Natural Investments
Latest statistics and disclosures from Natural Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, DSI, JSTC, and represent 22.07% of Natural Investments's stock portfolio.
- Added to shares of these 10 stocks: GRNB (+$5.6M), AAPL, BRK.A, VEGN, OWNS, NXT, VGSR, ABBV, ROK, MSCI.
- Started 24 new stock positions in DXCM, WFC, VMI, KMB, EMR, RYN, MUA, VRT, JEPI, VTR. ROK, MSCI, IWR, XEL, CSX, NXT, XOM, NEM, FXE, TTEK, COHR, SPTS, FERG, O.
- Reduced shares in these 10 stocks: AstraZeneca, NXTE, BFAM, LULU, AMT, ACN, ASML, NVO, MBNE, BND.
- Sold out of its positions in Agilon Health, AstraZeneca, BTA, BFAM, CDNS, CAVA, DIS, FDS, F, LULU. MUFG, Potlatch Corporation, AKRE, QCOM, MBNE, BND.
- Natural Investments was a net buyer of stock by $22M.
- Natural Investments has $405M in assets under management (AUM), dropping by 0.90%.
- Central Index Key (CIK): 0001800245
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Portfolio Holdings for Natural Investments
Natural Investments holds 288 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $29M | +19% | 116k | 253.78 |
|
| NVIDIA Corporation (NVDA) | 4.8 | $19M | +2% | 111k | 174.40 |
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| Microsoft Corporation (MSFT) | 4.4 | $18M | 48k | 370.17 |
|
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| Ishares Tr Esg Msci Kld 400 (DSI) | 2.9 | $12M | 98k | 121.19 |
|
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| Tidal Trust I Adasina Social (JSTC) | 2.8 | $11M | +6% | 579k | 19.49 |
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| Etf Ser Solutions Us Vegan Climate (VEGN) | 2.8 | $11M | +22% | 199k | 56.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $10M | -3% | 36k | 287.54 |
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| Ea Series Trust Stance Sustainab (CHGX) | 2.1 | $8.4M | +3% | 315k | 26.82 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 2.1 | $8.4M | +13% | 812k | 10.33 |
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| Hannon Armstrong (HASI) | 1.8 | $7.4M | -3% | 202k | 36.75 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.8 | $7.1M | -3% | 21k | 337.92 |
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| Vaneck Etf Trust Green Bond Etf (GRNB) | 1.8 | $7.1M | +363% | 297k | 23.96 |
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| Abbvie (ABBV) | 1.7 | $7.1M | +14% | 32k | 217.47 |
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| Investment Managers Ser Tr I Axs Green Alpha (NXTE) | 1.5 | $6.1M | -23% | 157k | 39.18 |
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| Home Depot (HD) | 1.4 | $5.8M | 18k | 328.85 |
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| Eli Lilly & Co. (LLY) | 1.2 | $5.1M | 5.5k | 919.61 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.2 | $5.0M | +250% | 7.00 | 718000.00 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $4.9M | 17k | 294.15 |
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| Tidal Trust Iii Affordable Hous (OWNS) | 1.1 | $4.4M | +55% | 256k | 17.34 |
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| Amazon (AMZN) | 1.1 | $4.4M | 21k | 208.27 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $4.0M | -10% | 3.0k | 1320.82 |
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| Mastercard Incorporated Cl A (MA) | 1.0 | $4.0M | 7.9k | 499.56 |
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| Abbott Laboratories (ABT) | 0.9 | $3.6M | +14% | 36k | 102.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.4M | +8% | 12k | 286.85 |
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| Costco Wholesale Corporation (COST) | 0.8 | $3.3M | 3.3k | 996.11 |
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| Procter & Gamble Company (PG) | 0.8 | $3.3M | +24% | 23k | 144.41 |
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| Linde SHS (LIN) | 0.8 | $3.2M | 6.6k | 495.73 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.8 | $3.2M | -6% | 80k | 39.83 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.7 | $3.0M | +22% | 45k | 66.07 |
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| Palo Alto Networks (PANW) | 0.7 | $2.8M | +3% | 17k | 160.30 |
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| United Parcel Service CL B (UPS) | 0.6 | $2.6M | 26k | 98.37 |
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| American Express Company (AXP) | 0.6 | $2.5M | 8.3k | 302.36 |
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| Trane Technologies SHS (TT) | 0.6 | $2.3M | -4% | 5.6k | 416.77 |
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| Unilever Spon Adr New (UL) | 0.5 | $2.2M | +4% | 38k | 56.96 |
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| Visa Com Cl A (V) | 0.5 | $2.2M | +3% | 7.1k | 302.09 |
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| Ecolab (ECL) | 0.5 | $2.1M | -8% | 8.0k | 265.89 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.1M | +15% | 8.6k | 244.36 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.1M | -6% | 5.9k | 357.54 |
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| Pepsi (PEP) | 0.5 | $2.1M | 13k | 155.28 |
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| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 0.5 | $2.0M | +40% | 31k | 63.99 |
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| Intercontinental Exchange (ICE) | 0.5 | $2.0M | -2% | 13k | 157.25 |
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| American Water Works (AWK) | 0.5 | $2.0M | 15k | 136.07 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.9M | 16k | 118.57 |
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| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.5 | $1.8M | +14% | 20k | 90.73 |
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| Xylem (XYL) | 0.4 | $1.8M | +24% | 15k | 119.46 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.4 | $1.8M | 29k | 61.32 |
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| Merck & Co (MRK) | 0.4 | $1.8M | 15k | 120.23 |
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| Haleon Spon Ads (HLN) | 0.4 | $1.7M | 173k | 10.01 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $1.7M | 83k | 20.69 |
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| PNC Financial Services (PNC) | 0.4 | $1.7M | 8.1k | 208.03 |
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| Servicenow (NOW) | 0.4 | $1.7M | 16k | 104.49 |
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| Prologis (PLD) | 0.4 | $1.7M | 13k | 132.13 |
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| American Tower Reit (AMT) | 0.4 | $1.7M | -29% | 9.6k | 172.52 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.6M | -3% | 6.8k | 242.60 |
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| Amgen (AMGN) | 0.4 | $1.6M | +3% | 4.5k | 351.66 |
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| Broadcom (AVGO) | 0.4 | $1.6M | +33% | 5.1k | 309.49 |
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| MercadoLibre (MELI) | 0.4 | $1.6M | 909.00 | 1729.37 |
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| Encompass Health Corp (EHC) | 0.4 | $1.6M | +40% | 16k | 96.72 |
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| Wabtec Corporation (WAB) | 0.4 | $1.6M | +2% | 6.2k | 249.84 |
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| Travelers Companies (TRV) | 0.4 | $1.5M | 5.3k | 291.56 |
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| Nextpower Class A Com (NXT) | 0.4 | $1.5M | NEW | 12k | 120.47 |
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| International Business Machines (IBM) | 0.3 | $1.4M | +8% | 5.8k | 242.25 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.4M | -2% | 2.2k | 650.14 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $1.4M | +35% | 56k | 24.87 |
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| Netflix (NFLX) | 0.3 | $1.4M | +6% | 15k | 96.12 |
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| Alcon Ord Shs (ALC) | 0.3 | $1.3M | 18k | 75.30 |
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| Nvent Electric SHS (NVT) | 0.3 | $1.3M | -5% | 11k | 118.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | +34% | 2.7k | 479.20 |
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| 3M Company (MMM) | 0.3 | $1.3M | +4% | 8.9k | 145.16 |
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| Deere & Company (DE) | 0.3 | $1.3M | 2.3k | 562.94 |
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| First Solar (FSLR) | 0.3 | $1.3M | 6.5k | 197.25 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $1.3M | -2% | 2.8k | 460.65 |
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| TJX Companies (TJX) | 0.3 | $1.3M | +6% | 7.9k | 159.64 |
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| Autodesk (ADSK) | 0.3 | $1.3M | 5.3k | 239.31 |
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| Te Connectivity Ord Shs (TEL) | 0.3 | $1.2M | 5.9k | 209.02 |
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| Cisco Systems (CSCO) | 0.3 | $1.2M | 16k | 77.58 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $1.2M | -14% | 24k | 50.42 |
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| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 0.3 | $1.2M | +46% | 15k | 75.14 |
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| Verisk Analytics (VRSK) | 0.3 | $1.1M | 6.0k | 189.64 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $1.1M | 14k | 78.66 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.3 | $1.1M | -2% | 35k | 32.63 |
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| Global X Fds Renewable Energy (RNRG) | 0.3 | $1.1M | -9% | 30k | 36.89 |
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| Sap Se Spon Adr (SAP) | 0.3 | $1.1M | -19% | 6.3k | 171.19 |
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| Waste Connections (WCN) | 0.3 | $1.0M | 6.4k | 162.42 |
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| Chubb (CB) | 0.2 | $1.0M | 3.1k | 325.97 |
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| Boston Scientific Corporation (BSX) | 0.2 | $995k | +292% | 16k | 62.73 |
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| Credicorp (BAP) | 0.2 | $994k | -10% | 2.9k | 339.02 |
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| Gilead Sciences (GILD) | 0.2 | $985k | 7.1k | 139.28 |
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| National Grid Sponsored Adr Ne (NGG) | 0.2 | $982k | 12k | 84.53 |
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| Praxis Fds Impact Large Cap (PRXG) | 0.2 | $981k | +6% | 30k | 32.85 |
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| Applied Materials (AMAT) | 0.2 | $971k | +5% | 2.8k | 341.78 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.2 | $967k | -11% | 17k | 55.71 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.2 | $956k | +12% | 27k | 36.09 |
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| Amphenol Corp Cl A (APH) | 0.2 | $954k | 7.6k | 126.24 |
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| Bank of America Corporation (BAC) | 0.2 | $950k | -3% | 20k | 48.71 |
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| Coca-Cola Company (KO) | 0.2 | $943k | 12k | 76.02 |
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| East West Ban (EWBC) | 0.2 | $937k | -20% | 8.8k | 106.74 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.2 | $921k | 110k | 8.37 |
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| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.2 | $907k | +13% | 56k | 16.15 |
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| Stryker Corporation (SYK) | 0.2 | $905k | -4% | 2.8k | 328.49 |
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| Rockwell Automation (ROK) | 0.2 | $894k | NEW | 2.5k | 358.75 |
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| Shenandoah Telecommunications Company (SHEN) | 0.2 | $881k | -8% | 57k | 15.40 |
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| Ormat Technologies (ORA) | 0.2 | $865k | 7.7k | 111.86 |
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| Amalgamated Financial Corp (AMAL) | 0.2 | $864k | 22k | 38.85 |
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| Nextera Energy (NEE) | 0.2 | $861k | 9.3k | 92.81 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $861k | +2% | 4.0k | 213.49 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $857k | +3% | 4.4k | 194.02 |
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| Rbc Cad (RY) | 0.2 | $811k | +41% | 5.0k | 161.65 |
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| Ge Vernova (GEV) | 0.2 | $792k | +13% | 908.00 | 872.25 |
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| Msci (MSCI) | 0.2 | $789k | NEW | 1.5k | 538.93 |
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| Automatic Data Processing (ADP) | 0.2 | $766k | 3.8k | 203.02 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $764k | +6% | 5.0k | 152.59 |
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| Us Bancorp Del Com New (USB) | 0.2 | $740k | 14k | 51.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $739k | -2% | 1.3k | 576.89 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $733k | -2% | 3.4k | 213.39 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $718k | 23k | 31.98 |
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| Illinois Tool Works (ITW) | 0.2 | $714k | 2.7k | 260.11 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $692k | -28% | 1.6k | 436.59 |
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| Wells Fargo & Company (WFC) | 0.2 | $688k | NEW | 8.7k | 79.54 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $685k | -10% | 5.2k | 132.04 |
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| Verizon Communications (VZ) | 0.2 | $684k | +7% | 14k | 50.14 |
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| Ishares Tr Esg Advncd Hy Bd (HYXF) | 0.2 | $682k | +46% | 15k | 46.26 |
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| Allstate Corporation (ALL) | 0.2 | $679k | 3.3k | 207.20 |
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| Starbucks Corporation (SBUX) | 0.2 | $672k | 7.5k | 89.49 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $671k | +28% | 6.5k | 103.06 |
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| Tetra Tech (TTEK) | 0.2 | $650k | NEW | 22k | 30.11 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $641k | -8% | 35k | 18.27 |
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| Lowe's Companies (LOW) | 0.2 | $641k | 2.7k | 235.92 |
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| Intuit (INTU) | 0.2 | $628k | +7% | 1.5k | 431.91 |
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| Franklin Templeton Holdings Respbly Srcd Gld (FGDL) | 0.2 | $627k | 10k | 62.07 |
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| United Rentals (URI) | 0.2 | $620k | 852.00 | 727.70 |
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| Analog Devices (ADI) | 0.2 | $611k | +7% | 1.9k | 317.73 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $601k | 7.3k | 82.44 |
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| UnitedHealth (UNH) | 0.1 | $598k | -4% | 2.2k | 270.34 |
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| Monster Beverage Corp (MNST) | 0.1 | $592k | +3% | 8.2k | 72.42 |
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| Advanced Micro Devices (AMD) | 0.1 | $588k | 2.9k | 203.39 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $582k | +23% | 6.2k | 93.18 |
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| Danaher Corporation (DHR) | 0.1 | $580k | +4% | 3.1k | 189.42 |
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| Wal-Mart Stores (WMT) | 0.1 | $578k | -5% | 4.7k | 124.25 |
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| Corning Incorporated (GLW) | 0.1 | $576k | -5% | 4.2k | 135.82 |
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| Cme (CME) | 0.1 | $575k | +5% | 1.9k | 295.02 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $573k | +7% | 11k | 50.90 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $565k | +7% | 1.3k | 446.64 |
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| Intel Corporation (INTC) | 0.1 | $562k | -8% | 13k | 44.06 |
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| Booking Holdings (BKNG) | 0.1 | $559k | +16% | 133.00 | 4203.01 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $555k | 3.5k | 157.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $547k | -53% | 2.8k | 198.19 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $547k | +41% | 9.2k | 59.46 |
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| Tortoise Capital Series Trus Global Water Fd (TBLU) | 0.1 | $546k | -22% | 11k | 50.35 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $537k | 4.3k | 125.26 |
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| Canadian Natl Ry (CNI) | 0.1 | $534k | 5.2k | 102.65 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $533k | 1.1k | 491.24 |
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| Global Payments (GPN) | 0.1 | $532k | -7% | 7.9k | 67.27 |
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| Ge Aerospace Com New (GE) | 0.1 | $523k | +12% | 1.8k | 283.32 |
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| Waters Corporation (WAT) | 0.1 | $522k | +9% | 1.8k | 297.44 |
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| Cigna Corp (CI) | 0.1 | $516k | 1.9k | 266.53 |
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| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $509k | 10k | 50.51 |
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| S&p Global (SPGI) | 0.1 | $508k | 1.2k | 424.75 |
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| At&t (T) | 0.1 | $505k | +10% | 17k | 28.98 |
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| Metropcs Communications (TMUS) | 0.1 | $504k | +23% | 2.4k | 210.00 |
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| Medtronic SHS (MDT) | 0.1 | $503k | +18% | 5.8k | 86.57 |
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| Oracle Corporation (ORCL) | 0.1 | $503k | -3% | 3.4k | 146.86 |
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| Colgate-Palmolive Company (CL) | 0.1 | $485k | +12% | 5.7k | 85.22 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $483k | 17k | 28.71 |
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| Bristol Myers Squibb (BMY) | 0.1 | $478k | +18% | 7.9k | 60.57 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $468k | +56% | 6.1k | 77.10 |
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| salesforce (CRM) | 0.1 | $464k | +5% | 2.5k | 186.42 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $461k | -11% | 1.4k | 320.14 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $457k | +4% | 10k | 45.04 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $451k | +19% | 7.8k | 57.54 |
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| Globe Life (GL) | 0.1 | $445k | -7% | 3.2k | 139.06 |
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| Edwards Lifesciences (EW) | 0.1 | $440k | +11% | 5.5k | 80.00 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $439k | 1.4k | 317.89 |
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| Kla Corp Com New (KLAC) | 0.1 | $439k | 299.00 | 1468.23 |
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| Dex (DXCM) | 0.1 | $438k | NEW | 7.0k | 62.71 |
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| McDonald's Corporation (MCD) | 0.1 | $435k | -2% | 1.4k | 310.27 |
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| Progressive Corporation (PGR) | 0.1 | $428k | +4% | 2.2k | 198.06 |
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| Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) | 0.1 | $420k | 5.4k | 77.53 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $420k | -4% | 867.00 | 484.43 |
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| Iron Mountain (IRM) | 0.1 | $419k | 4.1k | 101.97 |
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| GSK Sponsored Adr (GSK) | 0.1 | $414k | 7.5k | 55.09 |
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| Nordson Corporation (NDSN) | 0.1 | $405k | 1.5k | 265.57 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $401k | +10% | 1.0k | 390.84 |
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| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.1 | $395k | 14k | 27.62 |
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| Air Products & Chemicals (APD) | 0.1 | $394k | 1.4k | 290.13 |
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| Relx Sponsored Adr (RELX) | 0.1 | $393k | -3% | 12k | 33.12 |
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| Tc Energy Corp (TRP) | 0.1 | $391k | 6.3k | 62.56 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $389k | 11k | 36.67 |
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| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.1 | $386k | 8.2k | 47.32 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $384k | 2.9k | 130.79 |
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| McKesson Corporation (MCK) | 0.1 | $381k | 441.00 | 863.95 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $379k | 1.0k | 367.25 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $373k | 8.0k | 46.40 |
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| Equinix (EQIX) | 0.1 | $372k | 380.00 | 978.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $368k | -12% | 1.5k | 247.48 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $367k | -13% | 1.5k | 242.72 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $365k | 14k | 26.00 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $365k | 32k | 11.25 |
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| Zoetis Cl A (ZTS) | 0.1 | $362k | +12% | 3.1k | 118.07 |
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| Pimco Etf Tr Enhancd Short (EMNT) | 0.1 | $357k | -3% | 3.6k | 98.86 |
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| Church & Dwight (CHD) | 0.1 | $355k | 3.8k | 93.10 |
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| Steris Shs Usd (STE) | 0.1 | $354k | 1.6k | 220.56 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $339k | -3% | 15k | 22.16 |
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| Capital One Financial (COF) | 0.1 | $339k | +3% | 1.9k | 182.36 |
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| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $338k | +2% | 2.1k | 163.52 |
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| Quanta Services (PWR) | 0.1 | $332k | 605.00 | 548.76 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $332k | -7% | 1.7k | 196.33 |
|
| Ross Stores (ROST) | 0.1 | $332k | +18% | 1.5k | 216.29 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $332k | 8.6k | 38.74 |
|
|
| Parnassus Income Fds Core Select Etf (PRCS) | 0.1 | $325k | +7% | 13k | 24.92 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $321k | 1.6k | 197.54 |
|
|
| Rayonier (RYN) | 0.1 | $320k | NEW | 16k | 20.58 |
|
| Meta Platforms Cl A (META) | 0.1 | $313k | 548.00 | 571.17 |
|
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $310k | -15% | 3.9k | 79.84 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $309k | 62k | 5.02 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $309k | 2.7k | 113.60 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $308k | 17k | 18.52 |
|
|
| Cummins (CMI) | 0.1 | $307k | +20% | 572.00 | 536.71 |
|
| Dell Technologies CL C (DELL) | 0.1 | $307k | +9% | 1.9k | 164.00 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $303k | 464.00 | 653.02 |
|
|
| Anthem (ELV) | 0.1 | $297k | 1.0k | 292.61 |
|
|
| AutoZone (AZO) | 0.1 | $295k | +31% | 87.00 | 3390.80 |
|
| Digital Realty Trust (DLR) | 0.1 | $291k | +10% | 1.6k | 179.85 |
|
| Twilio Cl A (TWLO) | 0.1 | $282k | 2.2k | 125.50 |
|
|
| United Bankshares (UBSI) | 0.1 | $280k | 6.8k | 41.30 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $278k | 3.6k | 78.09 |
|
|
| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.1 | $276k | +12% | 13k | 21.14 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $272k | NEW | 1.6k | 169.36 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $272k | -61% | 7.4k | 36.70 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $269k | NEW | 1.1k | 249.77 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $267k | 3.7k | 71.54 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $266k | -9% | 14k | 19.71 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $266k | 5.5k | 48.08 |
|
|
| eBay (EBAY) | 0.1 | $265k | -4% | 2.9k | 90.75 |
|
| Vital Farms (VITL) | 0.1 | $264k | +38% | 19k | 14.10 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $263k | 2.3k | 112.20 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $263k | +28% | 1.6k | 164.38 |
|
| Emerson Electric (EMR) | 0.1 | $261k | NEW | 2.0k | 130.96 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $259k | 1.5k | 173.36 |
|
|
| Morgan Stanley Etf Trust Calvert Internat (CVIE) | 0.1 | $258k | -6% | 3.6k | 72.55 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $257k | 2.7k | 95.40 |
|
|
| Tesla Motors (TSLA) | 0.1 | $252k | 680.00 | 370.59 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $251k | 1.6k | 156.88 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $250k | 2.0k | 124.01 |
|
|
| Pfizer (PFE) | 0.1 | $241k | -2% | 8.6k | 28.04 |
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.1 | $240k | NEW | 2.3k | 106.38 |
|
| Hut 8 Corp (HUT) | 0.1 | $239k | 5.1k | 46.86 |
|
|
| Roper Industries (ROP) | 0.1 | $238k | 674.00 | 353.12 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $238k | 2.6k | 90.53 |
|
|
| Trimble Navigation (TRMB) | 0.1 | $232k | 3.6k | 65.00 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $228k | 2.1k | 109.25 |
|
|
| Cibc Cad (CM) | 0.1 | $227k | 2.4k | 94.74 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $226k | 509.00 | 444.01 |
|
|
| Ventas (VTR) | 0.1 | $225k | NEW | 2.8k | 81.73 |
|
| Bk Nova Cad (BNS) | 0.1 | $223k | 3.2k | 69.06 |
|
|
| Valmont Industries (VMI) | 0.1 | $221k | NEW | 555.00 | 398.20 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $220k | -4% | 4.9k | 44.59 |
|
| Microchip Technology (MCHP) | 0.1 | $219k | +4% | 3.4k | 64.41 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $218k | NEW | 7.5k | 29.09 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $217k | -17% | 2.8k | 76.81 |
|
| CSX Corporation (CSX) | 0.1 | $217k | NEW | 5.3k | 41.02 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $217k | -2% | 10k | 21.60 |
|
| Aon Shs Cl A (AON) | 0.1 | $216k | +6% | 672.00 | 321.43 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $214k | +7% | 2.1k | 99.77 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $214k | -59% | 2.3k | 94.90 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $212k | NEW | 2.2k | 96.32 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $211k | NEW | 2.0k | 107.93 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $209k | -6% | 687.00 | 304.22 |
|
| Coherent Corp (COHR) | 0.1 | $208k | NEW | 874.00 | 237.99 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $207k | -3% | 956.00 | 216.53 |
|
| W.W. Grainger (GWW) | 0.1 | $206k | -13% | 189.00 | 1089.95 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $205k | NEW | 3.6k | 56.51 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $205k | NEW | 883.00 | 232.16 |
|
| Xcel Energy (XEL) | 0.1 | $204k | NEW | 2.6k | 79.28 |
|
| Icon SHS (ICLR) | 0.0 | $202k | -6% | 1.8k | 110.44 |
|
| Realty Income (O) | 0.0 | $202k | NEW | 3.3k | 60.99 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $201k | NEW | 2.1k | 96.91 |
|
| Kkr & Co (KKR) | 0.0 | $201k | 2.2k | 92.46 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $201k | -7% | 671.00 | 299.55 |
|
| Synopsys (SNPS) | 0.0 | $200k | +4% | 505.00 | 396.04 |
|
| Pimco Municipal Income Fund II (PML) | 0.0 | $183k | 24k | 7.54 |
|
|
| Telefonica S A Sponsored Adr (TELFY) | 0.0 | $159k | -2% | 37k | 4.32 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $152k | -12% | 17k | 8.97 |
|
| Blackrock Muniassets Fund (MUA) | 0.0 | $149k | NEW | 14k | 10.55 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $123k | 20k | 6.10 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $94k | 45k | 2.11 |
|
|
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $79k | 18k | 4.35 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $64k | +11% | 18k | 3.62 |
|
Past Filings by Natural Investments
SEC 13F filings are viewable for Natural Investments going back to 2020
- Natural Investments 2026 Q1 filed May 1, 2026
- 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