NATURAL INVESTMENTS, LLC

CIK

1800245

Location

WINDSOR, CA

Portfolio Value

Small $420,959,418

Diversification

Diversified

Filing Date

Global Rank

#4,110 / 8,827 ▼ 37 · as of Jun 2026

Top Industry

Semiconductors 13.5%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

20 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, the newest measured quarter, 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

29.8% 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.

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Portfolio Concentration

309 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

9.5%

+1.9 pts

Top 5

31.2%

+6.1 pts

Top 10

41.4%

+2.7 pts

HHI

267

Diversified+55

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.2%	$143,821,716	54
Unclassified	19.5%	$81,957,781	73
Financial Services	13.6%	$57,234,531	57
Healthcare	10.0%	$41,963,399	33
Industrials	6.5%	$27,484,455	30
Communication Services	5.2%	$21,771,071	10
Consumer Defensive	3.6%	$15,167,443	13
Consumer Cyclical	3.3%	$13,978,748	16
Utilities	1.4%	$6,083,512	6
Real Estate	1.3%	$5,560,688	8
Basic Materials	1.3%	$5,293,717	7
Energy	0.2%	$642,357	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGSR	Vert Global Sustainable Real Estate ETF	+81,104	962,083	$10,219,245
GRNB	VanEck Green Bond ETF	+64,745	420,517	$9,764,404
—		+26,458	600,022	$0
HLN	Haleon plc	+20,372	109,951	$989,559
NUHY	Nuveen ESG High Yield Corporate Bond ETF	+19,884	45,927	$938,288
CVSB	Calvert Ultra-Short Investment Grade ETF	+17,536	28,778	$1,451,562
NVDA	Nvidia Corp	+14,138	130,084	$29,708,583
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+11,149	14,578	$1,181,838
AMAL	Amalgamated Financial Corp.	+7,000	29,061	$1,382,431
NUSC	Nuveen ESG Small-Cap ETF	+5,855	21,149	$1,026,255
ICLN	iShares Global Clean Energy ETF	+5,767	47,887	$814,079
APH	Amphenol Corp	+5,752	11,491	$968,691
BBN	BlackRock Taxable Municipal Bond Trust	+4,080	56,180	$808,992
PGR	Progressive Corp	+3,465	5,961	$1,235,774
UMC	United Microelectronics Corp	+3,131	14,447	$353,807
TAK	Takeda Pharmaceutical Co Ltd	+3,011	20,241	$368,183
NVT	nVent Electric plc	+2,774	4,584	$735,136
ETHO		+2,766	46,761	$3,725,495
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	+2,645	36,149	$2,638,696
EVYM	Eaton Vance High Income Municipal ETF	+2,560	11,939	$559,342
LYG	Lloyds Banking Group plc	+2,166	64,697	$364,244
—		+2,055	211,534	$0
RNRG	Global X Renewable Energy Producers ETF	+2,032	34,080	$1,097,512
IJH	iShares Core S&P Mid-Cap ETF	+1,989	6,684	$480,913
ORA	Ormat Technologies, Inc.	+1,848	9,560	$874,644
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NXTE	AXS Green Alpha ETF	−20,850	120,398	$5,842,914
DSI	iShares ESG MSCI KLD 400 ETF	−13,606	74,823	$10,937,626
—		−7,774	361,818	$0
USB	US Bancorp De	−7,110	9,569	$552,705
PRXG	Praxis Mutual Funds	−4,535	26,401	$1,078,119
HYXF	iShares ESG Advanced High Yield Corporate Bond ETF	−4,396	8,143	$367,306
ADSK	Autodesk, Inc.	−3,670	1,395	$291,555
SHOP	Shopify Inc.	−2,902	10,698	$1,586,513
PG	PROCTER & GAMBLE Co	−2,811	20,866	$3,031,412
ALC	Alcon Inc	−2,716	12,131	$785,482
NOW	ServiceNow, Inc.	−2,600	12,328	$1,652,075
BEPC	Brookfield Renewable Corp	−2,598	76,643	$2,162,865
RYN	Rayonier Inc	−2,507	13,875	$254,745
HASI	HA Sustainable Infrastructure Capital, Inc.	−2,119	191,139	$6,846,598
GPN	Global Payments Inc	−2,008	5,910	$482,669
ABT	Abbott Laboratories	−1,906	33,635	$3,324,147
PANW	Palo Alto Networks Inc	−1,805	13,407	$5,326,735
KLAC	Kla Corp	−1,663	1,425	$277,775
WIT	Wipro Ltd	−1,626	50,136	$82,724
ABBV	AbbVie Inc.	−1,571	31,760	$8,308,098
PFE	Pfizer Inc	−1,486	17,194	$490,372
CMCSA	Comcast Corp	−1,468	16,289	$354,448
AXP	American Express Co	−1,435	7,071	$2,150,291
LLY	ELI LILLY & Co	−1,413	4,196	$4,855,107
GE	General Electric Co	−1,334	2,374	$741,376
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VCEB	VANGUARD ESG U.S. CORPORATE BOND ETF	13,691	$815,709
NULG	Nuveen ESG Large-Cap Growth ETF	5,918	$672,817
PM	Philip Morris International Inc.	2,517	$480,293
NULV	Nuveen ESG Large-Cap Value ETF	8,825	$464,636
EVSM	Eaton Vance Short Duration Municipal Income ETF	9,408	$462,497
XJR	iShares ESG Select Screened S&P Small-Cap ETF	8,436	$407,256
NUE	Nucor Corp	1,575	$368,156
AU	AngloGold Ashanti PLC	3,493	$328,167
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	6,638	$326,722
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	6,547	$319,362
IWF	iShares Russell 1000 Growth ETF	2,330	$291,855
CRWD	CrowdStrike Holdings, Inc.	1,012	$267,927
BRO	Brown & Brown, Inc.	4,359	$265,463
HPQ	Hp Inc	8,473	$265,035
DIS	Walt Disney Co	2,525	$264,872
FDS	Factset Research Systems Inc	883	$238,365
ED	Consolidated Edison Inc	2,219	$226,803
OKTA	Okta, Inc.	1,020	$213,292
NEM	NEWMONT Corp	1,831	$211,187
FCX	Freeport-Mcmoran Inc	2,981	$208,670
FDX	Fedex Corp	726	$206,975
FTNT	Fortinet, Inc.	1,147	$205,037
MCO	Moodys Corp	449	$203,904
TIGR	UP Fintech Holding Ltd	14,208	$65,214
SPWR	SunPower Inc.	21,000	$6,449
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
GL	Globe Life Inc.	3,205	$572,669
QCLN	First Trust NASDAQ Clean Edge Green Energy Index Fund	7,930	$486,267
NEE	Nextera Energy Inc	5,459	$479,136
ERTH	Victory Portfolios II	8,188	$387,292
A	Agilent Technologies, Inc.	2,741	$364,087
DFAC	Dimensional U.S. Core Equity 2 ETF	8,004	$355,057
KMB	Kimberly Clark Corp	2,189	$240,286
FERG	Ferguson Enterprises Inc.	944	$224,039
JBHT	Hunt J B Transport Services Inc	758	$219,387
DECK	Deckers Outdoor Corp	2,168	$215,260
JLL	Jones Lang Lasalle Inc	684	$212,005
MAR	Marriott International Inc	572	$211,977
RL	Ralph Lauren Corp	527	$211,543
ZTS	Zoetis Inc.	2,925	$210,190
XEL	Xcel Energy Inc	2,573	$206,611
CVIE	Calvert International Responsible Index ETF	2,402	$204,201
ORKA	Oruka Therapeutics, Inc.	2,125	$202,236
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

309 tracked positions · $420,959,418 total · filing declares 310 positions · $471,255,174 · as of Sep 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 309 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	119,461	+1,804	$39,782,902	+16.9%	9.45%
NVDA	Nvidia Corp Technology	Added	130,084	+14,138	$29,708,583	+28.1%	7.06%
MSFT	Microsoft Corp Technology	Added	50,156	+1,148	$25,725,012	+40.7%	6.11%
GOOGL	Alphabet Inc. Communication Services	Added	37,829	+191	$13,016,202	−3.2%	3.09%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	74,823	-13,606	$10,937,626	−13.1%	2.60%
VGSR	Vert Global Sustainable Real Estate ETF	Added	962,083	+81,104	$10,219,245	+1.9%	2.43%
GRNB	VanEck Green Bond ETF	Added	420,517	+64,745	$9,764,404	+13.7%	2.32%
ABBV	AbbVie Inc. Healthcare	Reduced	31,760	-1,571	$8,308,098	−0.9%	1.97%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Reduced	191,139	-2,119	$6,846,598	−9.3%	1.63%
BRK-A	Berkshire Hathaway Inc Financial Services	Added	9	+2	$6,723,045	+28.3%	1.60%
NXTE	AXS Green Alpha ETF	Reduced	120,398	-20,850	$5,842,914	−24.0%	1.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	17,422	+386	$5,763,720	+3.4%	1.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	19,166	+35	$5,452,535	−19.2%	1.30%
PANW	Palo Alto Networks Inc Technology	Reduced	13,407	-1,805	$5,326,735	+2.7%	1.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	11,073	-445	$5,051,391	−8.2%	1.20%
LLY	ELI LILLY & Co Healthcare	Reduced	4,196	-1,413	$4,855,107	−27.8%	1.15%
MA	Mastercard Inc Financial Services	Added	8,779	+247	$4,841,355	+10.5%	1.15%
GOOG	Alphabet Inc. Communication Services	Added	12,352	+92	$4,208,820	−2.8%	1.00%
COST	Costco Wholesale Corp Consumer Defensive	Added	4,356	+212	$3,965,441	+2.3%	0.94%
ASML	Asml Holding NV Technology	Added	2,148	+198	$3,891,467	+0.3%	0.92%
ETHO		Added	46,761	+2,766	$3,725,495	+5.0%	0.89%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,839	-61	$3,572,066	+4.2%	0.85%
ABT	Abbott Laboratories Healthcare	Reduced	33,635	-1,906	$3,324,147	+3.1%	0.79%
SPY	Spdr S&P 500 ETF Trust	Added	4,002	+108	$3,052,045	+5.0%	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	20,866	-2,811	$3,031,412	−12.7%	0.72%
V	Visa Inc. Financial Services	Added	7,758	+172	$2,787,682	+7.1%	0.66%
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	Added	36,149	+2,645	$2,638,696	+3.5%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	9,950	+337	$2,634,163	+7.9%	0.63%
ETN	Eaton Corp plc Industrials	Reduced	5,812	-117	$2,497,474	−1.1%	0.59%
UPS	United Parcel Service Inc Industrials	Added	25,555	+35	$2,387,859	−13.0%	0.57%
MRK	Merck & Co., Inc. Healthcare	Added	16,405	+951	$2,383,810	+20.0%	0.57%
UL	Unilever PLC Consumer Defensive	Reduced	37,218	-676	$2,260,249	−0.8%	0.54%
AZN	Astrazeneca PLC Healthcare	Added	13,517	+157	$2,182,589	−13.8%	0.52%
ECL	Ecolab Inc. Basic Materials	Reduced	7,882	-139	$2,164,239	−3.2%	0.51%
AVGO	Broadcom Inc. Technology	Added	6,162	+750	$2,164,032	+5.9%	0.51%
BEPC	Brookfield Renewable Corp Utilities	Reduced	76,643	-2,598	$2,162,865	−26.5%	0.51%
UNP	Union Pacific Corp Industrials	Added	7,908	+76	$2,152,004	+1.0%	0.51%
AXP	American Express Co Financial Services	Reduced	7,071	-1,435	$2,150,291	−25.3%	0.51%
EHC	Encompass Health Corp Healthcare	Reduced	16,513	-305	$2,006,164	+18.0%	0.48%
FTSD	Franklin Short Duration U.S. Government ETF	Added	21,460	+527	$1,909,296	+0.8%	0.45%
PLD	Prologis, Inc. Real Estate	Added	14,391	+42	$1,868,527	−3.9%	0.44%
DE	Deere & Co Industrials	Added	2,707	+77	$1,817,885	+9.0%	0.43%
CSCO	Cisco Systems, Inc. Technology	Added	16,808	+726	$1,809,045	−4.2%	0.43%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	11,797	+120	$1,793,497	+24.8%	0.43%
AWK	American Water Works Company, Inc. Utilities	Reduced	13,849	-189	$1,793,030	−2.9%	0.43%
TRV	Travelers Companies, Inc. Financial Services	Reduced	5,010	-160	$1,786,115	+4.7%	0.42%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	7,964	-268	$1,770,078	−12.7%	0.42%
TT	Trane Technologies plc Industrials	Added	3,893	+107	$1,759,558	−5.4%	0.42%
NUDM	Nuveen ESG International Developed Markets Equity ETF	Added	44,107	+780	$1,751,488	+1.0%	0.42%
AMGN	Amgen Inc Healthcare	Added	4,068	+189	$1,714,702	+22.1%	0.41%

Showing the top 50 of 309 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.