Stock Taper 
GRASSI INVESTMENT MANAGEMENT
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Starwood Property Trust, Inc. | STWD | 95.7K | $1.92M |
 Oracle Corporation | ORCL | 95.64K | $20.91M |
 Altria Group, Inc. | MO | 89.29K | $5.24M |
 Eli Lilly and Company | LLY | 79.93K | $62.3M |
 Amazon.com, Inc. | AMZN | 70.56K | $15.48M |
 Caterpillar Inc. | CAT | 66.9K | $25.97M |
 Johnson & Johnson | JNJ | 58.13K | $8.88M |
 The Walt Disney Company | DIS | 58.09K | $7.2M |
 Honeywell International Inc. | HON | 57.65K | $13.43M |
 International Business Machines Corporation | IBM | 57.47K | $16.94M |
 Chevron Corporation | CVX | 56K | $8.02M |
 Digital Realty Trust, Inc. | DLR | 53.74K | $9.37M |
 Alliance Resource Partners, L.P. | ARLP | 52K | $1.36M |
 Vertiv Holdings Co | VRT | 51.44K | $6.61M |
 Marriott International, Inc. | MAR | 50K | $13.66M |
 Union Pacific Corporation | UNP | 49.98K | $11.5M |
 American Tower Corporation | AMT | 49.97K | $11.04M |
 Shopify Inc. | SHOP | 45.95K | $5.3M |
 The Boeing Company | BA | 45.01K | $9.43M |
 Vulcan Materials Company | VMC | 44.75K | $11.67M |