13F Insight
DOSSIER · 13F-HR · Q2 2025

Grassi Investment Management

Grassi Investment's holding co. based in Chicago, IL — $1M in tracked AUM across 128 positions as of Q2 2025.

GI
Grassi Investment·Chicago, IL·Holding Co.
CIK 0001608531 · last filed Jun 30, 2025
Total AUM
$1M
▲ 1.1%
vs prior
Holdings
128
—
positions
Whale Score
33
33
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
6% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Grassi Investment Management filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$261,1731.7M20.8%
02
MSFT
MICROSOFT CORP
$79,408160K6.3%
03
Y09827109
BROADCOM LTD
$73,221266K5.8%
04
AAPL
APPLE COMPUTER
$67,741330K5.4%
05
LLY
LILLY, ELI & CO
$62,30580K5.0%
06
AMAT
APPLIED MATERIALS
$50,134274K4.0%
07
V
VISA INC CL A
$35,13899K2.8%
08
JPM
JP MORGAN CHASE
$30,253104K2.4%
09
PLD
PROLOGIS
$26,919256K2.1%
10
CAT
CATERPILLAR
$25,97367K2.1%

Filing history

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