NIA IMPACT ADVISORS, LLC
Sector Allocation
- Technology40.7%$98.2M
- Healthcare13.8%$33.3M
- Industrials9.9%$23.8M
- Financials8.9%$21.4M
- Other7.9%$19.0M
- Consumer Discretionary6.3%$15.1M
- Consumer Staples4.7%$11.4M
- Utilities4.0%$9.6M
- Real Estate2.7%$6.5M
- Communication Services1.1%$2.6M
AUM History
13fpro.ai/research/fund/nia-impact-advisors-llc-1815217
Conviction and streaks
Concentrating · top 10 = 36.8%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
- VANGUARD$16.1M
TSM
$11.3MFSLR
$10.3MPANW
$8.5MEBAY
$7.9MIBM
$7.7MVRTX
$7.3MHASI
$7.0MGSK
$6.3MAMD
$6.3MIRM
$6.3MGILD
$6.3MFTDR
$6.2MAAPL
$6.0MAVGO
$5.7MHOOD
$5.4MBEPC
$5.4MCOCO
$5.3MAKAM
$5.1MAMAL
$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nia-impact-advisors-llc-1815217
NIA IMPACT ADVISORS, LLC 13F holdings — Q2 2026
$241.4M portfolio (+7.3% QoQ) · 72 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$16.1M
6.7% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $11.3M
4.7% of stocks
-5%This quarter+4.5%Since filed8+ qtrsHeld$10.3M
4.3% of stocks
-6%This quarter-27.8%Since filed8+ qtrsHeld$8.5M
3.5% of stocks
-11%This quarter+12.5%Since filed8+ qtrsHeldAIQuality65.5#471Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 7 qtrs in a row$7.9M
3.3% of stocks
+5%This quarter+10.7%Since filed7 qtrsHeld$7.7M
3.2% of stocks
-3%This quarter+12.0%Since filed8+ qtrsHeldAIQuality69.6#240Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$7.3M
3.0% of stocks
-5%This quarter+9.9%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$7.0M
2.9% of stocks
+6%This quarter-6.3%Since filed8+ qtrsHeld$6.3M
2.6% of stocks
-0.5%This quarter-0.8%Since filed6 qtrsHeld$6.3M
2.6% of stocks
-10%This quarter+9.6%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — NIA IMPACT ADVISORS, LLC (Q2 2026)
72 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 | IRON MOUNTAIN INC | Real Estate | $6.3M | 2.6% | 50K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GILEAD SCIENCES, INC. | Healthcare | $6.3M | 2.6% | 50K | -0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Frontdoor, Inc. | Industrials | $6.2M | 2.5% | 79K | +77% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Apple Inc. | Technology | $6.0M | 2.5% | 21K | -29% | 8+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Broadcom Inc. | Technology | $5.7M | 2.4% | 15K | +5% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Robinhood Markets, Inc. | Financials | $5.4M | 2.2% | 54K | +2% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Brookfield Renewable Corp | Utilities | $5.4M | 2.2% | 146K | +28% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Vita Coco Company, Inc. | Consumer Staples | $5.3M | 2.2% | 80K | -12% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AKAMAI TECHNOLOGIES INC | Industrials | $5.1M | 2.1% | 43K | +110% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Amalgamated Financial Corp. | Financials | $5.0M | 2.1% | 109K | +13% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | STANTEC INC | Technology | $4.6M | 1.9% | 67K | -1% | 8+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VALMONT INDUSTRIES INC | Industrials | $4.5M | 1.9% | 7,838 | +79% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | APPLIED MATERIALS INC /DE | Technology | $4.5M | 1.9% | 6,261 | +70% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Vertiv Holdings Co | Technology | $4.5M | 1.9% | 13K | -43% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Nextpower Inc. | Technology | $4.4M | 1.8% | 37K | -35% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ANET | Arista Networks, Inc. | Technology | $4.3M | 1.8% | 26K | +68% | |||
| 27 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $4.2M | 1.7% | 86K | +139% | |||
| 28 | $SAP | SAP SE | Technology | $4.1M | 1.7% | 26K | +11% | |||
| 29 | $UNFI | UNITED NATURAL FOODS INC | Consumer Staples | $4.0M | 1.6% | 87K | +3% | |||
| 30 | $LRN | Stride, Inc. | Consumer Discretionary | $3.9M | 1.6% | 46K | +5% | |||
| 31 | $LMND | Lemonade, Inc. | Financials | $3.8M | 1.6% | 58K | -9% | |||
| 32 | $NTRA | Natera, Inc. | Healthcare | $3.6M | 1.5% | 13K | -9% | |||
| 33 | $NET | Cloudflare, Inc. | Technology | $3.5M | 1.4% | 14K | -10% | |||
| 34 | $WGS | GeneDx Holdings Corp. | Healthcare | $3.2M | 1.3% | 47K | +48% | |||
| 35 | $FMS | Fresenius Medical Care AG | Healthcare | $3.1M | 1.3% | 137K | -7% | |||
| 36 | $XYL | Xylem Inc. | Industrials | $2.9M | 1.2% | 24K | -36% | |||
| 37 | $MWA | Mueller Water Products, Inc. | Industrials | $2.8M | 1.2% | 110K | -7% | |||
| 38 | $CNM | Core & Main, Inc. | Consumer Discretionary | $2.8M | 1.2% | 59K | -9% | |||
| 39 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $2.5M | 1.1% | 6,768 | +77% | |||
| 40 | $IBRX | ImmunityBio, Inc. | Healthcare | $2.4M | 1.0% | 270K | +0.5% | |||
| 41 | $NGVC | Natural Grocers by Vitamin Cottage, Inc. | Consumer Staples | $2.1M | 0.9% | 69K | -2% | |||
| 42 | $ADSK | Autodesk, Inc. | Technology | $2.0M | 0.8% | 10K | +4% | |||
| 43 | $CXT | Crane NXT, Co. | Industrials | $1.9M | 0.8% | 37K | -7% | |||
| 44 | $SPOT | Spotify Technology S.A. | Communication Services | $1.9M | 0.8% | 4,093 | -8% | |||
| 45 | $RUN | Sunrun Inc. | Technology | $1.8M | 0.7% | 133K | -7% | |||
| 46 | — | CAPITOL SER TR - HULL TACTICAL | — | $1.8M | 0.7% | 40K | — | |||
| 47 | $TOST | Toast, Inc. | Technology | $1.6M | 0.7% | 59K | -12% | |||
| 48 | $STM | STMicroelectronics N.V. | Technology | $910K | 0.4% | 12K | — | |||
| 49 | $LRCX | LAM RESEARCH CORP | Technology | $810K | 0.3% | 1,870 | -3% | |||
| 50 | $CSCO | CISCO SYSTEMS, INC. | Technology | $733K | 0.3% | 6,241 | -8% | |||
| 51 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $604K | 0.3% | 7,212 | — | |||
| 52 | — | TIDAL TRUST I - ADASINA SOCIAL | — | $544K | 0.2% | 24K | +1% | |||
| 53 | $GLW | CORNING INC /NY | Materials | $392K | 0.2% | 1,533 | +0.4% | |||
| 54 | $QCOM | QUALCOMM INC/DE | Technology | $383K | 0.2% | 2,072 | +7% | |||
| 55 | $ETN | Eaton Corp plc | Industrials | $372K | 0.1% | 874 | -0.2% | |||
| 56 | $PFE | PFIZER INC | Healthcare | $361K | 0.1% | 15K | +11% | |||
| 57 | $ABBV | AbbVie Inc. | Healthcare | $315K | 0.1% | 1,251 | -30% | |||
| 58 | $ADI | ANALOG DEVICES INC | Technology | $294K | 0.1% | 741 | -82% | |||
| 59 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $273K | 0.1% | 11K | New | |||
| 60 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $272K | 0.1% | 1,111 | New | |||
| 61 | $GOOGL | Alphabet Inc. | Technology | $271K | 0.1% | 759 | -82% | |||
| 62 | $MSFT | MICROSOFT CORP | Technology | $269K | 0.1% | 720 | -90% | |||
| 63 | $NVDA | NVIDIA CORP | Technology | $263K | 0.1% | 1,315 | -85% | |||
| 64 | $HMN | HORACE MANN EDUCATORS CORP /DE/ | Financials | $262K | 0.1% | 5,072 | New | |||
| 65 | $TIMB | TIM S.A. | Communication Services | $253K | 0.1% | 12K | +41% | |||
| 66 | $GOOG | Alphabet Inc. | Technology | $248K | 0.1% | 701 | -10% | |||
| 67 | $GRMN | GARMIN LTD | Technology | $241K | 0.1% | 1,016 | +0.8% | |||
| 68 | $NYT | NEW YORK TIMES CO | Communication Services | $238K | 0.1% | 3,402 | -52% | |||
| 69 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $230K | 0.1% | 1,281 | +12% | |||
| 70 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $211K | 0.1% | 16K | +22% | |||
| 71 | $SNY | Sanofi | Healthcare | $201K | 0.1% | 4,723 | New | |||
| 72 | $HNI | HNI CORP | Consumer Discretionary | $200K | 0.1% | 4,953 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 27 added to, 36 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (27)
now $6.2M · held 2 qtrs, 2 adds in a row
now $5.1M · held 2 qtrs, 2 adds in a row
$CWTCALIFORNIA WATER SERVICE GROUP+139%
now $4.2M · held 8+ qtrs
$VMIVALMONT INDUSTRIES INC+79%
now $4.5M · held 2 qtrs, 2 adds in a row
$AMATAPPLIED MATERIALS INC /DE+70%
now $4.5M · held 2 qtrs, 2 adds in a row
$ANETArista Networks, Inc.+68%
now $4.3M · held 2 qtrs, 2 adds in a row
+21 more in the Excel export
Trimmed (36)
$VRTVertiv Holdings Co-43%
now $4.5M · held 4 qtrs, 2 trims in a row
$MSFTMICROSOFT CORP-90%
now $269K · held 8+ qtrs, 3 trims in a row
now $6.0M · held 8+ qtrs, 6 trims in a row
$NXTNextpower Inc.-35%
now $4.4M · held 8+ qtrs, 3 trims in a row
$XYLXylem Inc.-36%
now $2.9M · held 8+ qtrs, 6 trims in a row
$NVDANVIDIA CORP-85%
now $263K · held 8+ qtrs, 7 trims in a row
+30 more in the Excel export
Holdings by quarter
Every 13F NIA IMPACT ADVISORS, LLC has filed, 20 earlier quarters. Pick one to see what it held then.
Is it too late to follow NIA IMPACT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 3, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of NIA IMPACT ADVISORS's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
9%
Last quarter; 26% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
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 Q3 2024 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
NIA IMPACT ADVISORS, LLC disclosed 72 positions worth $241.4M in its Form 13F-HR for Q2 2026, followed by $TSM and $FSLR. During the quarter the fund opened 5 new positions and exited 22 — including a new stake in $LEVI and a full exit from $HOLX. The portfolio is most concentrated in Technology (40.7% of disclosed assets). All figures are sourced directly from NIA IMPACT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1815217.
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AI-Powered Hedge Fund Analysis: NIA IMPACT ADVISORS, LLC
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Every holding in NIA IMPACT ADVISORS, 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.