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

About Natural Investments, LLC

Investment Activity

Natural Investments, LLC has $405.43 thousand in total holdings as of June 30, 2025.
Natural Investments, LLC owns shares of 288 different stocks, but just 97 companies or ETFs make up 80% of its holdings.
Approximately 9.97% of the portfolio was purchased this quarter.
About 4.56% of the portfolio was sold this quarter.
This quarter, Natural Investments, LLC has purchased 280 new stocks and bought additional shares in 127 stocks.
Natural Investments, LLC sold shares of 117 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Apple: $29,344
NVIDIA: $19,343
Microsoft: $17,650
iShares ESG MSCI KLD 400 ETF: $11,858
Adasina Social Justice All Cap Global ETF: $11,293

Largest New Holdings this Quarter

65290E101 - Nextpower: $1,479 Holding
773903109 - Rockwell Automation: $894 Holding
55354G100 - MSCI: $789 Holding
949746101 - Wells Fargo & Company: $688 Holding
88162G103 - Tetra Tech: $650 Holding

Largest Purchases this Quarter

VanEck Green Bond ETF: 232,596 shares (about $5.57K)
Apple: 19,099 shares (about $4.85K)
Berkshire Hathaway: 5 shares (about $3.59K)
ETF SER SOLUTIONS: 37,236 shares (about $2.10K)
TIDAL TRUST III: 91,204 shares (about $1.58K)

Largest Sales this Quarter

AXS Green Alpha ETF: 48,466 shares (about $1.90K)
American Tower: 3,943 shares (about $680.24)
Accenture: 3,193 shares (about $632.82)
ASML: 363 shares (about $479.46)
Novo Nordisk A/S: 12,020 shares (about $441.10)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$29,344	$4,847 ▲	19.8%	115,627	7.2%	Computer and Technology
NVDA NVIDIA	$19,343	$414 ▲	2.2%	110,913	4.8%	Computer and Technology
MSFT Microsoft	$17,650	$234 ▲	1.3%	47,681	4.4%	Computer and Technology
DSI iShares ESG MSCI KLD 400 ETF	$11,858	$112 ▼	-0.9%	97,849	2.9%	ETF
JSTC Adasina Social Justice All Cap Global ETF	$11,293	$732 ▲	6.9%	579,447	2.8%	ETF
ETF SER SOLUTIONS	$11,258	$2,104 ▲	23.0%	199,265	2.8%	US VEGAN CLIMATE
GOOGL Alphabet	$10,277	$336 ▼	-3.2%	35,741	2.5%	Computer and Technology
EA SERIES TRUST	$8,444	$318 ▲	3.9%	314,876	2.1%	STANCE SUSTAINAB
MANAGER DIRECTED PORTFOLIOS	$8,390	$996 ▲	13.5%	812,243	2.1%	VERT GLB SUST RE
HASI HA Sustainable Infrastructure Capital	$7,426	$262 ▼	-3.4%	202,089	1.8%	Finance
TSM Taiwan Semiconductor Manufacturing	$7,105	$226 ▼	-3.1%	21,026	1.8%	Computer and Technology
GRNB VanEck Green Bond ETF	$7,105	$5,572 ▲	363.6%	296,565	1.8%	ETF
ABBV AbbVie	$7,052	$896 ▲	14.6%	32,427	1.7%	Medical
NXTE AXS Green Alpha ETF	$6,133	$1,899 ▼	-23.6%	156,551	1.5%	ETF
HD Home Depot	$5,848	$3 ▲	0.1%	17,783	1.4%	Retail/Wholesale
LLY Eli Lilly and Company	$5,056	$77 ▲	1.6%	5,498	1.2%	Medical
BRK.A Berkshire Hathaway	$5,026	$3,590 ▲	250.0%	7	1.2%	Finance
JPM JPMorgan Chase & Co.	$4,867	$11 ▲	0.2%	16,546	1.2%	Finance
TIDAL TRUST III	$4,446	$1,581 ▲	55.2%	256,409	1.1%	AFFORDABLE HOUS
AMZN Amazon.com	$4,429	$1 ▲	0.0%	21,266	1.1%	Retail/Wholesale
ASML ASML	$4,010	$479 ▼	-10.7%	3,036	1.0%	Computer and Technology
MA Mastercard	$3,965	$65 ▼	-1.6%	7,937	1.0%	Business Services
ABT Abbott Laboratories	$3,641	$459 ▲	14.4%	35,470	0.9%	Medical
GOOG Alphabet	$3,351	$262 ▲	8.5%	11,682	0.8%	Computer and Technology
COST Costco Wholesale	$3,328	$21 ▲	0.6%	3,341	0.8%	Retail/Wholesale
PG Procter & Gamble	$3,278	$642 ▲	24.4%	22,699	0.8%	Consumer Staples
LINDE PLC	$3,249	$64 ▼	-1.9%	6,554	0.8%	SHS
BROOKFIELD RENEWABLE CORP	$3,179	$209 ▼	-6.2%	79,816	0.8%	CL A EX SUB VTG
AMPLIFY ETF TR	$2,992	$552 ▲	22.6%	45,282	0.7%	AMPLIFY ETHO CLI
PANW Palo Alto Networks	$2,787	$105 ▲	3.9%	17,386	0.7%	Computer and Technology
UPS United Parcel Service	$2,595	$28 ▲	1.1%	26,379	0.6%	Transportation
AXP American Express	$2,519	$4 ▲	0.1%	8,331	0.6%	Finance
TT Trane Technologies	$2,331	$120 ▼	-4.9%	5,593	0.6%	Construction
UNILEVER PLC	$2,157	$96 ▲	4.7%	37,871	0.5%	SPON ADR NEW
V Visa	$2,153	$71 ▲	3.4%	7,127	0.5%	Business Services
ECL Ecolab	$2,129	$210 ▼	-9.0%	8,007	0.5%	Basic Materials
JNJ Johnson & Johnson	$2,103	$289 ▲	15.9%	8,606	0.5%	Medical
ETN Eaton	$2,097	$150 ▼	-6.7%	5,865	0.5%	Industrials
PEP PepsiCo	$2,054	$8 ▼	-0.4%	13,228	0.5%	Consumer Staples
CVMC Calvert US Mid-Cap Core Responsible Index ETF	$2,008	$580 ▲	40.6%	31,380	0.5%	ETF
ICE Intercontinental Exchange	$2,001	$42 ▼	-2.1%	12,725	0.5%	Finance
AWK American Water Works	$1,983	$30 ▲	1.5%	14,573	0.5%	Utilities
SHOPIFY INC	$1,889	$32 ▼	-1.6%	15,931	0.5%	CL A SUB VTG SHS
FTSD Franklin Liberty Short Duration US Government ETF	$1,825	$238 ▲	15.0%	20,115	0.5%	ETF
XYL Xylem	$1,822	$353 ▲	24.0%	15,252	0.4%	Business Services
SHG Shinhan Financial Group	$1,775	$4 ▲	0.3%	28,947	0.4%	Finance
MRK Merck & Co., Inc.	$1,754	$12 ▼	-0.7%	14,589	0.4%	Medical
HLN Haleon	$1,731	$5 ▲	0.3%	172,976	0.4%	Medical
SONY Sony	$1,709	$6 ▼	-0.3%	82,582	0.4%	Consumer Discretionary
PNC The PNC Financial Services Group	$1,695	$32 ▼	-1.9%	8,148	0.4%	Finance
NOW ServiceNow	$1,692	$27 ▼	-1.6%	16,193	0.4%	Computer and Technology
PLD Prologis	$1,667	$1 ▲	0.0%	12,616	0.4%	Finance
AMT American Tower	$1,656	$680 ▼	-29.1%	9,599	0.4%	Finance
UNP Union Pacific	$1,640	$66 ▼	-3.9%	6,760	0.4%	Transportation
AMGN Amgen	$1,586	$51 ▲	3.3%	4,510	0.4%	Medical
AVGO Broadcom	$1,579	$393 ▲	33.2%	5,102	0.4%	Computer and Technology
MELI MercadoLibre	$1,572	$29 ▼	-1.8%	909	0.4%	Retail/Wholesale
EHC Encompass Health	$1,567	$452 ▲	40.5%	16,202	0.4%	Medical
WAB Wabtec	$1,560	$44 ▲	2.9%	6,244	0.4%	Transportation
TRV Travelers Companies	$1,547	$27 ▼	-1.7%	5,306	0.4%	Finance
NXT Nextpower	$1,479	$1,479 ▲	New Holding	12,277	0.4%	Energy
IBM International Business Machines	$1,414	$107 ▲	8.2%	5,837	0.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,403	$36 ▼	-2.5%	2,158	0.3%	Finance
HDB HDFC Bank	$1,394	$368 ▲	35.9%	56,043	0.3%	Finance
NFLX Netflix	$1,393	$79 ▲	6.0%	14,493	0.3%	Consumer Discretionary
ALC Alcon	$1,342	$10 ▲	0.8%	17,821	0.3%	Medical
NVT nVent Electric	$1,330	$80 ▼	-5.7%	11,248	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$1,313	$337 ▲	34.6%	2,740	0.3%	Finance
MMM 3M	$1,286	$56 ▲	4.6%	8,859	0.3%	Multi-Sector Conglomerates
DE Deere & Company	$1,279	$6 ▼	-0.4%	2,272	0.3%	Industrials
FSLR First Solar	$1,277	$10 ▼	-0.8%	6,474	0.3%	Energy
ISRG Intuitive Surgical	$1,276	$31 ▼	-2.4%	2,770	0.3%	Medical
TJX TJX Companies	$1,269	$73 ▲	6.1%	7,949	0.3%	Retail/Wholesale
ADSK Autodesk	$1,265	$22 ▲	1.8%	5,286	0.3%	Computer and Technology
TE CONNECTIVITY PLC	$1,224	$15 ▲	1.2%	5,856	0.3%	ORD SHS
CSCO Cisco Systems	$1,208	$14 ▲	1.2%	15,572	0.3%	Computer and Technology
MKC McCormick & Company, Incorporated	$1,194	$209 ▼	-14.9%	23,682	0.3%	Consumer Staples
LRGE ClearBridge Large Cap Growth Select ETF	$1,152	$364 ▲	46.3%	15,331	0.3%	Manufacturing
VRSK Verisk Analytics	$1,139	$9 ▲	0.8%	6,006	0.3%	Business Services
CP Canadian Pacific Kansas City	$1,136	$0 ▼	0.0%	14,442	0.3%	Transportation
BEP Brookfield Renewable Partners	$1,135	$32 ▼	-2.8%	34,784	0.3%	Utilities
GLOBAL X FDS	$1,100	$113 ▼	-9.4%	29,819	0.3%	RENEWABLE ENERGY
SAP SAP	$1,078	$258 ▼	-19.3%	6,297	0.3%	Computer and Technology
WCN Waste Connections	$1,040	$11 ▼	-1.1%	6,403	0.3%	Business Services
CB Chubb	$1,003	$1 ▼	-0.1%	3,077	0.2%	Finance
BSX Boston Scientific	$995	$742 ▲	293.0%	15,861	0.2%	Medical
BAP Credicorp	$994	$122 ▼	-10.9%	2,932	0.2%	Finance
GILD Gilead Sciences	$985	$4 ▼	-0.4%	7,072	0.2%	Medical
NGG National Grid Transco	$982		0.0%	11,617	0.2%	Utilities
PRAXIS FDS	$981	$56 ▲	6.0%	29,862	0.2%	IMPACT LARGE CAP
AMAT Applied Materials	$971	$46 ▲	5.0%	2,841	0.2%	Computer and Technology
TAN Invesco Solar ETF	$967	$129 ▼	-11.7%	17,359	0.2%	ETF
NUDM Nuveen ESG International Developed Markets Equity ETF	$956	$106 ▲	12.4%	26,489	0.2%	ETF
APH Amphenol	$954	$9 ▲	0.9%	7,557	0.2%	Computer and Technology
BAC Bank of America	$950	$39 ▼	-4.0%	19,502	0.2%	Finance
KO CocaCola	$943	$7 ▲	0.8%	12,404	0.2%	Consumer Staples
EWBC East West Bancorp	$937	$237 ▼	-20.2%	8,778	0.2%	Finance
ITUB Itau Unibanco	$921	$3 ▼	-0.3%	110,004	0.2%	Finance
BBN BlackRock Taxable Municipal Bond Trust	$907	$110 ▲	13.8%	56,148	0.2%	Financial Services
SYK Stryker	$905	$41 ▼	-4.3%	2,755	0.2%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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

About Natural Investments, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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

About Natural Investments, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNatural Investments, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools