Natural Investments

Latest statistics and disclosures from Natural Investments's latest quarterly 13F-HR filing:

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Positions held by Natural Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Natural Investments

Natural Investments holds 238 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 81.5 $1.8B +118800% 2.4k 754000.00
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Microsoft Corporation (MSFT) 1.2 $26M 50k 517.95
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Apple (AAPL) 1.1 $24M 92k 254.62
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Ishares Tr Esg Optimized (OEF) 1.0 $23M +9135% 169k 135.58
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NVIDIA Corporation (NVDA) 1.0 $22M 120k 186.58
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Alphabet Cap Stk Cl C (GOOG) 0.5 $11M +351% 46k 243.50
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Tidal Trust I Adasina Social (FMKT) 0.5 $11M NEW 526k 20.33
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Abbvie (ABBV) 0.4 $9.0M 39k 231.51
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Investment Managers Ser Tr I Axs Green Alpha (FPAS) 0.4 $8.9M NEW 231k 38.44
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Etf Ser Solutions Us Vegan Climate (BGDV) 0.4 $8.3M NEW 140k 59.46
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Ea Series Trust Stance Sustainab (QVAL) 0.4 $7.7M NEW 284k 27.30
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Hannon Armstrong (HASI) 0.3 $7.1M 231k 30.70
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Home Depot (HD) 0.3 $7.1M 18k 405.16
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Manager Directed Portfolios Vert Glb Sust Re (SWP) 0.3 $6.9M NEW 649k 10.65
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $6.7M -9% 24k 279.26
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Mastercard Incorporated Cl A (MA) 0.3 $5.9M 11k 568.72
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Abbott Laboratories (ABT) 0.2 $5.1M 38k 133.93
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JPMorgan Chase & Co. (JPM) 0.2 $4.8M 15k 315.41
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Amazon (AMZN) 0.2 $4.6M 21k 219.54
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $4.4M +10% 4.6k 968.07
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Palo Alto Networks 0.2 $4.2M NEW 21k 203.57
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Eli Lilly & Co. (LLY) 0.2 $4.1M -2% 5.4k 762.79
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Linde SHS (LIN) 0.2 $3.7M 7.8k 474.93
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Shopify Cl A Sub Vtg Shs 0.2 $3.7M NEW 25k 148.60
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Servicenow (NOW) 0.2 $3.5M 3.8k 920.19
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Astrazeneca Sponsored Adr (AZN) 0.2 $3.4M 45k 76.70
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American Tower Reit (AMT) 0.2 $3.3M +16% 17k 192.28
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Ecolab (ECL) 0.1 $3.2M 12k 273.79
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Eaton Corp SHS (ETN) 0.1 $3.2M 8.5k 374.25
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Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $3.1M 91k 34.41
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Trane Technologies SHS (TT) 0.1 $3.0M 7.2k 421.82
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Nushares Etf Tr Nuveen Esg Intl (NUAG) 0.1 $2.9M NEW 78k 37.58
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Costco Wholesale Corporation (COST) 0.1 $2.9M 3.2k 925.47
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Travelers Companies (TRV) 0.1 $2.9M 10k 279.16
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American Express Company (AXP) 0.1 $2.8M 8.3k 332.09
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Intercontinental Exchange (ICE) 0.1 $2.6M 16k 168.46
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MercadoLibre (MELI) 0.1 $2.6M 1.1k 2335.12
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Procter & Gamble Company (PG) 0.1 $2.6M 17k 153.60
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Tidal Trust Iii Affordable Hous (WOMN) 0.1 $2.5M NEW 143k 17.39
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Amplify Etf Tr Amplify Etho Cli (IBUY) 0.1 $2.4M NEW 38k 63.68
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Unilever Spon Adr New (UL) 0.1 $2.4M 40k 59.26
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Sony Group Corp Sponsored Adr (SONY) 0.1 $2.3M 79k 28.79
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Autodesk (ADSK) 0.1 $2.2M 7.1k 317.65
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PNC Financial Services (PNC) 0.1 $2.2M -6% 11k 200.93
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United Parcel Service CL B (UPS) 0.1 $2.2M 26k 83.52
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Visa Com Cl A (V) 0.1 $2.2M 6.3k 341.24
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Verisk Analytics (VRSK) 0.1 $2.1M 8.5k 251.45
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Xylem (XYL) 0.1 $2.1M 14k 147.45
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Bright Horizons Fam Sol In D (BFAM) 0.1 $2.1M 19k 108.53
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Sap Se Spon Adr (SAP) 0.1 $2.0M 7.6k 267.16
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Netflix (NFLX) 0.1 $2.0M 1.7k 1198.44
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American Water Works (AWK) 0.1 $2.0M 14k 139.18
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Alcon Ord Shs (ALC) 0.1 $1.9M 25k 74.49
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Prologis (PLD) 0.1 $1.9M 16k 114.48
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Mccormick & Co Com Non Vtg (MKC.V) 0.1 $1.9M NEW 28k 66.89
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Pepsi (PEP) 0.1 $1.9M -2% 13k 140.42
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Morgan Stanley Etf Trust Calvert Us Mdcp (CVIE) 0.1 $1.9M NEW 29k 63.43
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Union Pacific Corporation (UNP) 0.1 $1.8M -6% 7.7k 236.30
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First Solar (FSLR) 0.1 $1.8M -18% 8.0k 220.40
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.8M 2.6k 665.91
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Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.1 $1.6M +4% 17k 91.05
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East West Ban (EWBC) 0.1 $1.6M 15k 106.43
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Vaneck Etf Trust Green Bond Etf (GDX) 0.1 $1.6M NEW 64k 24.43
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Wabtec Corporation (WAB) 0.1 $1.5M -16% 7.6k 200.45
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.5M 6.0k 246.56
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.4M 29k 50.35
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Ormat Technologies 0.1 $1.4M NEW 14k 96.21
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International Business Machines (IBM) 0.1 $1.4M 4.8k 282.00
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Johnson & Johnson (JNJ) 0.1 $1.4M 7.3k 185.36
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Hdfc Bank Sponsored Ads (HDB) 0.1 $1.3M +99% 39k 34.16
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3M Company (MMM) 0.1 $1.3M 8.5k 155.08
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Chipotle Mexican Grill (CMG) 0.1 $1.3M 33k 39.18
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Te Connectivity Ord Shs (TEL) 0.1 $1.2M 5.7k 219.41
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Nextracker Class A Com (NXT) 0.1 $1.2M 17k 73.97
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Nvent Electric SHS (NVT) 0.1 $1.2M 12k 98.57
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Global X Fds Renewable Energy (NORW) 0.1 $1.2M NEW 37k 31.83
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Merck & Co (MRK) 0.1 $1.1M 14k 83.92
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Intuitive Surgical Com New (ISRG) 0.1 $1.1M 2.5k 447.10
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Canadian Pacific Kansas City (CP) 0.0 $1.1M 15k 74.43
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Novo-nordisk A S Adr (NVO) 0.0 $1.1M 19k 55.49
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United Rentals (URI) 0.0 $1.1M +35% 1.1k 954.46
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Amgen (AMGN) 0.0 $1.1M 3.8k 281.98
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Waste Connections (WCN) 0.0 $1.1M +26% 6.0k 175.64
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Cisco Systems (CSCO) 0.0 $1.0M 15k 68.39
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Automatic Data Processing (ADP) 0.0 $1.0M -7% 3.5k 293.33
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Stryker Corporation (SYK) 0.0 $1.0M 2.7k 369.61
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Encompass Health Corp (EHC) 0.0 $991k 7.8k 126.92
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TJX Companies (TJX) 0.0 $980k 6.8k 144.52
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Bank of America Corporation (BAC) 0.0 $958k 19k 51.59
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Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $951k -2% 37k 25.78
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Broadcom (AVGO) 0.0 $950k 2.9k 329.52
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Amphenol Corp Cl A (APH) 0.0 $926k 7.5k 123.66
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Blackrock Tax Municpal Bd Tr SHS (BBN) 0.0 $871k +14% 53k 16.58
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Haleon Spon Ads (HLN) 0.0 $869k 97k 8.96
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Chubb (CB) 0.0 $869k 3.1k 281.96
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Invesco Exch Traded Fd Tr Ii Solar Etf (GOVI) 0.0 $868k NEW 20k 43.59
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UnitedHealth (UNH) 0.0 $862k 2.5k 345.21
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Credicorp (BAP) 0.0 $862k 3.2k 266.13
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Legg Mason Etf Invt Clearbrideg Lr (LVHD) 0.0 $852k NEW 10k 83.35
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Shenandoah Telecommunications Company (SHEN) 0.0 $837k -7% 62k 13.42
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National Grid Sponsored Adr Ne (NGG) 0.0 $834k 12k 72.62
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Lululemon Athletica (LULU) 0.0 $827k 4.7k 177.77
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Intuit (INTU) 0.0 $820k +6% 1.2k 682.76
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Global Pmts 0.0 $818k NEW 9.9k 83.01
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Managed Portfolio Series Tortoise Global (KHPI) 0.0 $817k NEW 15k 53.25
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $792k 1.3k 600.45
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Texas Instruments Incorporated (TXN) 0.0 $769k 4.2k 183.58
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Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.0 $763k 104k 7.33
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Illinois Tool Works (ITW) 0.0 $737k 2.8k 260.70
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Alibaba Group Hldg Sponsored Ads 0.0 $730k NEW 4.1k 178.57
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Nextera Energy (NEE) 0.0 $703k 9.3k 75.41
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Lowe's Companies (LOW) 0.0 $695k 2.8k 251.27
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Us Bancorp Del Com New (USB) 0.0 $687k 14k 48.27
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Deere & Company (DE) 0.0 $681k -4% 1.5k 457.05
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Spotify Technology S A SHS (SPOT) 0.0 $672k 963.00 697.82
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Allstate Corporation (ALL) 0.0 $671k +2% 3.1k 214.38
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Starbucks Corporation (SBUX) 0.0 $666k 7.9k 84.55
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Oracle Corporation (ORCL) 0.0 $664k -2% 2.4k 281.00
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Sprouts Fmrs Mkt (SFM) 0.0 $614k NEW 5.6k 108.79
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Relx Sponsored Adr (RELX) 0.0 $574k 12k 47.72
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Wal-Mart Stores (WMT) 0.0 $574k -22% 5.6k 103.02
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Booking Holdings 0.0 $544k NEW 101.00 5386.14
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Cincinnati Financial Corporation (CINF) 0.0 $540k +2% 3.4k 157.85
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S&p Global (SPGI) 0.0 $538k 1.1k 486.44
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Vanguard World Esg Intl Stk Etf (VCEB) 0.0 $536k NEW 7.7k 69.35
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Coca-Cola Company (KO) 0.0 $534k +4% 8.1k 66.25
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Amalgamated Financial Corp (AMAL) 0.0 $533k -7% 20k 27.12
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Cigna Corp (CI) 0.0 $531k 1.8k 288.12
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Danaher Corporation (DHR) 0.0 $527k 2.7k 198.05
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Applied Materials (AMAT) 0.0 $526k 2.6k 204.59
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First Tr Exchange-traded Nas Clnedg Green (FDL) 0.0 $524k NEW 13k 41.93
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Thermo Fisher Scientific (TMO) 0.0 $521k -77% 1.1k 484.65
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Adobe Systems Incorporated (ADBE) 0.0 $518k 1.5k 352.38
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Monster Beverage Corp (MNST) 0.0 $515k 7.7k 67.29
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Novartis Sponsored Adr (NVS) 0.0 $514k 4.0k 128.18
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salesforce (CRM) 0.0 $513k 2.2k 236.95
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Verizon Communications (VZ) 0.0 $503k 12k 43.92
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Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.0 $502k +17% 9.7k 51.60
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Praxis Fds Impact Large Cap (PRXG) 0.0 $498k NEW 14k 35.79
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Rbc Cad (RY) 0.0 $498k -6% 3.4k 147.12
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Comcast Corp Cl A (CMCSA) 0.0 $497k -2% 16k 31.39
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Canadian Natl Ry (CNI) 0.0 $491k 5.2k 94.28
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Invesco Exchange Traded Fd T Wilderhil Clan (PPA) 0.0 $485k NEW 17k 28.80
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Globe Life (GL) 0.0 $481k 3.4k 142.94
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Progressive Corporation (PGR) 0.0 $479k -4% 1.9k 246.91
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Ge Vernova (GEV) 0.0 $469k 763.00 614.68
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Vital Farms (VITL) 0.0 $460k -35% 11k 41.09
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HSBC HLDGS Spon Adr New (HSBC) 0.0 $457k 6.4k 70.90
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Lam Research Corp Com New (LRCX) 0.0 $456k +2% 3.4k 133.80
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At&t (T) 0.0 $449k +4% 16k 28.22
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Ge Aerospace Com New (GE) 0.0 $449k 1.5k 300.54
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McDonald's Corporation (MCD) 0.0 $434k 1.4k 303.71
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Vanguard Scottsdale Fds Inter Term Treas (VGSH) 0.0 $431k NEW 7.2k 60.00
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Waters Corporation (WAT) 0.0 $410k 1.4k 299.49
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Metropcs Communications (TMUS) 0.0 $410k 1.7k 238.79
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Analog Devices (ADI) 0.0 $397k 1.6k 245.21
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Steris Shs Usd (STE) 0.0 $397k 1.6k 247.35
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Meta Platforms Cl A (META) 0.0 $396k 541.00 731.98
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Edwards Lifesciences (EW) 0.0 $395k 5.1k 77.63
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Medtronic SHS (MDT) 0.0 $394k +2% 4.1k 95.19
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Potlatch Corporation (PCH) 0.0 $392k +2% 9.6k 40.70
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Zoetis Cl A (ZTS) 0.0 $389k 2.7k 146.08
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Intel Corporation (INTC) 0.0 $387k -3% 12k 33.52
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Boston Scientific Corporation (BSX) 0.0 $383k 3.9k 97.60
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Air Products & Chemicals (APD) 0.0 $381k 1.4k 272.34
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Colgate-Palmolive Company (CL) 0.0 $378k -5% 4.7k 79.78
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Cme (CME) 0.0 $375k +5% 1.4k 269.59
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Toronto Dominion Bk Ont Com New (TD) 0.0 $374k -57% 4.7k 79.93
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $371k -6% 948.00 391.35
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Iron Mountain (IRM) 0.0 $365k +3% 3.6k 101.93
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Capital One Financial (COF) 0.0 $362k -2% 1.7k 212.57
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Ssga Active Tr Spdr Nuveen Mun (STOT) 0.0 $357k NEW 12k 29.07
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Pimco Etf Tr Enhancd Short (STPZ) 0.0 $352k NEW 3.6k 98.65
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Agilent Technologies Inc C ommon (A) 0.0 $350k 2.7k 128.06
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Nxp Semiconductors N V (NXPI) 0.0 $346k +5% 1.5k 227.63
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Banco Santander Adr (SAN) 0.0 $344k -6% 33k 10.48
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Icon SHS (ICLR) 0.0 $344k 2.0k 174.80
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Nordson Corporation (NDSN) 0.0 $343k 1.5k 226.55
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Advanced Micro Devices (AMD) 0.0 $342k -7% 2.1k 161.40
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Cava Group Ord (CAVA) 0.0 $340k 5.6k 60.35
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Tc Energy Corp (TRP) 0.0 $340k 6.3k 54.40
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McKesson Corporation (MCK) 0.0 $335k -14% 435.00 770.11
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Anthem (ELV) 0.0 $330k 1.0k 322.90
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Dimensional Etf Trust Us Core Equity 2 (DFAU) 0.0 $330k NEW 8.6k 38.51
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Gilead Sciences (GILD) 0.0 $326k +2% 2.9k 110.85
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Kla Corp Com New (KLAC) 0.0 $321k 298.00 1077.18
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Corning Incorporated (GLW) 0.0 $316k -3% 3.9k 81.87
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Parnassus Income Fds Core Select Etf (PRCS) 0.0 $316k +2% 12k 26.17
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Bristol Myers Squibb (BMY) 0.0 $313k -2% 7.0k 44.99
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First Tr Exchange Traded Nasdq Cln Edge (FXD) 0.0 $310k NEW 2.1k 150.93
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Ing Groep Sponsored Adr (ING) 0.0 $308k -2% 12k 26.07
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Marsh & McLennan Companies (MMC) 0.0 $301k NEW 1.5k 200.93
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AutoZone (AZO) 0.0 $301k 70.00 4300.00
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Arthur J. Gallagher & Co. (AJG) 0.0 $300k +31% 970.00 309.28
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Becton, Dickinson and (BDX) 0.0 $280k +5% 1.5k 187.04
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eBay (EBAY) 0.0 $263k NEW 2.9k 90.88
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Trimble Navigation (TRMB) 0.0 $258k 3.2k 81.54
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Quanta Services (PWR) 0.0 $258k -8% 624.00 413.46
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Mondelez Intl Cl A (MDLZ) 0.0 $257k +7% 4.1k 62.36
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Tesla Motors (TSLA) 0.0 $253k NEW 571.00 443.08
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United Bankshares (UBSI) 0.0 $252k 6.8k 37.17
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Welltower Inc Com reit (WELL) 0.0 $251k +4% 1.4k 178.01
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Church & Dwight (CHD) 0.0 $251k +2% 2.9k 87.58
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $245k 15k 16.73
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FactSet Research Systems (FDS) 0.0 $242k 848.00 285.38
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $239k -2% 53k 4.53
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GSK Sponsored Adr (GSK) 0.0 $236k 5.5k 43.13
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Sanofi Sponsored Adr (SNY) 0.0 $235k +3% 5.0k 47.06
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Equinix (EQIX) 0.0 $233k -5% 298.00 781.88
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Ventas (VTR) 0.0 $232k +3% 3.3k 69.98
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Ameriprise Financial (AMP) 0.0 $231k -5% 471.00 490.45
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Lpl Financial Holdings (LPLA) 0.0 $230k 694.00 331.41
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Synopsys (SNPS) 0.0 $227k NEW 461.00 492.41
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Qualcomm (QCOM) 0.0 $222k -2% 1.3k 166.17
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Twilio Cl A (TWLO) 0.0 $222k -3% 2.2k 99.82
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Kimberly-Clark Corporation (KMB) 0.0 $216k -2% 1.7k 124.21
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AFLAC Incorporated (AFL) 0.0 $216k -16% 1.9k 111.51
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Ross Stores (ROST) 0.0 $212k NEW 1.4k 152.30
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Spdr Series Trust Prtflo S&p500 Vl (XNTK) 0.0 $212k NEW 3.8k 55.12
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Digital Realty Trust (DLR) 0.0 $211k +4% 1.2k 172.53
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Aon Shs Cl A (AON) 0.0 $209k 587.00 356.05
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Pimco Dynamic Income SHS (PDI) 0.0 $209k -18% 11k 19.72
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Vanguard Index Fds Total Stk Mkt (VOO) 0.0 $207k NEW 633.00 327.01
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Paypal Holdings (PYPL) 0.0 $205k 3.1k 67.02
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $204k -34% 5.6k 36.73
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Johnson Ctls Intl SHS (JCI) 0.0 $204k NEW 1.9k 109.44
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $200k NEW 849.00 235.57
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $193k 10k 19.17
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Pimco Municipal Income Fund II (PML) 0.0 $192k 24k 7.91
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Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $192k +4% 13k 14.57
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Ford Mtr Co Del 0.0 $185k NEW 16k 11.94
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Telefonica S A Sponsored Adr (TEF) 0.0 $181k +2% 36k 5.06
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BlackRock LT Municipal Advantage Trust (BTA) 0.0 $153k 16k 9.57
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $150k +21% 20k 7.55
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Wipro Spon Adr 1 Sh (WIT) 0.0 $112k 43k 2.61
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Algonquin Power & Utilities equs (AQN) 0.0 $108k -15% 20k 5.34
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Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) 0.0 $56k 17k 3.27
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $50k 15k 3.33
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Past Filings by Natural Investments

SEC 13F filings are viewable for Natural Investments going back to 2020