NIA IMPACT ADVISORS, LLC

PrivateCIK: 1815217
Location

BERKELEY, CA

📋 What this filing means

NIA IMPACT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $289.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

97
Positions
$289.30M
Total AUM (reported)
4.32M
Total Shares

Allocation by class

TOTAL AUM$289.30M97 positions
COM$183.56M63.5%
CL A$13.71M4.7%
TOTAL STK MKT$13.24M4.6%
SPONSORED ADR$12.73M4.4%
SPONSORED ADS$9.15M3.2%
CL A COM$9.04M3.1%
SPON ADR$7.77M2.7%

Portfolio Concentration

Top 311.0%4–1020.0%11–2529.1%Rest39.9%TOP 1031.1%0%100%
Top 3$31.88M11.0%
4–10$57.96M20.0%
11–25$84.10M29.1%
Rest$115.36M39.9%

Top 3 weight

11.0%

Top 10 weight

31.1%

Voting Authority Distribution

Total shares with voting rights: 4.32M

Sole

Full voting authority

475.30K

shares

% of voting shares11.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.84M

shares

% of voting shares89.0%

Investment Discretion (by position count)

Sole97
Shared0
Other0
Dominant voting typeNone · 89.0% of voting shares
Institutional Holdings97
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares43.58K
TypeSH
Market value$13.24M
4.58%
Sole
39.81K
Shared
0.00
None
3.76K

STANTEC INC

SOLE
COM
Shares86.70K
TypeSH
Market value$9.42M
3.26%
Sole
578.00
Shared
0.00
None
86.12K

APPLE INC

SOLE
COM
Shares44.92K
TypeSH
Market value$9.22M
3.19%
Sole
17.76K
Shared
0.00
None
27.15K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares40.38K
TypeSH
Market value$9.15M
3.16%
Sole
415.00
Shared
0.00
None
39.96K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares30.51K
TypeSH
Market value$8.99M
3.11%
Sole
1.47K
Shared
0.00
None
29.04K

XYLEM INC

SOLE
COM
Shares63K
TypeSH
Market value$8.15M
2.82%
Sole
12.88K
Shared
0.00
None
50.13K

FIRST SOLAR INC

SOLE
COM
Shares49.06K
TypeSH
Market value$8.12M
2.81%
Sole
11.75K
Shared
0.00
None
37.31K

PALO ALTO NETWORKS INC

SOLE
COM
Shares38.89K
TypeSH
Market value$7.96M
2.75%
Sole
3.11K
Shared
0.00
None
35.78K

FORTINET INC

SOLE
COM
Shares73.89K
TypeSH
Market value$7.81M
2.70%
Sole
707.00
Shared
0.00
None
73.18K

SAP SE

SOLE
SPON ADR
Shares25.57K
TypeSH
Market value$7.77M
2.69%
Sole
174.00
Shared
0.00
None
25.39K

STRIDE INC

SOLE
COM
Shares50.05K
TypeSH
Market value$7.27M
2.51%
Sole
548.00
Shared
0.00
None
49.51K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares15.89K
TypeSH
Market value$7.07M
2.44%
Sole
1.70K
Shared
0.00
None
14.18K

AECOM

SOLE
COM
Shares60.36K
TypeSH
Market value$6.81M
2.35%
Sole
408.00
Shared
0.00
None
59.96K

AMALGAMATED FINANCIAL CORP

SOLE
COM
Shares212.15K
TypeSH
Market value$6.62M
2.29%
Sole
24.67K
Shared
0.00
None
187.48K

PROCTER AND GAMBLE CO

SOLE
COM
Shares41.48K
TypeSH
Market value$6.61M
2.28%
Sole
6.02K
Shared
0.00
None
35.46K

CARLISLE COS INC

SOLE
COM
Shares16.17K
TypeSH
Market value$6.04M
2.09%
Sole
107.00
Shared
0.00
None
16.06K

GILEAD SCIENCES INC

SOLE
COM
Shares49.90K
TypeSH
Market value$5.53M
1.91%
Sole
744.00
Shared
0.00
None
49.15K

IRON MTN INC DEL

SOLE
COM
Shares52.50K
TypeSH
Market value$5.39M
1.86%
Sole
473.00
Shared
0.00
None
52.03K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares55.48K
TypeSH
Market value$5.19M
1.80%
Sole
404.00
Shared
0.00
None
55.08K

TELEFONICA S A

SOLE
SPONSORED ADR
Shares967.83K
TypeSH
Market value$5.06M
1.75%
Sole
6.58K
Shared
0.00
None
961.25K

NVIDIA CORPORATION

SOLE
COM
Shares31.38K
TypeSH
Market value$4.96M
1.71%
Sole
22.89K
Shared
0.00
None
8.50K

NEXTRACKER INC

SOLE
CLASS A COM
Shares82.06K
TypeSH
Market value$4.46M
1.54%
Sole
11.58K
Shared
0.00
None
70.48K

HA SUSTAINABLE INFRA CAP INC

SOLE
COM
Shares164.86K
TypeSH
Market value$4.43M
1.53%
Sole
1.65K
Shared
0.00
None
163.21K

EBAY INC.

SOLE
COM
Shares58.95K
TypeSH
Market value$4.39M
1.52%
Sole
534.00
Shared
0.00
None
58.41K

DUOLINGO INC

SOLE
CL A COM
Shares10.43K
TypeSH
Market value$4.28M
1.48%
Sole
123.00
Shared
0.00
None
10.31K
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