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

About Natural Investments, LLC

Investment Activity

Natural Investments, LLC has $455.25 thousand in total holdings as of June 30, 2025.
Natural Investments, LLC owns shares of 301 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
Approximately 8.66% of the portfolio was purchased this quarter.
About 9.43% of the portfolio was sold this quarter.
This quarter, Natural Investments, LLC has purchased 288 new stocks and bought additional shares in 147 stocks.
Natural Investments, LLC sold shares of 98 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Apple: $34,045
NVIDIA: $23,199
Microsoft: $18,281
ETF SER SOLUTIONS: $17,232
Alphabet: $13,450

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $2,533 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF: $631 Holding
61774R783 - MORGAN STANLEY ETF TRUST: $477 Holding
127387108 - Cadence Design Systems: $447 Holding
595112103 - Micron Technology: $438 Holding

Largest Purchases this Quarter

AstraZeneca: 13,360 shares (about $2.53K)
EA SERIES TRUST: 54,716 shares (about $1.82K)
Advanced Micro Devices: 3,009 shares (about $1.75K)
VanEck Green Bond ETF: 59,207 shares (about $1.43K)
SPDR S&P 500 ETF Trust: 1,736 shares (about $1.30K)

Largest Sales this Quarter

Taiwan Semiconductor Manufacturing: 9,508 shares (about $4.54K)
Amazon.com: 15,422 shares (about $3.67K)
ASML: 1,086 shares (about $2.16K)
Shinhan Financial Group: 25,470 shares (about $1.60K)
LINDE PLC: 3,086 shares (about $1.60K)

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	$34,045	$587 â–²	1.8%	117,657	7.5%	Technology
NVDA NVIDIA	$23,199	$1,007 â–²	4.5%	115,946	5.1%	Technology
MSFT Microsoft	$18,281	$495 â–²	2.8%	49,008	4.0%	Technology
ETF SER SOLUTIONS	$17,232	$840 â–²	5.1%	209,479	3.8%	US VEGAN CLIMATE
GOOGL Alphabet	$13,450	$678 â–²	5.3%	37,638	3.0%	Communication Services
JSTC Adasina Social Justice All Cap Global ETF	$13,123	$135 â–¼	-1.0%	573,564	2.9%	ETF
DSI iShares ESG MSCI KLD 400 ETF	$12,591	$1,341 â–¼	-9.6%	88,429	2.8%	ETF
EA SERIES TRUST	$12,273	$1,817 â–²	17.4%	369,592	2.7%	STANCE SUSTAINAB
MANAGER DIRECTED PORTFOLIOS	$10,029	$782 â–²	8.5%	880,979	2.2%	VERT GLB SUST RE
GRNB VanEck Green Bond ETF	$8,586	$1,429 â–²	20.0%	355,772	1.9%	ETF
ABBV AbbVie	$8,387	$227 â–²	2.8%	33,331	1.8%	Healthcare
NXTE AXS Green Alpha ETF	$7,689	$833 â–¼	-9.8%	141,248	1.7%	ETF
HASI HA Sustainable Infrastructure Capital	$7,546	$345 â–¼	-4.4%	193,258	1.7%	Finance
HD Home Depot	$6,747	$475 â–²	7.6%	19,131	1.5%	Consumer Discretionary
LLY Eli Lilly and Company	$6,727	$133 â–²	2.0%	5,609	1.5%	Healthcare
JPM JPMorgan Chase & Co.	$5,576	$160 â–²	3.0%	17,036	1.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$5,500	$4,540 â–¼	-45.2%	11,518	1.2%	Technology
BRK.A Berkshire Hathaway	$5,241		0.0%	7	1.2%	Finance
PANW Palo Alto Networks	$5,187	$741 â–¼	-12.5%	15,212	1.1%	Technology
TIDAL TRUST III	$5,097	$668 â–²	15.1%	295,066	1.1%	AFFORDABLE HOUS
MA Mastercard	$4,382	$306 â–²	7.5%	8,532	1.0%	Finance
GOOG Alphabet	$4,331	$204 â–²	4.9%	12,260	1.0%	Communication Services
ASML ASML	$3,879	$2,160 â–¼	-35.8%	1,950	0.9%	Technology
COST Costco Wholesale	$3,876	$751 â–²	24.0%	4,144	0.9%	Consumer Staples
AMPLIFY ETF TR	$3,546	$104 â–¼	-2.8%	43,995	0.8%	AMPLIFY ETHO CLI
PG Procter & Gamble	$3,471	$143 â–²	4.3%	23,677	0.8%	Consumer Staples
AMD Advanced Micro Devices	$3,427	$1,748 â–²	104.1%	5,900	0.8%	Technology
ABT Abbott Laboratories	$3,224	$6 â–²	0.2%	35,541	0.7%	Healthcare
BROOKFIELD RENEWABLE CORP	$2,941	$21 â–¼	-0.7%	79,241	0.6%	CL A EX SUB VTG
SPY SPDR S&P 500 ETF Trust	$2,907	$1,296 â–²	80.4%	3,894	0.6%	ETF
AXP American Express	$2,877	$59 â–²	2.1%	8,506	0.6%	Finance
UPS United Parcel Service	$2,743	$92 â–¼	-3.3%	25,520	0.6%	Industrials
V Visa	$2,602	$157 â–²	6.4%	7,586	0.6%	Finance
CVMC Calvert US Mid-Cap Core Responsible Index ETF	$2,550	$162 â–²	6.8%	33,504	0.6%	ETF
AZNCF AstraZeneca	$2,533	$2,533 â–²	New Holding	13,360	0.6%	Healthcare
ETN Eaton	$2,526	$27 â–²	1.1%	5,929	0.6%	Industrials
JNJ Johnson & Johnson	$2,441	$256 â–²	11.7%	9,613	0.5%	Healthcare
UNILEVER PLC	$2,278	$1 â–²	0.1%	37,894	0.5%	SPON ADR NEW
ECL Ecolab	$2,234	$4 â–²	0.2%	8,021	0.5%	Materials
UNP Union Pacific	$2,130	$292 â–²	15.9%	7,832	0.5%	Industrials
LAM RESEARCH CORP	$2,044	$296 â–²	17.0%	4,717	0.4%	COM NEW
AVGO Broadcom	$2,044	$117 â–²	6.1%	5,412	0.4%	Technology
PNC The PNC Financial Services Group	$2,026	$21 â–²	1.0%	8,232	0.4%	Finance
MRK Merck & Co., Inc.	$1,985	$111 â–²	5.9%	15,454	0.4%	Healthcare
PLD Prologis	$1,943	$235 â–²	13.7%	14,349	0.4%	Real Estate
FTSD Franklin Liberty Short Duration US Government ETF	$1,894	$74 â–²	4.1%	20,933	0.4%	ETF
CSCO Cisco Systems	$1,888	$60 â–²	3.3%	16,082	0.4%	Technology
TT Trane Technologies	$1,859	$887 â–¼	-32.3%	3,786	0.4%	Industrials
AWK American Water Works	$1,847	$70 â–¼	-3.7%	14,038	0.4%	Utilities
LINDE PLC	$1,799	$1,601 â–¼	-47.1%	3,468	0.4%	SHS
FSLR First Solar	$1,778	$251 â–²	16.4%	7,536	0.4%	Technology
INTC Intel	$1,775	$5 â–¼	-0.3%	12,717	0.4%	Technology
NUDM Nuveen ESG International Developed Markets Equity ETF	$1,733	$673 â–²	63.6%	43,327	0.4%	ETF
XYL Xylem	$1,720	$82 â–¼	-4.6%	14,557	0.4%	Industrials
TRV Travelers Companies	$1,706	$45 â–¼	-2.6%	5,170	0.4%	Finance
IBM International Business Machines	$1,701	$60 â–²	3.6%	6,050	0.4%	Technology
EHC Encompass Health	$1,699	$62 â–²	3.8%	16,818	0.4%	Healthcare
DE Deere & Company	$1,668	$227 â–²	15.8%	2,630	0.4%	Industrials
ROK Rockwell Automation	$1,651	$418 â–²	33.9%	3,336	0.4%	Industrials
PEP PepsiCo	$1,602	$189 â–¼	-10.5%	11,834	0.4%	Consumer Staples
AMT American Tower	$1,582	$12 â–²	0.8%	9,674	0.3%	Real Estate
SHOPIFY INC	$1,552	$266 â–¼	-14.6%	13,600	0.3%	CL A SUB VTG SHS
WAB Wabtec	$1,522	$161 â–¼	-9.6%	5,647	0.3%	Industrials
NOW ServiceNow	$1,482	$126 â–¼	-7.8%	14,928	0.3%	Technology
ICE Intercontinental Exchange	$1,437	$129 â–¼	-8.2%	11,677	0.3%	Finance
GLW Corning	$1,424	$341 â–²	31.5%	5,575	0.3%	Technology
NXT Nextpower	$1,412	$50 â–¼	-3.4%	11,857	0.3%	Industrials
AMGN Amgen	$1,404	$228 â–¼	-14.0%	3,879	0.3%	Healthcare
AMZN Amazon.com	$1,392	$3,673 â–¼	-72.5%	5,844	0.3%	Consumer Discretionary
LRGE ClearBridge Large Cap Growth Select ETF	$1,386	$73 â–²	5.5%	16,181	0.3%	ETF
GE GE Aerospace	$1,385	$695 â–²	100.9%	3,708	0.3%	Industrials
VRSK Verisk Analytics	$1,341	$263 â–²	24.4%	7,474	0.3%	Industrials
TXN Texas Instruments	$1,326	$10 â–²	0.8%	4,451	0.3%	Technology
MMM 3M	$1,291	$143 â–¼	-10.0%	7,976	0.3%	Industrials
BAC Bank of America	$1,253	$142 â–²	12.8%	21,992	0.3%	Finance
PRAXIS FDS	$1,207	$42 â–²	3.6%	30,936	0.3%	IMPACT LARGE CAP
QQQ Invesco QQQ	$1,193	$250 â–²	26.5%	1,621	0.3%	ETF
BRK.B Berkshire Hathaway	$1,192	$178 â–¼	-13.0%	2,384	0.3%	Finance
GE VERNOVA INC	$1,161	$95 â–²	8.9%	989	0.3%	COM
AMAT Applied Materials	$1,158	$896 â–¼	-43.6%	1,602	0.3%	Technology
WFC Wells Fargo & Company	$1,158	$444 â–²	62.1%	14,022	0.3%	Finance
BEP Brookfield Renewable Partners	$1,141	$67 â–¼	-5.5%	32,860	0.3%	Utilities
GLOBAL X FDS	$1,141	$79 â–²	7.5%	32,048	0.3%	RENEWABLE ENERGY
EWBC East West Bancorp	$1,130	$3 â–¼	-0.3%	8,756	0.2%	Finance
ISRG Intuitive Surgical	$1,115	$14 â–²	1.2%	2,804	0.2%	Healthcare
NFLX Netflix	$1,074	$39 â–²	3.8%	15,045	0.2%	Communication Services
IVV iShares Core S&P 500 ETF	$1,063	$716 â–²	206.0%	1,420	0.2%	ETF
CB Chubb	$1,056	$8 â–²	0.7%	3,100	0.2%	Finance
MSCI MSCI	$1,033	$213 â–²	26.0%	1,845	0.2%	Finance
RY Royal Bank Of Canada	$1,021	$17 â–¼	-1.6%	4,935	0.2%	Finance
AMAL Amalgamated Financial	$1,012	$8 â–¼	-0.8%	22,061	0.2%	Finance
APH Amphenol	$1,011	$320 â–¼	-24.1%	5,739	0.2%	Technology
ADP Automatic Data Processing	$1,009	$164 â–²	19.5%	4,507	0.2%	Industrials
USB U.S. Bancorp	$1,007	$147 â–²	17.1%	16,679	0.2%	Finance
TAN Invesco Solar ETF	$1,002	$24 â–¼	-2.4%	16,946	0.2%	ETF
ALC Alcon	$996	$200 â–¼	-16.7%	14,847	0.2%	Healthcare
ADSK Autodesk	$984	$43 â–¼	-4.2%	5,065	0.2%	Technology
SBUX Starbucks	$974	$207 â–²	26.9%	9,532	0.2%	Consumer Discretionary
URI United Rentals	$955	$9 â–¼	-0.9%	844	0.2%	Industrials
MELI MercadoLibre	$955	$587 â–¼	-38.1%	563	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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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

MarketBeat Products

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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