NIA IMPACT ADVISORS, LLC

PrivateCIK: 1815217
Location

BERKELEY, CA

📋 What this filing means

NIA IMPACT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $307.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

101
Positions
$307.72M
Total AUM (reported)
4.38M
Total Shares

Allocation by class

TOTAL AUM$307.72M101 positions
COM$182.56M59.3%
COM CL A$16.01M5.2%
CL A$15.96M5.2%
TOTAL STK MKT$14.30M4.6%
SPONSORED ADR$14.13M4.6%
SPONSORED ADS$11.35M3.7%
CL A COM$9.55M3.1%

Portfolio Concentration

Top 312.0%4–1018.7%11–2528.1%Rest41.2%TOP 1030.7%0%100%
Top 3$36.94M12.0%
4–10$57.39M18.7%
11–25$86.61M28.1%
Rest$126.78M41.2%

Top 3 weight

12.0%

Top 10 weight

30.7%

Voting Authority Distribution

Total shares with voting rights: 4.38M

Sole

Full voting authority

473.74K

shares

% of voting shares10.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.91M

shares

% of voting shares89.2%

Investment Discretion (by position count)

Sole101
Shared0
Other0
Dominant voting typeNone · 89.2% of voting shares
Institutional Holdings101
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares43.58K
TypeSH
Market value$14.30M
4.65%
Sole
39.81K
Shared
0.00
None
3.76K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares40.64K
TypeSH
Market value$11.35M
3.69%
Sole
415.00
Shared
0.00
None
40.23K

APPLE INC

SOLE
COM
Shares44.32K
TypeSH
Market value$11.29M
3.67%
Sole
17.61K
Shared
0.00
None
26.71K

FIRST SOLAR INC

SOLE
COM
Shares50.25K
TypeSH
Market value$11.08M
3.60%
Sole
11.75K
Shared
0.00
None
38.51K

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares30.67K
TypeSH
Market value$8.66M
2.81%
Sole
1.47K
Shared
0.00
None
29.21K

STANTEC INC

SOLE
COM
Shares75.54K
TypeSH
Market value$8.14M
2.65%
Sole
511.00
Shared
0.00
None
75.03K

ROBINHOOD MKTS INC

SOLE
COM CL A
Shares54.81K
TypeSH
Market value$7.85M
2.55%
Sole
404.00
Shared
0.00
None
54.40K

XYLEM INC

SOLE
COM
Shares51.95K
TypeSH
Market value$7.66M
2.49%
Sole
12.78K
Shared
0.00
None
39.17K

STRIDE INC

SOLE
COM
Shares47.90K
TypeSH
Market value$7.13M
2.32%
Sole
548.00
Shared
0.00
None
47.35K

SAP SE

SOLE
SPON ADR
Shares25.70K
TypeSH
Market value$6.87M
2.23%
Sole
174.00
Shared
0.00
None
25.53K

EBAY INC.

SOLE
COM
Shares74.61K
TypeSH
Market value$6.79M
2.21%
Sole
619.00
Shared
0.00
None
73.99K

PALO ALTO NETWORKS INC

SOLE
COM
Shares32.79K
TypeSH
Market value$6.68M
2.17%
Sole
3.08K
Shared
0.00
None
29.71K

AECOM

SOLE
COM
Shares48.91K
TypeSH
Market value$6.38M
2.07%
Sole
332.00
Shared
0.00
None
48.58K

PROCTER AND GAMBLE CO

SOLE
COM
Shares41.43K
TypeSH
Market value$6.37M
2.07%
Sole
6.02K
Shared
0.00
None
35.41K

NEXTRACKER INC

SOLE
CLASS A COM
Shares86.01K
TypeSH
Market value$6.36M
2.07%
Sole
11.58K
Shared
0.00
None
74.44K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares15.93K
TypeSH
Market value$6.24M
2.03%
Sole
1.75K
Shared
0.00
None
14.19K

FORTINET INC

SOLE
COM
Shares74.16K
TypeSH
Market value$6.24M
2.03%
Sole
707.00
Shared
0.00
None
73.45K

MICROSOFT CORP

SOLE
COM
Shares12K
TypeSH
Market value$6.22M
2.02%
Sole
4.71K
Shared
0.00
None
7.29K

GILEAD SCIENCES INC

SOLE
COM
Shares51.05K
TypeSH
Market value$5.67M
1.84%
Sole
750.00
Shared
0.00
None
50.30K

IRON MTN INC DEL

SOLE
COM
Shares53.17K
TypeSH
Market value$5.42M
1.76%
Sole
474.00
Shared
0.00
None
52.69K

HA SUSTAINABLE INFRA CAP INC

SOLE
COM
Shares168.53K
TypeSH
Market value$5.17M
1.68%
Sole
1.72K
Shared
0.00
None
166.81K

TELEFONICA S A

SOLE
SPONSORED ADR
Shares973.23K
TypeSH
Market value$4.94M
1.61%
Sole
6.61K
Shared
0.00
None
966.63K

NVIDIA CORPORATION

SOLE
COM
Shares25.99K
TypeSH
Market value$4.85M
1.58%
Sole
20.24K
Shared
0.00
None
5.75K

GSK PLC

SOLE
SPONSORED ADR
Shares110.17K
TypeSH
Market value$4.76M
1.55%
Sole
810.00
Shared
0.00
None
109.37K

CLOUDFLARE INC

SOLE
CL A COM
Shares21.16K
TypeSH
Market value$4.54M
1.48%
Sole
4.08K
Shared
0.00
None
17.08K
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