SEC 13F Intelligence

Grassi Investment Management / VMC

Grassi Investment Management’s Vulcan Matls Co Position

Does Grassi Investment Management own Vulcan Matls Co (VMC)? Yes44.8K shares worth $12M (+0.93% of its 13F portfolio) as of Q2 2025, down from 45.0K shares the prior filed quarter.

Position Value
$12M
Q2 2025
Shares
44.8K
% of Portfolio
+0.93%
Quarters Held
24
currently held

Position History VMC

Reported value by quarter
Q3 ’19: $371,000Q3 ’19Q4 ’19: $6MQ1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $8MQ3 ’21: $8MQ4 ’21: $10MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ2 ’23: $10MQ2 ’23Q3 ’23: $9MQ4 ’23: $10MQ1 ’24: $12MQ1 ’24Q2 ’24: $11MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $10MQ2 ’25: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202544.8K$12M+0.93%
Q1 202545.0K$10M+0.97%
Q4 202445.0K$12M+0.99%
Q3 202445.0K$11M+0.97%
Q2 202445.0K$11M+0.99%
Q1 202445.0K$12M+1.11%
Q4 202345.0K$10M+1.07%
Q3 202345.0K$9M+1.04%
Q2 202345.0K$10M+1.11%
Q1 202345.8K$8M+0.97%
Q4 202245.8K$8M+1.08%
Q3 202245.8K$7M+1.05%
Q2 202245.8K$7M+0.86%
Q1 202245.8K$8M+0.88%
Q4 202145.8K$10M+0.95%
Q3 202145.8K$8M+0.87%
Q2 202145.8K$8M+0.87%
Q1 202145.8K$8M+0.88%
Q4 202045.8K$7M+0.86%
Q3 202047.5K$6M+0.91%
Q2 202046.5K$5M+0.78%
Q1 202044.6K$5M+0.84%
Q4 201940.7K$6M+0.79%
Q3 20192.5K$371,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of VMC.