Stock Taper

GRASSI INVESTMENT MANAGEMENT

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX56K$8.02M
International Business Machines CorporationIBM57.47K$16.94M
Honeywell International Inc.HON57.65K$13.43M
The Walt Disney CompanyDIS58.09K$7.2M
Johnson & JohnsonJNJ58.13K$8.88M
Caterpillar Inc.CAT66.9K$25.97M
Amazon.com, Inc.AMZN70.56K$15.48M
Eli Lilly and CompanyLLY79.93K$62.3M
Altria Group, Inc.MO89.29K$5.24M
Oracle CorporationORCL95.64K$20.91M
Starwood Property Trust, Inc.STWD95.7K$1.92M
AbbVie Inc.ABBV96.03K$17.82M
Visa Inc.V98.97K$35.14M
Walmart Inc.WMT101.72K$9.95M
JPMorgan Chase & Co.JPM104.35K$30.25M
The Procter & Gamble CompanyPG104.4K$16.63M
Bristol-Myers Squibb CompanyBMY107.61K$4.98M
Uber Technologies, Inc.UBER110.55K$10.31M
The Charles Schwab CorporationSCHW117.02K$10.68M
Morgan StanleyMS120.05K$16.91M