NIA IMPACT ADVISORS, LLC

CIK

1815217

Location

OAKLAND, CA

Portfolio Value

Small $222,961,543

Diversification

Diversified

Filing Date

Global Rank

#4,345 / 8,700 ▲ 1315

Top Industry

Semiconductors 11.3%

Period ended 2 months ago

Filed Aug 3, 2026 · 41d

21 quarters · since Dec 2020

Portfolio Concentration

68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.1%

−1.2 pts

Top 5

20.5%

−0.1 pts

Top 10

35.4%

−0.2 pts

HHI

250

Diversified+20

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.1%	$91,565,762	25
Healthcare	14.9%	$33,309,824	11
Industrials	12.1%	$27,016,622	9
Financial Services	9.6%	$21,408,477	5
Consumer Defensive	6.9%	$15,348,004	4
Consumer Cyclical	6.5%	$14,521,361	4
Utilities	4.3%	$9,584,436	2
Real Estate	2.9%	$6,502,721	2
Communication Services	1.4%	$3,100,331	5
Unclassified	0.3%	$604,005	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWT	California Water Service Group	+49,925	85,841	$4,176,164
FTDR	Frontdoor, Inc.	+34,640	79,347	$6,156,533
BEPC	Brookfield Renewable Corp	+32,157	145,697	$5,408,272
AKAM	Akamai Technologies Inc	+22,734	43,312	$5,119,911
WGS	GeneDx Holdings Corp.	+15,100	46,731	$3,208,083
AMAL	Amalgamated Financial Corp.	+12,740	109,133	$5,009,204
HASI	HA Sustainable Infrastructure Capital, Inc.	+10,890	178,539	$6,971,947
ANET	Arista Networks, Inc.	+10,331	25,594	$4,347,908
EBAY	Ebay Inc	+3,509	70,623	$7,892,120
VMI	Valmont Industries Inc	+3,450	7,838	$4,527,228
TIMB	Tim S.A.	+3,419	11,827	$253,334
AEIS	Advanced Energy Industries Inc	+2,941	6,768	$2,523,584
VOD	Vodafone Group Public Ltd Co	+2,901	15,932	$210,780
AMAT	Applied Materials Inc /De	+2,580	6,261	$4,526,703
SAP	Sap SE	+2,541	26,402	$4,068,812
UNFI	United Natural Foods Inc	+2,175	86,532	$3,951,916
LRN	Stride, Inc.	+2,009	45,596	$3,932,199
PFE	Pfizer Inc	+1,526	15,005	$361,320
IBRX	ImmunityBio, Inc.	+1,370	270,167	$2,365,312
HOOD	Robinhood Markets, Inc.	+802	53,955	$5,410,607
AVGO	Broadcom Inc.	+750	15,149	$5,722,534
ADSK	Autodesk, Inc.	+430	10,092	$1,962,086
DLR	Digital Realty Trust, Inc.	+139	1,281	$230,041
QCOM	Qualcomm Inc/De	+129	2,072	$382,884
GRMN	Garmin Ltd	+8	1,016	$241,340
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NXT	Nextpower Inc.	−20,165	37,253	$4,438,322
XYL	Xylem Inc.	−13,956	24,476	$2,893,307
FMS	Fresenius Medical Care AG	−10,828	136,769	$3,092,347
COCO	Vita Coco Company, Inc.	−10,457	80,398	$5,317,523
VRT	Vertiv Holdings Co	−10,293	13,472	$4,510,695
RUN	Sunrun Inc.	−10,096	133,102	$1,780,904
AAPL	Apple Inc.	−8,637	20,824	$6,025,632
MWA	Mueller Water Products, Inc.	−8,209	110,327	$2,849,746
TOST	Toast, Inc.	−7,929	59,251	$1,648,362
NVDA	Nvidia Corp	−7,699	1,315	$263,118
MSFT	Microsoft Corp	−6,720	720	$268,574
CNM	Core & Main, Inc.	−6,003	58,907	$2,842,262
LMND	Lemonade, Inc.	−5,924	57,721	$3,754,751
NYT	New York Times Co	−3,700	3,402	$238,071
GOOGL	Alphabet Inc.	−3,477	1,460	$518,927
ADI	Analog Devices Inc	−3,348	741	$294,302
PANW	Palo Alto Networks Inc	−2,975	24,951	$8,508,790
CXT	Crane NXT, Co.	−2,825	37,119	$1,899,008
FSLR	First Solar, Inc.	−2,598	43,541	$10,273,934
NGVC	Natural Grocers by Vitamin Cottage, Inc.	−1,574	69,193	$2,146,366
NET	Cloudflare, Inc.	−1,573	14,302	$3,507,994
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,348	23,612	$11,276,382
NTRA	Natera, Inc.	−1,246	13,301	$3,610,556
AMD	Advanced Micro Devices Inc	−1,197	10,875	$6,317,396
STN	Stantec Inc	−862	66,730	$4,598,364
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
LEVI	Levi Strauss & Co	10,977	$272,558
AXSM	Axsome Therapeutics, Inc.	1,111	$271,939
HMN	Horace Mann Educators Corp /De/	5,072	$261,968
SNY	Sanofi	4,723	$201,483
HNI	Hni Corp	4,953	$200,150
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	43,575	$13,979,295
ACM	Aecom	20,078	$1,703,015
BDBT	Bluemonte Core Bond ETF	40,087	$1,530,120
ZG	Zillow Group, Inc.	31,243	$1,293,147
MRK	Merck & Co., Inc.	10,503	$1,263,405
SHOP	Shopify Inc.	10,550	$1,251,441
SYK	Stryker Corp	2,683	$881,606
ROK	Rockwell Automation, Inc	2,390	$857,723
TMUS	T-Mobile US, Inc.	3,725	$782,361
DHR	Danaher Corp /De/	3,839	$727,874
BRK-B	Berkshire Hathaway Inc	1	$718,140
MA	Mastercard Inc	1,350	$674,541
CNI	Canadian National Railway Co	6,196	$636,762
UL	Unilever PLC	10,417	$593,456
TEAM	Atlassian Corp	7,621	$520,133
CARR	CARRIER GLOBAL Corp	8,525	$480,042
—		23,500	$458,015
VEEV	Veeva Systems Inc	2,550	$447,933
ADP	Automatic Data Processing Inc	1,925	$391,121
ORA	Ormat Technologies, Inc.	2,927	$327,589
ATR	Aptargroup, Inc.	2,595	$327,021
V	Visa Inc.	850	$256,904
CAT	Caterpillar Inc	296	$209,704
DSGX	Descartes Systems Group Inc	2,800	$200,368
—		23,313	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $222,961,543 total · filing declares 72 positions · $241,387,390 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	23,612	-1,348	$11,276,382	+33.7%	5.06%
FSLR	First Solar, Inc. Technology	Reduced	43,541	-2,598	$10,273,934	+12.9%	4.61%
PANW	Palo Alto Networks Inc Technology	Reduced	24,951	-2,975	$8,508,790	+90.1%	3.82%
EBAY	Ebay Inc Consumer Cyclical	Added	70,623	+3,509	$7,892,120	+29.2%	3.54%
IBM	International Business Machines Corp Technology	Reduced	27,543	-748	$7,745,367	+12.9%	3.47%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	14,663	-827	$7,283,551	+5.3%	3.27%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Added	178,539	+10,890	$6,971,947	+13.2%	3.13%
GSK	GSK plc Healthcare	Reduced	121,036	-601	$6,344,707	−5.5%	2.85%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,875	-1,197	$6,317,396	+157.2%	2.83%
IRM	Iron Mountain Inc Real Estate	Reduced	49,661	-211	$6,272,680	+23.1%	2.81%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	49,515	-127	$6,255,725	−9.6%	2.81%
FTDR	Frontdoor, Inc. Consumer Cyclical	Added	79,347	+34,640	$6,156,533	+160.5%	2.76%
AAPL	Apple Inc. Technology	Reduced	20,824	-8,637	$6,025,632	−19.4%	2.70%
AVGO	Broadcom Inc. Technology	Added	15,149	+750	$5,722,534	+28.4%	2.57%
HOOD	Robinhood Markets, Inc. Financial Services	Added	53,955	+802	$5,410,607	+46.9%	2.43%
BEPC	Brookfield Renewable Corp Utilities	Added	145,697	+32,157	$5,408,272	+19.6%	2.43%
COCO	Vita Coco Company, Inc. Consumer Defensive	Reduced	80,398	-10,457	$5,317,523	+22.2%	2.38%
AKAM	Akamai Technologies Inc Technology	Added	43,312	+22,734	$5,119,911	+116.6%	2.30%
AMAL	Amalgamated Financial Corp. Financial Services	Added	109,133	+12,740	$5,009,204	+33.7%	2.25%
STN	Stantec Inc Industrials	Reduced	66,730	-862	$4,598,364	−21.3%	2.06%
VMI	Valmont Industries Inc Industrials	Added	7,838	+3,450	$4,527,228	+158.2%	2.03%
AMAT	Applied Materials Inc /De Technology	Added	6,261	+2,580	$4,526,703	+259.8%	2.03%
VRT	Vertiv Holdings Co Industrials	Reduced	13,472	-10,293	$4,510,695	−24.3%	2.02%
NXT	Nextpower Inc. Technology	Reduced	37,253	-20,165	$4,438,322	−35.9%	1.99%
ANET	Arista Networks, Inc. Technology	Added	25,594	+10,331	$4,347,908	+132.0%	1.95%
CWT	California Water Service Group Utilities	Added	85,841	+49,925	$4,176,164	+156.5%	1.87%
SAP	Sap SE Technology	Added	26,402	+2,541	$4,068,812	−0.4%	1.82%
UNFI	United Natural Foods Inc Consumer Defensive	Added	86,532	+2,175	$3,951,916	+4.0%	1.77%
LRN	Stride, Inc. Consumer Defensive	Added	45,596	+2,009	$3,932,199	+2.3%	1.76%
LMND	Lemonade, Inc. Financial Services	Reduced	57,721	-5,924	$3,754,751	−5.9%	1.68%
NTRA	Natera, Inc. Healthcare	Reduced	13,301	-1,246	$3,610,556	+24.1%	1.62%
NET	Cloudflare, Inc. Technology	Reduced	14,302	-1,573	$3,507,994	+7.1%	1.57%
WGS	GeneDx Holdings Corp. Healthcare	Added	46,731	+15,100	$3,208,083	+57.9%	1.44%
FMS	Fresenius Medical Care AG Healthcare	Reduced	136,769	-10,828	$3,092,347	−7.1%	1.39%
XYL	Xylem Inc. Industrials	Reduced	24,476	-13,956	$2,893,307	−37.0%	1.30%
MWA	Mueller Water Products, Inc. Industrials	Reduced	110,327	-8,209	$2,849,746	−12.5%	1.28%
CNM	Core & Main, Inc. Industrials	Reduced	58,907	-6,003	$2,842,262	−11.4%	1.27%
AEIS	Advanced Energy Industries Inc Industrials	Added	6,768	+2,941	$2,523,584	+104.3%	1.13%
IBRX	ImmunityBio, Inc. Healthcare	Added	270,167	+1,370	$2,365,312	+14.7%	1.06%
NGVC	Natural Grocers by Vitamin Cottage, Inc. Consumer Defensive	Reduced	69,193	-1,574	$2,146,366	+17.3%	0.96%
ADSK	Autodesk, Inc. Technology	Added	10,092	+430	$1,962,086	−15.2%	0.88%
CXT	Crane NXT, Co. Industrials	Reduced	37,119	-2,825	$1,899,008	+17.1%	0.85%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,093	-358	$1,879,219	−12.9%	0.84%
RUN	Sunrun Inc. Technology	Reduced	133,102	-10,096	$1,780,904	−8.3%	0.80%
TOST	Toast, Inc. Technology	Reduced	59,251	-7,929	$1,648,362	−7.4%	0.74%
STM	STMicroelectronics N.V. Technology	Held	12,145	0	$909,539	+116.8%	0.41%
LRCX	Lam Research Corp Technology	Reduced	1,870	-57	$810,327	+96.8%	0.36%
CSCO	Cisco Systems, Inc. Technology	Reduced	6,241	-522	$733,067	+39.7%	0.33%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	7,212	0	$604,005	+11.5%	0.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,460	-3,477	$518,927	−63.4%	0.23%

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.