NIA IMPACT ADVISORS, LLC
13F Reported Value
ⓘ$241.4M
Holdings
72
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (37.1% of disclosed assets). All figures are sourced directly from NIA IMPACT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1815217.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$16.1M43,575 sh- $11.3M23,612 sh
- 79.2#46
Quality
$10.3M43,541 sh - 65.5
Quality
$8.5M24,951 sh - 66.4
Quality
$7.9M70,623 sh - 70.0
Quality
$7.7M27,543 sh - 75.4
Quality
$7.3M14,663 sh - 43.5
Quality
$7.0M178,539 sh - —
Quality
$6.3M121,036 sh - 79.8
Quality
$6.3M10,875 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $16.1M | 43,575 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $11.3M | 23,612 |
 FIRST SOLAR, INC.$FSLR | 79.2#46 | $10.3M | 43,541 |
 Palo Alto Networks Inc$PANW | 65.5 | $8.5M | 24,951 |
 EBAY INC$EBAY | 66.4 | $7.9M | 70,623 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 70.0 | $7.7M | 27,543 |
 VERTEX PHARMACEUTICALS INC / MA$VRTX | 75.4 | $7.3M | 14,663 |
 HA Sustainable Infrastructure Capital, Inc.$HASI | 43.5 | $7.0M | 178,539 |
 GSK plc$GSK | — | $6.3M | 121,036 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $6.3M | 10,875 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NIA IMPACT ADVISORS, LLC's 72 positions.
Showing top 10 of 72 holdings.
Sector Allocation
Technology
$89.7M
Industrials
$40.3M
Healthcare
$33.3M
Financials
$21.4M
Other
$19.0M
Consumer Staples
$11.4M
Utilities
$9.6M
Consumer Discretionary
$7.2M
Full Holdings — NIA IMPACT ADVISORS, LLC (Q2 2026)
All 72 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $16.1M | 6.7% | +0% | — |
| 2 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $11.3M | 4.7% | -5% | — |
| 3 | $FSLR | FIRST SOLAR, INC. | $10.3M | 4.3% | -6% | 79.2 |
| 4 | $PANW | Palo Alto Networks Inc | $8.5M | 3.5% | -11% | 65.5 |
| 5 | $EBAY | EBAY INC | $7.9M | 3.3% | +5% | 66.4 |
| 6 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.7M | 3.2% | -3% | 70 |
| 7 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | $7.3M | 3.0% | -5% | 75.4 |
| 8 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $7.0M | 2.9% | +6% | 43.5 |
| 9 | $GSK | GSK plc | $6.3M | 2.6% | -0% | — |
| 10 | $AMD | ADVANCED MICRO DEVICES INC | $6.3M | 2.6% | -10% | 79.8 |
| 11 |  $IRM | IRON MOUNTAIN INC | $6.3M | 2.6% | -0% | 62.9 |
| 12 |  $GILD | GILEAD SCIENCES, INC. | $6.3M | 2.6% | -0% | 57.4 |
| 13 |  $FTDR | Frontdoor, Inc. | $6.2M | 2.5% | +77% | 60.3 |
| 14 |  $AAPL | Apple Inc. | $6.0M | 2.5% | -29% | 76.4 |
| 15 |  $AVGO | Broadcom Inc. | $5.7M | 2.4% | +5% | 84.5 |
| 16 |  $HOOD | Robinhood Markets, Inc. | $5.4M | 2.2% | +2% | 82.1 |
| 17 |  $BEPC | Brookfield Renewable Corp | $5.4M | 2.2% | +28% | — |
| 18 |  $COCO | Vita Coco Company, Inc. | $5.3M | 2.2% | -12% | 63.1 |
| 19 |  $AKAM | AKAMAI TECHNOLOGIES INC | $5.1M | 2.1% | +110% | 59.5 |
| 20 |  $AMAL | Amalgamated Financial Corp. | $5.0M | 2.1% | +13% | 53.4 |
| 21 |  $STN | STANTEC INC | $4.6M | 1.9% | -1% | — |
| 22 |  $VMI | VALMONT INDUSTRIES INC | $4.5M | 1.9% | +79% | 60.7 |
| 23 |  $AMAT | APPLIED MATERIALS INC /DE | $4.5M | 1.9% | +70% | 72.3 |
| 24 |  $VRT | Vertiv Holdings Co | $4.5M | 1.9% | -43% | 81 |
| 25 |  $NXT | Nextpower Inc. | $4.4M | 1.8% | -35% | 69.1 |
| 26 |  $ANET | Arista Networks, Inc. | $4.3M | 1.8% | +68% | 81.9 |
| 27 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $4.2M | 1.7% | +139% | 63.4 |
| 28 |  $SAP | SAP SE | $4.1M | 1.7% | +11% | — |
| 29 |  $UNFI | UNITED NATURAL FOODS INC | $4.0M | 1.6% | +3% | 49.9 |
| 30 |  $LRN | Stride, Inc. | $3.9M | 1.6% | +5% | 64.5 |
| 31 |  $LMND | Lemonade, Inc. | $3.8M | 1.6% | -9% | 50.2 |
| 32 |  $NTRA | Natera, Inc. | $3.6M | 1.5% | -9% | 53.5 |
| 33 |  $NET | Cloudflare, Inc. | $3.5M | 1.4% | -10% | 56.4 |
| 34 |  $WGS | GeneDx Holdings Corp. | $3.2M | 1.3% | +48% | 35.4 |
| 35 |  $FMS | Fresenius Medical Care AG | $3.1M | 1.3% | -7% | 50.4 |
| 36 |  $XYL | Xylem Inc. | $2.9M | 1.2% | -36% | 65.8 |
| 37 |  $MWA | Mueller Water Products, Inc. | $2.8M | 1.2% | -7% | 62.2 |
| 38 |  $CNM | Core & Main, Inc. | $2.8M | 1.2% | -9% | 59.9 |
| 39 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $2.5M | 1.1% | +77% | 61.7 |
| 40 |  $IBRX | ImmunityBio, Inc. | $2.4M | 1.0% | +1% | 31.5 |
| 41 |  $NGVC | Natural Grocers by Vitamin Cottage, Inc. | $2.1M | 0.9% | -2% | 52.6 |
| 42 |  $ADSK | Autodesk, Inc. | $2.0M | 0.8% | +4% | 78.6 |
| 43 |  $CXT | Crane NXT, Co. | $1.9M | 0.8% | -7% | 62.8 |
| 44 |  $SPOT | Spotify Technology S.A. | $1.9M | 0.8% | -8% | — |
| 45 |  $RUN | Sunrun Inc. | $1.8M | 0.7% | -7% | 56.3 |
| 46 | — | CAPITOL SER TR - HULL TACTICAL | $1.8M | 0.7% | +0% | — |
| 47 |  $TOST | Toast, Inc. | $1.6M | 0.7% | -12% | 69.5 |
| 48 |  $STM | STMicroelectronics N.V. | $909,537 | 0.4% | +0% | — |
| 49 |  $LRCX | LAM RESEARCH CORP | $810,168 | 0.3% | -3% | 79.4 |
| 50 |  $CSCO | CISCO SYSTEMS, INC. | $733,047 | 0.3% | -8% | 70.3 |
| 51 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $604,005 | 0.3% | +0% | — |
| 52 | — | TIDAL TRUST I - ADASINA SOCIAL | $543,668 | 0.2% | +1% | — |
| 53 |  $GLW | CORNING INC /NY | $391,574 | 0.2% | +0% | 73.7 |
| 54 |  $QCOM | QUALCOMM INC/DE | $382,894 | 0.2% | +7% | 70.5 |
| 55 |  $ETN | Eaton Corp plc | $372,383 | 0.1% | -0% | — |
| 56 |  $PFE | PFIZER INC | $361,327 | 0.1% | +11% | 62 |
| 57 |  $ABBV | AbbVie Inc. | $314,749 | 0.1% | -30% | 72.6 |
| 58 |  $ADI | ANALOG DEVICES INC | $294,202 | 0.1% | -82% | 79.2 |
| 59 |  $LEVI | LEVI STRAUSS & CO | $272,549 | 0.1% | NEW | 63.4 |
| 60 |  $AXSM | Axsome Therapeutics, Inc. | $271,939 | 0.1% | NEW | 40.8 |
| 61 |  $GOOG | Alphabet Inc. | $271,244 | 0.1% | -82% | 78.2 |
| 62 |  $MSFT | MICROSOFT CORP | $268,575 | 0.1% | -90% | 79.8 |
| 63 |  $NVDA | NVIDIA CORP | $263,153 | 0.1% | -85% | 85.9 |
| 64 |  $HMN | HORACE MANN EDUCATORS CORP /DE/ | $261,962 | 0.1% | NEW | 60.4 |
| 65 |  $TIMB | TIM S.A. | $253,330 | 0.1% | +41% | — |
| 66 |  $GOOGL | Alphabet Inc. | $247,547 | 0.1% | -10% | 78.2 |
| 67 |  $GRMN | GARMIN LTD | $241,381 | 0.1% | +1% | — |
| 68 |  $NYT | NEW YORK TIMES CO | $238,072 | 0.1% | -52% | 68.2 |
| 69 |  $DLR | DIGITAL REALTY TRUST, INC. | $230,126 | 0.1% | +12% | 72.8 |
| 70 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $210,697 | 0.1% | +22% | — |
| 71 |  $SNY | Sanofi | $201,483 | 0.1% | NEW | — |
| 72 |  $HNI | HNI CORP | $200,168 | 0.1% | NEW | 58.1 |
New Positions (5)
Exited Positions (22)
$HOLX HOLOGIC INC
$ACM AECOM
$Z ZILLOW GROUP, INC.
$MRK Merck & Co., Inc.
$SHOP SHOPIFY INC.
$SYK STRYKER CORP
$ROK ROCKWELL AUTOMATION, INC
$TMUS T-Mobile US, Inc.
$DHR DANAHER CORP /DE/
$BRK-A BERKSHIRE HATHAWAY INC
$MA Mastercard Inc
$CNI CANADIAN NATIONAL RAILWAY CO
$UL UNILEVER PLC
$TEAM Atlassian Corp
$CARR CARRIER GLOBAL CorpBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for NIA IMPACT ADVISORS, LLC including:
Track NIA IMPACT ADVISORS, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for NIA IMPACT ADVISORS, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: NIA IMPACT ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For NIA IMPACT ADVISORS, LLC (SEC CIK: 1815217), 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 NIA IMPACT ADVISORS, LLC's portfolio is scored on a 32-signal AI quality ranking (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.