Avoid Fraud, Get The Facts, And Find The Best
Legal Name: GRASSI INVESTMENT MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 10, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Quotient Technology (749119103)
|
5,332,350 |
$57,269k |
|
|
MICROSOFT CORP (594918104)
|
186,517 |
$24,986k |
|
|
VISA INC COM CL A (92826C839)
|
122,729 |
$21,300k |
|
|
Boeing Co/The (097023105)
|
54,407 |
$19,805k |
|
|
Apple Inc (037833100)
|
91,187 |
$18,048k |
|
|
PROLOGIS INC (74340W103)
|
207,821 |
$16,646k |
|
|
NVIDIA Corp (67066G104)
|
99,585 |
$16,355k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
135,849 |
$15,188k |
|
|
Bank of America Corp. (060505104)
|
491,200 |
$14,245k |
|
|
CITIGROUP INC (172967101)
|
197,431 |
$13,826k |
|
|
Applied Materials, Inc. (038222105)
|
301,460 |
$13,539k |
|
|
HONEYWELL INTL INC (438516106)
|
71,767 |
$12,530k |
|
|
INTL BUSINESS MCHN (459200101)
|
86,545 |
$11,935k |
|
|
PROCTER & GAMBLE CO (742718109)
|
106,500 |
$11,678k |
|
|
WESTERN DIGITAL CORP (958102105)
|
237,237 |
$11,281k |
|
|
Lockheed Martin Corp (539830109)
|
30,920 |
$11,241k |
|
|
DISNEY WALT CO (254687106)
|
75,047 |
$10,480k |
|
|
CONSTELLATION BRANDS (21036P108)
|
52,945 |
$10,427k |
|
|
ABBOTT LABS (002824100)
|
123,486 |
$10,385k |
|
|
AT&T INC (00206R102)
|
308,507 |
$10,338k |
|
|
Merck & Co Inc. (MRK) (589331107)
|
122,960 |
$10,310k |
|
|
Rio Tinto PLC (767204100)
|
163,872 |
$10,216k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
48,395 |
$9,894k |
|
|
JOHNSON & JOHNSON (478160104)
|
69,262 |
$9,647k |
|
|
PFIZER INC (717081103)
|
222,234 |
$9,627k |
|
|
Chevron Corp (166764100)
|
76,231 |
$9,486k |
|
|
Caterpillar Inc (149123101)
|
68,765 |
$9,372k |
|
|
FIRST REPUBLIC BANK (33616C100)
|
94,000 |
$9,179k |
|
|
UNION PAC CORP (907818108)
|
53,383 |
$9,028k |
|
|
FORWARD INDS INC N Y (349862300)
|
881,265 |
$9,015k |
|
|
RAYTHEON (755111507)
|
51,667 |
$8,984k |
|
|
LILLY ELI & CO (532457108)
|
79,800 |
$8,841k |
|
|
DIGITAL RLTY TR INC (253868103)
|
74,485 |
$8,774k |
|
|
salesforce.com Inc (79466L302)
|
55,715 |
$8,454k |
|
|
HOME DEPOT INC (437076102)
|
38,458 |
$7,998k |
|
|
ALCON INC (H01301128)
|
126,739 |
$7,864k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
131,327 |
$7,503k |
|
|
CYRUSONE INC (23283R100)
|
126,515 |
$7,302k |
|
|
STARWOOD PPTY TR (85571B105)
|
319,333 |
$7,255k |
|
|
SERVICENOW INC (81762P102)
|
26,270 |
$7,213k |
|
|
CISCO SYSTEMS INC (17275R102)
|
131,398 |
$7,191k |
|
|
MARRIOTT INTL INC (571903202)
|
50,600 |
$7,099k |
|
|
PEPSICO INC (713448108)
|
53,200 |
$6,976k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
33,285 |
$6,810k |
|
|
3M CO (88579Y101)
|
38,600 |
$6,691k |
|
|
COMCAST CORP (20030N101)
|
155,600 |
$6,579k |
|
|
NOVARTIS AG (66987V109)
|
71,971 |
$6,572k |
|
|
Royal Dutch Shell PLC (780259206)
|
93,345 |
$6,074k |
|
|
ALTRIA GROUP INC (02209S103)
|
121,406 |
$5,749k |
|
|
UNITED TECHNOLOGIES (913017109)
|
43,800 |
$5,703k |
|
|
ABBVIE INC (00287Y109)
|
77,200 |
$5,614k |
|
|
Bristol-Myers Squibb Co (110122108)
|
123,265 |
$5,590k |
|
|
MORGAN STANLEY (617446448)
|
126,800 |
$5,555k |
|
|
ConocoPhillips (20825C104)
|
90,400 |
$5,514k |
|
|
DuPont de Nemours Inc (26614N102)
|
69,978 |
$5,253k |
|
|
BROADCOM LTD (Y09827109)
|
17,880 |
$5,147k |
|
|
INTEL CORP (458140100)
|
105,350 |
$5,043k |
|
|
GENERAL ELECTRIC CO (369604103)
|
446,000 |
$4,683k |
|
|
Nucor Corp (670346105)
|
79,000 |
$4,353k |
|
|
DOW CHEM CO (260543103)
|
75,320 |
$3,714k |
|
|
ADVANCED MICRO DEVICES INC (007903107)
|
118,100 |
$3,587k |
|
|
Charles Schwab Corp/The (808513105)
|
88,777 |
$3,568k |
|
|
WELLS FARGO CO NEW (949746101)
|
72,050 |
$3,409k |
|
|
WALMART INC COM (931142103)
|
30,185 |
$3,335k |
|
|
BLACKSTONE GROUP (09253U108)
|
67,500 |
$2,998k |
|
|
American Express Co. (025816109)
|
23,050 |
$2,845k |
|
|
Exxon Mobil Corp (30231G102)
|
32,701 |
$2,506k |
|
|
ALPHABET INC (02079K305)
|
2,150 |
$2,328k |
|
|
MICRON TECHNOLOGY (595112103)
|
57,975 |
$2,237k |
|
|
Freeport-McMoRan Inc (35671D857)
|
179,200 |
$2,081k |
|
|
Amazon.com Inc (023135106)
|
825 |
$1,562k |
|
|
LAM RESEARCH CORP (512807108)
|
7,600 |
$1,428k |
|
|
ENTERPRISE PRODS (293792107)
|
43,300 |
$1,250k |
|
|
CROWN CASTLE INTL (22822V101)
|
9,017 |
$1,175k |
|
|
VANGUARD 500 INDEX FUND (922908108)
|
3,500 |
$950k |
|
|
CLOROX CO (189054109)
|
6,000 |
$919k |
|
|
CINEMARK HOLDINGS (17243V102)
|
25,175 |
$909k |
|
|
AVALONBAY COMMUNTIES (053484101)
|
4,285 |
$871k |
|
|
CAMDEN PPTY TR (133131102)
|
8,084 |
$844k |
|
|
COSTCO WHSL CORP (22160K105)
|
3,010 |
$795k |
|
|
PHILIP MORRIS INTL (718172109)
|
9,492 |
$745k |
|
|
ORACLE CORP (68389X105)
|
12,200 |
$695k |
|
|
SIMON PPTY INC (828806109)
|
4,060 |
$649k |
|
|
CIENA CORPORATION (171779309)
|
15,225 |
$626k |
|
|
FIREEYE INC (31816Q101)
|
39,425 |
$584k |
|
|
Facebook Inc (30303M102)
|
3,000 |
$579k |
|
|
Concho Resources Inc (20605P101)
|
5,225 |
$539k |
|
|
HEWLETT PACKARD CO (428236103)
|
25,600 |
$532k |
|
|
Alphabet Inc (02079K107)
|
465 |
$503k |
|
|
EXACT SCIENCES CORP (30063P105)
|
4,250 |
$502k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
7,850 |
$502k |
|
|
GAP INC (364760108)
|
26,600 |
$478k |
|
|
VENTAS INC (92276F100)
|
6,000 |
$410k |
|
|
COVANTA HOLDINGS (22282E102)
|
21,875 |
$392k |
|
|
NESTLE S A (641069406)
|
3,737 |
$386k |
|
|
HEWLETT PACKARD ENTR (42824C109)
|
25,600 |
$383k |
|
|
PayPal Holdings Inc (70450Y103)
|
3,300 |
$378k |
|
|
FRANKLIN RES INC (354613101)
|
10,800 |
$376k |
|
|
REGENCY CENTERS (758847103)
|
5,250 |
$350k |
|
|
ENERGY TRANSFER LP (29273V100)
|
24,082 |
$339k |
|
|
AMERICAN CAMPUS CMNTYS INC (024835100)
|
7,000 |
$323k |
|
|
BLOOM ENERGY CORP CL A COM (093712107)
|
26,356 |
$323k |
|
|
CIGNA CORP (125523100)
|
2,000 |
$315k |
|
|
Vanguard Index Tr 500 Index Ad (922908710)
|
1,155 |
$313k |
|
|
Valero Energy Corp (91913Y100)
|
3,500 |
$300k |
|
|
ADOBE INC (00724F101)
|
1,000 |
$295k |
|
|
T ROWE PR BL CHIP (77954Q106)
|
2,501 |
$290k |
|
|
NEW RESIDENTIAL INV (64828T201)
|
18,700 |
$288k |
|
|
TC ENERGY (87807B107)
|
5,000 |
$248k |
|
|
TAKE-TWO INTERACTIVE (874054109)
|
2,150 |
$244k |
|
|
HOLLY ENERGY (435763107)
|
8,600 |
$236k |
|
|
FLOWERS FOODS INC (343498101)
|
10,000 |
$233k |
|
|
MONDELEZ INTL INC (609207105)
|
4,100 |
$221k |
|
|
Community Bank of the Bay (203485107)
|
30,000 |
$210k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,200 |
$203k |
|
|
Square Inc (852234103)
|
2,800 |
$203k |
|
|
VANGUARD CA INT (922021308)
|
13,820 |
$166k |
|
|
VANGUARD CA LONG (922021100)
|
11,130 |
$138k |
|
|
CLEAN ENERGY FUELS CORP (184499101)
|
13,500 |
$36k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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