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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 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

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
$29,344$4,847 â–²19.8%115,6277.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$19,343$414 â–²2.2%110,9134.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$17,650$234 â–²1.3%47,6814.4%Computer and Technology
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$11,858$112 â–¼-0.9%97,8492.9%ETF
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$11,293$732 â–²6.9%579,4472.8%ETF
ETF SER SOLUTIONS
$11,258$2,104 â–²23.0%199,2652.8%US VEGAN CLIMATE
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,277$336 â–¼-3.2%35,7412.5%Computer and Technology
EA SERIES TRUST
$8,444$318 â–²3.9%314,8762.1%STANCE SUSTAINAB
MANAGER DIRECTED PORTFOLIOS
$8,390$996 â–²13.5%812,2432.1%VERT GLB SUST RE
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$7,426$262 â–¼-3.4%202,0891.8%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$7,105$226 â–¼-3.1%21,0261.8%Computer and Technology
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$7,105$5,572 â–²363.6%296,5651.8%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$7,052$896 â–²14.6%32,4271.7%Medical
NXTE
AXS Green Alpha ETF
$6,133$1,899 â–¼-23.6%156,5511.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$5,848$3 â–²0.1%17,7831.4%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,056$77 â–²1.6%5,4981.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$5,026$3,590 â–²250.0%71.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,867$11 â–²0.2%16,5461.2%Finance
TIDAL TRUST III
$4,446$1,581 â–²55.2%256,4091.1%AFFORDABLE HOUS
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,429$1 â–²0.0%21,2661.1%Retail/Wholesale
ASML Holding N.V. stock logo
ASML
ASML
$4,010$479 â–¼-10.7%3,0361.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$3,965$65 â–¼-1.6%7,9371.0%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,641$459 â–²14.4%35,4700.9%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$3,351$262 â–²8.5%11,6820.8%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,328$21 â–²0.6%3,3410.8%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,278$642 â–²24.4%22,6990.8%Consumer Staples
LINDE PLC
$3,249$64 â–¼-1.9%6,5540.8%SHS
BROOKFIELD RENEWABLE CORP
$3,179$209 â–¼-6.2%79,8160.8%CL A EX SUB VTG
AMPLIFY ETF TR
$2,992$552 â–²22.6%45,2820.7%AMPLIFY ETHO CLI
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,787$105 â–²3.9%17,3860.7%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,595$28 â–²1.1%26,3790.6%Transportation
American Express Company stock logo
AXP
American Express
$2,519$4 â–²0.1%8,3310.6%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$2,331$120 â–¼-4.9%5,5930.6%Construction
UNILEVER PLC
$2,157$96 â–²4.7%37,8710.5%SPON ADR NEW
Visa Inc. stock logo
V
Visa
$2,153$71 â–²3.4%7,1270.5%Business Services
Ecolab Inc. stock logo
ECL
Ecolab
$2,129$210 â–¼-9.0%8,0070.5%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,103$289 â–²15.9%8,6060.5%Medical
Eaton Corporation, PLC stock logo
ETN
Eaton
$2,097$150 â–¼-6.7%5,8650.5%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,054$8 â–¼-0.4%13,2280.5%Consumer Staples
Calvert US Mid-Cap Core Responsible Index ETF stock logo
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
$2,008$580 â–²40.6%31,3800.5%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$2,001$42 â–¼-2.1%12,7250.5%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,983$30 â–²1.5%14,5730.5%Utilities
SHOPIFY INC
$1,889$32 â–¼-1.6%15,9310.5%CL A SUB VTG SHS
Franklin Liberty Short Duration US Government ETF stock logo
FTSD
Franklin Liberty Short Duration US Government ETF
$1,825$238 â–²15.0%20,1150.5%ETF
Xylem Inc. stock logo
XYL
Xylem
$1,822$353 â–²24.0%15,2520.4%Business Services
Shinhan Financial Group Co Ltd stock logo
SHG
Shinhan Financial Group
$1,775$4 â–²0.3%28,9470.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,754$12 â–¼-0.7%14,5890.4%Medical
Haleon PLC Sponsored ADR stock logo
HLN
Haleon
$1,731$5 â–²0.3%172,9760.4%Medical
Sony Corporation stock logo
SONY
Sony
$1,709$6 â–¼-0.3%82,5820.4%Consumer Discretionary
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,695$32 â–¼-1.9%8,1480.4%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,692$27 â–¼-1.6%16,1930.4%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$1,667$1 â–²0.0%12,6160.4%Finance
American Tower Corporation stock logo
AMT
American Tower
$1,656$680 â–¼-29.1%9,5990.4%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,640$66 â–¼-3.9%6,7600.4%Transportation
Amgen Inc. stock logo
AMGN
Amgen
$1,586$51 â–²3.3%4,5100.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$1,579$393 â–²33.2%5,1020.4%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,572$29 â–¼-1.8%9090.4%Retail/Wholesale
Encompass Health Corporation stock logo
EHC
Encompass Health
$1,567$452 â–²40.5%16,2020.4%Medical
Wabtec stock logo
WAB
Wabtec
$1,560$44 â–²2.9%6,2440.4%Transportation
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,547$27 â–¼-1.7%5,3060.4%Finance
Nextpower Inc. stock logo
NXT
Nextpower
$1,479$1,479 â–²New Holding12,2770.4%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,414$107 â–²8.2%5,8370.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,403$36 â–¼-2.5%2,1580.3%Finance
HDFC Bank Limited stock logo
HDB
HDFC Bank
$1,394$368 â–²35.9%56,0430.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$1,393$79 â–²6.0%14,4930.3%Consumer Discretionary
Alcon stock logo
ALC
Alcon
$1,342$10 â–²0.8%17,8210.3%Medical
nVent Electric PLC stock logo
NVT
nVent Electric
$1,330$80 â–¼-5.7%11,2480.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,313$337 â–²34.6%2,7400.3%Finance
3M Company stock logo
MMM
3M
$1,286$56 â–²4.6%8,8590.3%Multi-Sector Conglomerates
Deere & Company stock logo
DE
Deere & Company
$1,279$6 â–¼-0.4%2,2720.3%Industrials
First Solar, Inc. stock logo
FSLR
First Solar
$1,277$10 â–¼-0.8%6,4740.3%Energy
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,276$31 â–¼-2.4%2,7700.3%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,269$73 â–²6.1%7,9490.3%Retail/Wholesale
Autodesk, Inc. stock logo
ADSK
Autodesk
$1,265$22 â–²1.8%5,2860.3%Computer and Technology
TE CONNECTIVITY PLC
$1,224$15 â–²1.2%5,8560.3%ORD SHS
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,208$14 â–²1.2%15,5720.3%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$1,194$209 â–¼-14.9%23,6820.3%Consumer Staples
ClearBridge Large Cap Growth Select ETF stock logo
LRGE
ClearBridge Large Cap Growth Select ETF
$1,152$364 â–²46.3%15,3310.3%Manufacturing
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$1,139$9 â–²0.8%6,0060.3%Business Services
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,136$0 â–¼0.0%14,4420.3%Transportation
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$1,135$32 â–¼-2.8%34,7840.3%Utilities
GLOBAL X FDS
$1,100$113 â–¼-9.4%29,8190.3%RENEWABLE ENERGY
SAP SE stock logo
SAP
SAP
$1,078$258 â–¼-19.3%6,2970.3%Computer and Technology
Waste Connections, Inc. stock logo
WCN
Waste Connections
$1,040$11 â–¼-1.1%6,4030.3%Business Services
Chubb Limited stock logo
CB
Chubb
$1,003$1 â–¼-0.1%3,0770.2%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$995$742 â–²293.0%15,8610.2%Medical
Credicorp Ltd. stock logo
BAP
Credicorp
$994$122 â–¼-10.9%2,9320.2%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$985$4 â–¼-0.4%7,0720.2%Medical
National Grid Transco, PLC stock logo
NGG
National Grid Transco
$9820.0%11,6170.2%Utilities
PRAXIS FDS
$981$56 â–²6.0%29,8620.2%IMPACT LARGE CAP
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$971$46 â–²5.0%2,8410.2%Computer and Technology
Invesco Solar ETF stock logo
TAN
Invesco Solar ETF
$967$129 â–¼-11.7%17,3590.2%ETF
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$956$106 â–²12.4%26,4890.2%ETF
Amphenol Corporation stock logo
APH
Amphenol
$954$9 â–²0.9%7,5570.2%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$950$39 â–¼-4.0%19,5020.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$943$7 â–²0.8%12,4040.2%Consumer Staples
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$937$237 â–¼-20.2%8,7780.2%Finance
Itau Unibanco Holding S.A. stock logo
ITUB
Itau Unibanco
$921$3 â–¼-0.3%110,0040.2%Finance
BlackRock Taxable Municipal Bond Trust stock logo
BBN
BlackRock Taxable Municipal Bond Trust
$907$110 â–²13.8%56,1480.2%Financial Services
Stryker Corporation stock logo
SYK
Stryker
$905$41 â–¼-4.3%2,7550.2%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data