NI

NATURAL INVESTMENTS, LLC

13F
NATURAL INVESTMENTS, LLC
Last update 2025-05-09 246 Stocks (17 new)
Value $353.00 Mil Turnover 6 %
Countries:
Top Holdings: AAPL(5.93%)MSFT(5.48%)NXTE(4.02%)NVDA(3.38%)DSI(2.73%)
Summary Stock Picks Current Portfolio
NATURAL INVESTMENTS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
94,258
20,940.0
-0.57%
5.930
-0.04%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
MSFT 		Microsoft Corp
51,548
19,350.0
+1.90%
5.480
+0.10%
0.000
+16.18%
+9.64%
3,421,645.9
Software
NXTE 		AXS Green Alpha ETF
477,247
14,180.0
+1.66%
4.020
+0.07%
35.090
-2.03%
-0.99%
42.8
 
NVDA 		NVIDIA Corp
110,073
11,930.0
-0.49%
3.380
-0.02%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
DSI 		iShares ESG MSCI KLD 400 ETF
94,028
9,630.0
+15.70%
2.730
+0.37%
0.230
+1.83%
+0.77%
4,521.3
 
ABBV 		AbbVie Inc
42,234
8,850.0
-0.38%
2.510
-0.01%
0.000
-10.14%
+6.70%
328,745.3
Drug Manufacturers
HD 		The Home Depot Inc
18,789
6,890.0
-3.60%
1.950
-0.08%
0.000
-6.55%
-4.72%
366,422.0
Retail - Cyclical
MA 		Mastercard Inc
12,422
6,810.0
+13.90%
1.930
+0.24%
0.000
+1.77%
+11.55%
531,772.9
Credit Services
HASI 		HA Sustainable Infrastructure Capital Inc
232,292
6,790.0
-1.88%
1.920
-0.03%
0.190
-11.53%
-5.26%
3,042.2
Asset Management
JSTC 		Adasina Social Justice All Cap Global ETF
348,869
6,310.0
+9.13%
1.790
+0.15%
2.930
+2.80%
+4.54%
230.3
 

NATURAL INVESTMENTS, LLC's Historical Top Holdings Breakdowns

NATURAL INVESTMENTS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEGN 		US Vegan Climate ETF2025-03-31Add
+1.32%
●
48.94 ($53.2) 56.01
$53.09
-0.21%
Add 613.56%
109,567
94,212
ADBE 		Adobe Inc2025-03-31Reduce
-0.71%
●
377.84 ($428.84) 464.11
$415.09
-3.21%
Reduce -76.51%
1,775
-5,781
MSCI 		MSCI Inc2025-03-31Sold Out
-0.60%
●
541.46 ($581.29) 628.34
$564.02
-2.97%
Sold Out
0
-3,620
TT 		Trane Technologies PLC2025-03-31Add
+0.47%
●
332 ($361.35) 400.86
$430.27
19.07%
Add 155.18%
8,079
4,913
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.45%
●
663000 ($729331) 801950
$757,400.00
3.85%
New holding
2
2
ICE 		Intercontinental Exchange Inc2025-03-31Add
+0.43%
●
142.8 ($163.84) 176.36
$179.80
9.74%
Add 176.04%
13,915
8,874
DSI 		iShares ESG MSCI KLD 400 ETF2025-03-31Add
+0.37%
●
101.98 ($109.1) 115.66
$110.81
1.57%
Add 15.7%
94,028
12,759
BALL 		Ball Corp2025-03-31Sold Out
-0.35%
●
49.04 ($52.48) 56.53
$53.58
2.10%
Sold Out
0
-22,665
MA 		Mastercard Inc2025-03-31Add
+0.24%
●
504.67 ($544.39) 576.31
$585.60
7.57%
Add 13.9%
12,422
1,516
ROG 		Rogers Corp2025-03-31Sold Out
-0.21%
●
67.53 ($86.04) 102.68
$66.57
-22.63%
Sold Out
0
-7,614

NATURAL INVESTMENTS, LLC Total Holding History ($B)

To

NATURAL INVESTMENTS, LLC's Asset Allocation

To

NATURAL INVESTMENTS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NATURAL INVESTMENTS, LLC's Hypothetical Growth since 2025-03-31

NATURAL INVESTMENTS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

NATURAL INVESTMENTS, LLC's Holdings Heat Map

Size field:

NATURAL INVESTMENTS, LLC's Holdings Bubble Chart

NATURAL INVESTMENTS, LLC News

  • 1

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