NATURAL INVESTMENTS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, NATURAL INVESTMENTS, LLC held in its portfolio 280 assets valued at $401,812 (i.e. $401.81K).
The most valuable assets in the portfolio included: APPLE INC ($26.24K), MICROSOFT CORP ($22.75K), and NVIDIA CORPORATION ($20.24K).
The chart below shows the top 10 valuable assets, and the table below shows the top 280 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
NATURAL INVESTMENTS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 96528 | 26242 | COM |
| MICROSOFT CORP | 47049 | 22753 | COM |
| NVIDIA CORPORATION | 108541 | 20242 | COM |
| ISHARES TR | 98774 | 12725 | ESG MSCI KLD 400 |
| ALPHABET INC | 36910 | 11552 | CAP STK CL A |
| TIDAL TRUST I | 541900 | 10995 | ADASINA SOCIAL |
| ETF SER SOLUTIONS | 162029 | 9852 | US VEGAN CLIMATE |
| EA SERIES TRUST | 303029 | 8238 | STANCE SUSTAINAB |
| INVESTMENT MANAGERS SER TR I | 205017 | 7909 | AXS GREEN ALPHA |
| MANAGER DIRECTED PORTFOLIOS | 715779 | 7444 | VERT GLB SUST RE |
| TAIWAN SEMICONDUCTOR MFG LTD | 21694 | 6592 | SPONSORED ADS |
| HA SUSTAINABLE INFRA CAP INC | 209221 | 6575 | COM |
| ABBVIE INC | 28305 | 6467 | COM |
| HOME DEPOT INC | 17773 | 6115 | COM |
| ELI LILLY & CO | 5414 | 5817 | COM |
| JPMORGAN CHASE & CO. | 16508 | 5319 | COM |
| AMAZON COM INC | 21260 | 4907 | COM |
| MASTERCARD INCORPORATED | 8067 | 4605 | CL A |
| ABBOTT LABS | 30998 | 3883 | COM |
| ASTRAZENECA PLC | 41679 | 3831 | SPONSORED ADR |
| ASML HOLDING N V | 3399 | 3636 | N Y REGISTRY SHS |
| ALPHABET INC | 10768 | 3378 | CAP STK CL C |
| BROOKFIELD RENEWABLE CORP | 85066 | 3261 | CL A EX SUB VTG |
| PALO ALTO NETWORKS INC | 16728 | 3081 | COM |
| AMERICAN EXPRESS CO | 8319 | 3077 | COM |
| TIDAL TRUST III | 165205 | 2884 | AFFORDABLE HOUS |
| COSTCO WHSL CORP NEW | 3320 | 2862 | COM |
| LINDE PLC | 6684 | 2849 | SHS |
| PROCTER AND GAMBLE CO | 18251 | 2615 | COM |
| SHOPIFY INC | 16197 | 2607 | CL A SUB VTG SHS |
| UNITED PARCEL SERVICE INC | 26097 | 2588 | CL B |
| SERVICENOW INC | 16453 | 2520 | COM |
| VISA INC | 6892 | 2417 | COM CL A |
| AMPLIFY ETF TR | 36934 | 2411 | AMPLIFY ETHO CLI |
| AMERICAN TOWER CORP NEW | 13542 | 2377 | COM |
| UNILEVER PLC | 36181 | 2366 | SPON ADR NEW |
| ECOLAB INC | 8798 | 2309 | COM |
| TRANE TECHNOLOGIES PLC | 5880 | 2288 | SHS |
| SONY GROUP CORP | 82856 | 2121 | SPONSORED ADR |
| INTERCONTINENTAL EXCHANGE IN | 12993 | 2104 | COM |
| EATON CORP PLC | 6285 | 2001 | SHS |
| PEPSICO INC | 13280 | 1905 | COM |
| SAP SE | 7805 | 1895 | SPON ADR |
| MCCORMICK & CO INC | 27826 | 1895 | COM NON VTG |
| AMERICAN WTR WKS CO INC NEW | 14351 | 1872 | COM |
| MERCADOLIBRE INC | 926 | 1864 | COM |
| HALEON PLC | 172439 | 1743 | SPON ADS |
| PNC FINL SVCS GROUP INC | 8304 | 1733 | COM |
| FIRST SOLAR INC | 6526 | 1704 | COM |
| XYLEM INC | 12300 | 1674 | COM |
| UNION PAC CORP | 7033 | 1626 | COM |
| PROLOGIS INC. | 12612 | 1610 | COM |
| INTUITIVE SURGICAL INC | 2838 | 1607 | COM NEW |
| INTERNATIONAL BUSINESS MACHS | 5396 | 1598 | COM |
| ACCENTURE PLC IRELAND | 5953 | 1597 | SHS CLASS A |
| FRANKLIN ETF TR | 17492 | 1591 | SHRT DUR US GOVT |
| TRAVELERS COMPANIES INC | 5398 | 1565 | COM |
| VANECK ETF TRUST | 63969 | 1556 | GREEN BOND ETF |
| SHINHAN FINANCIAL GROUP CO L | 28874 | 1548 | SPN ADR RESTRD |
| MERCK & CO INC | 14688 | 1546 | COM |
| AUTODESK INC | 5192 | 1536 | COM |
| JOHNSON & JOHNSON | 7424 | 1536 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509 | CL A |
| SPDR S&P 500 ETF TR | 2213 | 1508 | TR UNIT |
| HDFC BANK LTD | 41237 | 1506 | SPONSORED ADS |
| MORGAN STANLEY ETF TRUST | 22318 | 1431 | CALVERT US MDCP |
| AMGEN INC | 4366 | 1429 | COM |
| BRIGHT HORIZONS FAM SOL IN D | 13919 | 1411 | COM |
| ALCON AG | 17684 | 1393 | ORD SHS |
| 3M CO | 8472 | 1356 | COM |
| VERISK ANALYTICS INC | 5960 | 1333 | COM |
| BROADCOM INC | 3831 | 1325 | COM |
| TE CONNECTIVITY PLC | 5786 | 1316 | ORD SHS |
| WABTEC | 6068 | 1295 | COM |
| NETFLIX INC | 13672 | 1281 | COM |
| EAST WEST BANCORP INC | 11001 | 1236 | COM |
| ENCOMPASS HEALTH CORP | 11531 | 1223 | COM |
| NVENT ELECTRIC PLC | 11926 | 1216 | SHS |
| CISCO SYS INC | 15391 | 1185 | COM |
| TJX COS INC NEW | 7491 | 1150 | COM |
| WASTE CONNECTIONS INC | 6472 | 1134 | COM |
| BANK AMERICA CORP | 20306 | 1116 | COM |
| GLOBAL X FDS | 32895 | 1093 | RENEWABLE ENERGY |
| VANGUARD INDEX FDS | 2220 | 1083 | GROWTH ETF |
| CANADIAN PACIFIC KANSAS CITY | 14448 | 1063 | COM |
| DEERE & CO | 2282 | 1062 | COM |
| PRAXIS FDS | 28167 | 1028 | IMPACT LARGE CAP |
| BERKSHIRE HATHAWAY INC DEL | 2036 | 1023 | CL B NEW |
| STRYKER CORPORATION | 2879 | 1011 | COM |
| AMPHENOL CORP NEW | 7488 | 1011 | CL A |
| NOVO-NORDISK A S | 19432 | 988 | ADR |
| AUTOMATIC DATA PROCESSING IN | 3759 | 967 | COM |
| INVESCO EXCH TRADED FD TR II | 19668 | 966 | SOLAR ETF |
| BROOKFIELD RENEWABLE PARTNER | 35777 | 964 | PARTNERSHIP UNIT |
| CHUBB LIMITED | 3081 | 961 | COM |
| CREDICORP LTD | 3292 | 944 | COM |
| NATIONAL GRID PLC | 11617 | 898 | SPONSORED ADR NE |
| INTUIT | 1350 | 894 | COM |
| GILEAD SCIENCES INC | 7102 | 871 | COM |
| LEGG MASON ETF INVT | 10482 | 863 | CLEARBRIDGE LRG |
| ORMAT TECHNOLOGIES INC | 7793 | 860 | COM |
| COCA COLA CO | 12307 | 860 | COM |
| NUSHARES ETF TR | 23563 | 853 | NUVEEN ESG INTL |
| CHIPOTLE MEXICAN GRILL INC | 22194 | 821 | COM |
| INVESCO QQQ TR | 1319 | 810 | UNIT SER 1 |
| ISHARES TR | 5811 | 809 | ESG OPTIMIZED |
| BLACKROCK TAX MUNICPAL BD TR | 49339 | 805 | SHS |
| ITAU UNIBANCO HLDG S A | 110305 | 789 | SPON ADR REP PFD |
| UNITEDHEALTH GROUP INC | 2323 | 766 | COM |
| US BANCORP DEL | 14232 | 759 | COM NEW |
| NEXTERA ENERGY INC | 9321 | 748 | COM |
| LULULEMON ATHLETICA INC | 3567 | 741 | COM |
| TEXAS INSTRS INC | 4267 | 740 | COM |
| ISHARES TR | 3507 | 737 | RUS 1000 VAL ETF |
| SHENANDOAH TELECOMMUNICATION | 62373 | 721 | COM |
| AMALGAMATED FINANCIAL CORP | 22477 | 719 | COM |
| TORTOISE CAPITAL SERIES TRUS | 14063 | 714 | GLOBAL WATER FD |
| APPLIED MATLS INC | 2705 | 695 | COM |
| ORACLE CORP | 3558 | 693 | COM |
| ALLSTATE CORP | 3328 | 692 | COM |
| ILLINOIS TOOL WKS INC | 2795 | 688 | COM |
| UNITED RENTALS INC | 845 | 683 | COM |
| LAM RESEARCH CORP | 3936 | 673 | COM NEW |
| DANAHER CORPORATION | 2926 | 669 | COM |
| LOWES COS INC | 2760 | 665 | COM |
| GLOBAL PMTS INC | 8572 | 663 | COM |
| NOVARTIS AG | 4702 | 648 | SPONSORED ADR |
| STARBUCKS CORP | 7491 | 630 | COM |
| THERMO FISHER SCIENTIFIC INC | 1088 | 630 | COM |
| ALIBABA GROUP HLDG LTD | 4301 | 630 | SPONSORED ADS |
| ISHARES TR | 38184 | 627 | GL CLEAN ENE ETF |
| S&P GLOBAL INC | 1194 | 624 | COM |
| SALESFORCE INC | 2350 | 622 | COM |
| ADOBE INC | 1747 | 611 | COM |
| WATERS CORP | 1608 | 610 | COM |
| BOOKING HOLDINGS INC | 114 | 610 | COM |
| ADVANCED MICRO DEVICES INC | 2836 | 607 | COM |
| MONSTER BEVERAGE CORP NEW | 7916 | 606 | COM |
| ROYAL BK CDA | 3541 | 603 | COM |
| FRANKLIN TEMPLETON HOLDINGS | 10101 | 581 | RESPBLY SRCD GLD |
| HSBC HLDGS PLC | 7372 | 579 | SPON ADR NEW |
| CINCINNATI FINL CORP | 3530 | 576 | COM |
| FIRST TR EXCHANGE-TRADED FD | 5074 | 551 | WTR ETF |
| WALMART INC | 4913 | 547 | COM |
| VANGUARD INDEX FDS | 1622 | 543 | TOTAL STK MKT |
| THE CIGNA GROUP | 1961 | 539 | COM |
| ISHARES TR | 10493 | 533 | FLTG RATE NT ETF |
| VERTEX PHARMACEUTICALS INC | 1173 | 531 | COM |
| ISHARES TR | 5572 | 530 | MBS ETF |
| SPOTIFY TECHNOLOGY S A | 908 | 527 | SHS |
| CANADIAN NATL RY CO | 5283 | 522 | COM |
| GE VERNOVA INC | 798 | 521 | COM |
| VERIZON COMMUNICATIONS INC | 12732 | 518 | COM |
| MORGAN STANLEY ETF TRUST | 10166 | 515 | CALVERT ULT SHR |
| INTEL CORP | 13984 | 515 | COM |
| GE AEROSPACE | 1644 | 506 | COM NEW |
| CME GROUP INC | 1844 | 503 | COM |
| COMCAST CORP NEW | 16672 | 498 | CL A |
| RELX PLC | 12316 | 497 | SPONSORED ADR |
| ANALOG DEVICES INC | 1786 | 484 | COM |
| GLOBE LIFE INC | 3452 | 482 | COM |
| TORONTO DOMINION BK ONT | 5073 | 477 | COM NEW |
| ISHARES TR | 10064 | 475 | ESG ADVNCD HY BD |
| ISHARES TR | 1381 | 473 | S&P 100 ETF |
| PROGRESSIVE CORP | 2076 | 472 | COM |
| MEDTRONIC PLC | 4901 | 470 | SHS |
| MORGAN STANLEY ETF TRUST | 5473 | 452 | CALVERT US LRGCP |
| MCDONALDS CORP | 1441 | 440 | COM |
| NUSHARES ETF TR | 9722 | 434 | NUVEEN ESG SMLCP |
| CAPITAL ONE FINL CORP | 1788 | 433 | COM |
| VITAL FARMS INC | 13472 | 430 | COM |
| VANGUARD WORLD FD | 1032 | 425 | MEGA GRWTH IND |
| EDWARDS LIFESCIENCES CORP | 4912 | 418 | COM |
| ISHARES TR | 1695 | 417 | RUSSELL 2000 ETF |
| STERIS PLC | 1605 | 406 | SHS USD |
| NUSHARES ETF TR | 14410 | 404 | ESG DIVIDEND ETF |
| COLGATE PALMOLIVE CO | 5048 | 398 | COM |
| NXP SEMICONDUCTORS N V | 1833 | 397 | COM |
| T-MOBILE US INC | 1946 | 395 | COM |
| ING GROEP N.V. | 14108 | 395 | SPONSORED ADR |
| CORNING INC | 4500 | 394 | COM |
| INVESCO EXCHANGE TRADED FD T | 8320 | 392 | INVESCO MSCI |
| AT&T INC | 15764 | 391 | COM |
| VANGUARD SCOTTSDALE FDS | 6492 | 389 | INTER TERM TREAS |
| MORGAN STANLEY ETF TRUST | 4615 | 388 | CALVERT US LARCP |
| BANCO SANTANDER SA | 32828 | 385 | ADR |
| BOSTON SCIENTIFIC CORP | 4036 | 384 | COM |
| NUSHARES ETF TR | 10684 | 380 | NUVEEN ESG EMRGN |
| GSK PLC | 7606 | 372 | SPONSORED ADR |
| AGILENT TECHNOLOGIES INC | 2723 | 370 | COM |
| PIMCO ETF TR | 3723 | 367 | ENHANCD SHORT |
| KLA CORP | 301 | 365 | COM NEW |
| NORDSON CORP | 1515 | 364 | COM |
| MCKESSON CORP | 441 | 361 | COM |
| META PLATFORMS INC | 546 | 360 | CL A |
| SSGA ACTIVE TR | 12402 | 360 | STATE STREET NUV |
| BRISTOL-MYERS SQUIBB CO | 6671 | 359 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8039 | 358 | NAS CLNEDG GREEN |
| ICON PLC | 1964 | 357 | SHS |
| ELEVANCE HEALTH INC FORMERLY | 1018 | 356 | COM |
| NUSHARES ETF TR | 15907 | 355 | NUVEEN ESG US |
| JOHNSON CTLS INTL PLC | 2957 | 354 | SHS |
| MONDELEZ INTL INC | 6561 | 353 | CL A |
| VANGUARD BD INDEX FDS | 4696 | 347 | TOTAL BND MRKT |
| ZOETIS INC | 2736 | 344 | CL A |
| POTLATCHDELTIC CORPORATION | 8628 | 343 | COM |
| TC ENERGY CORP | 6250 | 343 | COM |
| DIMENSIONAL ETF TRUST | 8569 | 339 | US CORE EQUITY 2 |
| AIR PRODS & CHEMS INC | 1364 | 336 | COM |
| IRON MTN INC DEL | 4053 | 336 | COM |
| PARNASSUS INCOME FDS | 12122 | 325 | CORE SELECT ETF |
| LLOYDS BANKING GROUP PLC | 61114 | 323 | SPONSORED ADR |
| CHURCH & DWIGHT CO INC | 3841 | 322 | COM |
| ISHARES TR | 464 | 317 | CORE S&P500 ETF |
| TWILIO INC | 2208 | 314 | CL A |
| BECTON DICKINSON & CO | 1600 | 310 | COM |
| SPROUTS FMRS MKT INC | 3879 | 309 | COM |
| FIRST TR EXCHANGE TRADED FD | 2019 | 308 | NASDQ CLN EDGE |
| TESLA INC | 684 | 307 | COM |
| ROPER TECHNOLOGIES INC | 687 | 305 | COM |
| WELLTOWER INC | 1646 | 305 | COM |
| EQUINIX INC | 387 | 296 | COM |
| GLOBAL X FDS | 3543 | 291 | S&P 500 CATHOLIC |
| SUMITOMO MITSUI FINL GROUP I | 14861 | 287 | SPONSORED ADR |
| VANGUARD WORLD FD | 2344 | 283 | ESG US STK ETF |
| KKR & CO INC | 2174 | 277 | COM |
| MARSH & MCLENNAN COS INC | 1493 | 276 | COM |
| TRIMBLE INC | 3506 | 274 | COM |
| MORGAN STANLEY ETF TRUST | 3822 | 272 | CALVERT INTERNAT |
| VANGUARD WORLD FD | 3732 | 267 | ESG INTL STK ETF |
| EBAY INC. | 3067 | 267 | COM |
| SANOFI SA | 5438 | 263 | SPONSORED ADR |
| UNITED BANKSHARES INC WEST V | 6780 | 260 | COM |
| LPL FINL HLDGS INC | 727 | 259 | COM |
| VANGUARD STAR FDS | 3431 | 258 | VG TL INTL STK F |
| QUALCOMM INC | 1505 | 257 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 16524 | 257 | SPONSORED ADS |
| QUANTA SVCS INC | 609 | 256 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 932 | 256 | ORD SHS |
| ISHARES TR | 2694 | 256 | ESG AW MSCI EAFE |
| GALLAGHER ARTHUR J & CO | 986 | 255 | COM |
| AMERIPRISE FINL INC | 516 | 252 | COM |
| NUSHARES ETF TR | 11592 | 250 | ESG HI TLD CRP |
| FACTSET RESH SYS INC | 863 | 250 | COM |
| JONES LANG LASALLE INC | 732 | 246 | COM |
| DISNEY WALT CO | 2147 | 244 | COM |
| CUMMINS INC | 475 | 242 | COM |
| ISHARES TR | 2013 | 241 | CORE S&P SCP ETF |
| BANCO BILBAO VIZCAYA ARGENTA | 10289 | 239 | SPONSORED ADR |
| BANK NOVA SCOTIA HALIFAX | 3230 | 238 | COM |
| HUT 8 CORP | 5100 | 234 | COM |
| ISHARES TR | 2616 | 234 | CORE MSCI EAFE |
| ROSS STORES INC | 1290 | 232 | COM |
| AFLAC INC | 2085 | 229 | COM |
| SYNOPSYS INC | 482 | 226 | COM |
| DIGITAL RLTY TR INC | 1462 | 226 | COM |
| CAVA GROUP INC | 3843 | 225 | COM |
| CADENCE DESIGN SYSTEM INC | 715 | 223 | COM |
| AON PLC | 630 | 222 | SHS CL A |
| AUTOZONE INC | 66 | 222 | COM |
| MORGAN STANLEY | 1247 | 221 | COM NEW |
| FORD MTR CO | 16865 | 221 | COM |
| PFIZER INC | 8845 | 220 | COM |
| WW GRAINGER INC | 219 | 220 | COM |
| CANADIAN IMPERIAL BANK OF CO | 2396 | 217 | COM |
| DELL TECHNOLOGIES INC | 1705 | 214 | CL C |
| ETFS GOLD TR | 5154 | 211 | PHYSCL GOLD SHS |
| MICROCHIP TECHNOLOGY INC. | 3257 | 207 | COM |
| DECKERS OUTDOOR CORP | 1991 | 206 | COM |
| PROFESIONALLY MANAGED PORTFO | 3104 | 203 | AKRE FOCUS ETF |
| PIMCO MUN INCOME FD II | 24275 | 183 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 10250 | 162 | SPONSORED ADS |
| TELEFONICA S A | 37781 | 153 | SPONSORED ADR |
| UNITED MICROELECTRONICS CORP | 19273 | 151 | SPON ADR NEW |
| BLACKROCK LONG-TERM MUN ADVA | 15985 | 148 | COM |
| WIPRO LTD | 44916 | 127 | SPON ADR 1 SH |
| ALGONQUIN PWR UTILS CORP | 20207 | 124 | COM |
| GRUPO AVAL ACCIONES Y VALORE | 18012 | 72 | SPONSORED ADS |
| BANCO BRADESCO S A | 15830 | 52 | SP ADR PFD NEW |
| AGILON HEALTH INC | 18796 | 12 | COM |
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