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

About Natural Investments, LLC

Investment Activity

  • Natural Investments, LLC has $361.31 thousand in total holdings as of December 31, 2024.
  • Natural Investments, LLC owns shares of 246 different stocks, but just 86 companies or ETFs make up 80% of its holdings.
  • Approximately 100.00% of the portfolio was purchased this quarter.
  • About 0.00% of the portfolio was sold this quarter.
  • This quarter, Natural Investments, LLC has purchased 1 new stock and bought additional shares in 0 stocks.
  • Natural Investments, LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple
$23,739
Microsoft
$21,323
NVIDIA
$14,853

Largest New Holdings this Quarter

Apple
$23,739 Holding
Microsoft
$21,323 Holding
AXS Green Alpha ETF
$14,924 Holding
NVIDIA
$14,853 Holding

Largest Purchases this Quarter

Apple
94,798 shares (about $23.74K)
Microsoft
50,589 shares (about $21.32K)
AXS Green Alpha ETF
469,470 shares (about $14.92K)
NVIDIA
110,611 shares (about $14.85K)
iShares MSCI KLD 400 Social ETF
81,269 shares (about $8.96K)

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
$23,739$23,739 New Holding94,7986.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$21,323$21,323 New Holding50,5895.9%Computer and Technology
NXTE
AXS Green Alpha ETF
$14,924$14,924 New Holding469,4704.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$14,853$14,853 New Holding110,6114.1%Computer and Technology
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$8,959$8,959 New Holding81,2692.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$7,581$7,581 New Holding19,4902.1%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$7,533$7,533 New Holding42,3952.1%Medical
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$6,351$6,351 New Holding236,7451.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,311$6,311 New Holding33,3411.7%Computer and Technology
Adasina Social Justice All Cap Global ETF stock logo
JSTC
Adasina Social Justice All Cap Global ETF
$5,869$5,869 New Holding319,6801.6%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$5,742$5,742 New Holding10,9061.6%Business Services
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,346$5,346 New Holding27,0711.5%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,096$5,096 New Holding4,8081.4%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,731$4,731 New Holding41,8351.3%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,631$4,631 New Holding25,4541.3%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,185$4,185 New Holding5,4221.2%Medical
LINDE PLC
$3,865$3,865 New Holding9,2341.1%SHS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,771$3,771 New Holding15,7341.0%Finance
EA SERIES TRUST
$3,495$3,495 New Holding143,1521.0%STANCE SUSTAINAB
AXS Change Finance ESG ETF stock logo
CHGX
AXS Change Finance ESG ETF
$3,374$3,374 New Holding88,8700.9%ETF
Adobe Inc. stock logo
ADBE
Adobe
$3,360$3,360 New Holding7,5560.9%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$3,328$3,328 New Holding31,3010.9%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$3,202$3,202 New Holding25,3950.9%Transportation
ASML Holding stock logo
ASML
ASML
$3,188$3,188 New Holding4,6000.9%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,024$3,024 New Holding46,1540.8%Medical
American Tower Co. stock logo
AMT
American Tower
$2,992$2,992 New Holding16,3180.8%Finance
BROOKFIELD RENEWABLE CORP
$2,864$2,864 New Holding103,5780.8%CL A EX SUB VTG
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,818$2,818 New Holding3,0770.8%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$2,803$2,803 New Holding5,3890.8%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$2,784$2,784 New Holding11,5580.8%Finance
Eaton Co. plc stock logo
ETN
Eaton
$2,781$2,781 New Holding8,3800.8%Industrial Products
Unilever PLC stock logo
UL
Unilever
$2,690$2,690 New Holding47,4560.7%Consumer Staples
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$2,676$2,676 New Holding9,7170.7%Business Services
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$2,449$2,449 New Holding12,7000.7%Finance
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$2,392$2,392 New Holding31,3850.7%Consumer Staples
American Express stock logo
AXP
American Express
$2,377$2,377 New Holding8,0110.7%Finance
Accenture plc stock logo
ACN
Accenture
$2,343$2,343 New Holding6,6620.6%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$2,297$2,297 New Holding9,8050.6%Basic Materials
Union Pacific Co. stock logo
UNP
Union Pacific
$2,264$2,264 New Holding9,9290.6%Transportation
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$2,253$2,253 New Holding37,3740.6%Retail/Wholesale
SAP SE stock logo
SAP
SAP
$2,242$2,242 New Holding9,1100.6%Computer and Technology
Autodesk, Inc. stock logo
ADSK
Autodesk
$2,230$2,230 New Holding7,5470.6%Computer and Technology
MANAGER DIRECTED PORTFOLIOS
$2,214$2,214 New Holding218,8680.6%VERT GLB SUST RE
AMPLIFY ETF TR
$2,182$2,182 New Holding36,5270.6%AMPLIFY ETHO CLI
MSCI Inc. stock logo
MSCI
MSCI
$2,172$2,172 New Holding3,6200.6%Finance
Alcon Inc. stock logo
ALC
Alcon
$2,153$2,153 New Holding25,3630.6%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$2,151$2,151 New Holding9,2790.6%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,121$2,121 New Holding12,6520.6%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$2,031$2,031 New Holding10,6650.6%Computer and Technology
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$2,005$2,005 New Holding18,0960.6%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,003$2,003 New Holding13,1780.6%Consumer Staples
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,973$1,973 New Holding1,1610.5%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,957$1,957 New Holding15,7230.5%Utilities
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1,828$1,828 New Holding9,6430.5%Transportation
Prologis, Inc. stock logo
PLD
Prologis
$1,819$1,819 New Holding17,2170.5%Finance
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$1,766$1,766 New Holding4,6210.5%Consumer Discretionary
First Solar, Inc. stock logo
FSLR
First Solar
$1,748$1,748 New Holding9,9210.5%Oils/Energy
Xylem Inc. stock logo
XYL
Xylem
$1,673$1,673 New Holding14,4280.5%Business Services
Visa Inc. stock logo
V
Visa
$1,626$1,626 New Holding5,1460.5%Business Services
East West Bancorp, Inc. stock logo
EWBC
East West Bancorp
$1,539$1,539 New Holding16,0750.4%Finance
Franklin Liberty Short Duration US Government ETF stock logo
FTSD
Franklin Liberty Short Duration US Government ETF
$1,531$1,531 New Holding16,9650.4%ETF
Stryker Co. stock logo
SYK
Stryker
$1,528$1,528 New Holding4,2450.4%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,513$1,513 New Holding2,5830.4%Finance
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,458$1,458 New Holding4,9810.4%Business Services
Sony Group Co. stock logo
SONY
Sony Group
$1,454$1,454 New Holding68,7340.4%Consumer Discretionary
Ecofin Global Water ESG Fund stock logo
EBLU
Ecofin Global Water ESG Fund
$1,449$1,449 New Holding30,8930.4%ETF
TIDAL TRUST III
$1,422$1,422 New Holding84,2510.4%AFFORDABLE HOUS
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,391$1,391 New Holding13,9840.4%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$1,357$1,357 New Holding1,5230.4%Consumer Discretionary
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$1,346$1,346 New Holding19,8810.4%Oils/Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,345$1,345 New Holding15,6460.4%Medical
NIKE, Inc. stock logo
NKE
NIKE
$1,341$1,341 New Holding17,7300.4%Consumer Discretionary
VanEck Green Bond ETF stock logo
GRNB
VanEck Green Bond ETF
$1,319$1,319 New Holding55,6750.4%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$1,295$1,295 New Holding14,1960.4%Retail/Wholesale
Ball Co. stock logo
BALL
Ball
$1,249$1,249 New Holding22,6650.3%Industrial Products
Amgen Inc. stock logo
AMGN
Amgen
$1,248$1,248 New Holding4,7910.3%Medical
HDFC Bank Limited stock logo
HDB
HDFC Bank
$1,229$1,229 New Holding19,2500.3%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,223$1,223 New Holding2,4190.3%Medical
The Allstate Co. stock logo
ALL
Allstate
$1,200$1,200 New Holding6,2260.3%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$1,169$1,169 New Holding3,1660.3%Construction
Global Payments Inc. stock logo
GPN
Global Payments
$1,160$1,160 New Holding10,3600.3%Business Services
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$1,147$1,147 New Holding50,3720.3%Utilities
3M stock logo
MMM
3M
$1,135$1,135 New Holding8,7970.3%Multi-Sector Conglomerates
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,129$1,129 New Holding15,6130.3%Transportation
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,076$1,076 New Holding2,3760.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$1,049$1,049 New Holding11,6120.3%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,042$1,042 New Holding4,7520.3%Retail/Wholesale
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
$1,039$1,039 New Holding14,4920.3%ETF
Nextracker Inc. stock logo
NXT
Nextracker
$1,013$1,013 New Holding27,7340.3%Oils/Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$1,012$1,012 New Holding4,6050.3%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$998$998 New Holding4,3510.3%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$986$986 New Holding6,8230.3%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$964$964 New Holding3,9070.3%Retail/Wholesale
RNRG
Global X Renewable Energy Producers ETF
$960$960 New Holding110,7040.3%ETF
FERGUSON ENTERPRISES INC
$937$937 New Holding5,3990.3%COMMON STOCK NEW
SMI
VanEck HIP Sustainable Muni ETF
$928$928 New Holding20,2000.3%ETF
Shinhan Financial Group Co., Ltd. stock logo
SHG
Shinhan Financial Group
$891$891 New Holding27,1260.2%Finance
Oracle Co. stock logo
ORCL
Oracle
$877$877 New Holding5,2680.2%Computer and Technology
Vital Farms, Inc. stock logo
VITL
Vital Farms
$864$864 New Holding22,9470.2%Consumer Staples
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$861$861 New Holding9,3990.2%ETF

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