Grassi-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "SNOW", "MMM", "ABT", "ABBV", "GOOGL", null, "AXP", "ASML", "CAT", "BSX", "CCI", "LC", "GD", "HON", "HD", "BEN", "UNP", "FATE", "AMAT", "META", null, "NAC", null, null, null, null, "MRVL", "MSFT", "MDLZ", "MS", "ORCL", "OKE", "PANW", "PEP", null, "UNH", "AAPL", "NVDA", "HPE", "PFE", "LMT", "PG", "VZ", "AMGN", null, null, null, null, "NOW", null, "SHOP", "SPG", "RIO", "RTX", null, null, "AMT", "IBM", "CI", "UBER", "RCL", "SCHW", "CLDI", "XLB", null, null, null, null, "VTR", "VRT", "BX", "AON", "STWD", "AMD", "SONY", "AVB", null, "NVO", "AMZN", null, "V", "VST", "WMT", "WFC", "WYNN", "WDAY", "DVY", "TRP", "CRM", "DIA", null, "ARLP", "GAP", "BAC", "BA", "BMY", "CPT", "CVX", "CLX", "CLNE", "CMCSA", "STZ", "COST", "CRWD", "DLR", "VMC", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "MO", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-10
- Total Holdings
- 122
- Total Value
- 1081035
- Accession Number
- 0001608531-25-000005
- Form Type
- 13F-HR
- Manager Name
- Grassi-Investment-Management
Data Enrichment
82% identified100 identified22 unidentified
Holdings
122 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
18.0K | All Managers (Combined) | $14.0K | QoQ -53.33% (-$0)YoY -89.39% (-$0) | ||
10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $6.0K | QoQ -45.45% (-$0)YoY NEW(+$0) |