Grassi Investment Management — 13F holdings

Grassi Investment Management reported 128 holdings worth $1.26B in its 13F filing for Q2 2025, filed July 21, 2025.

Largest positions

1. NVDA NVIDIA CORPORATION — $261M (20.8%)
2. MSFT MICROSOFT CORP — $79.4M (6.3%)
3. Broadcom Ltd — $73.2M (5.8%)
4. AAPL APPLE INC — $67.7M (5.4%)
5. LLY ELI LILLY & CO — $62.3M (5.0%)
6. AMAT APPLIED MATLS INC — $50.1M (4.0%)
7. V VISA INC — $35.1M (2.8%)
8. JPM JPMORGAN CHASE & CO. — $30.3M (2.4%)
9. PLD PROLOGIS INC. — $26.9M (2.1%)
10. CAT CATERPILLAR INC — $26.0M (2.1%)