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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 $953,689
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 2,742,750 $135,826 14.24%
2.
Apple Inc.
 AAPL 344,247 $66,278 6.94%
3.
Microsoft Corp
 MSFT 161,339 $60,670 6.36%
4.
Eli Lilly & Co
 LLY 79,112 $46,116 4.83%
5.
Applied Materials Inc
 AMAT 277,616 $44,993 4.71%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)