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

About Natural Investments, LLC

Investment Activity

  • Natural Investments, LLC has $352.73 thousand in total holdings as of March 31, 2025.
  • Natural Investments, LLC owns shares of 246 different stocks, but just 84 companies or ETFs make up 80% of its holdings.
  • Approximately 6.14% of the portfolio was purchased this quarter.
  • About 5.47% of the portfolio was sold this quarter.
  • This quarter, Natural Investments, LLC has purchased 246 new stocks and bought additional shares in 90 stocks.
  • Natural Investments, LLC sold shares of 120 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Apple
$20,937
Microsoft
$19,350
NVIDIA
$11,929

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$1,596 Holding
46429B655 - iShares Floating Rate Bond ETF
$535 Holding
148929102 - CAVA Group
$499 Holding
911363109 - United Rentals
$434 Holding
67092P813 - Nuveen ESG Dividend ETF
$383 Holding

Largest Purchases this Quarter

US Vegan Climate ETF
94,212 shares (about $4.68K)
Trane Technologies
4,913 shares (about $1.66K)
Berkshire Hathaway
2 shares (about $1.60K)
Intercontinental Exchange
8,874 shares (about $1.53K)
iShares ESG MSCI KLD 400 ETF
12,759 shares (about $1.31K)

Largest Sales this Quarter

Adobe
5,781 shares (about $2.21K)
Allstate
2,684 shares (about $555.44)
Palo Alto Networks
3,162 shares (about $539.44)
Starbucks
5,317 shares (about $520.98)
ServiceNow
647 shares (about $514.99)

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
Apple Inc. stock logo
AAPL
Apple
$20,937$120 -0.6%94,2585.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$19,350$360 1.9%51,5485.5%Computer and Technology
NXTE
AXS Green Alpha ETF
$14,178$231 1.7%477,2474.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$11,929$58 -0.5%110,0733.4%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$9,629$1,307 15.7%94,0282.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,848$34 -0.4%42,2342.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$6,885$257 -3.6%18,7892.0%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$6,808$831 13.9%12,4221.9%Business Services
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$6,792$130 -1.9%232,2921.9%Finance
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$6,312$528 9.1%348,8691.8%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,548$1 0.0%41,8271.6%Medical
US Vegan Climate ETF stock logo
VEGN
US Vegan Climate ETF
$5,447$4,684 613.6%109,5671.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$5,124$32 -0.6%33,1361.5%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,505$12 0.3%27,1441.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,459$19 -0.4%5,3991.3%Medical
LINDE PLC
$4,284$15 -0.4%9,2011.2%SHS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,867$8 0.2%15,7651.1%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,803$539 -12.4%22,2921.1%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$3,502$49 -1.4%16,0951.0%Finance
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,356$36 -1.1%45,6621.0%Medical
EA SERIES TRUST
$3,336$58 -1.7%140,6970.9%STANCE SUSTAINAB
AXS Change Finance ESG ETF stock logo
CHGX
AXS Change Finance ESG ETF
$3,333$60 1.8%90,5110.9%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$3,312$515 -13.5%4,1610.9%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$3,169$684 27.5%12,5030.9%Basic Materials
ASML Holding stock logo
ASML
ASML
$3,048$1 0.0%4,6010.9%Computer and Technology
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$3,019$37 -1.2%11,4170.9%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,957$47 1.6%3,1270.8%Retail/Wholesale
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$2,863$28 -1.0%9,6220.8%Business Services
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,753$39 -1.4%25,0360.8%Transportation
Trane Technologies plc stock logo
TT
Trane Technologies
$2,722$1,655 155.2%8,0790.8%Construction
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$2,716$418 18.2%21,3860.8%Business Services
Eaton Co. plc stock logo
ETN
Eaton
$2,661$384 16.8%9,7920.8%Industrials
BROOKFIELD RENEWABLE CORP
$2,649$242 -8.4%94,8970.8%CL A EX SUB VTG
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,649$32 -1.2%5,3240.8%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$2,568$15 -0.6%31,2030.7%Consumer Staples
Shopify Inc. stock logo
SHOP
Shopify
$2,549$439 -14.7%26,7050.7%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$2,453$372 -13.2%41,2090.7%Consumer Staples
SAP SE stock logo
SAP
SAP
$2,435$10 -0.4%9,0740.7%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$2,431$86 3.7%10,2930.7%Transportation
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$2,400$1,531 176.0%13,9150.7%Finance
Alcon Inc. stock logo
ALC
Alcon
$2,386$21 -0.9%25,1400.7%Medical
MANAGER DIRECTED PORTFOLIOS
$2,353$134 6.1%232,1250.7%VERT GLB SUST RE
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$2,338$74 3.3%1,1990.7%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$2,295$24 -1.0%15,5600.7%Utilities
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$2,239$7 0.3%12,7390.6%Finance
American Express stock logo
AXP
American Express
$2,195$40 1.8%8,1580.6%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,171$16 0.7%12,7450.6%Consumer Staples
AMPLIFY ETF TR
$2,112$104 5.2%38,4150.6%AMPLIFY ETHO CLI
Accenture plc stock logo
ACN
Accenture
$2,082$4 0.2%6,6750.6%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$1,944$32 -1.6%7,4260.6%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,943$33 -1.7%12,9600.6%Consumer Staples
Prologis, Inc. stock logo
PLD
Prologis
$1,906$18 -0.9%17,0580.5%Finance
Visa Inc. stock logo
V
Visa
$1,879$76 4.2%5,3620.5%Business Services
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,870$6 -0.3%37,2580.5%Retail/Wholesale
Sony Group Co. stock logo
SONY
Sony Group
$1,743$2 -0.1%68,6570.5%Consumer Staples
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1,728$20 -1.2%9,5300.5%Transportation
Xylem Inc. stock logo
XYL
Xylem
$1,697$26 -1.5%14,2110.5%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,669$3 0.2%10,6850.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,596$1,596 New Holding20.5%Finance
TIDAL TRUST III
$1,541$97 6.7%89,8850.4%AFFORDABLE HOUS
Broadcom Inc. stock logo
AVGO
Broadcom
$1,539$14 -0.9%9,1940.4%Computer and Technology
Franklin Liberty Short Duration US Government ETF stock logo
FTSD
Franklin Liberty Short Duration US Government ETF
$1,534$5 -0.4%16,9050.4%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,526$4 0.3%4,9950.4%Business Services
Ecofin Global Water ESG Fund stock logo
EBLU
Ecofin Global Water ESG Fund
$1,490$28 1.9%31,4950.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,475$17 -1.1%4,7370.4%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,450$6 0.4%2,5930.4%Finance
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$1,444$104 7.8%60,0140.4%ETF
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$1,423$20 -1.4%15,8550.4%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,418$2 -0.1%1,5210.4%Consumer Discretionary
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$1,368$39 -2.8%19,3330.4%Energy
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$1,298$9 -0.7%4,5880.4%Consumer Discretionary
HDFC Bank Limited stock logo
HDB
HDFC Bank
$1,276$3 -0.2%19,2110.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,2650.0%2,3760.4%Finance
NIKE, Inc. stock logo
NKE
NIKE
$1,265$140 12.4%19,9280.4%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,264$178 16.4%18,2080.4%Medical
3M stock logo
MMM
3M
$1,246$45 -3.5%8,4880.4%Multi-Sector Conglomerates
First Solar, Inc. stock logo
FSLR
First Solar
$1,242$12 -0.9%9,8270.4%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,204$63 -5.0%2,2990.3%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$1,189$44 3.9%4,7830.3%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$1,160$9 -0.7%27,5320.3%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,128$127 -10.1%12,5710.3%Medical
Stryker Co. stock logo
SYK
Stryker
$1,098$482 -30.5%2,9500.3%Medical
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,094$1 -0.1%15,5930.3%Transportation
Walmart Inc. stock logo
WMT
Walmart
$1,083$64 6.3%12,3410.3%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,081$50 -4.5%6,5190.3%Medical
Global Payments Inc. stock logo
GPN
Global Payments
$1,0140.0%10,3600.3%Business Services
SMI
VanEck HIP Sustainable Muni ETF
$1,008$92 10.1%22,2360.3%ETF
RNRG
Global X Renewable Energy Producers ETF
$911$2 0.2%110,9800.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$907$3 0.3%4,7680.3%Retail/Wholesale
Haleon plc stock logo
HLN
Haleon
$906$0 0.0%88,0950.3%Medical
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$899$18 2.1%9,5950.3%ETF
Chubb Limited stock logo
CB
Chubb
$882$1 0.1%2,9220.3%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$872$2 -0.2%3,2700.2%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$870$521 -37.5%8,8790.2%Retail/Wholesale
Shinhan Financial Group Co., Ltd. stock logo
SHG
Shinhan Financial Group
$868$1 -0.2%27,0850.2%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$865$13 1.6%14,0280.2%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$865$27 -3.0%4,2210.2%Medical
FERGUSON ENTERPRISES INC
$859$5 -0.6%5,3650.2%COMMON STOCK NEW
Shenandoah Telecommunications stock logo
SHEN
Shenandoah Telecommunications
$858$7 0.8%68,3020.2%Utilities
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$846$270 -24.2%38,1890.2%Utilities

Showing largest 100 holdings. View all holdings.
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