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

About Natural Investments, LLC

Investment Activity

  • Natural Investments, LLC has $471.26 million in total holdings as of June 30, 2025.
  • Natural Investments, LLC owns shares of 310 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
  • Approximately 6.54% of the portfolio was purchased this quarter.
  • About 2.97% of the portfolio was sold this quarter.
  • This quarter, Natural Investments, LLC has purchased 301 new stocks and bought additional shares in 160 stocks.
  • Natural Investments, LLC sold shares of 99 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple
$39,782,942
NVIDIA
$29,708,697
Microsoft
$25,724,975
ETF SER SOLUTIONS
$16,730,137

Largest New Holdings this Quarter

921910691 - Vanguard ESG U.S. Corporate Bond ETF
$815,710 Holding
67092P201 - Nuveen ESG Large-Cap Growth ETF
$672,871 Holding
718172109 - Philip Morris International
$480,326 Holding
67092P300 - Nuveen ESG Large-Cap Value ETF
$464,636 Holding
61774R858 - MORGAN STANLEY ETF TRUST
$462,497 Holding

Largest Purchases this Quarter

NVIDIA
14,138 shares (about $3.23M)
VanEck Green Bond ETF
64,745 shares (about $1.50M)
Berkshire Hathaway
2 shares (about $1.49M)
QUAKER INVT TR
71,000 shares (about $1.16M)
Vanguard ESG International Stock ETF
11,149 shares (about $903.85K)

Largest Sales this Quarter

iShares ESG MSCI KLD 400 ETF
13,606 shares (about $1.99M)
Eli Lilly and Company
1,413 shares (about $1.63M)
AXS Green Alpha ETF
20,850 shares (about $1.01M)
Autodesk
3,670 shares (about $766.96K)
Palo Alto Networks
1,805 shares (about $717.14K)

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
$39,782,942$600,769 ▲1.5%119,4618.4%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$29,708,697$3,228,849 ▲12.2%130,0846.3%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$25,724,975$588,808 ▲2.3%50,1565.5%Technology
ETF SER SOLUTIONS
$16,730,137$162,529 ▲1.0%211,5343.6%US VEGA CLIM ETF
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$13,469,120$593,922 ▲4.6%600,0222.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,016,112$65,719 ▲0.5%37,8292.8%Communication Services
EA SERIES TRUST
$11,933,993$256,413 ▼-2.1%361,8182.5%STAN SU BETA ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$10,937,609$1,988,922 ▼-15.4%74,8232.3%ETF
MANAGER DIRECTED PORTFOLIOS
$10,219,538$861,511 ▲9.2%962,0832.2%VERT GLB SUST RE
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$9,764,413$1,503,380 ▲18.2%420,5172.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$8,308,198$410,963 ▼-4.7%31,7601.8%Healthcare
HA Sustainable Infrastructure Capital, Inc. stock logo
HASI
HA Sustainable Infrastructure Capital
$6,846,586$75,902 ▼-1.1%191,1391.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$6,723,045$1,494,010 ▲28.6%91.4%Finance
QUAKER INVT TR
$5,959,551$1,155,879 ▲24.1%366,0661.3%AFFORDABLE HOUS
NXTE
AXS Green Alpha ETF
$5,842,916$1,011,851 ▼-14.8%120,3981.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,763,604$127,698 ▲2.3%17,4221.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$5,452,628$9,957 ▲0.2%19,1661.2%Consumer Discretionary
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$5,326,699$717,140 ▼-11.9%13,4071.1%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,051,616$203,014 ▼-3.9%11,0731.1%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,854,982$1,634,912 ▼-25.2%4,1961.0%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$4,841,292$136,211 ▲2.9%8,7791.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,208,927$31,349 ▲0.8%12,3520.9%Communication Services
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$3,965,434$192,992 ▲5.1%4,3560.8%Consumer Staples
ASML Holding N.V. stock logo
ASML
ASML
$3,890,697$358,640 ▲10.2%2,1480.8%Technology
AMPLIFY ETF TR
$3,725,511$220,371 ▲6.3%46,7610.8%ETHO CLI LEA ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,572,148$37,318 ▼-1.0%5,8390.8%Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,324,160$188,371 ▼-5.4%33,6350.7%Healthcare
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,051,886$82,360 ▲2.8%4,0020.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,031,453$408,388 ▼-11.9%20,8660.6%Consumer Staples
Visa Inc. stock logo
V
Visa
$2,787,607$61,803 ▲2.3%7,7580.6%Finance
Calvert US Mid-Cap Core Responsible Index ETF stock logo
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
$2,638,691$193,071 ▲7.9%36,1490.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,634,242$89,220 ▲3.5%9,9500.6%Healthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$2,497,460$50,276 ▼-2.0%5,8120.5%Industrials
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,387,842$3,270 ▲0.1%25,5550.5%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,383,828$138,191 ▲6.2%16,4050.5%Healthcare
UNILEVER PLC
$2,260,256$41,054 ▼-1.8%37,2180.5%SPON ADR NEW
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$2,182,605$25,351 ▲1.2%13,5170.5%Healthcare
Ecolab Inc. stock logo
ECL
Ecolab
$2,164,322$38,168 ▼-1.7%7,8820.5%Materials
Broadcom Inc. stock logo
AVGO
Broadcom
$2,163,945$263,382 ▲13.9%6,1620.5%Technology
BROOKFIELD RENEWABLE CORP
$2,162,878$73,316 ▼-3.3%76,6430.5%CL A EX SUB VTG
Union Pacific Corporation stock logo
UNP
Union Pacific
$2,152,039$20,682 ▲1.0%7,9080.5%Industrials
American Express Company stock logo
AXP
American Express
$2,150,443$436,414 ▼-16.9%7,0710.5%Finance
Encompass Health Corporation stock logo
EHC
Encompass Health
$2,006,116$37,054 ▼-1.8%16,5130.4%Healthcare
Franklin Liberty Short Duration US Government ETF stock logo
FTSD
Franklin Liberty Short Duration US Government ETF
$1,909,285$46,887 ▲2.5%21,4600.4%ETF
Prologis, Inc. stock logo
PLD
Prologis
$1,868,575$5,453 ▲0.3%14,3910.4%Real Estate
Deere & Company stock logo
DE
Deere & Company
$1,817,645$51,702 ▲2.9%2,7070.4%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,809,045$78,139 ▲4.5%16,8080.4%Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$1,793,484$18,243 ▲1.0%11,7970.4%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,793,043$24,470 ▼-1.3%13,8490.4%Utilities
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$1,786,029$57,039 ▼-3.1%5,0100.4%Finance
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$1,770,004$59,563 ▼-3.3%7,9640.4%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$1,759,390$48,357 ▲2.8%3,8930.4%Industrials
Nuveen ESG International Developed Markets Equity ETF stock logo
NUDM
Nuveen ESG International Developed Markets Equity ETF
$1,751,484$30,974 ▲1.8%44,1070.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,714,830$79,671 ▲4.9%4,0680.4%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,702,021$245,922 ▲16.9%6,8310.4%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,652,047$348,420 ▼-17.4%12,3280.4%Technology
Intel Corporation stock logo
INTC
Intel
$1,627,028$98,105 ▲6.4%13,5330.3%Technology
LAM RESEARCH CORP
$1,621,728$72,267 ▲4.7%4,9370.3%COM NEW
LINDE PLC
$1,607,486$38,443 ▼-2.3%3,3870.3%SHS
SHOPIFY INC
$1,586,462$430,353 ▼-21.3%10,6980.3%CL A SUB VTG SHS
Wabtec stock logo
WAB
Wabtec
$1,575,331$46,232 ▼-2.9%5,4860.3%Industrials
ClearBridge Large Cap Growth Select ETF stock logo
LRGE
ClearBridge Large Cap Growth Select ETF
$1,546,496$81,228 ▲5.5%17,0780.3%ETF
American Tower Corporation stock logo
AMT
American Tower
$1,516,103$67,441 ▼-4.3%9,2620.3%Real Estate
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,481,913$17,741 ▼-1.2%11,6940.3%Consumer Staples
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,453,257$313,097 ▲27.5%3,5740.3%Healthcare
CVSB
Calvert Ultra-Short Investment Grade ETF
$1,451,550$884,508 ▲156.0%28,7780.3%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$1,437,747$14,364 ▼-1.0%3,3030.3%Industrials
Xylem Inc. stock logo
XYL
Xylem
$1,413,640$60,560 ▼-4.1%13,9590.3%Industrials
Amalgamated Financial Corp. stock logo
AMAL
Amalgamated Financial
$1,382,436$332,991 ▲31.7%29,0610.3%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,346,054$15,396 ▲1.2%6,1200.3%Technology
First Solar, Inc. stock logo
FSLR
First Solar
$1,316,653$3,328 ▼-0.3%7,5170.3%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,297,059$50,415 ▲4.0%4,6310.3%Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$1,244,216$10,238 ▼-0.8%7,4130.3%Industrials
The Progressive Corporation stock logo
PGR
Progressive
$1,235,672$718,269 ▲138.8%5,9610.3%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,207,387$44,384 ▲3.8%4,6790.3%Industrials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,199,3970.0%1,6210.3%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,181,838$903,849 ▲325.1%14,5780.3%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,149,058$26,577 ▲2.4%14,3540.2%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,145,185$51,816 ▼-4.3%21,0400.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,133,904$53,284 ▼-4.5%2,2770.2%Finance
3M Company stock logo
MMM
3M
$1,099,729$209,441 ▼-16.0%6,7000.2%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$1,098,031$51,210 ▲4.9%15,7810.2%Communication Services
GLOBAL X FDS
$1,097,518$65,439 ▲6.3%34,0800.2%RENE EN PROD ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,096,697$9,190 ▲0.8%1,4320.2%ETF
PRAXIS FDS
$1,078,101$185,190 ▼-14.7%26,4010.2%IMPA LA GROW ETF
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$1,069,456$15,614 ▼-1.4%8,6300.2%Finance
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,061,566$34,581 ▼-3.2%7,1220.2%Healthcare
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$1,026,245$284,111 ▲38.3%21,1490.2%ETF
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$990,434$20,249 ▲2.1%5,0380.2%Finance
MSCI Inc stock logo
MSCI
MSCI
$989,737$4,310 ▼-0.4%1,8370.2%Finance
Haleon PLC Sponsored ADR stock logo
HLN
Haleon
$989,558$183,348 ▲22.7%109,9510.2%Consumer Staples
Nextpower Inc. stock logo
NXT
Nextpower
$977,062$53,069 ▲5.7%12,5380.2%Industrials
Amphenol Corporation stock logo
APH
Amphenol
$968,689$484,892 ▲100.2%11,4910.2%Technology
Chubb Limited stock logo
CB
Chubb
$967,977$40,332 ▼-4.0%2,9760.2%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$961,396$65,772 ▲7.3%10,2320.2%Consumer Discretionary
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$956,608$17,299 ▼-1.8%5530.2%Consumer Discretionary
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$944,159$8,873 ▲0.9%6,0650.2%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$941,638$89,999 ▲10.6%3,7980.2%ETF
NUHY
Nuveen ESG High Yield Corporate Bond ETF
$938,282$406,227 ▲76.4%45,9270.2%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$937,969$123,188 ▲15.1%9,0380.2%ETF

Showing largest 100 holdings. View all holdings.
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