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Natural Investments, LLC Top Holdings and 13F Report (2025)

About Natural Investments, LLC

Investment Activity

  • Natural 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
$25,054
Apple
$19,008
NVIDIA
$18,959

Largest New Holdings this Quarter

02072L151 - EA SERIES TRUST
$7,562 Holding
46120E602 - Intuitive Surgical
$1,348 Holding
29261A100 - Encompass Health
$946 Holding
94106B101 - Waste Connections
$889 Holding
032095101 - 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 Time

Map of 500 Largest Holdings ofNatural Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$25,054$586 -2.3%50,3696.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$19,008$330 -1.7%92,6484.9%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,959$1,569 9.0%120,0064.9%Computer and Technology
NXTE
AXS Green Alpha ETF
$16,179$35 -0.2%476,2104.2%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$11,574$652 6.0%99,6433.0%ETF
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$10,221$3,317 48.1%516,5042.6%ETF
EA SERIES TRUST
$7,562$7,562 New Holding290,0982.0%STANCE SUSTAINAB
US Vegan Climate ETF stock logo
VEGN
US Vegan Climate ETF
$7,333$1,195 19.5%130,8991.9%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$7,213$626 -8.0%38,8591.9%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$6,451$438 -6.4%17,5951.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,373$534 9.1%36,1661.6%Computer and Technology
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$6,214$25 -0.4%231,3531.6%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,037$111 -1.8%26,6551.6%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$5,986$994 -14.2%10,6531.5%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,182$507 -8.9%38,1021.3%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,492$3,446 329.5%20,4771.2%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,452$118 -2.6%15,3581.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,316$108 2.6%5,5381.1%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,250$311 -6.8%20,7721.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,903$375 -8.8%3,7961.0%Computer and Technology
LINDE PLC
$3,663$654 -15.1%7,8080.9%SHS
ASML Holding N.V. stock logo
ASML
ASML
$3,314$373 -10.1%4,1360.9%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$3,294$263 -7.4%14,9070.9%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$3,164$204 -6.1%11,7460.8%Basic Materials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,151$56 1.8%3,1840.8%Retail/Wholesale
Trane Technologies plc stock logo
TT
Trane Technologies
$3,141$393 -11.1%7,1810.8%Construction
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,093$97 -3.1%44,2690.8%Medical
Eaton Corporation, PLC stock logo
ETN
Eaton
$3,036$459 -13.1%8,5050.8%Industrials
BROOKFIELD RENEWABLE CORP
$3,020$90 -2.9%92,1370.8%CL A EX SUB VTG
Shopify Inc. stock logo
SHOP
Shopify
$3,005$75 -2.4%26,0560.8%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,909$225 -7.2%1,1130.8%Retail/Wholesale
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$2,873$320 12.6%15,6620.7%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$2,767$286 -9.4%10,3460.7%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,698$668 32.9%16,9360.7%Consumer Staples
American Express Company stock logo
AXP
American Express
$2,652$51 1.9%8,3170.7%Finance
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$2,633$364 -12.1%8,4540.7%Business Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,625$99 3.9%26,0140.7%Transportation
Unilever PLC stock logo
UL
Unilever
$2,413$107 -4.3%39,4530.6%Consumer Staples
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$2,384$258 -9.8%19,2960.6%Business Services
MANAGER DIRECTED PORTFOLIOS
$2,372$55 -2.3%226,8360.6%VERT GLB SUST RE
SAP SE stock logo
SAP
SAP
$2,311$448 -16.2%7,6010.6%Computer and Technology
AMPLIFY ETF TR
$2,250$17 0.8%38,7080.6%AMPLIFY ETHO CLI
Visa Inc. stock logo
V
Visa
$2,238$335 17.6%6,3060.6%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$2,221$185 9.1%1,6590.6%Consumer Discretionary
Alcon stock logo
ALC
Alcon
$2,204$15 -0.7%24,9710.6%Medical
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2,188$186 -7.8%11,7410.6%Finance
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,155$143 -6.2%6,9640.6%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$2,103$262 -11.1%27,7410.5%Consumer Staples
Sony Corporation stock logo
SONY
Sony
$2,070$283 15.8%79,5360.5%Consumer Discretionary
American Water Works Company, Inc. stock logo
AWK
American Water Works
$2,015$149 -6.9%14,4880.5%Utilities
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,939$219 -10.2%4,7830.5%Medical
TIDAL TRUST III
$1,935$396 25.7%112,9890.5%AFFORDABLE HOUS
Wabtec stock logo
WAB
Wabtec
$1,899$95 -4.8%9,0750.5%Transportation
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,897$470 -19.9%8,2490.5%Transportation
Xylem Inc. stock logo
XYL
Xylem
$1,872$34 1.9%14,4760.5%Business Services
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,850$241 -11.5%32,9650.5%Retail/Wholesale
Accenture PLC stock logo
ACN
Accenture
$1,801$194 -9.7%6,0260.5%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,794$83 4.8%13,5870.5%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$1,793$102 -5.4%10,1090.5%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$1,726$66 -3.7%16,4270.4%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,632$31 1.9%2,6430.4%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$1,618$8 -0.5%9,7780.4%Energy
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$1,519$65 4.5%62,6880.4%ETF
Franklin Liberty Short Duration US Government ETF stock logo
FTSD
Franklin Liberty Short Duration US Government ETF
$1,517$18 -1.2%16,7030.4%ETF
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$1,501$118 -7.3%17,9260.4%Energy
HDFC Bank Limited stock logo
HDB
HDFC Bank
$1,499$27 1.8%19,5570.4%Finance
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$1,494$107 -6.7%14,7990.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,4570.0%20.4%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,428$19 1.4%4,8480.4%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,348$1,348 New Holding2,4810.3%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,342$86 6.8%19,4540.3%Medical
Shinhan Financial Group Co Ltd stock logo
SHG
Shinhan Financial Group
$1,300$77 6.3%28,7800.3%Finance
3M Company stock logo
MMM
3M
$1,295$4 0.3%8,5120.3%Multi-Sector Conglomerates
FERGUSON ENTERPRISES INC
$1,185$17 1.5%5,4450.3%COMMON STOCK NEW
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,176$363 -23.6%3,8160.3%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,164$72 -5.8%14,6900.3%Transportation
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,162$9 0.8%2,3940.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,121$126 12.6%7,3420.3%Medical
lululemon athletica inc. stock logo
LULU
lululemon athletica
$1,104$15 1.4%4,6500.3%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,089$94 9.5%13,7590.3%Medical
Stryker Corporation stock logo
SYK
Stryker
$1,071$96 -8.2%2,7070.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,049$76 7.8%15,1260.3%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,047$275 -20.8%3,7520.3%Medical
Ecofin Global Water ESG Fund stock logo
EBLU
Ecofin Global Water ESG Fund
$1,012$653 -39.2%19,1440.3%ETF
Haleon PLC Sponsored ADR stock logo
HLN
Haleon
$998$84 9.2%96,2410.3%Medical
RNRG
Global X Renewable Energy Producers ETF
$972$114 -10.5%99,3430.3%ETF
TE CONNECTIVITY PLC
$962$98 11.4%5,7080.2%ORD SHS
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$960$13 -1.4%37,6710.2%Utilities
Encompass Health Corporation stock logo
EHC
Encompass Health
$946$946 New Holding7,7190.2%Medical
Shenandoah Telecommunications Co stock logo
SHEN
Shenandoah Telecommunications
$924$8 -0.9%67,6970.2%Utilities
Nextracker Inc. stock logo
NXT
Nextracker
$902$594 -39.7%16,5950.2%Energy
Chubb Limited stock logo
CB
Chubb
$895$49 5.8%3,0910.2%Finance
Intuit Inc. stock logo
INTU
Intuit
$892$188 26.7%1,1330.2%Computer and Technology
nVent Electric PLC stock logo
NVT
nVent Electric
$890$4 -0.4%12,1590.2%Computer and Technology
Waste Connections, Inc. stock logo
WCN
Waste Connections
$889$889 New Holding4,7630.2%Business Services
Bank of America Corporation stock logo
BAC
Bank of America
$877$55 6.6%18,5430.2%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$866$346 66.4%4,1740.2%Computer and Technology
National Grid Transco, PLC stock logo
NGG
National Grid Transco
$854$14 1.6%11,4840.2%Utilities
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$852$98 13.0%6,8990.2%Retail/Wholesale
Global Payments Inc. stock logo
GPN
Global Payments
$828$0 -0.1%10,3540.2%Business Services

Showing largest 100 holdings. View all holdings.
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