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Disclosed positions
Grassi Investment Management: source evidence dated 2025-07-22T03:59:59.999Z.
- Issuer
- NVIDIA CORP
- Ticker
- NVDA
- Class
- COM
- Reported value
- $261,173,000
- Reported amount
- 1,653,100
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001608531-25-000006Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| NVIDIA CORP | NVDA | COM | $261,173,000 | 1,653,100 | SH | None |
| MICROSOFT CORP | MSFT | COM | $79,408,000 | 159,643 | SH | None |
| BROADCOM LTD | Unresolved | COM | $73,221,000 | 265,630 | SH | None |
| APPLE COMPUTER | AAPL | COM | $67,741,000 | 330,171 | SH | None |
| LILLY, ELI & CO | LLY | COM | $62,305,000 | 79,927 | SH | None |
| APPLIED MATERIALS | AMAT | COM | $50,134,000 | 273,851 | SH | None |
| VISA INC CL A | V | COM | $35,138,000 | 98,967 | SH | None |
| JP MORGAN CHASE | JPM | COM | $30,253,000 | 104,353 | SH | None |
| PROLOGIS | PLD | COM | $26,919,000 | 256,075 | SH | None |
| CATERPILLAR | CAT | COM | $25,973,000 | 66,904 | SH | None |
| ORACLE CORP | ORCL | COM | $20,911,000 | 95,645 | SH | None |
| ADVANCED MICRO DEV | AMD | COM | $20,277,000 | 142,895 | SH | None |
| BANK OF AMERICA | BAC | COM | $20,016,000 | 423,000 | SH | None |
| ABBVIE INC. | ABBV | COM | $17,824,000 | 96,025 | SH | None |
| BLACKSTONE | BX | COM | $17,015,000 | 113,750 | SH | None |
| IBM CORPORATION | IBM | COM | $16,940,000 | 57,468 | SH | None |
| MORGAN STANLEY | MS | COM | $16,910,000 | 120,050 | SH | None |
| PROCTER & GAMBLE | PG | COM | $16,633,000 | 104,400 | SH | None |
| ABBOTT LABS COM | ABT | COM | $16,516,000 | 121,433 | SH | None |
| AMAZON.COM | AMZN | COM | $15,480,000 | 70,560 | SH | None |
| WELLS FARGO & CO | WFC | COM | $14,852,000 | 185,369 | SH | None |
| MARRIOTT INTL | MAR | COM | $13,660,000 | 50,000 | SH | None |
| HONEYWELL INTL | HON | COM | $13,425,000 | 57,648 | SH | None |
| HOME DEPOT INC | HD | COM | $13,320,000 | 36,330 | SH | None |
| LOCKHEED MARTIN | LMT | COM | $11,920,000 | 25,737 | SH | None |
| VULCAN MATERIALS | VMC | COM | $11,672,000 | 44,752 | SH | None |
| UNION PACIFIC | UNP | COM | $11,500,000 | 49,983 | SH | None |
| RIO TINTO | RIO | COM | $11,256,000 | 192,969 | SH | None |
| AMERICAN TOWER | AMT | COM | $11,044,000 | 49,967 | SH | None |
| SERVICENOW, INC | NOW | COM | $10,851,000 | 10,555 | SH | None |
| CHARLES SCHWAB | SCHW | COM | $10,677,000 | 117,018 | SH | None |
| UBER TECHNOLOGIES | UBER | COM | $10,314,000 | 110,550 | SH | None |
| WAL-MART STORES | WMT | COM | $9,946,000 | 101,722 | SH | None |
| SNOWFLAKE CLASS A | SNOW | COM | $9,723,000 | 43,450 | SH | None |
| BOEING | BA | COM | $9,430,000 | 45,007 | SH | None |
| DIGITAL REALTY TR | DLR | COM | $9,369,000 | 53,740 | SH | None |
| SALESFORCE.COM | CRM | COM | $9,166,000 | 33,614 | SH | None |
| JOHN. & JOHN. | JNJ | COM | $8,879,000 | 58,125 | SH | None |
| MERCK & CO INC | Unresolved | COM | $8,266,000 | 104,417 | SH | None |
| CHEVRON CORP | CVX | COM | $8,018,000 | 55,996 | SH | None |
| TECHNOLOGY | XLK | COM | $7,269,000 | 28,703 | SH | None |
| DISNEY, WALT CO | DIS | COM | $7,204,000 | 58,090 | SH | None |
| AMERICAN EXPRESS | AXP | COM | $7,037,000 | 22,060 | SH | None |
| VERTIV HOLDINGS | VRT | COM | $6,605,000 | 51,435 | SH | None |
| CONSTELLATION | STZ | COM | $6,440,000 | 39,589 | SH | None |
| INVESCO QQQ | QQQ | COM | $6,259,000 | 11,346 | SH | None |
| ALPHABET CLASS A | GOOGL | COM | $5,912,000 | 33,549 | SH | None |
| COSTCO WHOLESALE | COST | COM | $5,354,000 | 5,408 | SH | None |
| DELL INC | Unresolved | COM | $5,335,000 | 43,515 | SH | None |
| SHOPIFY INC | SHOP | COM | $5,301,000 | 45,955 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 13 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.