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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 $1,171,805
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,662,795 $223,297 19.05%
2.
Apple Inc.
 AAPL 333,458 $83,505 7.12%
3.
Microsoft Corp
 MSFT 161,607 $68,118 5.81%
4.
Broadcom Inc.
 AVGO 272,375 $63,147 5.38%
5.
Eli Lilly & Co
 LLY 79,512 $61,383 5.23%
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)