NIA IMPACT ADVISORS, LLC

CIK

1815217

Location

OAKLAND, CA

Portfolio Value

Small $207,458,660

Diversification

Diversified

Filing Date

Global Rank

#4,115 / 8,622 ▼ 446 · as of Mar 2026

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-7.9%

Period ended 4 months ago

Filed May 8, 2026 · 3mo

20 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+40.4%

SPY

+67.9%

Annualised alpha

-6.9%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

83 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.4%

−0.4 pts

Top 5

18.7%

+0.0 pts

Top 10

34.5%

+3.7 pts

HHI

221

Diversified+22

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.1%	$79,112,250	29
Healthcare	17.9%	$37,060,098	15
Industrials	15.3%	$31,662,927	14
Financial Services	8.9%	$18,512,110	6
Consumer Defensive	7.0%	$14,419,836	5
Consumer Cyclical	4.1%	$8,471,928	2
Utilities	3.1%	$6,478,318	3
Communication Services	3.1%	$6,441,468	7
Real Estate	2.6%	$5,299,725	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
HOOD	Robinhood Markets, Inc.	+7,964	53,153	$3,683,502
VOD	Vodafone Group Public Ltd Co	+2,524	13,031	$195,725
COCO	Vita Coco Company, Inc.	+1,908	90,855	$4,352,863
WGS	GeneDx Holdings Corp.	+999	31,631	$2,031,342
BEPC	Brookfield Renewable Corp	+303	113,540	$4,522,298
ZG	Zillow Group, Inc.	+52	31,243	$1,293,147
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HOLX	HOLOGIC INC	−29,738	23,313	$1,762,229
ACM	Aecom	−26,157	20,078	$1,703,015
AMAL	Amalgamated Financial Corp.	−22,763	96,393	$3,746,795
CARR	CARRIER GLOBAL Corp	−17,292	8,525	$480,042
NYT	New York Times Co	−17,145	7,102	$594,650
NXT	Nextpower Inc.	−16,699	57,418	$6,921,739
SHOP	Shopify Inc.	−15,982	10,550	$1,251,441
NVDA	Nvidia Corp	−15,223	9,014	$1,572,041
CNI	Canadian National Railway Co	−14,405	6,196	$636,762
UNFI	United Natural Foods Inc	−14,231	84,357	$3,801,126
AAPL	Apple Inc.	−13,151	29,461	$7,476,907
AMD	Advanced Micro Devices Inc	−11,673	12,072	$2,455,806
TEAM	Atlassian Corp	−11,588	7,621	$520,133
UL	Unilever PLC	−11,330	10,417	$593,456
XYL	Xylem Inc.	−11,224	38,432	$4,592,624
GOOGL	Alphabet Inc.	−9,840	4,154	$1,194,524
ADI	Analog Devices Inc	−8,963	4,089	$1,300,874
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−7,260	24,960	$8,435,232
ATR	Aptargroup, Inc.	−6,870	2,595	$327,021
RUN	Sunrun Inc.	−6,486	143,198	$1,941,764
ROK	Rockwell Automation, Inc	−5,688	2,390	$857,723
SYK	Stryker Corp	−5,624	2,683	$881,606
DHR	Danaher Corp /De/	−5,572	3,839	$727,874
NET	Cloudflare, Inc.	−5,517	15,875	$3,275,647
VRT	Vertiv Holdings Co	−5,508	23,765	$5,955,033
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AKAM	Akamai Technologies Inc	20,578	$2,363,383
FTDR	Frontdoor, Inc.	44,707	$2,363,212
IBRX	ImmunityBio, Inc.	268,797	$2,061,672
ANET	Arista Networks, Inc.	15,263	$1,873,991
VMI	Valmont Industries Inc	4,388	$1,753,313
AMAT	Applied Materials Inc /De	3,681	$1,258,128
AEIS	Advanced Energy Industries Inc	3,827	$1,235,011
TIMB	Tim S.A.	8,408	$222,727
GLW	Corning Inc /Ny	1,527	$207,626
DLR	Digital Realty Trust, Inc.	1,142	$205,799
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
PG	PROCTER & GAMBLE Co	41,454	$5,940,772
NVO	Novo Nordisk A S	22,900	$1,165,152
ISRG	Intuitive Surgical Inc	1,502	$850,672
TMO	Thermo Fisher Scientific Inc.	1,199	$694,760
DXCM	Dexcom Inc	9,289	$616,510
VLTO	Veralto Corp	5,844	$583,114
FLEX	Flex Ltd.	8,817	$532,723
MKTX	Marketaxess Holdings Inc	2,665	$483,031
ROP	Roper Technologies Inc	1,032	$459,374
ABT	Abbott Laboratories	3,556	$445,531
BRK-B	Berkshire Hathaway Inc	800	$402,120
JNJ	Johnson & Johnson	1,556	$322,014
PCAR	Paccar Inc	2,636	$288,668
PM	Philip Morris International Inc.	1,514	$242,845
LLY	ELI LILLY & Co	217	$233,205
CCK	Crown Holdings, Inc.	2,225	$229,108
EMR	Emerson Electric Co	1,724	$228,809
AWK	American Water Works Company, Inc.	1,588	$207,234
RZLT	Rezolute, Inc.	10,359	$24,447
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $207,458,660 total · filing declares 89 positions · $224,910,682 · as of Mar 31, 2026

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

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FSLR	First Solar, Inc. Technology	Reduced	46,139	-4,128	$9,101,379	−30.7%	4.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	24,960	-7,260	$8,435,232	−13.9%	4.07%
AAPL	Apple Inc. Technology	Reduced	29,461	-13,151	$7,476,907	−35.5%	3.60%
NXT	Nextpower Inc. Technology	Reduced	57,418	-16,699	$6,921,739	+7.2%	3.34%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	49,642	-4,712	$6,918,605	+3.7%	3.33%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	15,490	-2,148	$6,916,904	−13.5%	3.33%
IBM	International Business Machines Corp Technology	Reduced	28,291	-2,089	$6,857,455	−23.8%	3.31%
GSK	GSK plc Healthcare	Reduced	121,637	-4,970	$6,713,146	+8.1%	3.24%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Reduced	167,649	-4,956	$6,161,100	+13.6%	2.97%
EBAY	Ebay Inc Consumer Cyclical	Reduced	67,114	-4,482	$6,108,716	−2.0%	2.94%
VRT	Vertiv Holdings Co Industrials	Reduced	23,765	-5,508	$5,955,033	+25.6%	2.87%
STN	Stantec Inc Industrials	Reduced	67,592	-4,425	$5,839,948	−14.1%	2.81%
IRM	Iron Mountain Inc Real Estate	Reduced	49,872	-2,102	$5,093,926	+18.2%	2.46%
XYL	Xylem Inc. Industrials	Reduced	38,432	-11,224	$4,592,624	−32.1%	2.21%
BEPC	Brookfield Renewable Corp Utilities	Added	113,540	+303	$4,522,298	+4.2%	2.18%
PANW	Palo Alto Networks Inc Technology	Reduced	27,926	-2,951	$4,477,096	−21.3%	2.16%
AVGO	Broadcom Inc. Technology	Reduced	14,399	-4,929	$4,456,634	−33.4%	2.15%
COCO	Vita Coco Company, Inc. Consumer Defensive	Added	90,855	+1,908	$4,352,863	−7.7%	2.10%
SAP	Sap SE Technology	Reduced	23,861	-649	$4,085,241	−31.4%	1.97%
LMND	Lemonade, Inc. Financial Services	Reduced	63,645	-2,275	$3,989,268	−15.0%	1.92%
LRN	Stride, Inc. Consumer Defensive	Reduced	43,587	-3,603	$3,843,065	+25.4%	1.85%
UNFI	United Natural Foods Inc Consumer Defensive	Reduced	84,357	-14,231	$3,801,126	+14.5%	1.83%
AMAL	Amalgamated Financial Corp. Financial Services	Reduced	96,393	-22,763	$3,746,795	−1.8%	1.81%
HOOD	Robinhood Markets, Inc. Financial Services	Added	53,153	+7,964	$3,683,502	−27.9%	1.78%
FMS	Fresenius Medical Care AG Healthcare	Reduced	147,597	-5,365	$3,329,788	−8.6%	1.61%
NET	Cloudflare, Inc. Technology	Reduced	15,875	-5,517	$3,275,647	−22.3%	1.58%
MWA	Mueller Water Products, Inc. Industrials	Reduced	118,536	-4,523	$3,258,554	+11.2%	1.57%
CNM	Core & Main, Inc. Industrials	Reduced	64,910	-2,475	$3,206,554	−8.4%	1.55%
NTRA	Natera, Inc. Healthcare	Reduced	14,547	-340	$2,909,254	−14.7%	1.40%
MSFT	Microsoft Corp Technology	Reduced	7,440	-3,439	$2,754,064	−47.7%	1.33%
AMD	Advanced Micro Devices Inc Technology	Reduced	12,072	-11,673	$2,455,806	−51.7%	1.18%
AKAM	Akamai Technologies Inc Technology	NEW	20,578	NEW	$2,363,383	NEW	1.14%
FTDR	Frontdoor, Inc. Consumer Cyclical	NEW	44,707	NEW	$2,363,212	NEW	1.14%
ADSK	Autodesk, Inc. Technology	Reduced	9,662	-921	$2,313,082	−26.2%	1.11%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,451	-390	$2,158,334	−23.2%	1.04%
IBRX	ImmunityBio, Inc. Healthcare	NEW	268,797	NEW	$2,061,672	NEW	0.99%
WGS	GeneDx Holdings Corp. Healthcare	Added	31,631	+999	$2,031,342	−49.0%	0.98%
RUN	Sunrun Inc. Technology	Reduced	143,198	-6,486	$1,941,764	−29.5%	0.94%
ANET	Arista Networks, Inc. Technology	NEW	15,263	NEW	$1,873,991	NEW	0.90%
NGVC	Natural Grocers by Vitamin Cottage, Inc. Consumer Defensive	Reduced	70,767	-2,061	$1,829,326	+0.3%	0.88%
TOST	Toast, Inc. Technology	Reduced	67,180	-1,954	$1,780,941	−27.5%	0.86%
HOLX	HOLOGIC INC Healthcare	Reduced	23,313	-29,738	$1,762,229	−55.4%	0.85%
VMI	Valmont Industries Inc Industrials	NEW	4,388	NEW	$1,753,313	NEW	0.85%
ACM	Aecom Industrials	Reduced	20,078	-26,157	$1,703,015	−61.4%	0.82%
CWT	California Water Service Group Utilities	Reduced	35,916	-1,300	$1,628,431	+1.0%	0.78%
CXT	Crane NXT, Co. Industrials	Reduced	39,944	-200	$1,621,326	−14.2%	0.78%
NVDA	Nvidia Corp Technology	Reduced	9,014	-15,223	$1,572,041	−65.2%	0.76%
ADI	Analog Devices Inc Technology	Reduced	4,089	-8,963	$1,300,874	−63.2%	0.63%
ZG	Zillow Group, Inc. Communication Services	Added	31,243	+52	$1,293,147	−39.2%	0.62%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,503	-1,313	$1,263,405	+1.6%	0.61%

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.