NATURAL INVESTMENTS, LLC
Filing Date
Global Rank
#4,105
/ 8,819
▼ 47
Top Industry
Semiconductors
12.0%
Period ended 4 months ago
Filed Jul 31, 2026 · 3mo
19 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 38.7%, 47.0 effective positions, active share 52.0% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
29.9% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 5.4 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 52.0%; sector active share 16.2% against the combined 13F book's sector weights.
Over time 19 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
300 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.6%
+0.2 pts
Top 5
25.1%
+0.9 pts
Top 10
38.7%
+2.8 pts
HHI
213
Diversified+18
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.0% | $125,803,288 |
| Unclassified | 27.1% | $121,857,502 |
| Financial Services | 12.7% | $57,289,138 |
| Healthcare | 9.6% | $43,317,935 |
| Industrials | 6.6% | $29,698,044 |
| Communication Services | 4.9% | $21,830,892 |
| Consumer Cyclical | 3.6% | $16,108,964 |
| Consumer Defensive | 3.4% | $15,270,050 |
| Utilities | 1.7% | $7,573,592 |
| Real Estate | 1.4% | $6,086,999 |
| Basic Materials | 1.0% | $4,432,844 |
| Energy | 0.1% | $633,884 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGSR | Vert Global Sustainable Real Estate ETF | +68,736 | 880,979 | $10,029,945 | |
| GRNB | VanEck Green Bond ETF | +59,207 | 355,772 | $8,586,557 | |
| — | +54,716 | 369,592 | $12,273,041 | ||
| NUDM | Nuveen ESG International Developed Markets Equity ETF | +16,838 | 43,327 | $1,733,946 | |
| NUHY | Nuveen ESG High Yield Corporate Bond ETF | +12,990 | 26,043 | $558,231 | |
| — | +10,214 | 209,479 | $17,232,161 | ||
| PFE | Pfizer Inc | +10,084 | 18,680 | $449,814 | |
| VUG | VANGUARD GROWTH INDEX FUND | +7,670 | 9,255 | $797,225 | |
| WIT | Wipro Ltd | +7,258 | 51,762 | $116,464 | |
| ICLN | iShares Global Clean Energy ETF | +7,043 | 42,120 | $863,038 | |
| TTEK | Tetra Tech Inc | +6,818 | 28,409 | $820,736 | |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | +6,054 | 16,662 | $707,068 | |
| BBD | Bank Bradesco | +5,880 | 23,570 | $81,787 | |
| WFC | Wells Fargo & Company | +5,372 | 14,022 | $1,158,778 | |
| NUSC | Nuveen ESG Small-Cap ETF | +5,147 | 15,294 | $797,123 | |
| NVDA | Nvidia Corp | +5,033 | 115,946 | $23,199,635 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +4,128 | 5,160 | $453,615 | |
| BKNG | Booking Holdings Inc. | +3,319 | 3,452 | $615,284 | |
| DXCM | Dexcom Inc | +3,248 | 10,232 | $689,125 | |
| CMG | Chipotle Mexican Grill Inc | +3,044 | 25,496 | $866,864 | |
| AMD | Advanced Micro Devices Inc | +3,009 | 5,900 | $3,427,369 | |
| KLAC | Kla Corp | +2,789 | 3,088 | $931,680 | |
| BAC | Bank Of America Corp | +2,490 | 21,992 | $1,253,104 | |
| USB | US Bancorp De | +2,435 | 16,679 | $1,007,411 | |
| RNRG | Global X Renewable Energy Producers ETF | +2,229 | 32,048 | $1,141,197 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ITUB | Itau Unibanco Holding S.A. | −87,506 | 22,498 | $183,808 | |
| HLN | Haleon plc | −83,397 | 89,579 | $835,772 | |
| HDB | Hdfc Bank Ltd | −36,533 | 19,510 | $503,943 | |
| SHG | Shinhan Financial Group Co Ltd | −25,470 | 3,477 | $219,920 | |
| AMZN | Amazon Com Inc | −15,422 | 5,844 | $1,392,858 | |
| NXTE | AXS Green Alpha ETF | −15,303 | 141,248 | $7,688,976 | |
| MKC | Mccormick & Co Inc | −13,429 | 10,253 | $516,956 | |
| CP | Canadian Pacific Kansas City Ltd | −11,048 | 3,394 | $294,090 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −9,508 | 11,518 | $5,500,651 | |
| NVT | nVent Electric plc | −9,438 | 1,810 | $306,994 | |
| DSI | iShares ESG MSCI KLD 400 ETF | −9,420 | 88,429 | $12,591,405 | |
| HASI | HA Sustainable Infrastructure Capital, Inc. | −8,831 | 193,258 | $7,546,724 | |
| — | −5,883 | 573,564 | $13,123,144 | ||
| KO | Coca Cola Co | −5,665 | 6,739 | $547,678 | |
| UMC | United Microelectronics Corp | −5,632 | 11,316 | $307,908 | |
| ING | Ing Groep NV | −5,298 | 8,742 | $274,323 | |
| SAP | Sap SE | −4,861 | 1,436 | $221,301 | |
| TEL | TE Connectivity plc | −4,216 | 1,640 | $330,640 | |
| BBN | BlackRock Taxable Municipal Bond Trust | −4,048 | 52,100 | $842,457 | |
| PRCS | Parnassus Funds II | −3,937 | 9,103 | $262,111 | |
| NEE | Nextera Energy Inc | −3,818 | 5,459 | $479,136 | |
| TBLU | Tortoise Capital Series Trust | −3,646 | 7,198 | $371,416 | |
| LIN | Linde PLC | −3,086 | 3,468 | $1,799,683 | |
| ALC | Alcon Inc | −2,974 | 14,847 | $996,233 | |
| PML | Pimco Municipal Income Fund II | −2,859 | 21,416 | $162,975 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 13,360 | $2,533,323 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | 5,304 | $631,122 | |
| EVYM | Eaton Vance High Income Municipal ETF | 9,379 | $477,850 | |
| CDNS | Cadence Design Systems Inc | 1,192 | $447,381 | |
| MU | Micron Technology Inc | 379 | $437,475 | |
| IJH | iShares Core S&P Mid-Cap ETF | 4,695 | $362,031 | |
| UBS | UBS Group AG | 7,171 | $355,394 | |
| BBEU | JPMorgan BetaBuilders Europe ETF | 4,367 | $339,621 | |
| ESGU | iShares ESG Aware MSCI USA ETF | 1,960 | $320,793 | |
| HPE | Hewlett Packard Enterprise Co | 6,398 | $288,613 | |
| BMO | Bank Of Montreal | 1,627 | $287,490 | |
| FITB | Fifth Third Bancorp | 4,880 | $275,085 | |
| IVW | iShares S&P 500 Growth ETF | 1,890 | $259,931 | |
| TER | Teradyne, Inc | 525 | $254,016 | |
| QCOM | Qualcomm Inc | 1,365 | $252,238 | |
| GS | Goldman Sachs Group Inc | 232 | $234,637 | |
| MID | American Century ETF Trust | 3,292 | $226,325 | |
| DDOG | Datadog, Inc. | 858 | $223,388 | |
| BBCA | JPMorgan BetaBuilders Canada ETF | 2,229 | $221,562 | |
| JBHT | Hunt J B Transport Services Inc | 758 | $219,387 | |
| PH | Parker-Hannifin Corp | 224 | $219,098 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | 5,403 | $217,254 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 1,132 | $215,668 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1,311 | $215,357 | |
| NUMV | Nuveen ESG Mid-Cap Value ETF | 4,946 | $215,101 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SONY | Sony Group Corp | 82,582 | $1,709,447 | |
| WCN | Waste Connections, Inc. | 6,403 | $1,040,103 | |
| BAP | Credicorp Ltd | 2,932 | $994,475 | |
| NGG | National Grid PLC | 11,617 | $982,798 | |
| MNST | Monster Beverage Corp | 8,175 | $592,360 | |
| T | At&T Inc. | 17,423 | $505,092 | |
| RELX | Relx PLC | 11,867 | $393,391 | |
| ELV | Elevance Health, Inc. | 1,015 | $297,141 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | 13,499 | $266,605 | |
| TRMB | Trimble Inc. | 3,569 | $232,805 | |
| SGOL | abrdn Gold ETF Trust | 4,934 | $220,155 | |
| MBB | iShares MBS ETF | 2,255 | $214,112 | |
| NEM | NEWMONT Corp | 1,955 | $211,628 | |
| O | Realty Income Corp | 3,312 | $202,628 | |
| ICLR | Icon PLC | 1,829 | $202,397 | |
| LPLA | LPL Financial Holdings Inc. | 671 | $201,856 | |
| IWR | iShares Russell Mid-Cap ETF | 2,074 | $201,655 | |
| KKR | KKR & Co. Inc. | 2,174 | $201,095 | |
| No positions match the current search. | ||||
300 tracked positions ·
$449,903,132 total
· filing declares
301 positions · $455,247
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 300 positions by value
· page 1 of 6
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 117,657 | $34,045,229 | 7.57% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 115,946 | $23,199,635 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 49,008 | $18,280,964 | 4.06% | |
|
|
Added | 209,479 | $17,232,161 | 3.83% | ||
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 37,638 | $13,450,692 | 2.99% | |
|
|
Reduced | 573,564 | $13,123,144 | 2.92% | ||
| DSI |
iShares ESG MSCI KLD 400 ETF
|
Reduced | 88,429 | $12,591,405 | 2.80% | |
|
|
Added | 369,592 | $12,273,041 | 2.73% | ||
| VGSR |
Vert Global Sustainable Real Estate ETF
|
Added | 880,979 | $10,029,945 | 2.23% | |
| GRNB |
VanEck Green Bond ETF
|
Added | 355,772 | $8,586,557 | 1.91% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 33,331 | $8,387,412 | 1.86% | |
| NXTE |
AXS Green Alpha ETF
|
Reduced | 141,248 | $7,688,976 | 1.71% | |
| HASI |
HA Sustainable Infrastructure Capital, Inc.
Financial Services
|
Reduced | 193,258 | $7,546,724 | 1.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 19,131 | $6,747,121 | 1.50% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,609 | $6,727,603 | 1.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 17,036 | $5,576,393 | 1.24% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 11,518 | $5,500,651 | 1.22% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 7 | $5,241,950 | 1.17% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 15,212 | $5,187,596 | 1.15% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 8,532 | $4,382,035 | 0.97% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 12,260 | $4,331,825 | 0.96% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 1,950 | $3,879,407 | 0.86% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 4,144 | $3,876,587 | 0.86% | |
| ETHO |
|
Reduced | 43,995 | $3,546,436 | 0.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 23,677 | $3,471,995 | 0.77% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 5,900 | $3,427,369 | 0.76% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 35,541 | $3,224,990 | 0.72% | |
| BEPC |
Brookfield Renewable Corp
Utilities
|
Reduced | 79,241 | $2,941,425 | 0.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,894 | $2,907,922 | 0.65% | |
| AXP |
American Express Co
Financial Services
|
Added | 8,506 | $2,877,154 | 0.64% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 25,520 | $2,743,400 | 0.61% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,586 | $2,602,680 | 0.58% | |
| CVMC |
Calvert US Mid-Cap Core Responsible Index ETF
|
Added | 33,504 | $2,550,659 | 0.57% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 13,360 | $2,533,323 | 0.56% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 5,929 | $2,526,465 | 0.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 9,613 | $2,441,413 | 0.54% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 37,894 | $2,278,187 | 0.51% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 8,021 | $2,234,730 | 0.50% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 7,832 | $2,130,304 | 0.47% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,412 | $2,044,383 | 0.45% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 4,717 | $2,044,017 | 0.45% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 8,232 | $2,026,883 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 15,454 | $1,985,839 | 0.44% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 14,349 | $1,943,859 | 0.43% | |
| FTSD |
Franklin Short Duration U.S. Government ETF
|
Added | 20,933 | $1,894,645 | 0.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 16,082 | $1,888,991 | 0.42% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 3,786 | $1,859,531 | 0.41% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
Reduced | 14,038 | $1,847,120 | 0.41% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 3,468 | $1,799,683 | 0.40% | |
| FSLR |
First Solar, Inc.
Technology
|
Added | 7,536 | $1,778,194 | 0.40% |
Showing the top 50 of 300 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.