Grassi Investment Management - Portfolio overview

Grassi Investment Management has 119 reported holdings in this dataset, with the latest filing dated 2025-07-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORP, 21.74%
2. MSFT - MICROSOFT CORP, 6.61%
3. AVGO - BROADCOM LTD, 6.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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