NATURAL INVESTMENTS, LLC
Sector Allocation
- Technology32.3%$146.8M
- Other27.9%$126.9M
- Financials12.8%$58.2M
- Healthcare9.5%$43.4M
- Industrials5.0%$22.9M
- Consumer Discretionary3.7%$16.7M
- Consumer Staples3.6%$16.2M
- Utilities1.7%$7.6M
- Materials1.3%$6.1M
- Real Estate1.3%$6.1M
AUM History
13fpro.ai/research/fund/natural-investments-llc-1800245
Conviction and streaks
Concentrating · top 10 = 35.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$34.0MNVDA
$23.2MMSFT
$18.3M- ETF$17.2M
GOOGL
$13.4M- TIDAL$13.1M
- ISHARES$12.6M
- EA$12.3M
- MANAGER$10.0M
- VANECK$8.6M
ABBV
$8.4M- INVESTMENT$7.7M
HASI
$7.5MHD
$6.7MLLY
$6.7MJPM
$5.6MTSM
$5.5MBRK.A
$5.2MPANW
$5.2M- TIDAL$5.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/natural-investments-llc-1800245
NATURAL INVESTMENTS, LLC 13F holdings — Q2 2026
$455.2M portfolio (+12.3% QoQ) · 301 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$34.0M
7.5% of stocks
+2%This quarter+11.3%Since filed3+ qtrsHeld$23.2M
5.1% of stocks
+5%This quarter+7.6%Since filed3+ qtrsHeld$18.3M
4.0% of stocks
+3%This quarter+14.6%Since filed3+ qtrsHeld- 4
ETF SER SOLUTIONS - US VEGAN CLIMATE
$17.2M
3.8% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $13.4M
3.0% of stocks
+5%This quarter-11.9%Since filed3+ qtrsHeld- 6
TIDAL TRUST I - ADASINA SOCIAL
$13.1M
2.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - ESG MSCI KLD 400
$12.6M
2.8% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
EA SERIES TRUST - STANCE SUSTAINAB
$12.3M
2.7% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE
$10.0M
2.2% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANECK ETF TRUST - GREEN BOND ETF
$8.6M
1.9% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $34.0M | 7.5% | +2% | +11.3% | 3+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $23.2M | 5.1% | +5% | +7.6% | 3+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $18.3M | 4.0% | +3% | +14.6% | 3+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ETF SER SOLUTIONS - US VEGAN CLIMATE | $17.2M | 3.8% | +5% | — | — | — | — | |
| 5 | $13.4M | 3.0% | +5% | -11.9% | 3+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | TIDAL TRUST I - ADASINA SOCIAL | $13.1M | 2.9% | -1% | — | — | — | — | |
| 7 | ISHARES TR - ESG MSCI KLD 400 | $12.6M | 2.8% | -10% | — | — | — | — | |
| 8 | EA SERIES TRUST - STANCE SUSTAINAB | $12.3M | 2.7% | +17% | — | — | — | — | |
| 9 | MANAGER DIRECTED PORTFOLIOS - VERT GLB SUST RE | $10.0M | 2.2% | +8% | — | — | — | — | |
| 10 | VANECK ETF TRUST - GREEN BOND ETF | $8.6M | 1.9% | +20% | — | — | — | — |
All holdings — NATURAL INVESTMENTS, LLC (Q2 2026)
301 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $8.4M | 1.8% | 33K | +3% | 3+ qtrsAdded 2 qtrs in a row | 72.6 | 13F | |
| 12 | — | INVESTMENT MANAGERS SER TR I - AXS GREEN ALPHA | — | $7.7M | 1.7% | 141K | -10% | — | — | 13F |
| 13 | HA Sustainable Infrastructure Capital, Inc. | Financials | $7.5M | 1.7% | 193K | -4% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | HOME DEPOT, INC. | Consumer Discretionary | $6.7M | 1.5% | 19K | +8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ELI LILLY & Co | Healthcare | $6.7M | 1.5% | 5,609 | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JPMORGAN CHASE & CO | Financials | $5.6M | 1.2% | 17K | +3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $5.5M | 1.2% | 12K | -45% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 1.1% | 7 | — | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Palo Alto Networks Inc | Technology | $5.2M | 1.1% | 15K | -13% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | TIDAL TRUST III - AFFORDABLE HOUS | — | $5.1M | 1.1% | 295K | +15% | — | — | 13F |
| 21 | Mastercard Inc | Financials | $4.4M | 1.0% | 8,532 | +7% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $4.3M | 0.9% | 12K | +5% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASML HOLDING NV | Technology | $3.9M | 0.8% | 1,950 | -36% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.9M | 0.8% | 4,144 | +24% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | AMPLIFY ETF TR - AMPLIFY ETHO CLIetf/fund | — | $3.5M | 0.8% | 44K | -3% | — | — | 13F |
| 26 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.5M | 0.8% | 24K | +4% | |||
| 27 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.4M | 0.8% | 5,900 | +104% | |||
| 28 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.2M | 0.7% | 36K | +0.2% | |||
| 29 | $BEPC | Brookfield Renewable Corp | Utilities | $2.9M | 0.7% | 79K | -0.7% | |||
| 30 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.9M | 0.6% | 3,894 | +80% | |||
| 31 | $AXP | AMERICAN EXPRESS CO | Financials | $2.9M | 0.6% | 8,506 | +2% | |||
| 32 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.7M | 0.6% | 26K | -3% | |||
| 33 | $V | VISA INC. | Financials | $2.6M | 0.6% | 7,586 | +6% | |||
| 34 | — | MORGAN STANLEY ETF TRUST - CALVERT US MDCP | — | $2.5M | 0.6% | 34K | +7% | |||
| 35 | $AZN | ASTRAZENECA PLC | Healthcare | $2.5M | 0.6% | 13K | New | |||
| 36 | $ETN | Eaton Corp plc | Industrials | $2.5M | 0.6% | 5,929 | +1% | |||
| 37 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.4M | 0.5% | 9,613 | +12% | |||
| 38 | $UL | UNILEVER PLC | Consumer Staples | $2.3M | 0.5% | 38K | +0.1% | |||
| 39 | $ECL | ECOLAB INC. | Materials | $2.2M | 0.5% | 8,021 | +0.2% | |||
| 40 | $UNP | UNION PACIFIC CORP | Industrials | $2.1M | 0.5% | 7,832 | +16% | |||
| 41 | $LRCX | LAM RESEARCH CORP | Technology | $2.0M | 0.5% | 4,717 | +17% | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $2.0M | 0.5% | 5,412 | +6% | |||
| 43 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $2.0M | 0.5% | 8,232 | +1% | |||
| 44 | $MRK | Merck & Co., Inc. | Healthcare | $2.0M | 0.4% | 15K | +6% | |||
| 45 | $PLD | Prologis, Inc. | Real Estate | $1.9M | 0.4% | 14K | +14% | |||
| 46 | — | FRANKLIN ETF TR - SHRT DUR US GOVT | — | $1.9M | 0.4% | 21K | +4% | |||
| 47 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.9M | 0.4% | 16K | +3% | |||
| 48 | $TT | Trane Technologies plc | Technology | $1.9M | 0.4% | 3,786 | -32% | |||
| 49 | $AWK | American Water Works Company, Inc. | Utilities | $1.8M | 0.4% | 14K | -4% | |||
| 50 | $LIN | LINDE PLC | Materials | $1.8M | 0.4% | 3,468 | -47% | |||
| 51 | $FSLR | FIRST SOLAR, INC. | Technology | $1.8M | 0.4% | 7,536 | +16% | |||
| 52 | $INTC | INTEL CORP | Technology | $1.8M | 0.4% | 13K | -0.3% | |||
| 53 | — | NUSHARES ETF TR - NUVEEN ESG INTL | — | $1.7M | 0.4% | 43K | +64% | |||
| 54 | $XYL | Xylem Inc. | Industrials | $1.7M | 0.4% | 15K | -5% | |||
| 55 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.7M | 0.4% | 5,170 | -3% | |||
| 56 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.4% | 6,050 | +4% | |||
| 57 | $EHC | Encompass Health Corp | Healthcare | $1.7M | 0.4% | 17K | +4% | |||
| 58 | $DE | DEERE & CO | Industrials | $1.7M | 0.4% | 2,630 | +16% | |||
| 59 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $1.7M | 0.4% | 3,336 | +34% | |||
| 60 | $PEP | PEPSICO INC | Consumer Staples | $1.6M | 0.3% | 12K | -11% | |||
| 61 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.6M | 0.3% | 9,674 | +0.8% | |||
| 62 | $SHOP | SHOPIFY INC. | Technology | $1.6M | 0.3% | 14K | -15% | |||
| 63 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $1.5M | 0.3% | 5,647 | -10% | |||
| 64 | $NOW | ServiceNow, Inc. | Technology | $1.5M | 0.3% | 15K | -8% | |||
| 65 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.4M | 0.3% | 12K | -8% | |||
| 66 | $GLW | CORNING INC /NY | Materials | $1.4M | 0.3% | 5,575 | +31% | |||
| 67 | $NXT | Nextpower Inc. | Technology | $1.4M | 0.3% | 12K | -3% | |||
| 68 | $AMGN | AMGEN INC | Healthcare | $1.4M | 0.3% | 3,879 | -14% | |||
| 69 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.3% | 5,844 | -73% | |||
| 70 | — | LEGG MASON ETF INVT - CLEARBRIDGE LRG | — | $1.4M | 0.3% | 16K | +6% | |||
| 71 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.3% | 3,708 | +101% | |||
| 72 | $VRSK | Verisk Analytics, Inc. | Technology | $1.3M | 0.3% | 7,474 | +24% | |||
| 73 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.3% | 4,451 | +0.8% | |||
| 74 | $MMM | 3M CO | Healthcare | $1.3M | 0.3% | 7,976 | -10% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.3M | 0.3% | 22K | +13% | |||
| 76 | — | PRAXIS FDS - IMPACT LARGE CAP | — | $1.2M | 0.3% | 31K | +4% | |||
| 77 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.3% | 1,621 | +27% | |||
| 78 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.3% | 2,384 | -13% | |||
| 79 | $GEV | GE Vernova Inc. | Industrials | $1.2M | 0.3% | 989 | +9% | |||
| 80 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.3% | 1,602 | -44% | |||
| 81 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.3% | 14K | +62% | |||
| 82 | — | GLOBAL X FDS - RENEWABLE ENERGY | — | $1.1M | 0.3% | 32K | +7% | |||
| 83 | $BEPC | Brookfield Renewable Corp | Utilities | $1.1M | 0.3% | 33K | -6% | |||
| 84 | $EWBC | EAST WEST BANCORP INC | Financials | $1.1M | 0.3% | 8,756 | -0.3% | |||
| 85 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.1M | 0.2% | 2,804 | +1% | |||
| 86 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.2% | 15K | +4% | |||
| 87 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.2% | 1,420 | +206% | |||
| 88 | $CB | Chubb Ltd | Financials | $1.1M | 0.2% | 3,100 | +0.7% | |||
| 89 | $MSCI | MSCI Inc. | Financials | $1.0M | 0.2% | 1,845 | +26% | |||
| 90 | $RY | ROYAL BANK OF CANADA | Financials | $1.0M | 0.2% | 4,935 | -2% | |||
| 91 | $AMAL | Amalgamated Financial Corp. | Financials | $1.0M | 0.2% | 22K | -0.8% | |||
| 92 | $APH | AMPHENOL CORP /DE/ | Technology | $1.0M | 0.2% | 5,739 | -24% | |||
| 93 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.0M | 0.2% | 4,507 | +19% | |||
| 94 | $USB | US BANCORP \DE\ | Financials | $1.0M | 0.2% | 17K | +17% | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.2% | 17K | -2% | |||
| 96 | $ALC | ALCON INC | Healthcare | $996K | 0.2% | 15K | -17% | |||
| 97 | $ADSK | Autodesk, Inc. | Technology | $984K | 0.2% | 5,065 | -4% | |||
| 98 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $974K | 0.2% | 9,532 | +27% | |||
| 99 | $URI | UNITED RENTALS, INC. | Industrials | $955K | 0.2% | 844 | -0.9% | |||
| 100 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $955K | 0.2% | 563 | -38% | |||
| 101 | $KLAC | KLA CORP | Technology | $931K | 0.2% | 3,088 | +933% | |||
| 102 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $929K | 0.2% | 7,354 | +4% | |||
| 103 | — | ISHARES TR - ESG OPTIMIZED | — | $926K | 0.2% | 6,008 | +16% | |||
| 104 | $VMI | VALMONT INDUSTRIES INC | Industrials | $902K | 0.2% | 1,563 | +182% | |||
| 105 | $SYK | STRYKER CORP | Healthcare | $878K | 0.2% | 2,789 | +1% | |||
| 106 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $866K | 0.2% | 25K | +14% | |||
| 107 | — | ISHARES TR - GL CLEAN ENE ETF | — | $863K | 0.2% | 42K | +20% | |||
| 108 | $SHEN | SHENANDOAH TELECOMMUNICATIONS CO/VA/ | Communication Services | $862K | 0.2% | 57K | — | |||
| 109 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $859K | 0.2% | 7,851 | +21% | |||
| 110 | $BBN | BlackRock Taxable Municipal Bond Trust | — | $842K | 0.2% | 52K | -7% | |||
| 111 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $841K | 0.2% | 5,554 | -30% | |||
| 112 | $ORA | ORMAT TECHNOLOGIES, INC. | Utilities | $839K | 0.2% | 7,712 | -0.3% | |||
| 113 | $HLN | Haleon plc | Consumer Staples | $835K | 0.2% | 90K | -48% | |||
| 114 | — | ISHARES TR - RUS 1000 VAL ETF | — | $832K | 0.2% | 3,435 | — | |||
| 115 | $TTEK | TETRA TECH INC | Technology | $820K | 0.2% | 28K | +32% | |||
| 116 | $NVS | NOVARTIS AG | Healthcare | $801K | 0.2% | 5,116 | +2% | |||
| 117 | $NU | Nu Holdings Ltd. | Financials | $797K | 0.2% | 15K | +51% | |||
| 118 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $797K | 0.2% | 9,255 | +484% | |||
| 119 | $ALL | ALLSTATE CORP | Financials | $791K | 0.2% | 3,327 | +2% | |||
| 120 | $TD | TORONTO DOMINION BANK | Financials | $755K | 0.2% | 6,220 | -0.4% | |||
| 121 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $742K | 0.2% | 2,743 | -0.1% | |||
| 122 | — | NUSHARES ETF TR - NUVEEN ESG EMRGN | — | $707K | 0.2% | 17K | +57% | |||
| 123 | — | ISHARES TR - RUSSELL 2000 ETF | — | $703K | 0.1% | 2,342 | +57% | |||
| 124 | $DXCM | DEXCOM INC | Healthcare | $689K | 0.1% | 10K | +47% | |||
| 125 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $685K | 0.1% | 16K | +1% | |||
| 126 | $WAT | WATERS CORP /DE/ | Healthcare | $663K | 0.1% | 1,769 | +0.8% | |||
| 127 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $659K | 0.1% | 3,561 | +0.9% | |||
| 128 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $642K | 0.1% | 1,294 | +2% | |||
| 129 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $631K | 0.1% | 5,304 | New | |||
| 130 | $STX | Seagate Technology Holdings plc | Technology | $626K | 0.1% | 649 | -37% | |||
| 131 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $622K | 0.1% | 15K | +8% | |||
| 132 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $615K | 0.1% | 3,452 | +2495% | |||
| 133 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $604K | 0.1% | 2,743 | +1.0% | |||
| 134 | $HSBC | HSBC HOLDINGS PLC | Financials | $603K | 0.1% | 6,344 | -13% | |||
| 135 | $EQIX | EQUINIX INC | Real Estate | $590K | 0.1% | 567 | +49% | |||
| 136 | $HUT | Hut 8 Corp. | Financials | $588K | 0.1% | 5,100 | — | |||
| 137 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $588K | 0.1% | 9,974 | +8% | |||
| 138 | — | ISHARES TR - ESG ADVNCD HY BD | — | $585K | 0.1% | 13K | -15% | |||
| 139 | $EW | Edwards Lifesciences Corp | Healthcare | $583K | 0.1% | 6,450 | +17% | |||
| 140 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $578K | 0.1% | 6,310 | +11% | |||
| 141 | — | ISHARES TR - FLTG RATE NT ETF | — | $574K | 0.1% | 11K | — | |||
| 142 | $GPN | GLOBAL PAYMENTS INC | Financials | $574K | 0.1% | 7,918 | +0.1% | |||
| 143 | $GL | GLOBE LIFE INC. | Financials | $572K | 0.1% | 3,205 | +0.2% | |||
| 144 | — | MORGAN STANLEY ETF TRUST - CALVERT ULT SHR | — | $569K | 0.1% | 11K | +12% | |||
| 145 | $DELL | Dell Technologies Inc. | Technology | $567K | 0.1% | 1,314 | -30% | |||
| 146 | $DHR | DANAHER CORP /DE/ | Healthcare | $562K | 0.1% | 2,951 | -4% | |||
| 147 | — | NUSHARES ETF TR - ESG HI TLD CRP | — | $558K | 0.1% | 26K | +100% | |||
| 148 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $556K | 0.1% | 1,109 | +2% | |||
| 149 | $KO | COCA COLA CO | Consumer Staples | $547K | 0.1% | 6,739 | -46% | |||
| 150 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $545K | 0.1% | 2,496 | +16% |
What changed in Q2 2026
Against the previous quarter's 13F: 32 new, 147 added to, 98 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.
New positions (32)
$AZNASTRAZENECA PLC$2.5M
first bought this quarter
- SPDR SERIES TRUST - STATE STREET SPD$631K
first bought this quarter
- MORGAN STANLEY ETF TRUST - EATON VANCE HIGH$477K
first bought this quarter
$CDNSCADENCE DESIGN SYSTEMS INC$447K
first bought this quarter
$MUMICRON TECHNOLOGY INC$438K
first bought this quarter
- ISHARES TR - CORE S&P MCP ETF$362K
first bought this quarter
+26 more in the Excel export
Added to (147)
- EA SERIES TRUST - STANCE SUSTAINAB+17%
now $12.3M
$AMDADVANCED MICRO DEVICES INC+104%
now $3.4M · held 3+ qtrs, 2 adds in a row
- VANECK ETF TRUST - GREEN BOND ETF+20%
now $8.6M
$SPYSPDR S&P 500 ETF TRUST+80%
now $2.9M · held 3+ qtrs
now $23.2M · held 3+ qtrs, 2 adds in a row
$KLACKLA CORP+933%
now $931K · held 3+ qtrs
+141 more in the Excel export
Trimmed (98)
now $5.5M · held 3+ qtrs, 2 trims in a row
$AMZNAMAZON COM INC-73%
now $1.4M · held 3+ qtrs
$ASMLASML HOLDING NV-36%
now $3.9M · held 3+ qtrs, 2 trims in a row
$SHGSHINHAN FINANCIAL GROUP CO LTD-88%
now $219K
$LINLINDE PLC-47%
now $1.8M · held 3+ qtrs, 2 trims in a row
$NVTnVent Electric plc-84%
now $307K
+92 more in the Excel export
Holdings by quarter
Every 13F NATURAL INVESTMENTS, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of NATURAL INVESTMENTS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+6.2%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
NATURAL INVESTMENTS, LLC disclosed 301 positions worth $455.2M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.5% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 32 new positions and exited 19 — including a new stake in $AZN and a full exit from $SONY. The portfolio is most concentrated in Technology (32.3% of disclosed assets). All figures are sourced directly from NATURAL INVESTMENTS, LLC’s Form 13F-HR filing with the SEC under CIK 1800245.
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AI-Powered Hedge Fund Analysis: NATURAL INVESTMENTS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For NATURAL INVESTMENTS, LLC (SEC CIK: 1800245), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NATURAL INVESTMENTS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.