StockDriftsStockDriftsTop 49 Grassi Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 20.78% | 1.65M | $261K | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 6.32% | 159.6K | $79K | — | — | — | 2025-06-30 |
| AVGO | BROADCOM LTD | 5.82% | 265.6K | $73K | — | — | — | 2025-06-30 |
| AAPL | APPLE COMPUTER | 5.39% | 330.2K | $68K | — | — | — | 2025-06-30 |
| LLY | LILLY, ELI & CO | 4.96% | 79.9K | $62K | — | — | — | 2025-06-30 |
| AMAT | APPLIED MATERIALS | 3.99% | 273.9K | $50K | — | — | — | 2025-06-30 |
| JPM | JP MORGAN CHASE | 2.41% | 104.4K | $30K | — | — | — | 2025-06-30 |
| PLD | PROLOGIS | 2.14% | 256.1K | $27K | — | — | — | 2025-06-30 |
| CAT | CATERPILLAR | 2.07% | 66.9K | $26K | — | — | — | 2025-06-30 |
| ORCL | ORACLE CORP | 1.66% | 95.6K | $21K | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +93.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +106.22% |
Grassi Investment Management reports $1.26M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (20.8%), MSFT (6.3%) and AVGO (5.8%). The top 20 holdings account for 72.32% of reported assets. Its disclosed equity book has returned +93.14% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Grassi Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1608531). View Grassi Investment Management’s 13F filings on SEC