Filed: 2/14/2025ACC: 0001815217-25-000001
๐ What this filing means
NIA IMPACT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 112 equity positions with a total reported market value of $307.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$307.52M
Total AUM (reported)
5.09M
Total Shares
Allocation by class
COM$202.69M65.9%
CL A$19.86M6.5%
TOTAL STK MKT$12.63M4.1%
SPONSORED ADS$9.47M3.1%
CL A COM$9.37M3.0%
SPON ADR$7.08M2.3%
COM CL A$6.30M2.0%
Portfolio Concentration
Top 3$39.06M12.7%
4โ10$56.20M18.3%
11โ25$87.65M28.5%
Rest$124.61M40.5%
Top 3 weight
12.7%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 5.09M
Sole
Full voting authority
499.87K
shares
% of voting shares9.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.59M
shares
% of voting shares90.2%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeNone ยท 90.2% of voting shares
Institutional Holdings112
Rows:
SIMPSON MFG INC
SOLEShares85.28K
TypeSH
Market value$14.14M
4.60%
Sole
0.00
Shared
0.00
None
85.28K
VANGUARD INDEX FDS
SOLEShares43.59K
TypeSH
Market value$12.63M
4.11%
Sole
39.81K
Shared
0.00
None
3.77K
APPLE INC
SOLEShares49.06K
TypeSH
Market value$12.29M
4.00%
Sole
20.08K
Shared
0.00
None
28.98K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares47.97K
TypeSH
Market value$9.47M
3.08%
Sole
334.00
Shared
0.00
None
47.63K
INTERNATIONAL BUSINESS MACHS
SOLEShares40.63K
TypeSH
Market value$8.93M
2.90%
Sole
1.33K
Shared
0.00
None
39.29K
XYLEM INC
SOLEShares67.75K
TypeSH
Market value$7.86M
2.56%
Sole
13.79K
Shared
0.00
None
53.97K
AMALGAMATED FINANCIAL CORP
SOLEShares228.11K
TypeSH
Market value$7.63M
2.48%
Sole
22.73K
Shared
0.00
None
205.38K
STANTEC INC
SOLEShares95.93K
TypeSH
Market value$7.53M
2.45%
Sole
136.00
Shared
0.00
None
95.79K
AECOM
SOLEShares69.76K
TypeSH
Market value$7.45M
2.42%
Sole
98.00
Shared
0.00
None
69.66K
PALO ALTO NETWORKS INC
SOLEShares40.23K
TypeSH
Market value$7.32M
2.38%
Sole
3.61K
Shared
0.00
None
36.62K
IRON MTN INC DEL
SOLEShares69.23K
TypeSH
Market value$7.28M
2.37%
Sole
206.00
Shared
0.00
None
69.03K
FORTINET INC
SOLEShares76.19K
TypeSH
Market value$7.20M
2.34%
Sole
544.00
Shared
0.00
None
75.64K
SAP SE
SOLEShares28.76K
TypeSH
Market value$7.08M
2.30%
Sole
42.00
Shared
0.00
None
28.72K
PROCTER AND GAMBLE CO
SOLEShares41.78K
TypeSH
Market value$7.00M
2.28%
Sole
6.32K
Shared
0.00
None
35.46K
CARLISLE COS INC
SOLEShares17.49K
TypeSH
Market value$6.45M
2.10%
Sole
25.00
Shared
0.00
None
17.47K
VERTEX PHARMACEUTICALS INC
SOLEShares15.93K
TypeSH
Market value$6.42M
2.09%
Sole
287.00
Shared
0.00
None
15.64K
NVIDIA CORPORATION
SOLEShares47.59K
TypeSH
Market value$6.39M
2.08%
Sole
35.47K
Shared
0.00
None
12.12K
FIRST SOLAR INC
SOLEShares35.67K
TypeSH
Market value$6.29M
2.04%
Sole
9.41K
Shared
0.00
None
26.26K
STRIDE INC
SOLEShares59.98K
TypeSH
Market value$6.23M
2.03%
Sole
95.00
Shared
0.00
None
59.89K
THERMO FISHER SCIENTIFIC INC
SOLEShares10.18K
TypeSH
Market value$5.30M
1.72%
Sole
1.26K
Shared
0.00
None
8.93K
GILEAD SCIENCES INC
SOLEShares54.40K
TypeSH
Market value$5.02M
1.63%
Sole
474.00
Shared
0.00
None
53.93K
CLOUDFLARE INC
SOLEShares41.91K
TypeSH
Market value$4.51M
1.47%
Sole
2.56K
Shared
0.00
None
39.35K
ROBINHOOD MKTS INC
SOLEShares118.40K
TypeSH
Market value$4.41M
1.43%
Sole
239.00
Shared
0.00
None
118.16K
HOLOGIC INC
SOLEShares57.08K
TypeSH
Market value$4.11M
1.34%
Sole
232.00
Shared
0.00
None
56.84K
TELEFONICA S A
SOLEShares982.72K
TypeSH
Market value$3.95M
1.28%
Sole
1.70K
Shared
0.00
None
981.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SIMPSON MFG INCSOLE | COM | 85.28K | SH | $14.14M 4.60% | 0.00 | 0.00 | 85.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.59K | SH | $12.63M 4.11% | 39.81K | 0.00 | 3.77K |
APPLE INCSOLE | COM | 49.06K | SH | $12.29M 4.00% | 20.08K | 0.00 | 28.98K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 47.97K | SH | $9.47M 3.08% | 334.00 | 0.00 | 47.63K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 40.63K | SH | $8.93M 2.90% | 1.33K | 0.00 | 39.29K |
XYLEM INCSOLE | COM | 67.75K | SH | $7.86M 2.56% | 13.79K | 0.00 | 53.97K |
AMALGAMATED FINANCIAL CORPSOLE | COM | 228.11K | SH | $7.63M 2.48% | 22.73K | 0.00 | 205.38K |
STANTEC INCSOLE | COM | 95.93K | SH | $7.53M 2.45% | 136.00 | 0.00 | 95.79K |
AECOMSOLE | COM | 69.76K | SH | $7.45M 2.42% | 98.00 | 0.00 | 69.66K |
PALO ALTO NETWORKS INCSOLE | COM | 40.23K | SH | $7.32M 2.38% | 3.61K | 0.00 | 36.62K |
IRON MTN INC DELSOLE | COM | 69.23K | SH | $7.28M 2.37% | 206.00 | 0.00 | 69.03K |
FORTINET INCSOLE | COM | 76.19K | SH | $7.20M 2.34% | 544.00 | 0.00 | 75.64K |
SAP SESOLE | SPON ADR | 28.76K | SH | $7.08M 2.30% | 42.00 | 0.00 | 28.72K |
PROCTER AND GAMBLE COSOLE | COM | 41.78K | SH | $7.00M 2.28% | 6.32K | 0.00 | 35.46K |
CARLISLE COS INCSOLE | COM | 17.49K | SH | $6.45M 2.10% | 25.00 | 0.00 | 17.47K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 15.93K | SH | $6.42M 2.09% | 287.00 | 0.00 | 15.64K |
NVIDIA CORPORATIONSOLE | COM | 47.59K | SH | $6.39M 2.08% | 35.47K | 0.00 | 12.12K |
FIRST SOLAR INCSOLE | COM | 35.67K | SH | $6.29M 2.04% | 9.41K | 0.00 | 26.26K |
STRIDE INCSOLE | COM | 59.98K | SH | $6.23M 2.03% | 95.00 | 0.00 | 59.89K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.18K | SH | $5.30M 1.72% | 1.26K | 0.00 | 8.93K |
GILEAD SCIENCES INCSOLE | COM | 54.40K | SH | $5.02M 1.63% | 474.00 | 0.00 | 53.93K |
CLOUDFLARE INCSOLE | CL A COM | 41.91K | SH | $4.51M 1.47% | 2.56K | 0.00 | 39.35K |
ROBINHOOD MKTS INCSOLE | COM CL A | 118.40K | SH | $4.41M 1.43% | 239.00 | 0.00 | 118.16K |
HOLOGIC INCSOLE | COM | 57.08K | SH | $4.11M 1.34% | 232.00 | 0.00 | 56.84K |
TELEFONICA S ASOLE | SPONSORED ADR | 982.72K | SH | $3.95M 1.28% | 1.70K | 0.00 | 981.02K |
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