Filed: 5/1/2026ACC: 0001800245-26-000002
📋 What this filing means
NATURAL INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 288 equity positions with a total reported market value of $405.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
288
Positions
$405.4K
Total AUM (reported)
6.07M
Total Shares
Allocation by class
COM$215.6K53.2%
ESG MSCI KLD 400$11.9K2.9%
CL A$11.8K2.9%
SHS$11.4K2.8%
ADASINA SOCIAL$11.3K2.8%
US VEGAN CLIMATE$11.3K2.8%
CAP STK CL A$10.3K2.5%
Portfolio Concentration
Top 3$66.3K16.4%
4–10$68.9K17.0%
11–25$75.4K18.6%
Rest$194.8K48.0%
Top 3 weight
16.4%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 6.07M
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
6.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole288
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings288
Rows:
APPLE INC
SOLEShares115.63K
TypeSH
Market value$29.3K
7.24%
Sole
0.00
Shared
0.00
None
115.63K
NVIDIA CORPORATION
SOLEShares110.91K
TypeSH
Market value$19.3K
4.77%
Sole
0.00
Shared
0.00
None
110.91K
MICROSOFT CORP
SOLEShares47.68K
TypeSH
Market value$17.6K
4.35%
Sole
0.00
Shared
0.00
None
47.68K
ISHARES TR
SOLEShares97.85K
TypeSH
Market value$11.9K
2.92%
Sole
0.00
Shared
0.00
None
97.85K
TIDAL TRUST I
SOLEShares579.45K
TypeSH
Market value$11.3K
2.79%
Sole
0.00
Shared
0.00
None
579.45K
ETF SER SOLUTIONS
SOLEShares199.26K
TypeSH
Market value$11.3K
2.78%
Sole
0.00
Shared
0.00
None
199.26K
ALPHABET INC
SOLEShares35.74K
TypeSH
Market value$10.3K
2.53%
Sole
0.00
Shared
0.00
None
35.74K
EA SERIES TRUST
SOLEShares314.88K
TypeSH
Market value$8.4K
2.08%
Sole
0.00
Shared
0.00
None
314.88K
MANAGER DIRECTED PORTFOLIOS
SOLEShares812.24K
TypeSH
Market value$8.4K
2.07%
Sole
0.00
Shared
0.00
None
812.24K
HA SUSTAINABLE INFRA CAP INC
SOLEShares202.09K
TypeSH
Market value$7.4K
1.83%
Sole
0.00
Shared
0.00
None
202.09K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.03K
TypeSH
Market value$7.1K
1.75%
Sole
0.00
Shared
0.00
None
21.03K
VANECK ETF TRUST
SOLEShares296.56K
TypeSH
Market value$7.1K
1.75%
Sole
0.00
Shared
0.00
None
296.56K
ABBVIE INC
SOLEShares32.43K
TypeSH
Market value$7.1K
1.74%
Sole
0.00
Shared
0.00
None
32.43K
INVESTMENT MANAGERS SER TR I
SOLEShares156.55K
TypeSH
Market value$6.1K
1.51%
Sole
0.00
Shared
0.00
None
156.55K
HOME DEPOT INC
SOLEShares17.78K
TypeSH
Market value$5.8K
1.44%
Sole
0.00
Shared
0.00
None
17.78K
ELI LILLY & CO
SOLEShares5.50K
TypeSH
Market value$5.1K
1.25%
Sole
0.00
Shared
0.00
None
5.50K
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.00
TypeSH
Market value$5.0K
1.24%
Sole
0.00
Shared
0.00
None
7.00
JPMORGAN CHASE & CO.
SOLEShares16.55K
TypeSH
Market value$4.9K
1.20%
Sole
0.00
Shared
0.00
None
16.55K
TIDAL TRUST III
SOLEShares256.41K
TypeSH
Market value$4.4K
1.10%
Sole
0.00
Shared
0.00
None
256.41K
AMAZON COM INC
SOLEShares21.27K
TypeSH
Market value$4.4K
1.09%
Sole
0.00
Shared
0.00
None
21.27K
ASML HOLDING N V
SOLEShares3.04K
TypeSH
Market value$4.0K
0.99%
Sole
0.00
Shared
0.00
None
3.04K
MASTERCARD INCORPORATED
SOLEShares7.94K
TypeSH
Market value$4.0K
0.98%
Sole
0.00
Shared
0.00
None
7.94K
ABBOTT LABS
SOLEShares35.47K
TypeSH
Market value$3.6K
0.90%
Sole
0.00
Shared
0.00
None
35.47K
ALPHABET INC
SOLEShares11.68K
TypeSH
Market value$3.4K
0.83%
Sole
0.00
Shared
0.00
None
11.68K
COSTCO WHSL CORP NEW
SOLEShares3.34K
TypeSH
Market value$3.3K
0.82%
Sole
0.00
Shared
0.00
None
3.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 115.63K | SH | $29.3K 7.24% | 0.00 | 0.00 | 115.63K |
NVIDIA CORPORATIONSOLE | COM | 110.91K | SH | $19.3K 4.77% | 0.00 | 0.00 | 110.91K |
MICROSOFT CORPSOLE | COM | 47.68K | SH | $17.6K 4.35% | 0.00 | 0.00 | 47.68K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 97.85K | SH | $11.9K 2.92% | 0.00 | 0.00 | 97.85K |
TIDAL TRUST ISOLE | ADASINA SOCIAL | 579.45K | SH | $11.3K 2.79% | 0.00 | 0.00 | 579.45K |
ETF SER SOLUTIONSSOLE | US VEGAN CLIMATE | 199.26K | SH | $11.3K 2.78% | 0.00 | 0.00 | 199.26K |
ALPHABET INCSOLE | CAP STK CL A | 35.74K | SH | $10.3K 2.53% | 0.00 | 0.00 | 35.74K |
EA SERIES TRUSTSOLE | STANCE SUSTAINAB | 314.88K | SH | $8.4K 2.08% | 0.00 | 0.00 | 314.88K |
MANAGER DIRECTED PORTFOLIOSSOLE | VERT GLB SUST RE | 812.24K | SH | $8.4K 2.07% | 0.00 | 0.00 | 812.24K |
HA SUSTAINABLE INFRA CAP INCSOLE | COM | 202.09K | SH | $7.4K 1.83% | 0.00 | 0.00 | 202.09K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.03K | SH | $7.1K 1.75% | 0.00 | 0.00 | 21.03K |
VANECK ETF TRUSTSOLE | GREEN BOND ETF | 296.56K | SH | $7.1K 1.75% | 0.00 | 0.00 | 296.56K |
ABBVIE INCSOLE | COM | 32.43K | SH | $7.1K 1.74% | 0.00 | 0.00 | 32.43K |
INVESTMENT MANAGERS SER TR ISOLE | AXS GREEN ALPHA | 156.55K | SH | $6.1K 1.51% | 0.00 | 0.00 | 156.55K |
HOME DEPOT INCSOLE | COM | 17.78K | SH | $5.8K 1.44% | 0.00 | 0.00 | 17.78K |
ELI LILLY & COSOLE | COM | 5.50K | SH | $5.1K 1.25% | 0.00 | 0.00 | 5.50K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 7.00 | SH | $5.0K 1.24% | 0.00 | 0.00 | 7.00 |
JPMORGAN CHASE & CO.SOLE | COM | 16.55K | SH | $4.9K 1.20% | 0.00 | 0.00 | 16.55K |
TIDAL TRUST IIISOLE | AFFORDABLE HOUS | 256.41K | SH | $4.4K 1.10% | 0.00 | 0.00 | 256.41K |
AMAZON COM INCSOLE | COM | 21.27K | SH | $4.4K 1.09% | 0.00 | 0.00 | 21.27K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 3.04K | SH | $4.0K 0.99% | 0.00 | 0.00 | 3.04K |
MASTERCARD INCORPORATEDSOLE | CL A | 7.94K | SH | $4.0K 0.98% | 0.00 | 0.00 | 7.94K |
ABBOTT LABSSOLE | COM | 35.47K | SH | $3.6K 0.90% | 0.00 | 0.00 | 35.47K |
ALPHABET INCSOLE | CAP STK CL C | 11.68K | SH | $3.4K 0.83% | 0.00 | 0.00 | 11.68K |
COSTCO WHSL CORP NEWSOLE | COM | 3.34K | SH | $3.3K 0.82% | 0.00 | 0.00 | 3.34K |
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