GRASSI INVESTMENT MANAGEMENT
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.65M | $261.17M |
 | BAC | 423K | $20.02M |
 | AAPL | 330K | $67.74M |
 | AMAT | 274K | $50.13M |
 | PLD | 256K | $26.92M |
 | RIO | 193K | $11.26M |
 | WFC | 185K | $14.85M |
 | MSFT | 160K | $79.41M |
 | AMD | 143K | $20.28M |
 | CMCSA | 133K | $4.76M |
 | ABT | 121K | $16.52M |
 | MS | 120K | $16.91M |
 | SCHW | 117K | $10.68M |
 | UBER | 111K | $10.31M |
 | BMY | 108K | $4.98M |
 | PG | 104K | $16.63M |
 | JPM | 104K | $30.25M |
 | WMT | 102K | $9.95M |
 | V | 99K | $35.14M |
 | ABBV | 96K | $17.82M |
NVIDIA Corporation
NVDA
Shares Held
1.65M
Value
$261.17M
Bank of America Corporation
BAC
Shares Held
423K
Value
$20.02M
Apple Inc.
AAPL
Shares Held
330K
Value
$67.74M
Applied Materials, Inc.
AMAT
Shares Held
274K
Value
$50.13M
Prologis, Inc.
PLD
Shares Held
256K
Value
$26.92M
Rio Tinto Group
RIO
Shares Held
193K
Value
$11.26M
Wells Fargo & Company
WFC
Shares Held
185K
Value
$14.85M
Microsoft Corporation
MSFT
Shares Held
160K
Value
$79.41M
Advanced Micro Devices, Inc.
AMD
Shares Held
143K
Value
$20.28M
Comcast Corporation
CMCSA
Shares Held
133K
Value
$4.76M
Abbott Laboratories
ABT
Shares Held
121K
Value
$16.52M
Morgan Stanley
MS
Shares Held
120K
Value
$16.91M
The Charles Schwab Corporation
SCHW
Shares Held
117K
Value
$10.68M
Uber Technologies, Inc.
UBER
Shares Held
111K
Value
$10.31M
Bristol-Myers Squibb Company
BMY
Shares Held
108K
Value
$4.98M
The Procter & Gamble Company
PG
Shares Held
104K
Value
$16.63M
JPMorgan Chase & Co.
JPM
Shares Held
104K
Value
$30.25M
Walmart Inc.
WMT
Shares Held
102K
Value
$9.95M
Visa Inc.
V
Shares Held
99K
Value
$35.14M
AbbVie Inc.
ABBV
Shares Held
96K
Value
$17.82M