NIA IMPACT ADVISORS, LLC

CIK

1815217

Location

OAKLAND, CA

Portfolio Value

Micro $14,419,836

Diversification

Diversified

Filing Date

Global Rank

#4,107 / 8,588 ▼ 439

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

-7.9%

Period ended 3 months ago

Filed May 8, 2026 · 40d

20 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.3%

SPY

+76.8%

Annualised alpha

-7.9%

Max drawdown

−20.5%

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

83 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

5 positions · $14,419,836 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
UL	Unilever PLC Consumer Defensive	Reduced	10,417	-11,330	$593,456	−58.3%	4.12%
NGVC	Natural Grocers by Vitamin Cottage, Inc. Consumer Defensive	Reduced	70,767	-2,061	$1,829,326	+0.3%	12.69%
UNFI	United Natural Foods Inc Consumer Defensive	Reduced	84,357	-14,231	$3,801,126	+14.5%	26.36%
LRN	Stride, Inc. Consumer Defensive	Reduced	43,587	-3,603	$3,843,065	+25.4%	26.65%
COCO	Vita Coco Company, Inc. Consumer Defensive	Added	90,855	+1,908	$4,352,863	−7.7%	30.19%