NATURAL INVESTMENTS, LLC
Top Portfolio Positions
229 positions ·
$300,312,720 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
115,627 | $29,344,976 | 9.77% | |
| NVDA |
Nvidia Corp
Technology
|
110,913 | $19,343,227 | 6.44% | |
| MSFT |
Microsoft Corp
Technology
|
47,681 | $17,650,075 | 5.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,741 | $10,277,681 | 3.42% | |
| HASI |
HA Sustainable Infrastructure Capital, Inc.
Financial Services
|
202,089 | $7,426,770 | 2.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
21,026 | $7,105,736 | 2.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
32,427 | $7,052,548 | 2.35% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
17,783 | $5,848,650 | 1.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
5,498 | $5,056,895 | 1.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,546 | $4,867,171 | 1.62% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AVAL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,921 | 18,164 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $72,948 | 18,012 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $56,509 | 17,124 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $48,118 | 17,124 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $46,748 | 17,124 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,761 | 17,124 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||