NIA IMPACT ADVISORS, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1815217
Institutional-grade research for retail investors

13F Reported Value

$224.9M

Holdings

89

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

NIA IMPACT ADVISORS, LLC disclosed 89 positions worth $224.9M in its Form 13F-HR for Q1 2026, followed by $FSLR and $TSM. During the quarter the fund opened 10 new positions and exited 20 — including a new stake in $AKAM and a full exit from $PG. The portfolio is most concentrated in Technology (38.9% of disclosed assets). All figures are sourced directly from NIA IMPACT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1815217.

Sector Allocation

TechnologyHealthcareIndustrialsFinancialsOtherConsumer Staples

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of NIA IMPACT ADVISORS, LLC's 89 positions.

Showing top 10 of 89 holdings.

Sector Allocation

Technology

$87.5M

Healthcare

$35.6M

Industrials

$32.3M

Financials

$19.2M

Other

$16.5M

Consumer Staples

$10.0M

Consumer Discretionary

$7.0M

Utilities

$6.5M

Full Holdings — NIA IMPACT ADVISORS, LLC (Q1 2026)

All 89 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1VANGUARD INDEX FDS$14.0M6.2%+0%
2FSLR$FSLRFIRST SOLAR, INC.$9.1M4.0%-8%73.8
3TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$8.4M3.8%-23%
4AAPL$AAPLApple Inc.$7.5M3.3%-31%76.1
5NXT$NXTNextpower Inc.$6.9M3.1%-23%74.8
6GILD$GILDGILEAD SCIENCES, INC.$6.9M3.1%-9%77.8
7VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$6.9M3.1%-12%76.6
8IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$6.9M3.0%-7%66.7
9GSK$GSKGSK plc$6.7M3.0%-4%
10HASI$HASIHA Sustainable Infrastructure Capital, Inc.$6.2M2.7%-3%50.1
11EBAY$EBAYEBAY INC$6.1M2.7%-6%69.3
12VRT$VRTVertiv Holdings Co$6.0M2.6%-19%82.7
13STN$STNSTANTEC INC$5.8M2.6%-6%
14IRM$IRMIRON MOUNTAIN INC$5.1M2.3%-4%50.7
15XYL$XYLXylem Inc.$4.6M2.0%-23%65.6
16BEPC$BEPCBrookfield Renewable Corp$4.5M2.0%+0%
17PANW$PANWPalo Alto Networks Inc$4.5M2.0%-10%66.5
18AVGO$AVGOBroadcom Inc.$4.5M2.0%-26%86.4
19COCO$COCOVita Coco Company, Inc.$4.4M1.9%+2%71.2
20SAP$SAPSAP SE$4.1M1.8%-3%
21LMND$LMNDLemonade, Inc.$4.0M1.8%-3%36.8
22LRN$LRNStride, Inc.$3.8M1.7%-8%71.1
23UNFI$UNFIUNITED NATURAL FOODS INC$3.8M1.7%-14%50.1
24AMAL$AMALAmalgamated Financial Corp.$3.7M1.7%-19%
25HOOD$HOODRobinhood Markets, Inc.$3.7M1.6%+18%75.8
26FMS$FMSFresenius Medical Care AG$3.3M1.5%-4%59.9
27NET$NETCloudflare, Inc.$3.3M1.5%-26%52.6
28MWA$MWAMueller Water Products, Inc.$3.3M1.4%-4%64.7
29CNM$CNMCore & Main, Inc.$3.2M1.4%-4%63.4
30NTRA$NTRANatera, Inc.$2.9M1.3%-2%46.4
31MSFT$MSFTMICROSOFT CORP$2.8M1.2%-32%83.7
32AMD$AMDADVANCED MICRO DEVICES INC$2.5M1.1%-49%78.8
33AKAM$AKAMAKAMAI TECHNOLOGIES INC$2.4M1.1%NEW62
34FTDR$FTDRFrontdoor, Inc.$2.4M1.1%NEW68.4
35ADSK$ADSKAutodesk, Inc.$2.3M1.0%-9%76.4
36SPOT$SPOTSpotify Technology S.A.$2.2M1.0%-8%
37IBRX$IBRXImmunityBio, Inc.$2.1M0.9%NEW30
38WGS$WGSGeneDx Holdings Corp.$2.0M0.9%+3%38.6
39RUN$RUNSunrun Inc.$1.9M0.9%-4%54.6
40ANET$ANETArista Networks, Inc.$1.9M0.8%NEW86
41NGVC$NGVCNatural Grocers by Vitamin Cottage, Inc.$1.8M0.8%-3%54.8
42TOST$TOSTToast, Inc.$1.8M0.8%-3%69.5
43HOLX$HOLXHOLOGIC INC$1.8M0.8%-56%62.3
44VMI$VMIVALMONT INDUSTRIES INC$1.8M0.8%NEW60.1
45ACM$ACMAECOM$1.7M0.8%-57%58.2
46CWT$CWTCALIFORNIA WATER SERVICE GROUP$1.6M0.7%-3%64.4
47CXT$CXTCrane NXT, Co.$1.6M0.7%-0%43.3
48NVDA$NVDANVIDIA CORP$1.6M0.7%-63%90.2
49CAPITOL SER TR$1.5M0.7%+0%
50ADI$ADIANALOG DEVICES INC$1.3M0.6%-69%76.2
51ZG$ZGZILLOW GROUP, INC.$1.3M0.6%+0%57.3
52MRK$MRKMerck & Co., Inc.$1.3M0.6%-11%70.9
53AMAT$AMATAPPLIED MATERIALS INC /DE$1.3M0.6%NEW74.8
54SHOP$SHOPSHOPIFY INC.$1.3M0.6%-60%
55AEIS$AEISADVANCED ENERGY INDUSTRIES INC$1.2M0.6%NEW61.9
56GOOG$GOOGAlphabet Inc.$1.2M0.5%-70%80.2
57SYK$SYKSTRYKER CORP$881,6070.4%-68%69.8
58ROK$ROKROCKWELL AUTOMATION, INC$857,7230.4%-70%68.2
59TMUS$TMUST-Mobile US, Inc.$782,3620.3%-59%72.7
60DHR$DHRDANAHER CORP /DE/$727,8780.3%-59%63.9
61BRK.A$BRK.ABERKSHIRE HATHAWAY INC$718,1400.3%+0%64.5
62MA$MAMastercard Inc$674,5410.3%-71%81.7
63CNI$CNICANADIAN NATIONAL RAILWAY CO$636,7320.3%-70%
64NYT$NYTNEW YORK TIMES CO$594,6500.3%-71%71.3
65UL$ULUNILEVER PLC$593,4560.3%-52%
66VANGUARD INTL EQUITY INDEX F$541,6210.2%-4%
67CSCO$CSCOCISCO SYSTEMS, INC.$524,7140.2%-32%72.3
68TEAM$TEAMAtlassian Corp$520,1330.2%-60%56.8
69CARR$CARRCARRIER GLOBAL Corp$480,0430.2%-67%61.5
70TIDAL TRUST I$458,0070.2%-50%
71VEEV$VEEVVEEVA SYSTEMS INC$447,9330.2%-55%77.8
72STM$STMSTMicroelectronics N.V.$419,6090.2%+0%
73LRCX$LRCXLAM RESEARCH CORP$411,6290.2%-9%82.4
74ADP$ADPAUTOMATIC DATA PROCESSING INC$391,1220.2%-71%77.9
75ABBV$ABBVAbbVie Inc.$390,8020.2%-11%59.3
76PFE$PFEPFIZER INC$378,4780.2%-18%69
77ORA$ORAORMAT TECHNOLOGIES, INC.$327,5900.1%-42%53.5
78ATR$ATRAPTARGROUP, INC.$327,0220.1%-73%64
79ETN$ETNEaton Corp plc$313,3920.1%-32%
80V$VVISA INC.$256,9040.1%-2%83.5
81QCOM$QCOMQUALCOMM INC/DE$250,1800.1%-11%81.9
82GRMN$GRMNGARMIN LTD$233,8360.1%-8%
83GOOGL$GOOGLAlphabet Inc.$224,4720.1%-13%80.2
84TIMB$TIMBTIM S.A.$222,7150.1%NEW
85CAT$CATCATERPILLAR INC$209,7040.1%-64%67.8
86GLW$GLWCORNING INC /NY$207,6260.1%NEW72.7
87DLR$DLRDIGITAL REALTY TRUST, INC.$205,8610.1%NEW70.2
88DSGX$DSGXDESCARTES SYSTEMS GROUP INC$200,3680.1%-32%
89VOD$VODVODAFONE GROUP PUBLIC LTD CO$195,7210.1%+24%

New Positions (10)

AKAM$AKAM AKAMAI TECHNOLOGIES INC$2.4M
FTDR$FTDR Frontdoor, Inc.$2.4M
IBRX$IBRX ImmunityBio, Inc.$2.1M
ANET$ANET Arista Networks, Inc.$1.9M
VMI$VMI VALMONT INDUSTRIES INC$1.8M
AMAT$AMAT APPLIED MATERIALS INC /DE$1.3M
AEIS$AEIS ADVANCED ENERGY INDUSTRIES INC$1.2M
TIMB$TIMB TIM S.A.$222,715
GLW$GLW CORNING INC /NY$207,626
DLR$DLR DIGITAL REALTY TRUST, INC.$205,861

Exited Positions (20)

PG$PG PROCTER & GAMBLE Co
TELEFONICA S A
NVO$NVO NOVO NORDISK A S
ISRG$ISRG INTUITIVE SURGICAL INC
TMO$TMO THERMO FISHER SCIENTIFIC INC.
DXCM$DXCM DEXCOM INC
VLTO$VLTO Veralto Corp
FLEX$FLEX FLEX LTD.
MKTX$MKTX MARKETAXESS HOLDINGS INC
ROP$ROP ROPER TECHNOLOGIES INC
ABT$ABT ABBOTT LABORATORIES
JNJ$JNJ JOHNSON & JOHNSON
PCAR$PCAR PACCAR INC
PM$PM Philip Morris International Inc.
LLY$LLY ELI LILLY & Co

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