Filed: 11/14/2024ACC: 0001815217-24-000005
📋 What this filing means
NIA IMPACT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $301.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$301.18M
Total AUM (reported)
4.42M
Total Shares
Allocation by class
COM$206.11M68.4%
CL A$12.98M4.3%
TOTAL STK MKT$12.58M4.2%
SPONSORED ADS$9.16M3.0%
CL A COM$7.45M2.5%
SPON ADR$7.30M2.4%
SPONSORED ADR$6.56M2.2%
Portfolio Concentration
Top 3$40.80M13.5%
4–10$58.97M19.6%
11–25$89.51M29.7%
Rest$111.89M37.2%
Top 3 weight
13.5%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 4.42M
Sole
Full voting authority
518.59K
shares
% of voting shares11.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.91M
shares
% of voting shares88.3%
Investment Discretion (by position count)
Sole109
Shared0
Other0
Dominant voting typeNone · 88.3% of voting shares
Institutional Holdings109
Rows:
SIMPSON MFG INC
SOLEShares87.43K
TypeSH
Market value$16.72M
5.55%
Sole
0.00
Shared
0.00
None
87.43K
VANGUARD INDEX FDS
SOLEShares44.43K
TypeSH
Market value$12.58M
4.18%
Sole
40.66K
Shared
0.00
None
3.77K
APPLE INC
SOLEShares49.36K
TypeSH
Market value$11.50M
3.82%
Sole
20.16K
Shared
0.00
None
29.19K
INTERNATIONAL BUSINESS MACHS
SOLEShares41.53K
TypeSH
Market value$9.18M
3.05%
Sole
1.49K
Shared
0.00
None
40.04K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares52.72K
TypeSH
Market value$9.16M
3.04%
Sole
502.00
Shared
0.00
None
52.22K
FIRST SOLAR INC
SOLEShares33.59K
TypeSH
Market value$8.38M
2.78%
Sole
7.37K
Shared
0.00
None
26.22K
IRON MTN INC DEL
SOLEShares69.72K
TypeSH
Market value$8.29M
2.75%
Sole
456.00
Shared
0.00
None
69.27K
XYLEM INC
SOLEShares60.26K
TypeSH
Market value$8.14M
2.70%
Sole
13.72K
Shared
0.00
None
46.54K
VERTEX PHARMACEUTICALS INC
SOLEShares17.33K
TypeSH
Market value$8.06M
2.68%
Sole
346.00
Shared
0.00
None
16.98K
STANTEC INC
SOLEShares96.67K
TypeSH
Market value$7.77M
2.58%
Sole
383.00
Shared
0.00
None
96.29K
PALO ALTO NETWORKS INC
SOLEShares21.82K
TypeSH
Market value$7.46M
2.48%
Sole
1.90K
Shared
0.00
None
19.92K
SAP SE
SOLEShares31.88K
TypeSH
Market value$7.30M
2.43%
Sole
136.00
Shared
0.00
None
31.75K
CARLISLE COS INC
SOLEShares16.22K
TypeSH
Market value$7.29M
2.42%
Sole
73.00
Shared
0.00
None
16.15K
PROCTER AND GAMBLE CO
SOLEShares41.78K
TypeSH
Market value$7.24M
2.40%
Sole
6.32K
Shared
0.00
None
35.46K
AMALGAMATED FINANCIAL CORP
SOLEShares226.47K
TypeSH
Market value$7.10M
2.36%
Sole
23.45K
Shared
0.00
None
203.02K
AECOM
SOLEShares68.26K
TypeSH
Market value$7.05M
2.34%
Sole
318.00
Shared
0.00
None
67.94K
STRIDE INC
SOLEShares74.39K
TypeSH
Market value$6.35M
2.11%
Sole
334.00
Shared
0.00
None
74.06K
NVIDIA CORPORATION
SOLEShares48.79K
TypeSH
Market value$5.93M
1.97%
Sole
35.74K
Shared
0.00
None
13.05K
FORTINET INC
SOLEShares76.38K
TypeSH
Market value$5.92M
1.97%
Sole
887.00
Shared
0.00
None
75.50K
GILEAD SCIENCES INC
SOLEShares69.46K
TypeSH
Market value$5.82M
1.93%
Sole
708.00
Shared
0.00
None
68.75K
THERMO FISHER SCIENTIFIC INC
SOLEShares9.08K
TypeSH
Market value$5.62M
1.87%
Sole
1.36K
Shared
0.00
None
7.73K
HOLOGIC INC
SOLEShares53.24K
TypeSH
Market value$4.34M
1.44%
Sole
422.00
Shared
0.00
None
52.82K
TELEFONICA S A
SOLEShares881.69K
TypeSH
Market value$4.28M
1.42%
Sole
4.12K
Shared
0.00
None
877.57K
HA SUSTAINABLE INFRA CAP INC
SOLEShares119.45K
TypeSH
Market value$4.12M
1.37%
Sole
971.00
Shared
0.00
None
118.48K
BROOKFIELD RENEWABLE CORP
SOLEShares112.94K
TypeSH
Market value$3.69M
1.22%
Sole
1.06K
Shared
0.00
None
111.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SIMPSON MFG INCSOLE | COM | 87.43K | SH | $16.72M 5.55% | 0.00 | 0.00 | 87.43K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 44.43K | SH | $12.58M 4.18% | 40.66K | 0.00 | 3.77K |
APPLE INCSOLE | COM | 49.36K | SH | $11.50M 3.82% | 20.16K | 0.00 | 29.19K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 41.53K | SH | $9.18M 3.05% | 1.49K | 0.00 | 40.04K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 52.72K | SH | $9.16M 3.04% | 502.00 | 0.00 | 52.22K |
FIRST SOLAR INCSOLE | COM | 33.59K | SH | $8.38M 2.78% | 7.37K | 0.00 | 26.22K |
IRON MTN INC DELSOLE | COM | 69.72K | SH | $8.29M 2.75% | 456.00 | 0.00 | 69.27K |
XYLEM INCSOLE | COM | 60.26K | SH | $8.14M 2.70% | 13.72K | 0.00 | 46.54K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 17.33K | SH | $8.06M 2.68% | 346.00 | 0.00 | 16.98K |
STANTEC INCSOLE | COM | 96.67K | SH | $7.77M 2.58% | 383.00 | 0.00 | 96.29K |
PALO ALTO NETWORKS INCSOLE | COM | 21.82K | SH | $7.46M 2.48% | 1.90K | 0.00 | 19.92K |
SAP SESOLE | SPON ADR | 31.88K | SH | $7.30M 2.43% | 136.00 | 0.00 | 31.75K |
CARLISLE COS INCSOLE | COM | 16.22K | SH | $7.29M 2.42% | 73.00 | 0.00 | 16.15K |
PROCTER AND GAMBLE COSOLE | COM | 41.78K | SH | $7.24M 2.40% | 6.32K | 0.00 | 35.46K |
AMALGAMATED FINANCIAL CORPSOLE | COM | 226.47K | SH | $7.10M 2.36% | 23.45K | 0.00 | 203.02K |
AECOMSOLE | COM | 68.26K | SH | $7.05M 2.34% | 318.00 | 0.00 | 67.94K |
STRIDE INCSOLE | COM | 74.39K | SH | $6.35M 2.11% | 334.00 | 0.00 | 74.06K |
NVIDIA CORPORATIONSOLE | COM | 48.79K | SH | $5.93M 1.97% | 35.74K | 0.00 | 13.05K |
FORTINET INCSOLE | COM | 76.38K | SH | $5.92M 1.97% | 887.00 | 0.00 | 75.50K |
GILEAD SCIENCES INCSOLE | COM | 69.46K | SH | $5.82M 1.93% | 708.00 | 0.00 | 68.75K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 9.08K | SH | $5.62M 1.87% | 1.36K | 0.00 | 7.73K |
HOLOGIC INCSOLE | COM | 53.24K | SH | $4.34M 1.44% | 422.00 | 0.00 | 52.82K |
TELEFONICA S ASOLE | SPONSORED ADR | 881.69K | SH | $4.28M 1.42% | 4.12K | 0.00 | 877.57K |
HA SUSTAINABLE INFRA CAP INCSOLE | COM | 119.45K | SH | $4.12M 1.37% | 971.00 | 0.00 | 118.48K |
BROOKFIELD RENEWABLE CORPSOLE | CL A SUB VTG | 112.94K | SH | $3.69M 1.22% | 1.06K | 0.00 | 111.87K |
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