Grassi Investment Management
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$720.5M
Holdings
373
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (172.4k shares)
6.3%
02
$MSFT
MICROSOFT CORP
Q1 2026: New position (156.4k shares)
6.0%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (153.8k shares)
4.7%
04
$WTFC
WINTRUST FINL CORP
Held since at least Q1 2024
3.0%
05
$ABBV
ABBVIE INC
Q1 2026: New position (7.5k shares)
2.3%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (232.4k shares)
2.0%
07
$JPM
JPMORGAN CHASE & CO.
Q1 2026: New position (145.3k shares)
2.0%
08
$GOOGL
ALPHABET INC
Q1 2026: New position (179.0k shares)
1.7%
09
$ORCL
ORACLE CORP
Q1 2026: New position (19.1k shares)
1.5%
10
$BAC
BANK AMERICA CORP
Q1 2026: New position (101.2k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.