Filed: 10/10/2025ACC: 0001800245-25-000002
📋 What this filing means
NATURAL INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $403.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$403.3K
Total AUM (reported)
5.35M
Total Shares
Allocation by class
COM$226.7K56.2%
SHS$13.8K3.4%
ESG MSCI KLD 400$12.4K3.1%
ADASINA SOCIAL$10.7K2.7%
CL A$10.1K2.5%
SPONSORED ADS$9.0K2.2%
AXS GREEN ALPHA$8.9K2.2%
Portfolio Concentration
Top 3$71.8K17.8%
4–10$65.7K16.3%
11–25$75.3K18.7%
Rest$190.4K47.2%
Top 3 weight
17.8%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 5.35M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole263
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings263
Rows:
MICROSOFT CORP
SOLEShares49.91K
TypeSH
Market value$25.9K
6.41%
Sole
0.00
Shared
0.00
None
49.91K
APPLE INC
SOLEShares92.41K
TypeSH
Market value$23.5K
5.83%
Sole
0.00
Shared
0.00
None
92.41K
NVIDIA CORPORATION
SOLEShares120K
TypeSH
Market value$22.4K
5.55%
Sole
0.00
Shared
0.00
None
120K
ISHARES TR
SOLEShares98.41K
TypeSH
Market value$12.4K
3.07%
Sole
0.00
Shared
0.00
None
98.41K
TIDAL TRUST I
SOLEShares526.22K
TypeSH
Market value$10.7K
2.65%
Sole
0.00
Shared
0.00
None
526.22K
ABBVIE INC
SOLEShares38.85K
TypeSH
Market value$9.0K
2.23%
Sole
0.00
Shared
0.00
None
38.85K
INVESTMENT MANAGERS SER TR I
SOLEShares231.10K
TypeSH
Market value$8.9K
2.20%
Sole
0.00
Shared
0.00
None
231.10K
ALPHABET INC
SOLEShares35.51K
TypeSH
Market value$8.6K
2.14%
Sole
0.00
Shared
0.00
None
35.51K
ETF SER SOLUTIONS
SOLEShares140.37K
TypeSH
Market value$8.3K
2.07%
Sole
0.00
Shared
0.00
None
140.37K
EA SERIES TRUST
SOLEShares283.78K
TypeSH
Market value$7.7K
1.92%
Sole
0.00
Shared
0.00
None
283.78K
HA SUSTAINABLE INFRA CAP INC
SOLEShares231.20K
TypeSH
Market value$7.1K
1.76%
Sole
0.00
Shared
0.00
None
231.20K
HOME DEPOT INC
SOLEShares17.47K
TypeSH
Market value$7.1K
1.75%
Sole
0.00
Shared
0.00
None
17.47K
MANAGER DIRECTED PORTFOLIOS
SOLEShares648.78K
TypeSH
Market value$6.9K
1.71%
Sole
0.00
Shared
0.00
None
648.78K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares24.14K
TypeSH
Market value$6.7K
1.67%
Sole
0.00
Shared
0.00
None
24.14K
MASTERCARD INCORPORATED
SOLEShares10.46K
TypeSH
Market value$6.0K
1.48%
Sole
0.00
Shared
0.00
None
10.46K
ABBOTT LABS
SOLEShares38.12K
TypeSH
Market value$5.1K
1.27%
Sole
0.00
Shared
0.00
None
38.12K
JPMORGAN CHASE & CO.
SOLEShares15.33K
TypeSH
Market value$4.8K
1.20%
Sole
0.00
Shared
0.00
None
15.33K
AMAZON COM INC
SOLEShares20.79K
TypeSH
Market value$4.6K
1.13%
Sole
0.00
Shared
0.00
None
20.79K
ASML HOLDING N V
SOLEShares4.57K
TypeSH
Market value$4.4K
1.10%
Sole
0.00
Shared
0.00
None
4.57K
PALO ALTO NETWORKS INC
SOLEShares20.78K
TypeSH
Market value$4.2K
1.05%
Sole
0.00
Shared
0.00
None
20.78K
ELI LILLY & CO
SOLEShares5.38K
TypeSH
Market value$4.1K
1.02%
Sole
0.00
Shared
0.00
None
5.38K
LINDE PLC
SOLEShares7.82K
TypeSH
Market value$3.7K
0.92%
Sole
0.00
Shared
0.00
None
7.82K
SHOPIFY INC
SOLEShares24.72K
TypeSH
Market value$3.7K
0.91%
Sole
0.00
Shared
0.00
None
24.72K
SERVICENOW INC
SOLEShares3.81K
TypeSH
Market value$3.5K
0.87%
Sole
0.00
Shared
0.00
None
3.81K
ASTRAZENECA PLC
SOLEShares44.47K
TypeSH
Market value$3.4K
0.85%
Sole
0.00
Shared
0.00
None
44.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 49.91K | SH | $25.9K 6.41% | 0.00 | 0.00 | 49.91K |
APPLE INCSOLE | COM | 92.41K | SH | $23.5K 5.83% | 0.00 | 0.00 | 92.41K |
NVIDIA CORPORATIONSOLE | COM | 120K | SH | $22.4K 5.55% | 0.00 | 0.00 | 120K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 98.41K | SH | $12.4K 3.07% | 0.00 | 0.00 | 98.41K |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 526.22K | SH | $10.7K 2.65% | 0.00 | 0.00 | 526.22K |
ABBVIE INCSOLE | COM | 38.85K | SH | $9.0K 2.23% | 0.00 | 0.00 | 38.85K |
INVESTMENT MANAGERS SER TR ISOLE | AXS GREEN ALPHA | 231.10K | SH | $8.9K 2.20% | 0.00 | 0.00 | 231.10K |
ALPHABET INCSOLE | CAP STK CL A | 35.51K | SH | $8.6K 2.14% | 0.00 | 0.00 | 35.51K |
ETF SER SOLUTIONSSOLE | US VEGAN CLIMATE | 140.37K | SH | $8.3K 2.07% | 0.00 | 0.00 | 140.37K |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 283.78K | SH | $7.7K 1.92% | 0.00 | 0.00 | 283.78K |
HA SUSTAINABLE INFRA CAP INCSOLE | COM | 231.20K | SH | $7.1K 1.76% | 0.00 | 0.00 | 231.20K |
HOME DEPOT INCSOLE | COM | 17.47K | SH | $7.1K 1.75% | 0.00 | 0.00 | 17.47K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 648.78K | SH | $6.9K 1.71% | 0.00 | 0.00 | 648.78K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 24.14K | SH | $6.7K 1.67% | 0.00 | 0.00 | 24.14K |
MASTERCARD INCORPORATEDSOLE | CL A | 10.46K | SH | $6.0K 1.48% | 0.00 | 0.00 | 10.46K |
ABBOTT LABSSOLE | COM | 38.12K | SH | $5.1K 1.27% | 0.00 | 0.00 | 38.12K |
JPMORGAN CHASE & CO.SOLE | COM | 15.33K | SH | $4.8K 1.20% | 0.00 | 0.00 | 15.33K |
AMAZON COM INCSOLE | COM | 20.79K | SH | $4.6K 1.13% | 0.00 | 0.00 | 20.79K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 4.57K | SH | $4.4K 1.10% | 0.00 | 0.00 | 4.57K |
PALO ALTO NETWORKS INCSOLE | COM | 20.78K | SH | $4.2K 1.05% | 0.00 | 0.00 | 20.78K |
ELI LILLY & COSOLE | COM | 5.38K | SH | $4.1K 1.02% | 0.00 | 0.00 | 5.38K |
LINDE PLCSOLE | SHS | 7.82K | SH | $3.7K 0.92% | 0.00 | 0.00 | 7.82K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 24.72K | SH | $3.7K 0.91% | 0.00 | 0.00 | 24.72K |
SERVICENOW INCSOLE | COM | 3.81K | SH | $3.5K 0.87% | 0.00 | 0.00 | 3.81K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 44.47K | SH | $3.4K 0.85% | 0.00 | 0.00 | 44.47K |
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