Grassi Investment Management’s Alliance Resource Partners ARLP Stock Holding History

Grassi Investment Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Hold	52,000	–	–	0.11%	68
2025 Q1	$1.42M	Hold	52,000	–	–	0.13%	66
2024 Q4	$1.37M	Hold	52,000	–	–	0.12%	66
2024 Q3	$1.3M	Hold	52,000	–	–	0.11%	65
2024 Q2	$1.27M	Sell	52,000 -5,000	-9%	-$113K	0.11%	65
2024 Q1	$1.14M	Hold	57,000	–	–	0.1%	68
2023 Q4	$1.21M	Hold	57,000	–	–	0.13%	65
2023 Q3	$1.28M	Buy	+57,000	New	+$1.14M	0.15%	69

Other funds holding ARLP

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

JHCP

Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $465M AUM 17.21% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Grassi Investment Management's ARLP Position: Q2 2025 in Review

Grassi Investment Management held its Alliance Resource Partners (ARLP) position steady in Q2 2025 at 52,000 shares worth $1.36M. The position accounts for 0.11% of the portfolio, ranked #68.

Grassi Investment Management first reported a position in ARLP in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.42M in Q1 2025. 168 funds tracked by Wall St. Rank hold ARLP as of Q2 2025.

Grassi Investment Management held 52,000 shares of Alliance Resource Partners worth $1.36M as of Q2 2025.
Grassi Investment Management left its Alliance Resource Partners share count unchanged in Q2 2025.
Alliance Resource Partners made up 0.11% of Grassi Investment Management's portfolio in Q2 2025, its #68 holding.
Grassi Investment Management first reported a position in Alliance Resource Partners in Q3 2023 and has held it in 8 quarters since.
Grassi Investment Management's Alliance Resource Partners position peaked at $1.42M in Q1 2025.
168 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.