Natural Investments, LLC Top Holdings and 13F Report (2025) About Natural Investments, LLCInvestment ActivityNatural Investments, LLC has $386.58 thousand in total holdings as of June 30, 2025.Natural Investments, LLC owns shares of 255 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 9.17% of the portfolio was purchased this quarter.About 8.21% of the portfolio was sold this quarter.This quarter, Natural Investments, LLC has purchased 246 new stocks and bought additional shares in 116 stocks.Natural Investments, LLC sold shares of 99 stocks and completely divested from 18 stocks this quarter.Largest Holdings Microsoft $25,054Apple $19,008NVIDIA $18,959AXS Green Alpha ETF $16,179iShares ESG MSCI KLD 400 ETF $11,574 Largest New Holdings this Quarter 02072L151 - EA SERIES TRUST $7,562 Holding46120E602 - Intuitive Surgical $1,348 Holding29261A100 - Encompass Health $946 Holding94106B101 - Waste Connections $889 Holding032095101 - Amphenol $738 Holding Largest Purchases this Quarter EA SERIES TRUST 290,098 shares (about $7.56K)Amazon.com 15,709 shares (about $3.45K)Adasina Social Justice All Cap Global ETF 167,635 shares (about $3.32K)NVIDIA 9,933 shares (about $1.57K)Intuitive Surgical 2,481 shares (about $1.35K) Largest Sales this Quarter Broadcom 6,324 shares (about $1.74K)Mastercard 1,769 shares (about $994.01)LINDE PLC 1,393 shares (about $653.50)Ecofin Global Water ESG Fund 12,351 shares (about $652.90)AbbVie 3,375 shares (about $626.47) Sector Allocation Over TimeMap of 500 Largest Holdings ofNatural Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$25,054$586 ▼-2.3%50,3696.5%Computer and TechnologyAAPLApple$19,008$330 ▼-1.7%92,6484.9%Computer and TechnologyNVDANVIDIA$18,959$1,569 ▲9.0%120,0064.9%Computer and TechnologyNXTEAXS Green Alpha ETF$16,179$35 ▼-0.2%476,2104.2%ETFDSIiShares ESG MSCI KLD 400 ETF$11,574$652 ▲6.0%99,6433.0%ETFJSTCAdasina Social Justice All Cap Global ETF$10,221$3,317 ▲48.1%516,5042.6%ETFEA SERIES TRUST$7,562$7,562 ▲New Holding290,0982.0%STANCE SUSTAINABVEGNUS Vegan Climate ETF$7,333$1,195 ▲19.5%130,8991.9%ETFABBVAbbVie$7,213$626 ▼-8.0%38,8591.9%MedicalHDHome Depot$6,451$438 ▼-6.4%17,5951.7%Retail/WholesaleGOOGLAlphabet$6,373$534 ▲9.1%36,1661.6%Computer and TechnologyHASIHA Sustainable Infrastructure Capital$6,214$25 ▼-0.4%231,3531.6%FinanceTSMTaiwan Semiconductor Manufacturing$6,037$111 ▼-1.8%26,6551.6%Computer and TechnologyMAMastercard$5,986$994 ▼-14.2%10,6531.5%Business ServicesABTAbbott Laboratories$5,182$507 ▼-8.9%38,1021.3%MedicalAMZNAmazon.com$4,492$3,446 ▲329.5%20,4771.2%Retail/WholesaleJPMJPMorgan Chase & Co.$4,452$118 ▼-2.6%15,3581.2%FinanceLLYEli Lilly and Company$4,316$108 ▲2.6%5,5381.1%MedicalPANWPalo Alto Networks$4,250$311 ▼-6.8%20,7721.1%Computer and TechnologyNOWServiceNow$3,903$375 ▼-8.8%3,7961.0%Computer and TechnologyLINDE PLC$3,663$654 ▼-15.1%7,8080.9%SHSASMLASML$3,314$373 ▼-10.1%4,1360.9%Computer and TechnologyAMTAmerican Tower$3,294$263 ▼-7.4%14,9070.9%FinanceECLEcolab$3,164$204 ▼-6.1%11,7460.8%Basic MaterialsCOSTCostco Wholesale$3,151$56 ▲1.8%3,1840.8%Retail/WholesaleTTTrane Technologies$3,141$393 ▼-11.1%7,1810.8%ConstructionAZNAstraZeneca$3,093$97 ▼-3.1%44,2690.8%MedicalETNEaton$3,036$459 ▼-13.1%8,5050.8%IndustrialsBROOKFIELD RENEWABLE CORP$3,020$90 ▼-2.9%92,1370.8%CL A EX SUB VTGSHOPShopify$3,005$75 ▼-2.4%26,0560.8%Computer and TechnologyMELIMercadoLibre$2,909$225 ▼-7.2%1,1130.8%Retail/WholesaleICEIntercontinental Exchange$2,873$320 ▲12.6%15,6620.7%FinanceTRVTravelers Companies$2,767$286 ▼-9.4%10,3460.7%FinancePGProcter & Gamble$2,698$668 ▲32.9%16,9360.7%Consumer StaplesAXPAmerican Express$2,652$51 ▲1.9%8,3170.7%FinanceVRSKVerisk Analytics$2,633$364 ▼-12.1%8,4540.7%Business ServicesUPSUnited Parcel Service$2,625$99 ▲3.9%26,0140.7%TransportationULUnilever$2,413$107 ▼-4.3%39,4530.6%Consumer StaplesBFAMBright Horizons Family Solutions$2,384$258 ▼-9.8%19,2960.6%Business ServicesMANAGER DIRECTED PORTFOLIOS$2,372$55 ▼-2.3%226,8360.6%VERT GLB SUST RESAPSAP$2,311$448 ▼-16.2%7,6010.6%Computer and TechnologyAMPLIFY ETF TR$2,250$17 ▲0.8%38,7080.6%AMPLIFY ETHO CLIVVisa$2,238$335 ▲17.6%6,3060.6%Business ServicesNFLXNetflix$2,221$185 ▲9.1%1,6590.6%Consumer DiscretionaryALCAlcon$2,204$15 ▼-0.7%24,9710.6%MedicalPNCThe PNC Financial Services Group$2,188$186 ▼-7.8%11,7410.6%FinanceADSKAutodesk$2,155$143 ▼-6.2%6,9640.6%Computer and TechnologyMKCMcCormick & Company, Incorporated$2,103$262 ▼-11.1%27,7410.5%Consumer StaplesSONYSony$2,070$283 ▲15.8%79,5360.5%Consumer DiscretionaryAWKAmerican Water Works$2,015$149 ▼-6.9%14,4880.5%UtilitiesTMOThermo Fisher Scientific$1,939$219 ▼-10.2%4,7830.5%MedicalTIDAL TRUST III$1,935$396 ▲25.7%112,9890.5%AFFORDABLE HOUSWABWabtec$1,899$95 ▼-4.8%9,0750.5%TransportationUNPUnion Pacific$1,897$470 ▼-19.9%8,2490.5%TransportationXYLXylem$1,872$34 ▲1.9%14,4760.5%Business ServicesCMGChipotle Mexican Grill$1,850$241 ▼-11.5%32,9650.5%Retail/WholesaleACNAccenture$1,801$194 ▼-9.7%6,0260.5%Computer and TechnologyPEPPepsiCo$1,794$83 ▲4.8%13,5870.5%Consumer StaplesGOOGAlphabet$1,793$102 ▼-5.4%10,1090.5%Computer and TechnologyPLDPrologis$1,726$66 ▼-3.7%16,4270.4%FinanceSPYSPDR S&P 500 ETF Trust$1,632$31 ▲1.9%2,6430.4%FinanceFSLRFirst Solar$1,618$8 ▼-0.5%9,7780.4%EnergyGRNBVanEck Green Bond ETF$1,519$65 ▲4.5%62,6880.4%ETFFTSDFranklin Liberty Short Duration US Government ETF$1,517$18 ▼-1.2%16,7030.4%ETFORAOrmat Technologies$1,501$118 ▼-7.3%17,9260.4%EnergyHDBHDFC Bank$1,499$27 ▲1.8%19,5570.4%FinanceEWBCEast West Bancorp$1,494$107 ▼-6.7%14,7990.4%FinanceBRK.ABerkshire Hathaway$1,4570.0%20.4%FinanceIBMInternational Business Machines$1,428$19 ▲1.4%4,8480.4%Computer and TechnologyISRGIntuitive Surgical$1,348$1,348 ▲New Holding2,4810.3%MedicalNVONovo Nordisk A/S$1,342$86 ▲6.8%19,4540.3%MedicalSHGShinhan Financial Group$1,300$77 ▲6.3%28,7800.3%FinanceMMM3M$1,295$4 ▲0.3%8,5120.3%Multi-Sector ConglomeratesFERGUSON ENTERPRISES INC$1,185$17 ▲1.5%5,4450.3%COMMON STOCK NEWADPAutomatic Data Processing$1,176$363 ▼-23.6%3,8160.3%Computer and TechnologyCPCanadian Pacific Kansas City$1,164$72 ▼-5.8%14,6900.3%TransportationBRK.BBerkshire Hathaway$1,162$9 ▲0.8%2,3940.3%FinanceJNJJohnson & Johnson$1,121$126 ▲12.6%7,3420.3%MedicalLULUlululemon athletica$1,104$15 ▲1.4%4,6500.3%Consumer DiscretionaryMRKMerck & Co., Inc.$1,089$94 ▲9.5%13,7590.3%MedicalSYKStryker$1,071$96 ▼-8.2%2,7070.3%MedicalCSCOCisco Systems$1,049$76 ▲7.8%15,1260.3%Computer and TechnologyAMGNAmgen$1,047$275 ▼-20.8%3,7520.3%MedicalEBLUEcofin Global Water ESG Fund$1,012$653 ▼-39.2%19,1440.3%ETFHLNHaleon$998$84 ▲9.2%96,2410.3%MedicalRNRGGlobal X Renewable Energy Producers ETF$972$114 ▼-10.5%99,3430.3%ETFTE CONNECTIVITY PLC$962$98 ▲11.4%5,7080.2%ORD SHSBEPBrookfield Renewable Partners$960$13 ▼-1.4%37,6710.2%UtilitiesEHCEncompass Health$946$946 ▲New Holding7,7190.2%MedicalSHENShenandoah Telecommunications$924$8 ▼-0.9%67,6970.2%UtilitiesNXTNextracker$902$594 ▼-39.7%16,5950.2%EnergyCBChubb$895$49 ▲5.8%3,0910.2%FinanceINTUIntuit$892$188 ▲26.7%1,1330.2%Computer and TechnologyNVTnVent Electric$890$4 ▼-0.4%12,1590.2%Computer and TechnologyWCNWaste Connections$889$889 ▲New Holding4,7630.2%Business ServicesBACBank of America$877$55 ▲6.6%18,5430.2%FinanceTXNTexas Instruments$866$346 ▲66.4%4,1740.2%Computer and TechnologyNGGNational Grid Transco$854$14 ▲1.6%11,4840.2%UtilitiesTJXTJX Companies$852$98 ▲13.0%6,8990.2%Retail/WholesaleGPNGlobal Payments$828$0 ▼-0.1%10,3540.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.