Natural Investments

Natural Investments as of March 31, 2026

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