Natural Investments

Natural Investments as of Dec. 31, 2025

Portfolio Holdings for Natural Investments

Natural Investments holds 280 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $26M 97k 271.86
Microsoft Corporation (MSFT) 5.7 $23M 47k 483.60
NVIDIA Corporation (NVDA) 5.0 $20M 109k 186.49
Ishares Tr Esg Msci Kld 400 (DSI) 3.2 $13M 99k 128.83
Alphabet Cap Stk Cl A (GOOGL) 2.9 $12M 37k 312.98
Tidal Trust I Adasina Social (JSTC) 2.7 $11M 542k 20.29
Etf Ser Solutions Us Vegan Climate (VEGN) 2.5 $9.9M 162k 60.80
Ea Series Trust Stance Sustainab (CHGX) 2.1 $8.2M 303k 27.19
Investment Managers Ser Tr I Axs Green Alpha (NXTE) 2.0 $7.9M 205k 38.58
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.9 $7.4M 716k 10.40
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.6 $6.6M 22k 303.86
Hannon Armstrong (HASI) 1.6 $6.6M 209k 31.43
Abbvie (ABBV) 1.6 $6.5M 28k 228.48
Home Depot (HD) 1.5 $6.1M 18k 344.06
Eli Lilly & Co. (LLY) 1.4 $5.8M 5.4k 1074.44
JPMorgan Chase & Co. (JPM) 1.3 $5.3M 17k 322.21
Amazon (AMZN) 1.2 $4.9M 21k 230.81
Mastercard Incorporated Cl A (MA) 1.1 $4.6M 8.1k 570.84
Abbott Laboratories (ABT) 1.0 $3.9M 31k 125.27
Astrazeneca Sponsored Adr (AZN) 1.0 $3.8M 42k 91.92
Asml Holding N V N Y Registry Shs (ASML) 0.9 $3.6M 3.4k 1069.73
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.4M 11k 313.71
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.8 $3.3M 85k 38.33
Palo Alto Networks (PANW) 0.8 $3.1M 17k 184.18
American Express Company (AXP) 0.8 $3.1M 8.3k 369.88
Tidal Trust Iii Affordable Hous (OWNS) 0.7 $2.9M 165k 17.46
Costco Wholesale Corporation (COST) 0.7 $2.9M 3.3k 862.05
Linde SHS (LIN) 0.7 $2.8M 6.7k 426.24
Procter & Gamble Company (PG) 0.7 $2.6M 18k 143.28
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $2.6M 16k 160.96
United Parcel Service CL B (UPS) 0.6 $2.6M 26k 99.17
Servicenow (NOW) 0.6 $2.5M 17k 153.16
Visa Com Cl A (V) 0.6 $2.4M 6.9k 350.70
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.6 $2.4M 37k 65.28
American Tower Reit (AMT) 0.6 $2.4M 14k 175.53
Unilever Spon Adr New 0.6 $2.4M 36k 65.39
Ecolab (ECL) 0.6 $2.3M 8.8k 262.45
Trane Technologies SHS (TT) 0.6 $2.3M 5.9k 389.12
Sony Group Corp Sponsored Adr (SONY) 0.5 $2.1M 83k 25.60
Intercontinental Exchange (ICE) 0.5 $2.1M 13k 161.93
Eaton Corp SHS (ETN) 0.5 $2.0M 6.3k 318.38
Pepsi (PEP) 0.5 $1.9M 13k 143.45
Mccormick & Co Com Non Vtg (MKC) 0.5 $1.9M 28k 68.10
Sap Se Spon Adr (SAP) 0.5 $1.9M 7.8k 242.79
American Water Works (AWK) 0.5 $1.9M 14k 130.44
MercadoLibre (MELI) 0.5 $1.9M 926.00 2012.96
Haleon Spon Ads (HLN) 0.4 $1.7M 172k 10.11
PNC Financial Services (PNC) 0.4 $1.7M 8.3k 208.69
First Solar (FSLR) 0.4 $1.7M 6.5k 261.11
Xylem (XYL) 0.4 $1.7M 12k 136.10
Union Pacific Corporation (UNP) 0.4 $1.6M 7.0k 231.20
Prologis (PLD) 0.4 $1.6M 13k 127.66
Intuitive Surgical Com New (ISRG) 0.4 $1.6M 2.8k 566.24
International Business Machines (IBM) 0.4 $1.6M 5.4k 296.15
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.6M 6.0k 268.27
Franklin Etf Tr Shrt Dur Us Govt (FTSD) 0.4 $1.6M 18k 90.96
Travelers Companies (TRV) 0.4 $1.6M 5.4k 289.92
Vaneck Etf Trust Green Bond Etf (GRNB) 0.4 $1.6M 64k 24.32
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.4 $1.5M 29k 53.61
Merck & Co (MRK) 0.4 $1.5M 15k 105.26
Johnson & Johnson (JNJ) 0.4 $1.5M 7.4k 206.90
Autodesk (ADSK) 0.4 $1.5M 5.2k 295.84
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754500.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.5M 2.2k 681.43
Hdfc Bank Sponsored Ads (HDB) 0.4 $1.5M 41k 36.52
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.4 $1.4M 22k 64.12
Amgen (AMGN) 0.4 $1.4M 4.4k 327.30
Bright Horizons Fam Sol In D (BFAM) 0.4 $1.4M 14k 101.37
Alcon Ord Shs (ALC) 0.3 $1.4M 18k 78.77
3M Company (MMM) 0.3 $1.4M 8.5k 160.06
Verisk Analytics (VRSK) 0.3 $1.3M 6.0k 223.66
Broadcom (AVGO) 0.3 $1.3M 3.8k 345.86
Te Connectivity Ord Shs (TEL) 0.3 $1.3M 5.8k 227.45
Wabtec Corporation (WAB) 0.3 $1.3M 6.1k 213.41
Netflix (NFLX) 0.3 $1.3M 14k 93.70
East West Ban (EWBC) 0.3 $1.2M 11k 112.35
Encompass Health Corp (EHC) 0.3 $1.2M 12k 106.06
Nvent Electric SHS (NVT) 0.3 $1.2M 12k 101.96
Cisco Systems (CSCO) 0.3 $1.2M 15k 76.99
TJX Companies (TJX) 0.3 $1.2M 7.5k 153.52
Waste Connections (WCN) 0.3 $1.1M 6.5k 175.22
Bank of America Corporation (BAC) 0.3 $1.1M 20k 54.96
Global X Fds Renewable Energy 0.3 $1.1M 33k 33.23
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.1M 2.2k 487.84
Canadian Pacific Kansas City (CP) 0.3 $1.1M 14k 73.57
Deere & Company (DE) 0.3 $1.1M 2.3k 465.38
Praxis Fds Impact Large Cap (PRXG) 0.3 $1.0M 28k 36.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.0M 2.0k 502.46
Stryker Corporation (SYK) 0.3 $1.0M 2.9k 351.16
Amphenol Corp Cl A (APH) 0.3 $1.0M 7.5k 135.02
Novo-nordisk A S Adr (NVO) 0.2 $988k 19k 50.84
Automatic Data Processing (ADP) 0.2 $967k 3.8k 257.25
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $966k 20k 49.12
Brookfield Renewable Partner Partnership Unit (BEP) 0.2 $964k 36k 26.94
Chubb (CB) 0.2 $961k 3.1k 311.91
Credicorp (BAP) 0.2 $944k 3.3k 286.76
National Grid Sponsored Adr Ne (NGG) 0.2 $898k 12k 77.30
Intuit (INTU) 0.2 $894k 1.4k 662.22
Gilead Sciences (GILD) 0.2 $871k 7.1k 122.64
Legg Mason Etf Invt Clearbridge Lrg (LRGE) 0.2 $863k 11k 82.33
Ormat Technologies (ORA) 0.2 $860k 7.8k 110.36
Coca-Cola Company (KO) 0.2 $860k 12k 69.88
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $853k 24k 36.20
Chipotle Mexican Grill (CMG) 0.2 $821k 22k 36.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $810k 1.3k 614.10
Ishares Tr Esg Optimized (SUSA) 0.2 $809k 5.8k 139.22
Blackrock Tax Municpal Bd Tr SHS (BBN) 0.2 $805k 49k 16.32
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) 0.2 $789k 110k 7.15
UnitedHealth (UNH) 0.2 $766k 2.3k 329.75
Us Bancorp Del Com New (USB) 0.2 $759k 14k 53.33
Nextera Energy (NEE) 0.2 $748k 9.3k 80.25
Lululemon Athletica (LULU) 0.2 $741k 3.6k 207.74
Texas Instruments Incorporated (TXN) 0.2 $740k 4.3k 173.42
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $737k 3.5k 210.15
Shenandoah Telecommunications Company (SHEN) 0.2 $721k 62k 11.56
Amalgamated Financial Corp (AMAL) 0.2 $719k 23k 31.99
Tortoise Capital Series Trus Global Water Fd (TBLU) 0.2 $714k 14k 50.77
Applied Materials (AMAT) 0.2 $695k 2.7k 256.93
Oracle Corporation (ORCL) 0.2 $693k 3.6k 194.77
Allstate Corporation (ALL) 0.2 $692k 3.3k 207.93
Illinois Tool Works (ITW) 0.2 $688k 2.8k 246.15
United Rentals (URI) 0.2 $683k 845.00 808.28
Lam Research Corp Com New (LRCX) 0.2 $673k 3.9k 170.99
Danaher Corporation (DHR) 0.2 $669k 2.9k 228.64
Lowe's Companies (LOW) 0.2 $665k 2.8k 240.94
Global Payments (GPN) 0.2 $663k 8.6k 77.34
Novartis Sponsored Adr (NVS) 0.2 $648k 4.7k 137.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $630k 4.3k 146.48
Thermo Fisher Scientific (TMO) 0.2 $630k 1.1k 579.04
Starbucks Corporation (SBUX) 0.2 $630k 7.5k 84.10
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $627k 38k 16.42
S&p Global (SPGI) 0.2 $624k 1.2k 522.61
salesforce (CRM) 0.2 $622k 2.4k 264.68
Adobe Systems Incorporated (ADBE) 0.2 $611k 1.7k 349.74
Booking Holdings (BKNG) 0.2 $610k 114.00 5350.88
Waters Corporation (WAT) 0.2 $610k 1.6k 379.35
Advanced Micro Devices (AMD) 0.2 $607k 2.8k 214.03
Monster Beverage Corp (MNST) 0.2 $606k 7.9k 76.55
Rbc Cad (RY) 0.2 $603k 3.5k 170.29
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.1 $581k 10k 57.52
HSBC HLDGS Spon Adr New (HSBC) 0.1 $579k 7.4k 78.54
Cincinnati Financial Corporation (CINF) 0.1 $576k 3.5k 163.17
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $551k 5.1k 108.59
Wal-Mart Stores (WMT) 0.1 $547k 4.9k 111.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $543k 1.6k 334.77
Cigna Corp (CI) 0.1 $539k 2.0k 274.86
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $533k 11k 50.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $531k 1.2k 452.69
Ishares Tr Mbs Etf (MBB) 0.1 $530k 5.6k 95.12
Spotify Technology S A SHS (SPOT) 0.1 $527k 908.00 580.40
Canadian Natl Ry (CNI) 0.1 $522k 5.3k 98.81
Ge Vernova (GEV) 0.1 $521k 798.00 652.88
Verizon Communications (VZ) 0.1 $518k 13k 40.68
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.1 $515k 10k 50.66
Intel Corporation (INTC) 0.1 $515k 14k 36.83
Ge Aerospace Com New (GE) 0.1 $506k 1.6k 307.79
Cme (CME) 0.1 $503k 1.8k 272.78
Comcast Corp Cl A (CMCSA) 0.1 $498k 17k 29.87
Relx Sponsored Adr (RELX) 0.1 $497k 12k 40.35
Analog Devices (ADI) 0.1 $484k 1.8k 271.00
Globe Life (GL) 0.1 $482k 3.5k 139.63
Toronto Dominion Bk Ont Com New (TD) 0.1 $477k 5.1k 94.03
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.1 $475k 10k 47.20
Ishares Tr S&p 100 Etf (OEF) 0.1 $473k 1.4k 342.51
Progressive Corporation (PGR) 0.1 $472k 2.1k 227.36
Medtronic SHS (MDT) 0.1 $470k 4.9k 95.90
Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) 0.1 $452k 5.5k 82.59
McDonald's Corporation (MCD) 0.1 $440k 1.4k 305.34
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $434k 9.7k 44.64
Capital One Financial (COF) 0.1 $433k 1.8k 242.17
Vital Farms (VITL) 0.1 $430k 14k 31.92
Vanguard World Mega Grwth Ind (MGK) 0.1 $425k 1.0k 411.82
Edwards Lifesciences (EW) 0.1 $418k 4.9k 85.10
Ishares Tr Russell 2000 Etf (IWM) 0.1 $417k 1.7k 246.02
Steris Shs Usd (STE) 0.1 $406k 1.6k 252.96
Nushares Etf Tr Esg Dividend Etf (NUDV) 0.1 $404k 14k 28.04
Colgate-Palmolive Company (CL) 0.1 $398k 5.0k 78.84
Nxp Semiconductors N V (NXPI) 0.1 $397k 1.8k 216.58
Metropcs Communications (TMUS) 0.1 $395k 1.9k 202.98
Ing Groep Sponsored Adr (ING) 0.1 $395k 14k 28.00
Corning Incorporated (GLW) 0.1 $394k 4.5k 87.56
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.1 $392k 8.3k 47.12
At&t (T) 0.1 $391k 16k 24.80
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $389k 6.5k 59.92
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.1 $388k 4.6k 84.07
Banco Santander Sa Adr (SAN) 0.1 $385k 33k 11.73
Boston Scientific Corporation (BSX) 0.1 $384k 4.0k 95.14
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $380k 11k 35.57
GSK Sponsored Adr (GSK) 0.1 $372k 7.6k 48.91
Agilent Technologies Inc C ommon (A) 0.1 $370k 2.7k 135.88
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $367k 3.7k 98.58
Kla Corp Com New (KLAC) 0.1 $365k 301.00 1212.62
Nordson Corporation (NDSN) 0.1 $364k 1.5k 240.26
McKesson Corporation (MCK) 0.1 $361k 441.00 818.59
Ssga Active Tr State Street Nuv (MBNE) 0.1 $360k 12k 29.03
Meta Platforms Cl A (META) 0.1 $360k 546.00 659.34
Bristol Myers Squibb (BMY) 0.1 $359k 6.7k 53.81
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $358k 8.0k 44.53
Icon SHS (ICLR) 0.1 $357k 2.0k 181.77
Anthem (ELV) 0.1 $356k 1.0k 349.71
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $355k 16k 22.32
Johnson Ctls Intl SHS (JCI) 0.1 $354k 3.0k 119.72
Mondelez Intl Cl A (MDLZ) 0.1 $353k 6.6k 53.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $347k 4.7k 73.89
Zoetis Cl A (ZTS) 0.1 $344k 2.7k 125.73
Potlatch Corporation (PCH) 0.1 $343k 8.6k 39.75
Tc Energy Corp (TRP) 0.1 $343k 6.3k 54.88
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $339k 8.6k 39.56
Iron Mountain (IRM) 0.1 $336k 4.1k 82.90
Air Products & Chemicals (APD) 0.1 $336k 1.4k 246.33
Parnassus Income Fds Core Select Etf (PRCS) 0.1 $325k 12k 26.81
Lloyds Banking Group Sponsored Adr (LYG) 0.1 $323k 61k 5.29
Church & Dwight (CHD) 0.1 $322k 3.8k 83.83
Ishares Tr Core S&p500 Etf (IVV) 0.1 $317k 464.00 683.19
Twilio Cl A (TWLO) 0.1 $314k 2.2k 142.21
Becton, Dickinson and (BDX) 0.1 $310k 1.6k 193.75
Sprouts Fmrs Mkt (SFM) 0.1 $309k 3.9k 79.66
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $308k 2.0k 152.55
Tesla Motors (TSLA) 0.1 $307k 684.00 448.83
Welltower Inc Com reit (WELL) 0.1 $305k 1.6k 185.30
Roper Industries (ROP) 0.1 $305k 687.00 443.96
Equinix (EQIX) 0.1 $296k 387.00 764.86
Global X Fds S&p 500 Catholic (CATH) 0.1 $291k 3.5k 82.13
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $287k 15k 19.31
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $283k 2.3k 120.73
Kkr & Co (KKR) 0.1 $277k 2.2k 127.41
Marsh & McLennan Companies (MMC) 0.1 $276k 1.5k 184.86
Trimble Navigation (TRMB) 0.1 $274k 3.5k 78.15
Morgan Stanley Etf Trust Calvert Internat (CVIE) 0.1 $272k 3.8k 71.17
eBay (EBAY) 0.1 $267k 3.1k 87.06
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $267k 3.7k 71.54
Sanofi Sa Sponsored Adr (SNY) 0.1 $263k 5.4k 48.36
United Bankshares (UBSI) 0.1 $260k 6.8k 38.35
Lpl Financial Holdings (LPLA) 0.1 $259k 727.00 356.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $258k 3.4k 75.20
Qualcomm (QCOM) 0.1 $257k 1.5k 170.76
Takeda Pharmaceutical Sponsored Ads (TAK) 0.1 $257k 17k 15.55
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $256k 2.7k 95.03
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $256k 932.00 274.68
Quanta Services (PWR) 0.1 $256k 609.00 420.36
Arthur J. Gallagher & Co. (AJG) 0.1 $255k 986.00 258.62
Ameriprise Financial (AMP) 0.1 $252k 516.00 488.37
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.1 $250k 12k 21.57
FactSet Research Systems (FDS) 0.1 $250k 863.00 289.69
Jones Lang LaSalle Incorporated (JLL) 0.1 $246k 732.00 336.07
Walt Disney Company (DIS) 0.1 $244k 2.1k 113.65
Cummins (CMI) 0.1 $242k 475.00 509.47
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $241k 2.0k 119.72
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $239k 10k 23.23
Bk Nova Cad (BNS) 0.1 $238k 3.2k 73.68
Hut 8 Corp (HUT) 0.1 $234k 5.1k 45.88
Ishares Tr Core Msci Eafe (IEFA) 0.1 $234k 2.6k 89.45
Ross Stores (ROST) 0.1 $232k 1.3k 179.84
AFLAC Incorporated (AFL) 0.1 $229k 2.1k 109.83
Digital Realty Trust (DLR) 0.1 $226k 1.5k 154.58
Synopsys (SNPS) 0.1 $226k 482.00 468.88
Cava Group Ord (CAVA) 0.1 $225k 3.8k 58.55
Cadence Design Systems (CDNS) 0.1 $223k 715.00 311.89
Aon Shs Cl A (AON) 0.1 $222k 630.00 352.38
AutoZone (AZO) 0.1 $222k 66.00 3363.64
Ford Motor Company (F) 0.1 $221k 17k 13.10
Morgan Stanley Com New (MS) 0.1 $221k 1.2k 177.23
W.W. Grainger (GWW) 0.1 $220k 219.00 1004.57
Pfizer (PFE) 0.1 $220k 8.8k 24.87
Cibc Cad (CM) 0.1 $217k 2.4k 90.57
Dell Technologies CL C (DELL) 0.1 $214k 1.7k 125.51
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $211k 5.2k 40.94
Microchip Technology (MCHP) 0.1 $207k 3.3k 63.56
Deckers Outdoor Corporation (DECK) 0.1 $206k 2.0k 103.47
Profesionally Managed Portfo Akre Focus Etf 0.1 $203k 3.1k 65.40
Pimco Municipal Income Fund II (PML) 0.0 $183k 24k 7.54
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $162k 10k 15.80
Telefonica S A Sponsored Adr (TEF) 0.0 $153k 38k 4.05
United Microelectronics Corp Spon Adr New (UMC) 0.0 $151k 19k 7.83
BlackRock LT Municipal Advantage Trust (BTA) 0.0 $148k 16k 9.26
Wipro Spon Adr 1 Sh (WIT) 0.0 $127k 45k 2.83
Algonquin Power & Utilities equs (AQN) 0.0 $124k 20k 6.14
Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) 0.0 $72k 18k 4.00
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $52k 16k 3.28
Agilon Health (AGL) 0.0 $12k 19k 0.64