NATURAL INVESTMENTS, LLC
Filing Date
Global Rank
#3,105
/ 8,232
▲ 157
Top Industry
Semiconductors
10.6%
3Y Alpha vs SPY
+2.1%
Period ended 2 months ago
Filed May 1, 2026 · 44d
18 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+85.6%
SPY
+76.3%
Annualised alpha
+2.1%
Max drawdown
−23.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
229 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
+1.1 pts
Top 5
28.0%
−0.8 pts
Top 10
38.0%
−0.8 pts
HHI
242
Diversified−5
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.1% | $108,434,363 |
| Financial Services | 16.6% | $49,765,308 |
| Healthcare | 13.2% | $39,606,723 |
| Industrials | 9.2% | $27,728,132 |
| Consumer Cyclical | 6.0% | $18,045,444 |
| Consumer Defensive | 5.4% | $16,365,329 |
| Communication Services | 5.1% | $15,464,187 |
| Utilities | 3.1% | $9,335,866 |
| Basic Materials | 2.0% | $5,985,346 |
| Real Estate | 1.9% | $5,686,673 |
| Unclassified | 1.1% | $3,231,626 |
| Energy | 0.2% | $663,723 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +19,099 | 115,627 | $29,344,976 | |
| HDB | Hdfc Bank Ltd | +14,806 | 56,043 | $1,394,349 | |
| BSX | Boston Scientific Corp | +11,825 | 15,861 | $995,277 | |
| BBN | BlackRock Taxable Municipal Bond Trust | +6,809 | 56,148 | $907,913 | |
| VITL | Vital Farms, Inc. | +5,254 | 18,726 | $264,411 | |
| EHC | Encompass Health Corp | +4,671 | 16,202 | $1,567,219 | |
| ABT | Abbott Laboratories | +4,472 | 35,470 | $3,641,704 | |
| PG | PROCTER & GAMBLE Co | +4,448 | 22,699 | $3,278,643 | |
| ABBV | AbbVie Inc. | +4,122 | 32,427 | $7,052,548 | |
| XYL | Xylem Inc. | +2,952 | 15,252 | $1,822,614 | |
| NVDA | Nvidia Corp | +2,372 | 110,913 | $19,343,227 | |
| SFM | Sprouts Farmers Market, Inc. | +2,191 | 6,070 | $468,179 | |
| BBD | Bank Bradesco | +1,860 | 17,690 | $64,568 | |
| UL | Unilever PLC | +1,690 | 37,871 | $2,157,510 | |
| T | At&T Inc. | +1,659 | 17,423 | $505,092 | |
| RY | Royal Bank Of Canada | +1,476 | 5,017 | $811,650 | |
| MDLZ | Mondelez International, Inc. | +1,277 | 7,838 | $451,782 | |
| AVGO | Broadcom Inc. | +1,271 | 5,102 | $1,579,120 | |
| BMY | Bristol Myers Squibb Co | +1,221 | 7,892 | $478,649 | |
| JNJ | Johnson & Johnson | +1,182 | 8,606 | $2,103,650 | |
| TD | Toronto Dominion Bank | +1,173 | 6,246 | $582,814 | |
| VZ | Verizon Communications Inc | +911 | 13,643 | $684,878 | |
| MDT | Medtronic plc | +909 | 5,810 | $503,436 | |
| NFLX | Netflix Inc | +821 | 14,493 | $1,393,501 | |
| BRK-B | Berkshire Hathaway Inc | +704 | 2,740 | $1,313,008 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVO | Novo Nordisk A S | −12,020 | 7,412 | $272,391 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | −7,132 | 202,089 | $7,426,770 | |
| BEPC | Brookfield Renewable Corp | −5,250 | 79,816 | $3,179,071 | |
| SHEN | Shenandoah Telecommunications Co/Va/ | −5,178 | 57,195 | $881,946 | |
| MKC | Mccormick & Co Inc | −4,144 | 23,682 | $1,194,520 | |
| AMT | American Tower Corp /Ma/ | −3,943 | 9,599 | $1,656,595 | |
| ACN | Accenture plc | −3,193 | 2,760 | $547,280 | |
| UMC | United Microelectronics Corp | −2,325 | 16,948 | $152,193 | |
| EWBC | East West Bancorp Inc | −2,223 | 8,778 | $937,139 | |
| SAP | Sap SE | −1,508 | 6,297 | $1,078,109 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | −1,362 | 13,499 | $266,605 | |
| INTC | Intel Corp | −1,230 | 12,754 | $562,834 | |
| GOOGL | Alphabet Inc. | −1,169 | 35,741 | $10,277,681 | |
| BEP | Brookfield Renewable Partners L.P. | −993 | 34,784 | $1,135,349 | |
| BAC | Bank Of America Corp /De/ | −804 | 19,502 | $950,722 | |
| ECL | Ecolab Inc. | −791 | 8,007 | $2,130,022 | |
| NVT | nVent Electric plc | −678 | 11,248 | $1,330,413 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −668 | 21,026 | $7,105,736 | |
| GPN | Global Payments Inc | −664 | 7,908 | $532,208 | |
| RELX | Relx PLC | −449 | 11,867 | $393,391 | |
| ETN | Eaton Corp plc | −420 | 5,865 | $2,097,734 | |
| WIT | Wipro Ltd | −412 | 44,504 | $94,348 | |
| SAN | Banco Santander, S.A. | −396 | 32,432 | $365,832 | |
| ASML | Asml Holding NV | −363 | 3,036 | $4,010,039 | |
| BAP | Credicorp Ltd | −360 | 2,932 | $994,475 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NXT | Nextpower Inc. | 12,277 | $1,479,992 | |
| ROK | Rockwell Automation, Inc | 2,492 | $894,328 | |
| MSCI | MSCI Inc. | 1,464 | $789,110 | |
| WFC | Wells Fargo & Company/Mn | 8,650 | $688,626 | |
| TTEK | Tetra Tech Inc | 21,591 | $650,320 | |
| DXCM | Dexcom Inc | 6,984 | $438,595 | |
| RYN | Rayonier Inc | 15,549 | $320,620 | |
| XOM | Exxon Mobil Corp | 1,606 | $272,473 | |
| VRT | Vertiv Holdings Co | 1,077 | $269,874 | |
| EMR | Emerson Electric Co | 1,993 | $261,122 | |
| FXE | Invesco CurrencyShares Euro Trust | 2,256 | $240,692 | |
| VTR | Ventas, Inc. | 2,753 | $225,140 | |
| VMI | Valmont Industries Inc | 555 | $221,761 | |
| CSX | Csx Corp | 5,290 | $217,154 | |
| KMB | Kimberly Clark Corp | 2,201 | $212,330 | |
| NEM | NEWMONT Corp /DE/ | 1,955 | $211,628 | |
| COHR | Coherent Corp. | 874 | $208,195 | |
| FERG | Ferguson Enterprises Inc. /DE/ | 883 | $205,968 | |
| XEL | Xcel Energy Inc | 2,573 | $204,399 | |
| O | Realty Income Corp | 3,312 | $202,628 | |
| MUA | Blackrock Muniassets Fund, Inc. | 14,125 | $149,866 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BFAM | Bright Horizons Family Solutions Inc. | 13,919 | $1,411,386 | |
| LULU | lululemon athletica inc. | 3,567 | $741,258 | |
| AGL | agilon health, inc. | 18,796 | $323,761 | |
| QCOM | Qualcomm Inc/De | 1,505 | $257,430 | |
| FDS | Factset Research Systems Inc | 863 | $250,433 | |
| DIS | Walt Disney Co | 2,147 | $244,264 | |
| CAVA | Cava Group, Inc. | 3,843 | $225,545 | |
| CDNS | Cadence Design Systems Inc | 715 | $223,494 | |
| F | Ford Motor Co | 16,865 | $221,268 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | 10,250 | $162,565 | |
| No positions match the current search. | ||||
229 positions ·
$300,312,720 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 229 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 115,627 | $29,344,976 | 9.77% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 110,913 | $19,343,227 | 6.44% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 47,681 | $17,650,075 | 5.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 35,741 | $10,277,681 | 3.42% | |
| HASI |
HA Sustainable Infrastructure Capital, Inc.
Financial Services
|
Reduced | 202,089 | $7,426,770 | 2.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 21,026 | $7,105,736 | 2.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 32,427 | $7,052,548 | 2.35% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 17,783 | $5,848,650 | 1.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,498 | $5,056,895 | 1.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 16,546 | $4,867,171 | 1.62% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,266 | $4,429,069 | 1.47% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,036 | $4,010,039 | 1.34% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 7,937 | $3,965,801 | 1.32% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 35,470 | $3,641,704 | 1.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 3,341 | $3,329,072 | 1.11% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 22,699 | $3,278,643 | 1.09% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 6,554 | $3,249,211 | 1.08% | |
| BEPC |
Brookfield Renewable Corp
Utilities
|
Reduced | 79,816 | $3,179,071 | 1.06% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 17,386 | $2,787,323 | 0.93% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 26,379 | $2,595,166 | 0.86% | |
| AXP |
American Express Co
Financial Services
|
Added | 8,331 | $2,519,960 | 0.84% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 5,593 | $2,330,826 | 0.78% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 37,871 | $2,157,510 | 0.72% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,127 | $2,154,064 | 0.72% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 8,007 | $2,130,022 | 0.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,606 | $2,103,650 | 0.70% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 5,865 | $2,097,734 | 0.70% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 13,228 | $2,054,176 | 0.68% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 12,725 | $2,001,388 | 0.67% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Added | 14,573 | $1,983,239 | 0.66% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 15,931 | $1,889,735 | 0.63% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 15,252 | $1,822,614 | 0.61% | |
| SHG |
Shinhan Financial Group Co Ltd
Financial Services
|
Added | 28,947 | $1,775,030 | 0.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 14,589 | $1,754,910 | 0.58% | |
| HLN |
Haleon plc
Healthcare
|
Added | 172,976 | $1,731,489 | 0.58% | |
| SONY |
Sony Group Corp
Technology
|
Reduced | 82,582 | $1,709,447 | 0.57% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 8,148 | $1,695,517 | 0.56% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 16,193 | $1,692,978 | 0.56% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 12,616 | $1,667,582 | 0.56% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 9,599 | $1,656,595 | 0.55% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 6,760 | $1,640,111 | 0.55% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 4,510 | $1,586,843 | 0.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,102 | $1,579,120 | 0.53% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 909 | $1,571,679 | 0.52% | |
| EHC |
Encompass Health Corp
Healthcare
|
Added | 16,202 | $1,567,219 | 0.52% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Added | 6,244 | $1,560,438 | 0.52% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 5,306 | $1,547,654 | 0.52% | |
| NXT |
Nextpower Inc.
Technology
|
NEW | 12,277 | $1,479,992 | 0.49% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,837 | $1,414,830 | 0.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,158 | $1,403,433 | 0.47% |