Natural Investments
Latest statistics and disclosures from Natural Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, DSI, GOOGL, and represent 23.27% of Natural Investments's stock portfolio.
- Added to shares of these 10 stocks: DSI (+$13M), GOOGL (+$12M), JSTC (+$11M), VEGN (+$9.9M), CHGX (+$8.2M), NXTE (+$7.9M), VGSR (+$7.4M), PANW, OWNS, SHOP.
- Started 79 new stock positions in Unilever, Global X Renewable Energy Producers Etf, BND, TBLU, JLL, GRNB, SUSA, F, HYXF, OWNS.
- Reduced shares in these 10 stocks: BRK.A (-$1.8B), OEF (-$57M), GOOG (-$11M), FMKT (-$11M), FPAS (-$8.9M), BGDV (-$8.3M), QVAL (-$7.7M), SWP (-$6.9M), Palo Alto Networks, Shopify.
- Sold out of its positions in Alibaba Group 0.500 01-Jun-2031, QVAL, IBUY, Booking Holdings, DFAU, BGDV, FPAS, FDL, FXD, Ford Mtr Co Del.
- Natural Investments was a net seller of stock by $-1.8B.
- Natural Investments has $402M in assets under management (AUM), dropping by -81.73%.
- Central Index Key (CIK): 0001800245
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Portfolio Holdings for Natural Investments
Natural Investments holds 280 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $26M | +4% | 97k | 271.86 |
|
| Microsoft Corporation (MSFT) | 5.7 | $23M | -5% | 47k | 483.60 |
|
| NVIDIA Corporation (NVDA) | 5.0 | $20M | -9% | 109k | 186.49 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 3.2 | $13M | NEW | 99k | 128.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $12M | NEW | 37k | 312.98 |
|
| Tidal Trust I Adasina Social (JSTC) | 2.7 | $11M | NEW | 542k | 20.29 |
|
| Etf Ser Solutions Us Vegan Climate (VEGN) | 2.5 | $9.9M | NEW | 162k | 60.80 |
|
| Ea Series Trust Stance Sustainab (CHGX) | 2.1 | $8.2M | NEW | 303k | 27.19 |
|
| Investment Managers Ser Tr I Axs Green Alpha (NXTE) | 2.0 | $7.9M | NEW | 205k | 38.58 |
|
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 1.9 | $7.4M | NEW | 716k | 10.40 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $6.6M | -10% | 22k | 303.86 |
|
| Hannon Armstrong (HASI) | 1.6 | $6.6M | -9% | 209k | 31.43 |
|
| Abbvie (ABBV) | 1.6 | $6.5M | -27% | 28k | 228.48 |
|
| Home Depot (HD) | 1.5 | $6.1M | 18k | 344.06 |
|
|
| Eli Lilly & Co. (LLY) | 1.4 | $5.8M | 5.4k | 1074.44 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $5.3M | +7% | 17k | 322.21 |
|
| Amazon (AMZN) | 1.2 | $4.9M | +2% | 21k | 230.81 |
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $4.6M | -22% | 8.1k | 570.84 |
|
| Abbott Laboratories (ABT) | 1.0 | $3.9M | -18% | 31k | 125.27 |
|
| Astrazeneca Sponsored Adr (AZN) | 1.0 | $3.8M | -6% | 42k | 91.92 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $3.6M | -25% | 3.4k | 1069.73 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.4M | -76% | 11k | 313.71 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.8 | $3.3M | -6% | 85k | 38.33 |
|
| Palo Alto Networks (PANW) | 0.8 | $3.1M | NEW | 17k | 184.18 |
|
| American Express Company (AXP) | 0.8 | $3.1M | 8.3k | 369.88 |
|
|
| Tidal Trust Iii Affordable Hous (OWNS) | 0.7 | $2.9M | NEW | 165k | 17.46 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $2.9M | +4% | 3.3k | 862.05 |
|
| Linde SHS (LIN) | 0.7 | $2.8M | -14% | 6.7k | 426.24 |
|
| Procter & Gamble Company (PG) | 0.7 | $2.6M | +8% | 18k | 143.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $2.6M | NEW | 16k | 160.96 |
|
| United Parcel Service CL B (UPS) | 0.6 | $2.6M | 26k | 99.17 |
|
|
| Servicenow (NOW) | 0.6 | $2.5M | +331% | 17k | 153.16 |
|
| Visa Com Cl A (V) | 0.6 | $2.4M | +8% | 6.9k | 350.70 |
|
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.6 | $2.4M | NEW | 37k | 65.28 |
|
| American Tower Reit (AMT) | 0.6 | $2.4M | -21% | 14k | 175.53 |
|
| Unilever Spon Adr New | 0.6 | $2.4M | NEW | 36k | 65.39 |
|
| Ecolab (ECL) | 0.6 | $2.3M | -25% | 8.8k | 262.45 |
|
| Trane Technologies SHS (TT) | 0.6 | $2.3M | -18% | 5.9k | 389.12 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.5 | $2.1M | +4% | 83k | 25.60 |
|
| Intercontinental Exchange (ICE) | 0.5 | $2.1M | -17% | 13k | 161.93 |
|
| Eaton Corp SHS (ETN) | 0.5 | $2.0M | -26% | 6.3k | 318.38 |
|
| Pepsi (PEP) | 0.5 | $1.9M | 13k | 143.45 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.5 | $1.9M | NEW | 28k | 68.10 |
|
| Sap Se Spon Adr (SAP) | 0.5 | $1.9M | +2% | 7.8k | 242.79 |
|
| American Water Works (AWK) | 0.5 | $1.9M | 14k | 130.44 |
|
|
| MercadoLibre (MELI) | 0.5 | $1.9M | -17% | 926.00 | 2012.96 |
|
| Haleon Spon Ads (HLN) | 0.4 | $1.7M | +77% | 172k | 10.11 |
|
| PNC Financial Services (PNC) | 0.4 | $1.7M | -24% | 8.3k | 208.69 |
|
| First Solar (FSLR) | 0.4 | $1.7M | -18% | 6.5k | 261.11 |
|
| Xylem (XYL) | 0.4 | $1.7M | -14% | 12k | 136.10 |
|
| Union Pacific Corporation (UNP) | 0.4 | $1.6M | -8% | 7.0k | 231.20 |
|
| Prologis (PLD) | 0.4 | $1.6M | -22% | 13k | 127.66 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $1.6M | +12% | 2.8k | 566.24 |
|
| International Business Machines (IBM) | 0.4 | $1.6M | +12% | 5.4k | 296.15 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.6M | 6.0k | 268.27 |
|
|
| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.4 | $1.6M | 18k | 90.96 |
|
|
| Travelers Companies (TRV) | 0.4 | $1.6M | -47% | 5.4k | 289.92 |
|
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.4 | $1.6M | NEW | 64k | 24.32 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.4 | $1.5M | 29k | 53.61 |
|
|
| Merck & Co (MRK) | 0.4 | $1.5M | +7% | 15k | 105.26 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.5M | 7.4k | 206.90 |
|
|
| Autodesk (ADSK) | 0.4 | $1.5M | -26% | 5.2k | 295.84 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $1.5M | -99% | 2.00 | 754500.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.5M | -16% | 2.2k | 681.43 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $1.5M | +5% | 41k | 36.52 |
|
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 0.4 | $1.4M | NEW | 22k | 64.12 |
|
| Amgen (AMGN) | 0.4 | $1.4M | +15% | 4.4k | 327.30 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.4 | $1.4M | -27% | 14k | 101.37 |
|
| Alcon Ord Shs (ALC) | 0.3 | $1.4M | -29% | 18k | 78.77 |
|
| 3M Company (MMM) | 0.3 | $1.4M | 8.5k | 160.06 |
|
|
| Verisk Analytics (VRSK) | 0.3 | $1.3M | -29% | 6.0k | 223.66 |
|
| Broadcom (AVGO) | 0.3 | $1.3M | +32% | 3.8k | 345.86 |
|
| Te Connectivity Ord Shs (TEL) | 0.3 | $1.3M | 5.8k | 227.45 |
|
|
| Wabtec Corporation (WAB) | 0.3 | $1.3M | -19% | 6.1k | 213.41 |
|
| Netflix (NFLX) | 0.3 | $1.3M | +719% | 14k | 93.70 |
|
| East West Ban (EWBC) | 0.3 | $1.2M | -25% | 11k | 112.35 |
|
| Encompass Health Corp (EHC) | 0.3 | $1.2M | +47% | 12k | 106.06 |
|
| Nvent Electric SHS (NVT) | 0.3 | $1.2M | 12k | 101.96 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.2M | 15k | 76.99 |
|
|
| TJX Companies (TJX) | 0.3 | $1.2M | +10% | 7.5k | 153.52 |
|
| Waste Connections (WCN) | 0.3 | $1.1M | +7% | 6.5k | 175.22 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.1M | +9% | 20k | 54.96 |
|
| Global X Fds Renewable Energy | 0.3 | $1.1M | NEW | 33k | 33.23 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.1M | NEW | 2.2k | 487.84 |
|
| Canadian Pacific Kansas City (CP) | 0.3 | $1.1M | 14k | 73.57 |
|
|
| Deere & Company (DE) | 0.3 | $1.1M | +53% | 2.3k | 465.38 |
|
| Praxis Fds Impact Large Cap (PRXG) | 0.3 | $1.0M | +102% | 28k | 36.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | NEW | 2.0k | 502.46 |
|
| Stryker Corporation (SYK) | 0.3 | $1.0M | +6% | 2.9k | 351.16 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $1.0M | 7.5k | 135.02 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $988k | 19k | 50.84 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $967k | +6% | 3.8k | 257.25 |
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.2 | $966k | NEW | 20k | 49.12 |
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.2 | $964k | -3% | 36k | 26.94 |
|
| Chubb (CB) | 0.2 | $961k | 3.1k | 311.91 |
|
|
| Credicorp (BAP) | 0.2 | $944k | 3.3k | 286.76 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.2 | $898k | 12k | 77.30 |
|
|
| Intuit (INTU) | 0.2 | $894k | +12% | 1.4k | 662.22 |
|
| Gilead Sciences (GILD) | 0.2 | $871k | +141% | 7.1k | 122.64 |
|
| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 0.2 | $863k | NEW | 11k | 82.33 |
|
| Ormat Technologies (ORA) | 0.2 | $860k | NEW | 7.8k | 110.36 |
|
| Coca-Cola Company (KO) | 0.2 | $860k | +52% | 12k | 69.88 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.2 | $853k | NEW | 24k | 36.20 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $821k | -32% | 22k | 36.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $810k | 1.3k | 614.10 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $809k | NEW | 5.8k | 139.22 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.2 | $805k | -6% | 49k | 16.32 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $789k | +5% | 110k | 7.15 |
|
| UnitedHealth (UNH) | 0.2 | $766k | -6% | 2.3k | 329.75 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $759k | 14k | 53.33 |
|
|
| Nextera Energy (NEE) | 0.2 | $748k | 9.3k | 80.25 |
|
|
| Lululemon Athletica (LULU) | 0.2 | $741k | -23% | 3.6k | 207.74 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $740k | 4.3k | 173.42 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $737k | NEW | 3.5k | 210.15 |
|
| Shenandoah Telecommunications Company (SHEN) | 0.2 | $721k | 62k | 11.56 |
|
|
| Amalgamated Financial Corp (AMAL) | 0.2 | $719k | +14% | 23k | 31.99 |
|
| Tortoise Capital Series Trus Global Water Fd (TBLU) | 0.2 | $714k | NEW | 14k | 50.77 |
|
| Applied Materials (AMAT) | 0.2 | $695k | +5% | 2.7k | 256.93 |
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| Oracle Corporation (ORCL) | 0.2 | $693k | +50% | 3.6k | 194.77 |
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| Allstate Corporation (ALL) | 0.2 | $692k | +6% | 3.3k | 207.93 |
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| Illinois Tool Works (ITW) | 0.2 | $688k | 2.8k | 246.15 |
|
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| United Rentals (URI) | 0.2 | $683k | -24% | 845.00 | 808.28 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $673k | +15% | 3.9k | 170.99 |
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| Danaher Corporation (DHR) | 0.2 | $669k | +9% | 2.9k | 228.64 |
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| Lowe's Companies (LOW) | 0.2 | $665k | 2.8k | 240.94 |
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| Global Payments (GPN) | 0.2 | $663k | NEW | 8.6k | 77.34 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $648k | +17% | 4.7k | 137.81 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $630k | NEW | 4.3k | 146.48 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $630k | 1.1k | 579.04 |
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| Starbucks Corporation (SBUX) | 0.2 | $630k | -4% | 7.5k | 84.10 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $627k | NEW | 38k | 16.42 |
|
| S&p Global (SPGI) | 0.2 | $624k | +7% | 1.2k | 522.61 |
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| salesforce (CRM) | 0.2 | $622k | +8% | 2.4k | 264.68 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $611k | +18% | 1.7k | 349.74 |
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| Booking Holdings (BKNG) | 0.2 | $610k | NEW | 114.00 | 5350.88 |
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| Waters Corporation (WAT) | 0.2 | $610k | +17% | 1.6k | 379.35 |
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| Advanced Micro Devices (AMD) | 0.2 | $607k | +33% | 2.8k | 214.03 |
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| Monster Beverage Corp (MNST) | 0.2 | $606k | +3% | 7.9k | 76.55 |
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| Rbc Cad (RY) | 0.2 | $603k | +4% | 3.5k | 170.29 |
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| Franklin Templeton Holdings Respbly Srcd Gld (FGDL) | 0.1 | $581k | +3% | 10k | 57.52 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $579k | +14% | 7.4k | 78.54 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $576k | +3% | 3.5k | 163.17 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $551k | NEW | 5.1k | 108.59 |
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| Wal-Mart Stores (WMT) | 0.1 | $547k | -11% | 4.9k | 111.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $543k | NEW | 1.6k | 334.77 |
|
| Cigna Corp (CI) | 0.1 | $539k | +6% | 2.0k | 274.86 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $533k | NEW | 11k | 50.80 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $531k | +23% | 1.2k | 452.69 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $530k | NEW | 5.6k | 95.12 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $527k | -5% | 908.00 | 580.40 |
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| Canadian Natl Ry (CNI) | 0.1 | $522k | 5.3k | 98.81 |
|
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| Ge Vernova (GEV) | 0.1 | $521k | +4% | 798.00 | 652.88 |
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| Verizon Communications (VZ) | 0.1 | $518k | +11% | 13k | 40.68 |
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| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $515k | NEW | 10k | 50.66 |
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| Intel Corporation (INTC) | 0.1 | $515k | +21% | 14k | 36.83 |
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| Ge Aerospace Com New (GE) | 0.1 | $506k | +10% | 1.6k | 307.79 |
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| Cme (CME) | 0.1 | $503k | +32% | 1.8k | 272.78 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $498k | +5% | 17k | 29.87 |
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| Relx Sponsored Adr (RELX) | 0.1 | $497k | +2% | 12k | 40.35 |
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| Analog Devices (ADI) | 0.1 | $484k | +10% | 1.8k | 271.00 |
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| Globe Life (GL) | 0.1 | $482k | +2% | 3.5k | 139.63 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $477k | +8% | 5.1k | 94.03 |
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| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.1 | $475k | NEW | 10k | 47.20 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $473k | -99% | 1.4k | 342.51 |
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| Progressive Corporation (PGR) | 0.1 | $472k | +7% | 2.1k | 227.36 |
|
| Medtronic SHS (MDT) | 0.1 | $470k | +18% | 4.9k | 95.90 |
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| Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) | 0.1 | $452k | NEW | 5.5k | 82.59 |
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| McDonald's Corporation (MCD) | 0.1 | $440k | 1.4k | 305.34 |
|
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $434k | NEW | 9.7k | 44.64 |
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| Capital One Financial (COF) | 0.1 | $433k | +4% | 1.8k | 242.17 |
|
| Vital Farms (VITL) | 0.1 | $430k | +20% | 14k | 31.92 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $425k | NEW | 1.0k | 411.82 |
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| Edwards Lifesciences (EW) | 0.1 | $418k | -3% | 4.9k | 85.10 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $417k | NEW | 1.7k | 246.02 |
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| Steris Shs Usd (STE) | 0.1 | $406k | 1.6k | 252.96 |
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| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.1 | $404k | NEW | 14k | 28.04 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $398k | +6% | 5.0k | 78.84 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $397k | +20% | 1.8k | 216.58 |
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| Metropcs Communications (TMUS) | 0.1 | $395k | +13% | 1.9k | 202.98 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $395k | +19% | 14k | 28.00 |
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| Corning Incorporated (GLW) | 0.1 | $394k | +16% | 4.5k | 87.56 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $392k | NEW | 8.3k | 47.12 |
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| At&t (T) | 0.1 | $391k | 16k | 24.80 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $389k | NEW | 6.5k | 59.92 |
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| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $388k | NEW | 4.6k | 84.07 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $385k | 33k | 11.73 |
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| Boston Scientific Corporation (BSX) | 0.1 | $384k | +2% | 4.0k | 95.14 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $380k | NEW | 11k | 35.57 |
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| GSK Sponsored Adr (GSK) | 0.1 | $372k | +38% | 7.6k | 48.91 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $370k | 2.7k | 135.88 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $367k | NEW | 3.7k | 98.58 |
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| Kla Corp Com New (KLAC) | 0.1 | $365k | 301.00 | 1212.62 |
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| Nordson Corporation (NDSN) | 0.1 | $364k | 1.5k | 240.26 |
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| McKesson Corporation (MCK) | 0.1 | $361k | 441.00 | 818.59 |
|
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| Ssga Active Tr State Street Nuv (MBNE) | 0.1 | $360k | NEW | 12k | 29.03 |
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| Meta Platforms Cl A (META) | 0.1 | $360k | 546.00 | 659.34 |
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| Bristol Myers Squibb (BMY) | 0.1 | $359k | -4% | 6.7k | 53.81 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $358k | NEW | 8.0k | 44.53 |
|
| Icon SHS (ICLR) | 0.1 | $357k | 2.0k | 181.77 |
|
|
| Anthem (ELV) | 0.1 | $356k | 1.0k | 349.71 |
|
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $355k | NEW | 16k | 22.32 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $354k | +58% | 3.0k | 119.72 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $353k | +59% | 6.6k | 53.80 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $347k | NEW | 4.7k | 73.89 |
|
| Zoetis Cl A (ZTS) | 0.1 | $344k | +2% | 2.7k | 125.73 |
|
| Potlatch Corporation (PCH) | 0.1 | $343k | -10% | 8.6k | 39.75 |
|
| Tc Energy Corp (TRP) | 0.1 | $343k | 6.3k | 54.88 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $339k | NEW | 8.6k | 39.56 |
|
| Iron Mountain (IRM) | 0.1 | $336k | +13% | 4.1k | 82.90 |
|
| Air Products & Chemicals (APD) | 0.1 | $336k | -2% | 1.4k | 246.33 |
|
| Parnassus Income Fds Core Select Etf (PRCS) | 0.1 | $325k | 12k | 26.81 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $323k | +15% | 61k | 5.29 |
|
| Church & Dwight (CHD) | 0.1 | $322k | +34% | 3.8k | 83.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $317k | NEW | 464.00 | 683.19 |
|
| Twilio Cl A (TWLO) | 0.1 | $314k | 2.2k | 142.21 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $310k | +6% | 1.6k | 193.75 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $309k | -31% | 3.9k | 79.66 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $308k | NEW | 2.0k | 152.55 |
|
| Tesla Motors (TSLA) | 0.1 | $307k | +19% | 684.00 | 448.83 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $305k | +16% | 1.6k | 185.30 |
|
| Roper Industries (ROP) | 0.1 | $305k | NEW | 687.00 | 443.96 |
|
| Equinix (EQIX) | 0.1 | $296k | +29% | 387.00 | 764.86 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $291k | NEW | 3.5k | 82.13 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $287k | 15k | 19.31 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $283k | NEW | 2.3k | 120.73 |
|
| Kkr & Co (KKR) | 0.1 | $277k | NEW | 2.2k | 127.41 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $276k | 1.5k | 184.86 |
|
|
| Trimble Navigation (TRMB) | 0.1 | $274k | +10% | 3.5k | 78.15 |
|
| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.1 | $272k | -86% | 3.8k | 71.17 |
|
| eBay (EBAY) | 0.1 | $267k | +5% | 3.1k | 87.06 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $267k | NEW | 3.7k | 71.54 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $263k | +8% | 5.4k | 48.36 |
|
| United Bankshares (UBSI) | 0.1 | $260k | 6.8k | 38.35 |
|
|
| Lpl Financial Holdings (LPLA) | 0.1 | $259k | +4% | 727.00 | 356.26 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $258k | NEW | 3.4k | 75.20 |
|
| Qualcomm (QCOM) | 0.1 | $257k | +12% | 1.5k | 170.76 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $257k | +25% | 17k | 15.55 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $256k | NEW | 2.7k | 95.03 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $256k | +9% | 932.00 | 274.68 |
|
| Quanta Services (PWR) | 0.1 | $256k | -2% | 609.00 | 420.36 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $255k | 986.00 | 258.62 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $252k | +9% | 516.00 | 488.37 |
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.1 | $250k | NEW | 12k | 21.57 |
|
| FactSet Research Systems (FDS) | 0.1 | $250k | 863.00 | 289.69 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $246k | NEW | 732.00 | 336.07 |
|
| Walt Disney Company (DIS) | 0.1 | $244k | NEW | 2.1k | 113.65 |
|
| Cummins (CMI) | 0.1 | $242k | NEW | 475.00 | 509.47 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $241k | NEW | 2.0k | 119.72 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $239k | +2% | 10k | 23.23 |
|
| Bk Nova Cad (BNS) | 0.1 | $238k | NEW | 3.2k | 73.68 |
|
| Hut 8 Corp (HUT) | 0.1 | $234k | NEW | 5.1k | 45.88 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $234k | NEW | 2.6k | 89.45 |
|
| Ross Stores (ROST) | 0.1 | $232k | -7% | 1.3k | 179.84 |
|
| AFLAC Incorporated (AFL) | 0.1 | $229k | +7% | 2.1k | 109.83 |
|
| Digital Realty Trust (DLR) | 0.1 | $226k | +19% | 1.5k | 154.58 |
|
| Synopsys (SNPS) | 0.1 | $226k | +4% | 482.00 | 468.88 |
|
| Cava Group Ord (CAVA) | 0.1 | $225k | -31% | 3.8k | 58.55 |
|
| Cadence Design Systems (CDNS) | 0.1 | $223k | NEW | 715.00 | 311.89 |
|
| Aon Shs Cl A (AON) | 0.1 | $222k | +7% | 630.00 | 352.38 |
|
| AutoZone (AZO) | 0.1 | $222k | -5% | 66.00 | 3363.64 |
|
| Ford Motor Company (F) | 0.1 | $221k | NEW | 17k | 13.10 |
|
| Morgan Stanley Com New (MS) | 0.1 | $221k | NEW | 1.2k | 177.23 |
|
| W.W. Grainger (GWW) | 0.1 | $220k | NEW | 219.00 | 1004.57 |
|
| Pfizer (PFE) | 0.1 | $220k | NEW | 8.8k | 24.87 |
|
| Cibc Cad (CM) | 0.1 | $217k | NEW | 2.4k | 90.57 |
|
| Dell Technologies CL C (DELL) | 0.1 | $214k | NEW | 1.7k | 125.51 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $211k | -7% | 5.2k | 40.94 |
|
| Microchip Technology (MCHP) | 0.1 | $207k | NEW | 3.3k | 63.56 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $206k | NEW | 2.0k | 103.47 |
|
| Profesionally Managed Portfo Akre Focus Etf | 0.1 | $203k | NEW | 3.1k | 65.40 |
|
| Pimco Municipal Income Fund II (PML) | 0.0 | $183k | 24k | 7.54 |
|
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $162k | NEW | 10k | 15.80 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $153k | +5% | 38k | 4.05 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $151k | -2% | 19k | 7.83 |
|
| BlackRock LT Municipal Advantage Trust (BTA) | 0.0 | $148k | 16k | 9.26 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $127k | +4% | 45k | 2.83 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $124k | 20k | 6.14 |
|
|
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $72k | +5% | 18k | 4.00 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $52k | +5% | 16k | 3.28 |
|
| Agilon Health (AGL) | 0.0 | $12k | NEW | 19k | 0.64 |
|
Past Filings by Natural Investments
SEC 13F filings are viewable for Natural Investments going back to 2020
- Natural Investments 2025 Q4 filed Jan. 23, 2026
- Natural Investments 2025 Q3 filed Oct. 10, 2025
- Natural Investments 2025 Q2 filed July 25, 2025
- Natural Investments 2025 Q1 filed May 9, 2025
- Natural Investments 2024 Q4 filed Feb. 7, 2025
- Natural Investments 2022 Q4 filed Feb. 13, 2023
- Natural Investments 2022 Q3 filed Nov. 4, 2022
- Natural Investments 2022 Q2 filed July 22, 2022
- Natural Investments 2022 Q1 filed May 4, 2022
- Natural Investments 2021 Q4 filed Feb. 3, 2022
- Natural Investments 2021 Q3 filed Nov. 1, 2021
- Natural Investments 2021 Q2 filed July 9, 2021
- Natural Investments 2021 Q1 filed April 12, 2021
- Natural Investments 2020 Q4 filed Feb. 2, 2021
- Natural Investments 2020 Q3 filed Oct. 30, 2020
- Natural Investments 2020 Q2 filed July 28, 2020