Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
39
4
2
3
2
0
31
6
5
GRASSI INVESTMENT MANAGEMENT

Time Period2018-06-30

Total Holdings115

Total Value ($x1000)623,040
Activities
New2

Increased49

Unchanged24

Decreased40

Sold Out6

Top 10 Stock Holdingstotal 34.98%
QUOT11.76

AAPL3.17

BA3.06

NVDA3.01

V2.49

 
MSFT2.46

AMAT2.42

JPM2.29

PLD2.2

BAC2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
QUOT
11.76%
COM
AAPL
3.17%
COM
BA
3.06%
COM
NVDA
3.01%
COM
V
2.49%
COM CL A
MSFT
2.46%
COM
AMAT
2.42%
COM
JPM
2.29%
COM
PLD
2.2%
COM
BAC
2.12%
COM
ABBV
2.01%
COM
HON
1.61%
COM
CVX
1.6%
COM
PG
1.6%
COM
CITIGROU...
1.51%
COM
RIO
1.48%
SPONSORED ADR
FRC
1.46%
COM
DWDP
1.39%
COM
MMM
1.36%
COM
HPQ
1.35%
COM
NWL
1.34%
COM
INTC
1.31%
COM
UNP
1.29%
COM
AMT
1.28%
COM
XOM
1.24%
COM
LMT
1.22%
COM
LLY
1.21%
COM
ABT
1.2%
COM
CAT
1.2%
COM
PEP
1.19%
COM
HD
1.19%
COM
JNJ
1.19%
COM
RTN
1.19%
COM NEW
AGN
1.16%
COM
PF
1.15%
COM
UTX
1.13%
COM
MERCK & ...
1.12%
COM
CRM
1.12%
COM
IBM
1.12%
COM
RDS/A
1.11%
SPONS ADR A
GS
1.11%
COM
WFC
1.11%
COM
MO
1.11%
COM
PFE
1.11%
COM
KEY
1.08%
COM
CONE
1.08%
COM
VZ
1.07%
COM
MAR
1.04%
CL A
DIS
1.03%
COM DISNEY
COP
1.02%
COM
MS
0.99%
COM NEW
EMR
0.93%
COM
SCHW
0.93%
COM
IP
0.88%
COM
CMCSA
0.84%
CL A
PM
0.8%
COM
NUE
0.76%
COM
ALCOA...
0.67%
COM
BMY
0.63%
COM
PYPL
0.46%
COM
WMT
0.41%
COM
YHOO
0.38%
COM
AXP
0.37%
COM
BX
0.34%
COM UNIT LTD
LW
0.28%
COM
FCX
0.27%
COM
HAL
0.26%
COM
TRGP
0.22%
COM
FB
0.22%
CL A
OXY
0.22%
COM
LRCX
0.2%
COM
EPD
0.2%
COM
WBA
0.18%
COM
CCI
0.16%
COM
APC
0.16%
COM
GOOGL
0.16%
CAP STK CL A
AMZN
0.15%
COM
ETP
0.15%
UNIT LTD PARTN
GPS
0.14%
COM
GE
0.13%
COM
AIG
0.13%
COM NEW
CLX
0.13%
COM
HLT
0.13%
WHEN ISSUED
CPT
0.12%
SH BEN INT
AVB
0.12%
COM
SPG
0.11%
COM
ESRX
0.1%
COM
VTR
0.1%
COM
COST
0.1%
COM
GOOG
0.09%
CAP STK CL C
MMP
0.09%
COM UNIT RP LP
ORCL
0.09%
COM
T
0.08%
COM
MDLZ
0.07%
CL A
STZ
0.06%
CL A
CVA
0.06%
COM
HPE
0.06%
COM
BEN
0.06%
COM
VLO
0.06%
COM
VAR
0.05%
COM
ACC
0.05%
COM
NSRGY
0.05%
COM
MAC
0.05%
COM
REGENCY ...
0.05%
COM
GILD
0.05%
COM
AL
0.04%
CL A
ADBE
0.04%
COM
HEP
0.04%
COM UT LTD PTN
BANK OF ...
0.04%
COM
TRP
0.03%
COM
FLO
0.03%
COM
APA
0.03%
COM
COMM BK ...
0.03%
COM
CLNE
0.02%
COM
AINV
0.01%
COM
MON
0.77%
COM
GIS
0.41%
COM
WMB
0.11%
COM
WPZ
0.08%
COM UNIT L P
DXC
0.04%
COM
ETE
0.02%
COM UT LTD PTN