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Home > Institutional Investor > Grassi Investment Management > Profile

Instuitional Investor - Grassi Investment Management

Fund Profile
Filing Period:
Fund Name: Grassi Investment Management
Portfolio Value $1,257,077
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,653,100 $261,173 20.78%
2.
Microsoft Corp
 MSFT 159,643 $79,408 6.32%
3.
Broadcom Inc.
 AVGO 265,630 $73,221 5.82%
4.
Apple Inc.
 AAPL 330,171 $67,741 5.39%
5.
Eli Lilly & Co
 LLY 79,927 $62,305 4.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)