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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 $1,081,035
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,660,400 $179,954 16.65%
2.
Apple Inc.
 AAPL 331,370 $73,607 6.81%
3.
Eli Lilly & Co
 LLY 79,727 $65,847 6.09%
4.
Microsoft Corp
 MSFT 161,492 $60,622 5.61%
5.
Broadcom Inc.
 AVGO 273,755 $45,835 4.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)