4M, Eli Lilly & CO with a value of $70.2M, Microsoft Corp with a value of $70.3M, and Applied Materials Inc with a value of $55.8M.
Examining the 13F form we can see an increase of $29.5M in the current position value, from $1.13B to 1.16B.
Below you can find more details about Grassi Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
Technology: $510 Million
Healthcare: $126 Million
Financial Services: $106 Million
Industrials: $79.3 Million
Real Estate: $61.7 Million
Consumer Defensive: $54.8 Million
Consumer Cyclical: $45 Million
ETFs: $29.5 Million
Other: $62.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
