Natural Investments

Natural Investments as of June 30, 2025

Portfolio Holdings for Natural Investments

Natural Investments holds 255 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.5 $25M 50k 497.41
Apple (AAPL) 4.9 $19M 93k 205.16
NVIDIA Corporation (NVDA) 4.9 $19M 120k 157.98
Investment Managers Ser Tr I Axs Green Alpha (NXTE) 4.2 $16M 476k 33.97
Ishares Tr Esg Msci Kld 400 (DSI) 3.0 $12M 100k 116.15
Tidal Trust I Adasina Social (JSTC) 2.6 $10M 517k 19.79
Ea Series Trust Stance Sustainab (CHGX) 2.0 $7.6M 290k 26.07
Etf Ser Solutions Us Vegan Climate (VEGN) 1.9 $7.3M 131k 56.02
Abbvie (ABBV) 1.9 $7.2M 39k 185.62
Home Depot (HD) 1.7 $6.5M 18k 366.64
Alphabet Cap Stk Cl A (GOOGL) 1.6 $6.4M 36k 176.22
Hannon Armstrong (HASI) 1.6 $6.2M 231k 26.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.6 $6.0M 27k 226.49
Mastercard Incorporated Cl A (MA) 1.5 $6.0M 11k 561.91
Abbott Laboratories (ABT) 1.3 $5.2M 38k 136.00
Amazon (AMZN) 1.2 $4.5M 21k 219.37
JPMorgan Chase & Co. (JPM) 1.2 $4.5M 15k 289.88
Eli Lilly & Co. (LLY) 1.1 $4.3M 5.5k 779.34
Palo Alto Networks (PANW) 1.1 $4.2M 21k 204.60
Servicenow (NOW) 1.0 $3.9M 3.8k 1028.19
Linde SHS (LIN) 0.9 $3.7M 7.8k 469.13
Asml Holding N V N Y Registry Shs (ASML) 0.9 $3.3M 4.1k 801.26
American Tower Reit (AMT) 0.9 $3.3M 15k 220.97
Ecolab (ECL) 0.8 $3.2M 12k 269.37
Costco Wholesale Corporation (COST) 0.8 $3.2M 3.2k 989.64
Trane Technologies SHS (TT) 0.8 $3.1M 7.2k 437.40
Astrazeneca Sponsored Adr (AZN) 0.8 $3.1M 44k 69.87
Eaton Corp SHS (ETN) 0.8 $3.0M 8.5k 356.97
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.8 $3.0M 92k 32.78
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $3.0M 26k 115.33
MercadoLibre (MELI) 0.8 $2.9M 1.1k 2613.66
Intercontinental Exchange (ICE) 0.7 $2.9M 16k 183.44
Travelers Companies (TRV) 0.7 $2.8M 10k 267.45
Procter & Gamble Company (PG) 0.7 $2.7M 17k 159.31
American Express Company (AXP) 0.7 $2.7M 8.3k 318.87
Verisk Analytics (VRSK) 0.7 $2.6M 8.5k 311.45
United Parcel Service CL B (UPS) 0.7 $2.6M 26k 100.91
Unilever Spon Adr New (UL) 0.6 $2.4M 40k 61.16
Bright Horizons Fam Sol In D (BFAM) 0.6 $2.4M 19k 123.55
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.6 $2.4M 227k 10.46
Sap Se Spon Adr (SAP) 0.6 $2.3M 7.6k 304.04
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.6 $2.2M 39k 58.13
Visa Com Cl A (V) 0.6 $2.2M 6.3k 354.90
Netflix (NFLX) 0.6 $2.2M 1.7k 1338.76
Alcon Ord Shs (ALC) 0.6 $2.2M 25k 88.26
PNC Financial Services (PNC) 0.6 $2.2M 12k 186.36
Autodesk (ADSK) 0.6 $2.2M 7.0k 309.45
Mccormick & Co Com Non Vtg (MKC) 0.5 $2.1M 28k 75.81
Sony Group Corp Sponsored Adr (SONY) 0.5 $2.1M 80k 26.03
American Water Works (AWK) 0.5 $2.0M 15k 139.08
Thermo Fisher Scientific (TMO) 0.5 $1.9M 4.8k 405.39
Tidal Trust Iii Affordable Hous (OWNS) 0.5 $1.9M 113k 17.13
Wabtec Corporation (WAB) 0.5 $1.9M 9.1k 209.26
Union Pacific Corporation (UNP) 0.5 $1.9M 8.2k 229.97
Xylem (XYL) 0.5 $1.9M 15k 129.32
Chipotle Mexican Grill (CMG) 0.5 $1.8M 33k 56.12
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.8M 6.0k 298.87
Pepsi (PEP) 0.5 $1.8M 14k 132.04
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 10k 177.37
Prologis (PLD) 0.4 $1.7M 16k 105.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.6M 2.6k 617.48
First Solar (FSLR) 0.4 $1.6M 9.8k 165.47
Vaneck Etf Trust Green Bond Etf (GRNB) 0.4 $1.5M 63k 24.23
Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.4 $1.5M 17k 90.82
Ormat Technologies (ORA) 0.4 $1.5M 18k 83.73
Hdfc Bank Sponsored Ads (HDB) 0.4 $1.5M 20k 76.65
East West Ban (EWBC) 0.4 $1.5M 15k 100.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 728500.00
International Business Machines (IBM) 0.4 $1.4M 4.8k 294.55
Intuitive Surgical Com New (ISRG) 0.3 $1.3M 2.5k 543.33
Novo-nordisk A S Adr (NVO) 0.3 $1.3M 20k 68.98
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.3 $1.3M 29k 45.17
3M Company (MMM) 0.3 $1.3M 8.5k 152.14
Ferguson Enterprises Common Stock New (FERG) 0.3 $1.2M 5.4k 217.63
Automatic Data Processing (ADP) 0.3 $1.2M 3.8k 308.18
Canadian Pacific Kansas City (CP) 0.3 $1.2M 15k 79.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.2M 2.4k 485.38
Johnson & Johnson (JNJ) 0.3 $1.1M 7.3k 152.68
Lululemon Athletica (LULU) 0.3 $1.1M 4.7k 237.42
Merck & Co (MRK) 0.3 $1.1M 14k 79.15
Stryker Corporation (SYK) 0.3 $1.1M 2.7k 395.64
Cisco Systems (CSCO) 0.3 $1.0M 15k 69.35
Amgen (AMGN) 0.3 $1.0M 3.8k 279.05
Managed Portfolio Series Tortoise Global 0.3 $1.0M 19k 52.86
Haleon Spon Ads (HLN) 0.3 $998k 96k 10.37
Global X Fds Renewable Energy (RNRG) 0.3 $972k 99k 9.78
Te Connectivity Ord Shs (TEL) 0.2 $962k 5.7k 168.54
Brookfield Renewable Partner Partnership Unit (BEP) 0.2 $960k 38k 25.48
Encompass Health Corp (EHC) 0.2 $946k 7.7k 122.55
Shenandoah Telecommunications Company (SHEN) 0.2 $924k 68k 13.65
Nextracker Class A Com (NXT) 0.2 $902k 17k 54.35
Chubb (CB) 0.2 $895k 3.1k 289.55
Intuit (INTU) 0.2 $892k 1.1k 787.29
Nvent Electric SHS (NVT) 0.2 $890k 12k 73.20
Waste Connections (WCN) 0.2 $889k 4.8k 186.65
Bank of America Corporation (BAC) 0.2 $877k 19k 47.30
Texas Instruments Incorporated (TXN) 0.2 $866k 4.2k 207.47
National Grid Sponsored Adr Ne (NGG) 0.2 $854k 12k 74.36
TJX Companies (TJX) 0.2 $852k 6.9k 123.50
Global Payments (GPN) 0.2 $828k 10k 79.97
Toronto Dominion Bk Ont Com New (TD) 0.2 $815k 11k 73.42
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.2 $793k 10k 79.29
Deere & Company (DE) 0.2 $790k 1.6k 508.04
Broadcom (AVGO) 0.2 $790k 2.9k 275.26
UnitedHealth (UNH) 0.2 $784k 2.5k 311.85
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $765k 22k 34.22
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $741k 46k 16.10
Spotify Technology S A SHS (SPOT) 0.2 $741k 966.00 767.08
Amphenol Corp Cl A (APH) 0.2 $738k 7.5k 98.66
Starbucks Corporation (SBUX) 0.2 $733k 8.0k 91.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $727k 1.3k 551.18
Credicorp (BAP) 0.2 $723k 3.2k 223.22
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $707k 104k 6.78
Illinois Tool Works (ITW) 0.2 $699k 2.8k 247.17
Wal-Mart Stores (WMT) 0.2 $698k 7.1k 97.68
Ishares Tr Mbs Etf (MBB) 0.2 $682k 7.3k 93.77
Vital Farms (VITL) 0.2 $671k 17k 38.46
Amalgamated Financial Corp (AMAL) 0.2 $659k 21k 31.16
Relx Sponsored Adr (RELX) 0.2 $658k 12k 54.27
Nextera Energy (NEE) 0.2 $645k 9.3k 69.32
Us Bancorp Del Com New (USB) 0.2 $643k 14k 45.18
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $630k 18k 35.49
United Rentals (URI) 0.2 $622k 826.00 753.03
Allstate Corporation (ALL) 0.2 $617k 3.1k 201.24
Lowe's Companies (LOW) 0.2 $615k 2.8k 221.86
Cigna Corp (CI) 0.2 $597k 1.8k 330.38
salesforce (CRM) 0.2 $593k 2.2k 272.39
S&p Global (SPGI) 0.2 $582k 1.1k 527.17
Booking Holdings (BKNG) 0.1 $577k 100.00 5770.00
Comcast Corp Cl A (CMCSA) 0.1 $577k 16k 35.68
Adobe Systems Incorporated (ADBE) 0.1 $576k 1.5k 386.32
Ishares Tr S&p 100 Etf (OEF) 0.1 $555k 1.8k 303.94
Coca-Cola Company (KO) 0.1 $546k 7.7k 70.74
Progressive Corporation (PGR) 0.1 $544k 2.0k 266.54
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $535k 11k 50.99
Canadian Natl Ry (CNI) 0.1 $533k 5.1k 103.84
Danaher Corporation (DHR) 0.1 $529k 2.7k 197.24
Oracle Corporation (ORCL) 0.1 $528k 2.4k 218.27
Verizon Communications (VZ) 0.1 $504k 12k 43.20
Cincinnati Financial Corporation (CINF) 0.1 $498k 3.4k 148.61
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $490k 37k 13.09
Novartis Sponsored Adr (NVS) 0.1 $489k 4.0k 120.98
Waters Corporation (WAT) 0.1 $477k 1.4k 348.43
Rbc Cad (RY) 0.1 $477k 3.6k 131.51
Monster Beverage Corp (MNST) 0.1 $474k 7.6k 62.51
Cava Group Ord (CAVA) 0.1 $473k 5.6k 84.06
Applied Materials (AMAT) 0.1 $470k 2.6k 182.81
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.1 $464k 9.2k 50.56
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $463k 4.1k 113.20
Colgate-Palmolive Company (CL) 0.1 $457k 5.0k 90.87
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $455k 21k 22.21
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $452k 1.0k 444.88
At&t (T) 0.1 $440k 15k 28.94
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $437k 7.3k 59.69
Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) 0.1 $432k 5.8k 74.71
Boston Scientific Corporation (BSX) 0.1 $418k 3.9k 107.21
Globe Life (GL) 0.1 $418k 3.4k 124.18
McDonald's Corporation (MCD) 0.1 $416k 1.4k 292.13
Zoetis Cl A (ZTS) 0.1 $415k 2.7k 155.84
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $413k 8.7k 47.42
Metropcs Communications (TMUS) 0.1 $408k 1.7k 237.90
Meta Platforms Cl A (META) 0.1 $404k 549.00 735.88
Ge Vernova (GEV) 0.1 $403k 763.00 528.18
Anthem (ELV) 0.1 $400k 1.0k 388.35
Edwards Lifesciences (EW) 0.1 $398k 5.1k 78.09
Air Products & Chemicals (APD) 0.1 $394k 1.4k 281.63
HSBC HLDGS Spon Adr New (HSBC) 0.1 $392k 6.5k 60.71
Ishares Tr Esg Optimized (SUSA) 0.1 $387k 3.1k 126.43
Steris Shs Usd (STE) 0.1 $386k 1.6k 239.60
Ge Aerospace Com New (GE) 0.1 $384k 1.5k 257.03
FactSet Research Systems (FDS) 0.1 $380k 850.00 447.06
Nushares Etf Tr Esg Dividend Etf (NUDV) 0.1 $380k 14k 27.39
Analog Devices (ADI) 0.1 $379k 1.6k 237.77
Vanguard World Mega Grwth Ind (MGK) 0.1 $377k 1.0k 365.31
McKesson Corporation (MCK) 0.1 $372k 509.00 730.84
Capital One Financial (COF) 0.1 $371k 1.7k 212.61
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.1 $370k 6.1k 60.69
Ishares Tr Russell 2000 Etf (IWM) 0.1 $365k 1.7k 215.34
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.1 $364k 8.3k 43.95
Potlatch Corporation (PCH) 0.1 $362k 9.4k 38.36
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $362k 4.7k 76.53
Cme (CME) 0.1 $362k 1.3k 275.29
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $358k 3.3k 107.70
Iron Mountain (IRM) 0.1 $356k 3.5k 102.48
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $353k 3.6k 98.55
Medtronic SHS (MDT) 0.1 $353k 4.1k 87.01
Ssga Active Tr Spdr Nuveen Mun (MBNE) 0.1 $352k 12k 28.74
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.1 $352k 8.3k 42.47
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $348k 8.5k 40.73
Bristol Myers Squibb (BMY) 0.1 $331k 7.2k 46.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $325k 1.1k 303.74
Nordson Corporation (NDSN) 0.1 $324k 1.5k 214.00
Lam Research Corp Com New (LRCX) 0.1 $324k 3.3k 97.33
Advanced Micro Devices (AMD) 0.1 $323k 2.3k 141.60
Agilent Technologies Inc C ommon (A) 0.1 $322k 2.7k 117.82
Gilead Sciences (GILD) 0.1 $317k 2.9k 110.65
Nxp Semiconductors N V (NXPI) 0.1 $314k 1.4k 218.06
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $307k 8.6k 35.83
Tc Energy Corp (TRP) 0.1 $304k 6.3k 48.64
Parnassus Income Fds Core Select Etf (PRCS) 0.1 $299k 12k 25.39
Global X Fds S&p 500 Catholic (CATH) 0.1 $297k 3.9k 75.25
Banco Santander Adr (SAN) 0.1 $290k 35k 8.28
Ishares Tr Core S&p500 Etf (IVV) 0.1 $288k 464.00 620.69
Twilio Cl A (TWLO) 0.1 $287k 2.3k 124.24
Icon SHS (ICLR) 0.1 $286k 2.0k 145.33
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $278k 2.5k 109.41
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $275k 8.4k 32.60
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $272k 4.2k 65.49
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $270k 8.1k 33.19
Church & Dwight (CHD) 0.1 $268k 2.8k 96.02
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $266k 8.4k 31.49
Intel Corporation (INTC) 0.1 $266k 12k 22.34
Ing Groep Sponsored Adr (ING) 0.1 $265k 12k 21.82
Kla Corp Com New (KLAC) 0.1 $265k 296.00 895.27
Ameriprise Financial (AMP) 0.1 $265k 498.00 532.13
Lpl Financial Holdings (LPLA) 0.1 $260k 695.00 374.10
Quanta Services (PWR) 0.1 $259k 685.00 378.10
Mondelez Intl Cl A (MDLZ) 0.1 $258k 3.8k 67.26
AutoZone (AZO) 0.1 $256k 69.00 3710.14
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.1 $251k 12k 21.65
Equinix (EQIX) 0.1 $250k 315.00 793.65
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $250k 2.7k 93.81
Pimco Dynamic Income SHS (PDI) 0.1 $247k 13k 18.89
United Bankshares (UBSI) 0.1 $246k 6.8k 36.28
Becton, Dickinson and (BDX) 0.1 $245k 1.4k 172.05
AFLAC Incorporated (AFL) 0.1 $245k 2.3k 105.24
Fortinet (FTNT) 0.1 $240k 2.3k 105.31
Trimble Navigation (TRMB) 0.1 $239k 3.2k 75.87
Arthur J. Gallagher & Co. (AJG) 0.1 $236k 740.00 318.92
Sanofi Sponsored Adr (SNY) 0.1 $232k 4.8k 48.10
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $229k 54k 4.25
Paypal Holdings (PYPL) 0.1 $229k 3.1k 74.28
Kimberly-Clark Corporation (KMB) 0.1 $229k 1.8k 128.72
Microchip Technology (MCHP) 0.1 $219k 3.1k 70.37
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $218k 14k 15.09
Qualcomm (QCOM) 0.1 $217k 1.4k 158.63
GSK Sponsored Adr (GSK) 0.1 $213k 5.6k 38.26
Corning Incorporated (GLW) 0.1 $211k 4.0k 52.53
Aon Shs Cl A (AON) 0.1 $210k 589.00 356.54
Welltower Inc Com reit (WELL) 0.1 $206k 1.3k 153.39
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.1 $205k 7.0k 29.21
Ventas (VTR) 0.1 $203k 3.2k 63.10
Digital Realty Trust (DLR) 0.1 $203k 1.2k 173.95
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $201k 3.9k 52.09
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $194k 13k 15.44
Telefonica S A Sponsored Adr (TEF) 0.0 $182k 35k 5.21
Ford Motor Company (F) 0.0 $182k 17k 10.82
Pimco Municipal Income Fund II (PML) 0.0 $180k 24k 7.42
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $154k 10k 15.28
BlackRock LT Municipal Advantage Trust (BTA) 0.0 $146k 16k 9.13
Algonquin Power & Utilities equs (AQN) 0.0 $137k 24k 5.72
Wipro Spon Adr 1 Sh (WIT) 0.0 $128k 43k 3.01
United Microelectronics Corp Spon Adr New (UMC) 0.0 $124k 16k 7.60
Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) 0.0 $48k 17k 2.80
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $46k 15k 3.06