Filed: 1/23/2026ACC: 0001800245-26-000001
📋 What this filing means
NATURAL INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $401.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
280
Positions
$401.8K
Total AUM (reported)
5.58M
Total Shares
Allocation by class
COM$216.9K54.0%
ESG MSCI KLD 400$12.7K3.2%
CAP STK CL A$11.6K2.9%
ADASINA SOCIAL$11.0K2.7%
SHS$10.9K2.7%
US VEGAN CLIMATE$9.9K2.5%
SPONSORED ADS$9.2K2.3%
Portfolio Concentration
Top 3$69.2K17.2%
4–10$68.7K17.1%
11–25$70.5K17.6%
Rest$193.3K48.1%
Top 3 weight
17.2%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 5.58M
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
5.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole280
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings280
Rows:
APPLE INC
SOLEShares96.53K
TypeSH
Market value$26.2K
6.53%
Sole
0.00
Shared
0.00
None
96.53K
MICROSOFT CORP
SOLEShares47.05K
TypeSH
Market value$22.8K
5.66%
Sole
0.00
Shared
0.00
None
47.05K
NVIDIA CORPORATION
SOLEShares108.54K
TypeSH
Market value$20.2K
5.04%
Sole
0.00
Shared
0.00
None
108.54K
ISHARES TR
SOLEShares98.77K
TypeSH
Market value$12.7K
3.17%
Sole
0.00
Shared
0.00
None
98.77K
ALPHABET INC
SOLEShares36.91K
TypeSH
Market value$11.6K
2.87%
Sole
0.00
Shared
0.00
None
36.91K
TIDAL TRUST I
SOLEShares541.90K
TypeSH
Market value$11.0K
2.74%
Sole
0.00
Shared
0.00
None
541.90K
ETF SER SOLUTIONS
SOLEShares162.03K
TypeSH
Market value$9.9K
2.45%
Sole
0.00
Shared
0.00
None
162.03K
EA SERIES TRUST
SOLEShares303.03K
TypeSH
Market value$8.2K
2.05%
Sole
0.00
Shared
0.00
None
303.03K
INVESTMENT MANAGERS SER TR I
SOLEShares205.02K
TypeSH
Market value$7.9K
1.97%
Sole
0.00
Shared
0.00
None
205.02K
MANAGER DIRECTED PORTFOLIOS
SOLEShares715.78K
TypeSH
Market value$7.4K
1.85%
Sole
0.00
Shared
0.00
None
715.78K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.69K
TypeSH
Market value$6.6K
1.64%
Sole
0.00
Shared
0.00
None
21.69K
HA SUSTAINABLE INFRA CAP INC
SOLEShares209.22K
TypeSH
Market value$6.6K
1.64%
Sole
0.00
Shared
0.00
None
209.22K
ABBVIE INC
SOLEShares28.30K
TypeSH
Market value$6.5K
1.61%
Sole
0.00
Shared
0.00
None
28.30K
HOME DEPOT INC
SOLEShares17.77K
TypeSH
Market value$6.1K
1.52%
Sole
0.00
Shared
0.00
None
17.77K
ELI LILLY & CO
SOLEShares5.41K
TypeSH
Market value$5.8K
1.45%
Sole
0.00
Shared
0.00
None
5.41K
JPMORGAN CHASE & CO.
SOLEShares16.51K
TypeSH
Market value$5.3K
1.32%
Sole
0.00
Shared
0.00
None
16.51K
AMAZON COM INC
SOLEShares21.26K
TypeSH
Market value$4.9K
1.22%
Sole
0.00
Shared
0.00
None
21.26K
MASTERCARD INCORPORATED
SOLEShares8.07K
TypeSH
Market value$4.6K
1.15%
Sole
0.00
Shared
0.00
None
8.07K
ABBOTT LABS
SOLEShares31K
TypeSH
Market value$3.9K
0.97%
Sole
0.00
Shared
0.00
None
31K
ASTRAZENECA PLC
SOLEShares41.68K
TypeSH
Market value$3.8K
0.95%
Sole
0.00
Shared
0.00
None
41.68K
ASML HOLDING N V
SOLEShares3.40K
TypeSH
Market value$3.6K
0.90%
Sole
0.00
Shared
0.00
None
3.40K
ALPHABET INC
SOLEShares10.77K
TypeSH
Market value$3.4K
0.84%
Sole
0.00
Shared
0.00
None
10.77K
BROOKFIELD RENEWABLE CORP
SOLEShares85.07K
TypeSH
Market value$3.3K
0.81%
Sole
0.00
Shared
0.00
None
85.07K
PALO ALTO NETWORKS INC
SOLEShares16.73K
TypeSH
Market value$3.1K
0.77%
Sole
0.00
Shared
0.00
None
16.73K
AMERICAN EXPRESS CO
SOLEShares8.32K
TypeSH
Market value$3.1K
0.77%
Sole
0.00
Shared
0.00
None
8.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 96.53K | SH | $26.2K 6.53% | 0.00 | 0.00 | 96.53K |
MICROSOFT CORPSOLE | COM | 47.05K | SH | $22.8K 5.66% | 0.00 | 0.00 | 47.05K |
NVIDIA CORPORATIONSOLE | COM | 108.54K | SH | $20.2K 5.04% | 0.00 | 0.00 | 108.54K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 98.77K | SH | $12.7K 3.17% | 0.00 | 0.00 | 98.77K |
ALPHABET INCSOLE | CAP STK CL A | 36.91K | SH | $11.6K 2.87% | 0.00 | 0.00 | 36.91K |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 541.90K | SH | $11.0K 2.74% | 0.00 | 0.00 | 541.90K |
ETF SER SOLUTIONSSOLE | US VEGAN CLIMATE | 162.03K | SH | $9.9K 2.45% | 0.00 | 0.00 | 162.03K |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 303.03K | SH | $8.2K 2.05% | 0.00 | 0.00 | 303.03K |
INVESTMENT MANAGERS SER TR ISOLE | AXS GREEN ALPHA | 205.02K | SH | $7.9K 1.97% | 0.00 | 0.00 | 205.02K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 715.78K | SH | $7.4K 1.85% | 0.00 | 0.00 | 715.78K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.69K | SH | $6.6K 1.64% | 0.00 | 0.00 | 21.69K |
HA SUSTAINABLE INFRA CAP INCSOLE | COM | 209.22K | SH | $6.6K 1.64% | 0.00 | 0.00 | 209.22K |
ABBVIE INCSOLE | COM | 28.30K | SH | $6.5K 1.61% | 0.00 | 0.00 | 28.30K |
HOME DEPOT INCSOLE | COM | 17.77K | SH | $6.1K 1.52% | 0.00 | 0.00 | 17.77K |
ELI LILLY & COSOLE | COM | 5.41K | SH | $5.8K 1.45% | 0.00 | 0.00 | 5.41K |
JPMORGAN CHASE & CO.SOLE | COM | 16.51K | SH | $5.3K 1.32% | 0.00 | 0.00 | 16.51K |
AMAZON COM INCSOLE | COM | 21.26K | SH | $4.9K 1.22% | 0.00 | 0.00 | 21.26K |
MASTERCARD INCORPORATEDSOLE | CL A | 8.07K | SH | $4.6K 1.15% | 0.00 | 0.00 | 8.07K |
ABBOTT LABSSOLE | COM | 31K | SH | $3.9K 0.97% | 0.00 | 0.00 | 31K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 41.68K | SH | $3.8K 0.95% | 0.00 | 0.00 | 41.68K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 3.40K | SH | $3.6K 0.90% | 0.00 | 0.00 | 3.40K |
ALPHABET INCSOLE | CAP STK CL C | 10.77K | SH | $3.4K 0.84% | 0.00 | 0.00 | 10.77K |
BROOKFIELD RENEWABLE CORPSOLE | CL A EX SUB VTG | 85.07K | SH | $3.3K 0.81% | 0.00 | 0.00 | 85.07K |
PALO ALTO NETWORKS INCSOLE | COM | 16.73K | SH | $3.1K 0.77% | 0.00 | 0.00 | 16.73K |
AMERICAN EXPRESS COSOLE | COM | 8.32K | SH | $3.1K 0.77% | 0.00 | 0.00 | 8.32K |
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