Natural Investments

Natural Investments as of March 31, 2025

Portfolio Holdings for Natural Investments

Natural Investments holds 246 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.9 $21M 94k 222.12
Microsoft Corporation (MSFT) 5.5 $19M 52k 375.38
Investment Managers Ser Tr I Axs Green Alpha (NXTE) 4.0 $14M 477k 29.71
NVIDIA Corporation (NVDA) 3.4 $12M 110k 108.37
Ishares Tr Esg Msci Kld 400 (DSI) 2.7 $9.6M 94k 102.41
Abbvie (ABBV) 2.5 $8.8M 42k 209.50
Home Depot (HD) 2.0 $6.9M 19k 366.44
Mastercard Incorporated Cl A (MA) 1.9 $6.8M 12k 548.06
Hannon Armstrong (HASI) 1.9 $6.8M 232k 29.24
Tidal Etf Tr Adasina Social (JSTC) 1.8 $6.3M 349k 18.09
Abbott Laboratories (ABT) 1.6 $5.5M 42k 132.64
Etf Ser Solutions Us Vegan Climate (VEGN) 1.5 $5.4M 110k 49.71
Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.1M 33k 154.64
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $4.5M 27k 165.97
Eli Lilly & Co. (LLY) 1.3 $4.5M 5.4k 825.89
Linde SHS (LIN) 1.2 $4.3M 9.2k 465.60
JPMorgan Chase & Co. (JPM) 1.1 $3.9M 16k 245.29
Palo Alto Networks (PANW) 1.1 $3.8M 22k 170.60
American Tower Reit (AMT) 1.0 $3.5M 16k 217.58
Astrazeneca Sponsored Adr (AZN) 1.0 $3.4M 46k 73.50
Ea Series Trust Stance Sustainab (STSB) 0.9 $3.3M 141k 23.71
Investment Managers Ser Tr I Axs Change Finan 0.9 $3.3M 91k 36.82
Servicenow (NOW) 0.9 $3.3M 4.2k 795.96
Ecolab (ECL) 0.9 $3.2M 13k 253.46
Asml Holding N V N Y Registry Shs (ASML) 0.9 $3.0M 4.6k 662.46
Travelers Companies (TRV) 0.9 $3.0M 11k 264.43
Costco Wholesale Corporation (COST) 0.8 $3.0M 3.1k 945.63
Verisk Analytics (VRSK) 0.8 $2.9M 9.6k 297.55
United Parcel Service CL B (UPS) 0.8 $2.8M 25k 109.96
Trane Technologies SHS (TT) 0.8 $2.7M 8.1k 336.92
Bright Horizons Fam Sol In D (BFAM) 0.8 $2.7M 21k 127.00
Eaton Corp SHS (ETN) 0.8 $2.7M 9.8k 271.75
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.8 $2.6M 95k 27.91
Thermo Fisher Scientific (TMO) 0.8 $2.6M 5.3k 497.56
Mccormick & Co Com Non Vtg (MKC) 0.7 $2.6M 31k 82.30
Shopify Cl A (SHOP) 0.7 $2.5M 27k 95.45
Unilever Spon Adr New (UL) 0.7 $2.5M 41k 59.53
Sap Se Spon Adr (SAP) 0.7 $2.4M 9.1k 268.35
Union Pacific Corporation (UNP) 0.7 $2.4M 10k 236.18
Intercontinental Exchange (ICE) 0.7 $2.4M 14k 172.48
Alcon Ord Shs (ALC) 0.7 $2.4M 25k 94.91
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.7 $2.4M 232k 10.14
MercadoLibre (MELI) 0.7 $2.3M 1.2k 1949.96
American Water Works (AWK) 0.7 $2.3M 16k 147.49
PNC Financial Services (PNC) 0.6 $2.2M 13k 175.76
American Express Company (AXP) 0.6 $2.2M 8.2k 269.06
Procter & Gamble Company (PG) 0.6 $2.2M 13k 170.34
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.6 $2.1M 38k 54.98
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.1M 6.7k 311.91
Autodesk (ADSK) 0.6 $1.9M 7.4k 261.78
Pepsi (PEP) 0.6 $1.9M 13k 149.92
Prologis (PLD) 0.5 $1.9M 17k 111.74
Visa Com Cl A (V) 0.5 $1.9M 5.4k 350.43
Chipotle Mexican Grill (CMG) 0.5 $1.9M 37k 50.19
Sony Group Corp Sponsored Adr (SONY) 0.5 $1.7M 69k 25.39
Wabtec Corporation (WAB) 0.5 $1.7M 9.5k 181.32
Xylem (XYL) 0.5 $1.7M 14k 119.41
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.7M 11k 156.20
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.6M 2.00 798000.00
Tidal Trust Iii Affordable Hous (OWNS) 0.4 $1.5M 90k 17.14
Broadcom (AVGO) 0.4 $1.5M 9.2k 167.39
Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.4 $1.5M 17k 90.74
Automatic Data Processing (ADP) 0.4 $1.5M 5.0k 305.51
Managed Portfolio Series Tortoise Global 0.4 $1.5M 32k 47.31
Amgen (AMGN) 0.4 $1.5M 4.7k 311.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.4M 2.6k 559.20
Vaneck Etf Trust Green Bond Etf (GRNB) 0.4 $1.4M 60k 24.06
East West Ban (EWBC) 0.4 $1.4M 16k 89.75
Netflix (NFLX) 0.4 $1.4M 1.5k 932.28
Ormat Technologies (ORA) 0.4 $1.4M 19k 70.76
Lululemon Athletica (LULU) 0.4 $1.3M 4.6k 282.91
Hdfc Bank Sponsored Ads (HDB) 0.4 $1.3M 19k 66.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.3M 2.4k 532.41
Nike CL B (NKE) 0.4 $1.3M 20k 63.48
Novo-nordisk A S Adr (NVO) 0.4 $1.3M 18k 69.42
3M Company (MMM) 0.4 $1.2M 8.5k 146.80
First Solar (FSLR) 0.4 $1.2M 9.8k 126.39
UnitedHealth (UNH) 0.3 $1.2M 2.3k 523.71
International Business Machines (IBM) 0.3 $1.2M 4.8k 248.59
Nextracker Class A Com (NXT) 0.3 $1.2M 28k 42.13
Merck & Co (MRK) 0.3 $1.1M 13k 89.73
Stryker Corporation (SYK) 0.3 $1.1M 3.0k 372.20
Canadian Pacific Kansas City (CP) 0.3 $1.1M 16k 70.16
Wal-Mart Stores (WMT) 0.3 $1.1M 12k 87.76
Johnson & Johnson (JNJ) 0.3 $1.1M 6.5k 165.82
Global Payments (GPN) 0.3 $1.0M 10k 97.88
Vaneck Etf Trust Hip Sustble Muni 0.3 $1.0M 22k 45.33
Global X Fds Renewable Energy (RNRG) 0.3 $911k 111k 8.21
Amazon (AMZN) 0.3 $907k 4.8k 190.23
Haleon Spon Ads (HLN) 0.3 $906k 88k 10.28
Ishares Tr Mbs Etf (MBB) 0.3 $899k 9.6k 93.69
Chubb (CB) 0.3 $882k 2.9k 301.85
Metropcs Communications (TMUS) 0.2 $872k 3.3k 266.67
Starbucks Corporation (SBUX) 0.2 $870k 8.9k 97.98
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.2 $868k 27k 32.05
Cisco Systems (CSCO) 0.2 $865k 14k 61.66
Danaher Corporation (DHR) 0.2 $865k 4.2k 204.93
Ferguson Enterprises Common Stock New (FERG) 0.2 $859k 5.4k 160.11
Shenandoah Telecommunications Company (SHEN) 0.2 $858k 68k 12.56
Brookfield Renewable Partner Partnership Unit (BEP) 0.2 $846k 38k 22.15
Lowe's Companies (LOW) 0.2 $819k 3.5k 233.00
Relx Sponsored Adr (RELX) 0.2 $780k 16k 50.36
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $764k 46k 16.68
TJX Companies (TJX) 0.2 $743k 6.1k 121.70
National Grid Sponsored Adr Ne (NGG) 0.2 $741k 11k 65.57
Allstate Corporation (ALL) 0.2 $733k 3.5k 206.95
Bank of America Corporation (BAC) 0.2 $725k 17k 41.70
Te Connectivity Ord Shs (TEL) 0.2 $724k 5.1k 141.27
Cigna Corp (CI) 0.2 $714k 2.2k 328.58
Us Bancorp Del Com New (USB) 0.2 $710k 17k 42.20
Illinois Tool Works (ITW) 0.2 $697k 2.8k 248.04
Adobe Systems Incorporated (ADBE) 0.2 $680k 1.8k 383.10
Deere & Company (DE) 0.2 $671k 1.4k 468.90
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.2 $671k 9.6k 69.75
Nextera Energy (NEE) 0.2 $654k 9.2k 70.79
Nvent Electric SHS (NVT) 0.2 $640k 12k 52.40
Toronto Dominion Bk Ont Com New (TD) 0.2 $631k 11k 59.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $618k 1.3k 468.54
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $602k 20k 30.42
Amalgamated Financial Corp (AMAL) 0.2 $589k 21k 28.74
Anthem (ELV) 0.2 $570k 1.3k 434.78
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $567k 18k 31.81
Gilead Sciences (GILD) 0.2 $567k 5.1k 111.92
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.2 $564k 26k 22.16
Credicorp (BAP) 0.2 $561k 3.0k 185.95
Vital Farms (VITL) 0.2 $558k 18k 30.43
Intuit (INTU) 0.2 $548k 894.00 612.98
Comcast Corp Cl A (CMCSA) 0.2 $539k 15k 36.84
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $538k 98k 5.49
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $535k 11k 51.01
Coca-Cola Company (KO) 0.1 $527k 7.4k 71.57
Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) 0.1 $510k 7.6k 67.34
Zoetis Cl A (ZTS) 0.1 $508k 3.1k 164.61
Cava Group Ord (CAVA) 0.1 $499k 5.8k 86.29
Spotify Technology S A SHS (SPOT) 0.1 $499k 908.00 549.56
Pfizer (PFE) 0.1 $493k 20k 25.29
Waters Corporation (WAT) 0.1 $492k 1.3k 368.26
Cincinnati Financial Corporation (CINF) 0.1 $490k 3.3k 147.46
salesforce (CRM) 0.1 $478k 1.8k 268.09
Verizon Communications (VZ) 0.1 $458k 10k 45.29
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.1 $457k 9.0k 50.54
Canadian Natl Ry (CNI) 0.1 $453k 4.6k 97.46
Texas Instruments Incorporated (TXN) 0.1 $450k 2.5k 179.43
Becton, Dickinson and (BDX) 0.1 $449k 2.0k 228.85
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $445k 39k 11.41
Advanced Micro Devices (AMD) 0.1 $444k 4.3k 102.64
Monster Beverage Corp (MNST) 0.1 $443k 7.6k 58.44
Colgate-Palmolive Company (CL) 0.1 $438k 4.7k 93.67
United Rentals (URI) 0.1 $434k 693.00 626.26
S&p Global (SPGI) 0.1 $432k 851.00 507.64
McKesson Corporation (MCK) 0.1 $430k 639.00 672.93
Potlatch Corporation (PCH) 0.1 $428k 9.5k 45.06
Novartis Sponsored Adr (NVS) 0.1 $427k 3.8k 111.23
Bristol Myers Squibb (BMY) 0.1 $423k 7.0k 60.85
Globe Life (GL) 0.1 $421k 3.2k 131.56
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $421k 3.7k 114.78
McDonald's Corporation (MCD) 0.1 $413k 1.3k 312.17
Booking Holdings (BKNG) 0.1 $409k 89.00 4595.51
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $402k 6.8k 59.34
Air Products & Chemicals (APD) 0.1 $400k 1.4k 294.12
Qualcomm (QCOM) 0.1 $399k 2.6k 153.52
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $396k 817.00 484.70
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $394k 12k 32.92
Walt Disney Company (DIS) 0.1 $387k 3.9k 98.47
Nushares Etf Tr Esg Dividend Etf (NUDV) 0.1 $383k 14k 27.73
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $374k 5.4k 68.83
HSBC HLDGS Spon Adr New (HSBC) 0.1 $371k 6.5k 57.42
Agilent Technologies Inc C ommon (A) 0.1 $365k 3.1k 116.84
Steris Shs Usd (STE) 0.1 $365k 1.6k 226.57
Icon SHS (ICLR) 0.1 $364k 2.1k 174.66
Edwards Lifesciences (EW) 0.1 $358k 4.9k 72.45
Ssga Active Tr Spdr Nuveen Mun (MBNE) 0.1 $355k 12k 28.98
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.1 $353k 8.4k 41.81
At&t (T) 0.1 $348k 12k 28.20
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $345k 3.5k 98.71
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.1 $345k 6.1k 56.72
Oracle Corporation (ORCL) 0.1 $344k 2.5k 139.67
FactSet Research Systems (FDS) 0.1 $344k 758.00 453.83
Boston Scientific Corporation (BSX) 0.1 $336k 3.3k 100.78
Equinix (EQIX) 0.1 $333k 409.00 814.18
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $331k 7.2k 46.26
Medtronic SHS (MDT) 0.1 $328k 3.7k 89.64
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.1 $321k 8.3k 38.73
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $318k 3.2k 100.60
Vanguard World Mega Grwth Ind (MGK) 0.1 $318k 1.0k 308.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $311k 1.1k 274.25
Nordson Corporation (NDSN) 0.1 $305k 1.5k 201.45
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $305k 8.0k 38.33
Ge Aerospace Com New (GE) 0.1 $299k 1.5k 200.13
Iron Mountain (IRM) 0.1 $296k 3.5k 85.80
Tc Energy Corp (TRP) 0.1 $295k 6.3k 47.20
Fiserv (FI) 0.1 $288k 1.3k 220.18
Ishares Tr Russell 2000 Etf (IWM) 0.1 $285k 1.4k 199.30
Analog Devices (ADI) 0.1 $283k 1.4k 200.99
Nxp Semiconductors N V (NXPI) 0.1 $281k 1.5k 189.61
Trimble Navigation (TRMB) 0.1 $272k 4.1k 65.64
Welltower Inc Com reit (WELL) 0.1 $271k 1.8k 152.85
Cme (CME) 0.1 $268k 1.0k 264.56
Global X Fds S&p 500 Catholic (CATH) 0.1 $266k 3.9k 67.39
Citigroup Com New (C) 0.1 $264k 3.7k 70.80
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.1 $259k 12k 21.15
Progressive Corporation (PGR) 0.1 $258k 913.00 282.58
Pimco Dynamic Income SHS (PDI) 0.1 $253k 13k 19.74
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $251k 4.3k 58.80
Mondelez Intl Cl A (MDLZ) 0.1 $251k 3.7k 67.60
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $248k 8.3k 29.76
Meta Platforms Cl A (META) 0.1 $248k 431.00 575.41
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $246k 2.3k 105.81
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $245k 8.6k 28.54
Ameriprise Financial (AMP) 0.1 $243k 504.00 482.14
Arthur J. Gallagher & Co. (AJG) 0.1 $242k 701.00 345.22
Morgan Stanley Etf Trust Calvert Us Sel (CVSE) 0.1 $238k 3.7k 64.50
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $237k 8.1k 29.14
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $234k 2.4k 97.79
United Bankshares (UBSI) 0.1 $233k 6.7k 34.59
Intel Corporation (INTC) 0.1 $229k 10k 22.67
AutoZone (AZO) 0.1 $229k 60.00 3816.67
Kimberly-Clark Corporation (KMB) 0.1 $224k 1.6k 142.13
General Mills (GIS) 0.1 $223k 3.7k 59.55
Twilio Cl A (TWLO) 0.1 $223k 2.3k 97.64
Waste Management (WM) 0.1 $222k 963.00 230.53
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $222k 2.8k 78.11
Parnassus Income Fds Core Select Etf (PRCS) 0.1 $221k 9.6k 23.07
Emerson Electric (EMR) 0.1 $219k 2.0k 109.61
Marsh & McLennan Companies (MMC) 0.1 $218k 896.00 243.30
Ishares Tr Core S&p500 Etf (IVV) 0.1 $218k 388.00 561.86
AFLAC Incorporated (AFL) 0.1 $218k 2.0k 110.89
Ventas (VTR) 0.1 $213k 3.1k 68.47
Lpl Financial Holdings (LPLA) 0.1 $211k 647.00 326.12
Lam Research Corp Com New (LRCX) 0.1 $211k 2.9k 72.43
Banco Santander Adr (SAN) 0.1 $210k 31k 6.70
Church & Dwight (CHD) 0.1 $208k 1.9k 109.70
Ing Groep Sponsored Adr (ING) 0.1 $207k 11k 19.50
Micron Technology (MU) 0.1 $205k 2.4k 86.57
Pimco Municipal Income Fund II (PML) 0.1 $196k 24k 8.09
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $175k 46k 3.82
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $167k 11k 15.69
BlackRock LT Municipal Advantage Trust (BTA) 0.0 $154k 16k 9.63
Algonquin Power & Utilities equs (AQN) 0.0 $123k 24k 5.13
Telefonica S A Sponsored Adr (TEF) 0.0 $110k 24k 4.65
Wipro Spon Adr 1 Sh (WIT) 0.0 $107k 35k 3.06
Ford Motor Company (F) 0.0 $103k 10k 9.97
Xplr Infrastructure Com Unit Part In (XIFR) 0.0 $102k 11k 9.48
Lg Display Spons Adr Rep (LPL) 0.0 $96k 31k 3.11
United Microelectronics Corp Spon Adr New (UMC) 0.0 $82k 12k 7.12
Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) 0.0 $46k 17k 2.69