| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE COMPUTER | 41 | Q2 2024 | 7.4% |
| MICROSOFT CORP | 41 | Q2 2024 | 6.5% |
| APPLIED MATERIALS | 41 | Q2 2024 | 5.8% |
| PROLOGIS | 41 | Q2 2024 | 3.5% |
| PROCTER & GAMBLE | 41 | Q2 2024 | 4.0% |
| VISA INC CL A | 41 | Q2 2024 | 3.2% |
| LILLY, ELI & CO | 41 | Q2 2024 | 6.4% |
| BANK OF AMERICA | 41 | Q2 2024 | 2.7% |
| JP MORGAN CHASE | 41 | Q2 2024 | 2.5% |
| BOEING | 41 | Q2 2024 | 3.3% |
View Grassi Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-12 |
View Grassi Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.