Natural Investments as of Sept. 30, 2025
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 | 2.4k | 754000.00 | |
| Microsoft Corporation (MSFT) | 1.2 | $26M | 50k | 517.95 | |
| Apple (AAPL) | 1.1 | $24M | 92k | 254.62 | |
| Ishares Tr Esg Optimized (OEF) | 1.0 | $23M | 169k | 135.58 | |
| NVIDIA Corporation (NVDA) | 1.0 | $22M | 120k | 186.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $11M | 46k | 243.50 | |
| Tidal Trust I Adasina Social (FMKT) | 0.5 | $11M | 526k | 20.33 | |
| Abbvie (ABBV) | 0.4 | $9.0M | 39k | 231.51 | |
| Investment Managers Ser Tr I Axs Green Alpha (FPAS) | 0.4 | $8.9M | 231k | 38.44 | |
| Etf Ser Solutions Us Vegan Climate (BGDV) | 0.4 | $8.3M | 140k | 59.46 | |
| Ea Series Trust Stance Sustainab (QVAL) | 0.4 | $7.7M | 284k | 27.30 | |
| Hannon Armstrong (HASI) | 0.3 | $7.1M | 231k | 30.70 | |
| Home Depot (HD) | 0.3 | $7.1M | 18k | 405.16 | |
| Manager Directed Portfolios Vert Glb Sust Re (SWP) | 0.3 | $6.9M | 649k | 10.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $6.7M | 24k | 279.26 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $5.9M | 11k | 568.72 | |
| Abbott Laboratories (ABT) | 0.2 | $5.1M | 38k | 133.93 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.8M | 15k | 315.41 | |
| Amazon (AMZN) | 0.2 | $4.6M | 21k | 219.54 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $4.4M | 4.6k | 968.07 | |
| Palo Alto Networks | 0.2 | $4.2M | 21k | 203.57 | |
| Eli Lilly & Co. (LLY) | 0.2 | $4.1M | 5.4k | 762.79 | |
| Linde SHS (LIN) | 0.2 | $3.7M | 7.8k | 474.93 | |
| Shopify Cl A Sub Vtg Shs | 0.2 | $3.7M | 25k | 148.60 | |
| Servicenow (NOW) | 0.2 | $3.5M | 3.8k | 920.19 | |
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $3.4M | 45k | 76.70 | |
| American Tower Reit (AMT) | 0.2 | $3.3M | 17k | 192.28 | |
| Ecolab (ECL) | 0.1 | $3.2M | 12k | 273.79 | |
| Eaton Corp SHS (ETN) | 0.1 | $3.2M | 8.5k | 374.25 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $3.1M | 91k | 34.41 | |
| Trane Technologies SHS (TT) | 0.1 | $3.0M | 7.2k | 421.82 | |
| Nushares Etf Tr Nuveen Esg Intl (NUAG) | 0.1 | $2.9M | 78k | 37.58 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.9M | 3.2k | 925.47 | |
| Travelers Companies (TRV) | 0.1 | $2.9M | 10k | 279.16 | |
| American Express Company (AXP) | 0.1 | $2.8M | 8.3k | 332.09 | |
| Intercontinental Exchange (ICE) | 0.1 | $2.6M | 16k | 168.46 | |
| MercadoLibre (MELI) | 0.1 | $2.6M | 1.1k | 2335.12 | |
| Procter & Gamble Company (PG) | 0.1 | $2.6M | 17k | 153.60 | |
| Tidal Trust Iii Affordable Hous (WOMN) | 0.1 | $2.5M | 143k | 17.39 | |
| Amplify Etf Tr Amplify Etho Cli (IBUY) | 0.1 | $2.4M | 38k | 63.68 | |
| Unilever Spon Adr New (UL) | 0.1 | $2.4M | 40k | 59.26 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $2.3M | 79k | 28.79 | |
| Autodesk (ADSK) | 0.1 | $2.2M | 7.1k | 317.65 | |
| PNC Financial Services (PNC) | 0.1 | $2.2M | 11k | 200.93 | |
| United Parcel Service CL B (UPS) | 0.1 | $2.2M | 26k | 83.52 | |
| Visa Com Cl A (V) | 0.1 | $2.2M | 6.3k | 341.24 | |
| Verisk Analytics (VRSK) | 0.1 | $2.1M | 8.5k | 251.45 | |
| Xylem (XYL) | 0.1 | $2.1M | 14k | 147.45 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $2.1M | 19k | 108.53 | |
| Sap Se Spon Adr (SAP) | 0.1 | $2.0M | 7.6k | 267.16 | |
| Netflix (NFLX) | 0.1 | $2.0M | 1.7k | 1198.44 | |
| American Water Works (AWK) | 0.1 | $2.0M | 14k | 139.18 | |
| Alcon Ord Shs (ALC) | 0.1 | $1.9M | 25k | 74.49 | |
| Prologis (PLD) | 0.1 | $1.9M | 16k | 114.48 | |
| Mccormick & Co Com Non Vtg (MKC.V) | 0.1 | $1.9M | 28k | 66.89 | |
| Pepsi (PEP) | 0.1 | $1.9M | 13k | 140.42 | |
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVIE) | 0.1 | $1.9M | 29k | 63.43 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.8M | 7.7k | 236.30 | |
| First Solar (FSLR) | 0.1 | $1.8M | 8.0k | 220.40 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.8M | 2.6k | 665.91 | |
| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.1 | $1.6M | 17k | 91.05 | |
| East West Ban (EWBC) | 0.1 | $1.6M | 15k | 106.43 | |
| Vaneck Etf Trust Green Bond Etf (GDX) | 0.1 | $1.6M | 64k | 24.43 | |
| Wabtec Corporation (WAB) | 0.1 | $1.5M | 7.6k | 200.45 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | 6.0k | 246.56 | |
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $1.4M | 29k | 50.35 | |
| Ormat Technologies | 0.1 | $1.4M | 14k | 96.21 | |
| International Business Machines (IBM) | 0.1 | $1.4M | 4.8k | 282.00 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.4M | 7.3k | 185.36 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $1.3M | 39k | 34.16 | |
| 3M Company (MMM) | 0.1 | $1.3M | 8.5k | 155.08 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.3M | 33k | 39.18 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $1.2M | 5.7k | 219.41 | |
| Nextracker Class A Com (NXT) | 0.1 | $1.2M | 17k | 73.97 | |
| Nvent Electric SHS (NVT) | 0.1 | $1.2M | 12k | 98.57 | |
| Global X Fds Renewable Energy (NORW) | 0.1 | $1.2M | 37k | 31.83 | |
| Merck & Co (MRK) | 0.1 | $1.1M | 14k | 83.92 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.1M | 2.5k | 447.10 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $1.1M | 15k | 74.43 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.1M | 19k | 55.49 | |
| United Rentals (URI) | 0.0 | $1.1M | 1.1k | 954.46 | |
| Amgen (AMGN) | 0.0 | $1.1M | 3.8k | 281.98 | |
| Waste Connections (WCN) | 0.0 | $1.1M | 6.0k | 175.64 | |
| Cisco Systems (CSCO) | 0.0 | $1.0M | 15k | 68.39 | |
| Automatic Data Processing (ADP) | 0.0 | $1.0M | 3.5k | 293.33 | |
| Stryker Corporation (SYK) | 0.0 | $1.0M | 2.7k | 369.61 | |
| Encompass Health Corp (EHC) | 0.0 | $991k | 7.8k | 126.92 | |
| TJX Companies (TJX) | 0.0 | $980k | 6.8k | 144.52 | |
| Bank of America Corporation (BAC) | 0.0 | $958k | 19k | 51.59 | |
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $951k | 37k | 25.78 | |
| Broadcom (AVGO) | 0.0 | $950k | 2.9k | 329.52 | |
| Amphenol Corp Cl A (APH) | 0.0 | $926k | 7.5k | 123.66 | |
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $871k | 53k | 16.58 | |
| Haleon Spon Ads (HLN) | 0.0 | $869k | 97k | 8.96 | |
| Chubb (CB) | 0.0 | $869k | 3.1k | 281.96 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (GOVI) | 0.0 | $868k | 20k | 43.59 | |
| UnitedHealth (UNH) | 0.0 | $862k | 2.5k | 345.21 | |
| Credicorp (BAP) | 0.0 | $862k | 3.2k | 266.13 | |
| Legg Mason Etf Invt Clearbrideg Lr (LVHD) | 0.0 | $852k | 10k | 83.35 | |
| Shenandoah Telecommunications Company (SHEN) | 0.0 | $837k | 62k | 13.42 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $834k | 12k | 72.62 | |
| Lululemon Athletica (LULU) | 0.0 | $827k | 4.7k | 177.77 | |
| Intuit (INTU) | 0.0 | $820k | 1.2k | 682.76 | |
| Global Pmts | 0.0 | $818k | 9.9k | 83.01 | |
| Managed Portfolio Series Tortoise Global (KHPI) | 0.0 | $817k | 15k | 53.25 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $792k | 1.3k | 600.45 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $769k | 4.2k | 183.58 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $763k | 104k | 7.33 | |
| Illinois Tool Works (ITW) | 0.0 | $737k | 2.8k | 260.70 | |
| Alibaba Group Hldg Sponsored Ads | 0.0 | $730k | 4.1k | 178.57 | |
| Nextera Energy (NEE) | 0.0 | $703k | 9.3k | 75.41 | |
| Lowe's Companies (LOW) | 0.0 | $695k | 2.8k | 251.27 | |
| Us Bancorp Del Com New (USB) | 0.0 | $687k | 14k | 48.27 | |
| Deere & Company (DE) | 0.0 | $681k | 1.5k | 457.05 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $672k | 963.00 | 697.82 | |
| Allstate Corporation (ALL) | 0.0 | $671k | 3.1k | 214.38 | |
| Starbucks Corporation (SBUX) | 0.0 | $666k | 7.9k | 84.55 | |
| Oracle Corporation (ORCL) | 0.0 | $664k | 2.4k | 281.00 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $614k | 5.6k | 108.79 | |
| Relx Sponsored Adr (RELX) | 0.0 | $574k | 12k | 47.72 | |
| Wal-Mart Stores (WMT) | 0.0 | $574k | 5.6k | 103.02 | |
| Booking Holdings | 0.0 | $544k | 101.00 | 5386.14 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $540k | 3.4k | 157.85 | |
| S&p Global (SPGI) | 0.0 | $538k | 1.1k | 486.44 | |
| Vanguard World Esg Intl Stk Etf (VCEB) | 0.0 | $536k | 7.7k | 69.35 | |
| Coca-Cola Company (KO) | 0.0 | $534k | 8.1k | 66.25 | |
| Amalgamated Financial Corp (AMAL) | 0.0 | $533k | 20k | 27.12 | |
| Cigna Corp (CI) | 0.0 | $531k | 1.8k | 288.12 | |
| Danaher Corporation (DHR) | 0.0 | $527k | 2.7k | 198.05 | |
| Applied Materials (AMAT) | 0.0 | $526k | 2.6k | 204.59 | |
| First Tr Exchange-traded Nas Clnedg Green (FDL) | 0.0 | $524k | 13k | 41.93 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $521k | 1.1k | 484.65 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $518k | 1.5k | 352.38 | |
| Monster Beverage Corp (MNST) | 0.0 | $515k | 7.7k | 67.29 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $514k | 4.0k | 128.18 | |
| salesforce (CRM) | 0.0 | $513k | 2.2k | 236.95 | |
| Verizon Communications (VZ) | 0.0 | $503k | 12k | 43.92 | |
| Franklin Templeton Holdings Respbly Srcd Gld (FGDL) | 0.0 | $502k | 9.7k | 51.60 | |
| Praxis Fds Impact Large Cap (PRXG) | 0.0 | $498k | 14k | 35.79 | |
| Rbc Cad (RY) | 0.0 | $498k | 3.4k | 147.12 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $497k | 16k | 31.39 | |
| Canadian Natl Ry (CNI) | 0.0 | $491k | 5.2k | 94.28 | |
| Invesco Exchange Traded Fd T Wilderhil Clan (PPA) | 0.0 | $485k | 17k | 28.80 | |
| Globe Life (GL) | 0.0 | $481k | 3.4k | 142.94 | |
| Progressive Corporation (PGR) | 0.0 | $479k | 1.9k | 246.91 | |
| Ge Vernova (GEV) | 0.0 | $469k | 763.00 | 614.68 | |
| Vital Farms (VITL) | 0.0 | $460k | 11k | 41.09 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $457k | 6.4k | 70.90 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $456k | 3.4k | 133.80 | |
| At&t (T) | 0.0 | $449k | 16k | 28.22 | |
| Ge Aerospace Com New (GE) | 0.0 | $449k | 1.5k | 300.54 | |
| McDonald's Corporation (MCD) | 0.0 | $434k | 1.4k | 303.71 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGSH) | 0.0 | $431k | 7.2k | 60.00 | |
| Waters Corporation (WAT) | 0.0 | $410k | 1.4k | 299.49 | |
| Metropcs Communications (TMUS) | 0.0 | $410k | 1.7k | 238.79 | |
| Analog Devices (ADI) | 0.0 | $397k | 1.6k | 245.21 | |
| Steris Shs Usd (STE) | 0.0 | $397k | 1.6k | 247.35 | |
| Meta Platforms Cl A (META) | 0.0 | $396k | 541.00 | 731.98 | |
| Edwards Lifesciences (EW) | 0.0 | $395k | 5.1k | 77.63 | |
| Medtronic SHS (MDT) | 0.0 | $394k | 4.1k | 95.19 | |
| Potlatch Corporation (PCH) | 0.0 | $392k | 9.6k | 40.70 | |
| Zoetis Cl A (ZTS) | 0.0 | $389k | 2.7k | 146.08 | |
| Intel Corporation (INTC) | 0.0 | $387k | 12k | 33.52 | |
| Boston Scientific Corporation (BSX) | 0.0 | $383k | 3.9k | 97.60 | |
| Air Products & Chemicals (APD) | 0.0 | $381k | 1.4k | 272.34 | |
| Colgate-Palmolive Company (CL) | 0.0 | $378k | 4.7k | 79.78 | |
| Cme (CME) | 0.0 | $375k | 1.4k | 269.59 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $374k | 4.7k | 79.93 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $371k | 948.00 | 391.35 | |
| Iron Mountain (IRM) | 0.0 | $365k | 3.6k | 101.93 | |
| Capital One Financial (COF) | 0.0 | $362k | 1.7k | 212.57 | |
| Ssga Active Tr Spdr Nuveen Mun (STOT) | 0.0 | $357k | 12k | 29.07 | |
| Pimco Etf Tr Enhancd Short (STPZ) | 0.0 | $352k | 3.6k | 98.65 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $350k | 2.7k | 128.06 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $346k | 1.5k | 227.63 | |
| Banco Santander Adr (SAN) | 0.0 | $344k | 33k | 10.48 | |
| Icon SHS (ICLR) | 0.0 | $344k | 2.0k | 174.80 | |
| Nordson Corporation (NDSN) | 0.0 | $343k | 1.5k | 226.55 | |
| Advanced Micro Devices (AMD) | 0.0 | $342k | 2.1k | 161.40 | |
| Cava Group Ord (CAVA) | 0.0 | $340k | 5.6k | 60.35 | |
| Tc Energy Corp (TRP) | 0.0 | $340k | 6.3k | 54.40 | |
| McKesson Corporation (MCK) | 0.0 | $335k | 435.00 | 770.11 | |
| Anthem (ELV) | 0.0 | $330k | 1.0k | 322.90 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAU) | 0.0 | $330k | 8.6k | 38.51 | |
| Gilead Sciences (GILD) | 0.0 | $326k | 2.9k | 110.85 | |
| Kla Corp Com New (KLAC) | 0.0 | $321k | 298.00 | 1077.18 | |
| Corning Incorporated (GLW) | 0.0 | $316k | 3.9k | 81.87 | |
| Parnassus Income Fds Core Select Etf (PRCS) | 0.0 | $316k | 12k | 26.17 | |
| Bristol Myers Squibb (BMY) | 0.0 | $313k | 7.0k | 44.99 | |
| First Tr Exchange Traded Nasdq Cln Edge (FXD) | 0.0 | $310k | 2.1k | 150.93 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $308k | 12k | 26.07 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $301k | 1.5k | 200.93 | |
| AutoZone (AZO) | 0.0 | $301k | 70.00 | 4300.00 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $300k | 970.00 | 309.28 | |
| Becton, Dickinson and (BDX) | 0.0 | $280k | 1.5k | 187.04 | |
| eBay (EBAY) | 0.0 | $263k | 2.9k | 90.88 | |
| Trimble Navigation (TRMB) | 0.0 | $258k | 3.2k | 81.54 | |
| Quanta Services (PWR) | 0.0 | $258k | 624.00 | 413.46 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $257k | 4.1k | 62.36 | |
| Tesla Motors (TSLA) | 0.0 | $253k | 571.00 | 443.08 | |
| United Bankshares (UBSI) | 0.0 | $252k | 6.8k | 37.17 | |
| Welltower Inc Com reit (WELL) | 0.0 | $251k | 1.4k | 178.01 | |
| Church & Dwight (CHD) | 0.0 | $251k | 2.9k | 87.58 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $245k | 15k | 16.73 | |
| FactSet Research Systems (FDS) | 0.0 | $242k | 848.00 | 285.38 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $239k | 53k | 4.53 | |
| GSK Sponsored Adr (GSK) | 0.0 | $236k | 5.5k | 43.13 | |
| Sanofi Sponsored Adr (SNY) | 0.0 | $235k | 5.0k | 47.06 | |
| Equinix (EQIX) | 0.0 | $233k | 298.00 | 781.88 | |
| Ventas (VTR) | 0.0 | $232k | 3.3k | 69.98 | |
| Ameriprise Financial (AMP) | 0.0 | $231k | 471.00 | 490.45 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $230k | 694.00 | 331.41 | |
| Synopsys (SNPS) | 0.0 | $227k | 461.00 | 492.41 | |
| Qualcomm (QCOM) | 0.0 | $222k | 1.3k | 166.17 | |
| Twilio Cl A (TWLO) | 0.0 | $222k | 2.2k | 99.82 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $216k | 1.7k | 124.21 | |
| AFLAC Incorporated (AFL) | 0.0 | $216k | 1.9k | 111.51 | |
| Ross Stores (ROST) | 0.0 | $212k | 1.4k | 152.30 | |
| Spdr Series Trust Prtflo S&p500 Vl (XNTK) | 0.0 | $212k | 3.8k | 55.12 | |
| Digital Realty Trust (DLR) | 0.0 | $211k | 1.2k | 172.53 | |
| Aon Shs Cl A (AON) | 0.0 | $209k | 587.00 | 356.05 | |
| Pimco Dynamic Income SHS (PDI) | 0.0 | $209k | 11k | 19.72 | |
| Vanguard Index Fds Total Stk Mkt (VOO) | 0.0 | $207k | 633.00 | 327.01 | |
| Paypal Holdings (PYPL) | 0.0 | $205k | 3.1k | 67.02 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $204k | 5.6k | 36.73 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $204k | 1.9k | 109.44 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $200k | 849.00 | 235.57 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $193k | 10k | 19.17 | |
| Pimco Municipal Income Fund II (PML) | 0.0 | $192k | 24k | 7.91 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $192k | 13k | 14.57 | |
| Ford Mtr Co Del | 0.0 | $185k | 16k | 11.94 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $181k | 36k | 5.06 | |
| BlackRock LT Municipal Advantage Trust (BTA) | 0.0 | $153k | 16k | 9.57 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $150k | 20k | 7.55 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $112k | 43k | 2.61 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $108k | 20k | 5.34 | |
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $56k | 17k | 3.27 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $50k | 15k | 3.33 |
